FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 3,105 $450K 0.1% -158 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 3,101 $449K 0.05% +7 13F-HR/A Timeline FISHMAN JAY A LTD/MI More: the full row for FISHMAN JAY A LTD/MI 3,098 $449K 0.04% -2,625 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 3,098 $449K 0.04% -175 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 3,097 $449K 0.06% -296 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 3,091 $448K 0.09% -314 13F-HR Timeline BROGAN FINANCIAL, INC. More: the full row for BROGAN FINANCIAL, INC. 3,089 $447K 0.22% +471 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 3,089 $447K 0.25% +9 13F-HR Timeline Kagan Cocozza Asset Management More: the full row for Kagan Cocozza Asset Management 3,072 $445K 0.37% 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 3,071 $445K 0.4% -218 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 3,070 $445K 0.23% +18 13F-HR Timeline BetterWealth, LLC More: the full row for BetterWealth, LLC 3,070 $445K 0.12% 0 13F-HR Timeline ACADEMY CAPITAL MANAGEMENT More: the full row for ACADEMY CAPITAL MANAGEMENT 3,062 $444K 0.07% new 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 3,058 $443K 0.07% -8 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 3,057 $443K 0.07% 0 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 3,056 $443K 0.28% 0 13F-HR/A Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 3,054 $442K 0.15% 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 3,054 $442K 0.06% -210 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 3,051 $442K 0.44% +5 13F-HR Timeline Straight Path Wealth Management More: the full row for Straight Path Wealth Management 3,044 $441K 0.17% 0 13F-HR Timeline Candriam S.C.A. More: the full row for Candriam S.C.A. 3,032 $439K <0.01% 0 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 3,031 $439K 0.14% +709 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 3,031 $439K 0.33% 13F-HR/A Timeline Group PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 3,026 $438K 0.22% 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 3,022 $438K 0.12% +125 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 3,020 $437K 0.31% +42 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 3,020 $437K 0.36% 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 3,015 $437K 0.08% -39,717 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 3,012 $436K 0.3% 0 13F-HR Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 3,010 $436K 0.01% +540 13F-HR/A Timeline White Wing Wealth Management More: the full row for White Wing Wealth Management 3,009 $436K 0.32% +35 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 3,005 $435K 0.33% 0 13F-HR Timeline Cairn Investment Group, Inc. 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More: the full row for SPROTT INC. 2,985 $432K 0.03% new 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 2,984 $432K 0.06% -1,255 13F-HR/A Timeline Ferguson Shapiro LLC More: the full row for Ferguson Shapiro LLC 2,980 $432K 0.16% +8 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 2,973 $431K 0.1% +1 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 2,971 $430K 0.64% 13F-HR/A Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 2,969 $430K <0.01% -38,492 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 2,968 $430K 0.05% 0 13F-HR Timeline Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 2,968 $430K 0.28% 0 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 2,816 $430K 0.12% new 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 2,959 $429K 0.15% +311 13F-HR/A Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 2,954 $428K 0.38% 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 2,743 $427K 0.13% 13F-HR Timeline WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 2,942 $426K 0.01% +55 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 2,937 $425K 0.04% -446 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 2,935 $425K 0.39% 13F-HR/A Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 2,930 $424K 0.22% -301 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 2,927 $424K 0.18% +107 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 2,925 $424K 0.13% -29 13F-HR Timeline Lane & Associates LLC More: the full row for Lane & Associates LLC 2,831 $422K 0.22% +285 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 2,915 $422K 0.24% +37 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 2,911 $422K 0.13% +638 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 2,910 $421K 0.62% 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 2,709 $421K 0.15% 13F-HR Timeline Stillwater Wealth Management Group More: the full row for Stillwater Wealth Management Group 2,903 $420K 0.38% 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 2,901 $420K 0.14% +140 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 2,900 $420K 0.02% +14 13F-HR Timeline PICTET BANK & TRUST Ltd More: the full row for PICTET BANK & TRUST Ltd 2,900 $420K 0.42% -270 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 2,900 $420K 0.23% new 13F-HR Timeline WASHBURN CAPITAL MANAGEMENT, INC. More: the full row for WASHBURN CAPITAL MANAGEMENT, INC. 2,898 $420K 0.26% +298 13F-HR Timeline EWG Elevate Inc. More: the full row for EWG Elevate Inc. 2,895 $419K 0.13% +229 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 2,893 $419K 0.07% +133 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 2,694 $418K 0.42% 13F-HR Timeline Compton Financial Group, LLC More: the full row for Compton Financial Group, LLC 2,887 $418K 0.12% 0 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 2,881 $417K 0.21% -180 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 2,796 $417K 0.19% -136 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 2,867 $415K 0.03% -734 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 2,862 $415K 0.12% -663 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 2,859 $414K 0.2% +3 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 2,845 $412K 0.17% -31 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 2,844 $412K 0.05% +115 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 2,842 $412K 0.17% -664 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 2,840 $411K 0.12% +66 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 2,641 $411K 0.13% -53 13F-HR Timeline SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L… More: the full row for SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC 2,838 $411K 0.08% -3,213 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 2,835 $411K 0.1% +110 13F-HR Timeline Lakewood Asset Management LLC More: the full row for Lakewood Asset Management LLC 2,828 $410K 0.28% +5 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 2,827 $410K 0.34% +525 13F-HR Timeline Aufman Associates Inc More: the full row for Aufman Associates Inc 2,823 $409K 0.28% +22 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 2,822 $409K 0.02% -11,664 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 2,822 $409K 0.28% 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 2,811 $407K 0.05% +364 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 2,808 $407K 0.06% +815 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 2,802 $406K 0.07% +1 13F-HR Timeline Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 2,800 $406K 0.27% +100 13F-HR Timeline SCP Investment, LP More: the full row for SCP Investment, LP 2,800 $406K 0.31% +1,000 13F-HR Timeline Asset Advisors Investment Management, L… More: the full row for Asset Advisors Investment Management, LLC 2,799 $405K 0.04% 0 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 2,799 $405K 0.27% +138 13F-HR Timeline INSTRUMENTAL WEALTH, LLC More: the full row for INSTRUMENTAL WEALTH, LLC 2,553 $401K 0.38% +318 13F-HR Timeline Heirloom Wealth Management More: the full row for Heirloom Wealth Management 2,766 $401K 0.12% +90 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 2,761 $400K 0.1% -43 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 2,760 $400K 0.02% -570 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 2,759 $400K 0.04% +547 13F-HR Timeline Atwater Malick LLC More: the full row for Atwater Malick LLC 2,755 $399K 0.13% 0 13F-HR Timeline HAMILTON CAPITAL PARTNERS, LLC More: the full row for HAMILTON CAPITAL PARTNERS, LLC 2,750 $398K 0.25% 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 2,746 $398K 0.17% +53 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 2,742 $397K 0.05% 13F-HR Timeline Solidarity Wealth, LLC More: the full row for Solidarity Wealth, LLC 2,736 $396K 0.1% -1,281 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 2,735 $396K 0.3% 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 2,734 $396K 0.25% -75 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 2,733 $396K 0.32% 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 2,732 $396K 0.12% +114 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 2,515 $395K 0.13% +58 13F-HR Timeline WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 2,726 $395K 0.28% +18 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 2,725 $395K 0.29% 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 2,724 $395K 0.24% -61 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 2,723 $394K 0.11% +362 13F-HR Timeline Family Firm, Inc. More: the full row for Family Firm, Inc. 2,721 $394K 0.09% +368 13F-HR Timeline Buckingham Capital Management, Inc. More: the full row for Buckingham Capital Management, Inc. 2,716 $393K 0.05% +2 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 2,714 $393K 0.08% -410 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 2,521 $392K 0.18% +12 13F-HR Timeline VPR Management LLC More: the full row for VPR Management LLC 2,700 $391K 0.2% 0 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 2,669 $391K 0.22% +2,101 13F-HR Timeline Prairie Sky Financial Group LLC More: the full row for Prairie Sky Financial Group LLC 2,697 $391K 0.24% +1 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 2,695 $390K 0.21% +931 13F-HR Timeline Rockbridge Asset Management LLC More: the full row for Rockbridge Asset Management LLC 2,695 $390K 0.22% 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 2,695 $390K 0.42% 13F-HR Timeline Warther Private Wealth, LLC More: the full row for Warther Private Wealth, LLC 2,689 $389K 0.13% +83 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 2,688 $389K 0.09% -496 13F-HR Timeline Goldstream Capital Management Ltd More: the full row for Goldstream Capital Management Ltd 2,687 $389K 0.17% -3,106 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 2,687 $389K 0.12% new 13F-HR Timeline Parkshore Wealth Management, Inc. More: the full row for Parkshore Wealth Management, Inc. 2,685 $389K 0.23% 13F-HR Timeline American Trust More: the full row for American Trust 2,680 $388K 0.03% -254 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 2,673 $387K 0.11% +36 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 2,673 $387K 0.21% -85 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 2,669 $387K 0.16% 0 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 2,668 $386K 0.16% +404 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 2,656 $385K 0.02% -2 13F-HR Timeline ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 2,654 $384K 0.26% -486 13F-HR Timeline South Street Advisors LLC More: the full row for South Street Advisors LLC 2,654 $384K 0.06% -12,750 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 2,653 $384K 0.2% -11 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 2,652 $384K 0.24% +103 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 2,651 $384K 0.19% 13F-HR Timeline Phraction Management LLC More: the full row for Phraction Management LLC 2,650 $384K 0.13% 0 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 2,643 $383K 0.34% 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 2,642 $383K 0.14% 0 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 2,635 $382K <0.01% +807 13F-HR Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 2,636 $382K 0.41% -281 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 2,364 $382K 0.08% +74 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 2,628 $381K 0.1% +2,092 13F-HR Timeline HUTNER CAPITAL MANAGEMENT INC More: the full row for HUTNER CAPITAL MANAGEMENT INC 2,619 $379K 0.18% -2,243 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 2,615 $379K 0.02% 0 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 2,612 $378K 0.04% +3 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 2,610 $378K 0.03% +423 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 2,606 $377K 0.07% -1,023 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 2,605 $377K 0.06% -30 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 2,549 $377K 0.13% -185 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 2,603 $377K 0.04% -228 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 2,600 $377K 0.04% 0 13F-HR Timeline Brueske Advisory Services, LLC More: the full row for Brueske Advisory Services, LLC 2,597 $376K 0.33% 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 2,596 $376K 0.19% -10 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 2,596 $376K 0.2% +26 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 2,595 $376K 0.05% +104 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 2,594 $376K 0.1% 13F-HR Timeline LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 2,585 $375K 0.26% 0 13F-HR Timeline NWK Group, Inc. More: the full row for NWK Group, Inc. 2,585 $374K 0.14% 0 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 2,580 $374K 0.29% +116 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 2,574 $373K 0.13% -4 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 2,565 $371K 0.1% +1 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 2,564 $371K 0.2% new 13F-HR Timeline Archvest Wealth Advisors, Inc. More: the full row for Archvest Wealth Advisors, Inc. 2,553 $370K 0.27% +41 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 2,552 $370K 0.06% -314 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 2,551 $369K 0.1% +74 13F-HR Timeline Midwest Heritage Bank, FSB More: the full row for Midwest Heritage Bank, FSB 2,550 $369K 0.17% +2 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 2,549 $369K 0.22% +7 13F-HR Timeline Berry Wealth Group, LP More: the full row for Berry Wealth Group, LP 2,545 $369K 0.27% -60 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 2,543 $368K 0.07% -123 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 2,537 $367K 0.25% +10 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 2,534 $367K 0.12% 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 2,533 $367K 0.09% +851 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 2,527 $366K 0.11% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 2,532 $366K 0.07% -28 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 2,526 $366K 0.32% +817 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 2,519 $365K 0.09% 0 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 2,519 $365K 0.09% 0 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 2,517 $365K 0.12% -354 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 2,516 $364K 0.13% +354 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 2,507 $363K 0.03% new 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 2,500 $362K 0.07% +920 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 2,493 $361K 0.12% 13F-HR Timeline Group Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 2,492 $361K 0.21% +62 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 2,486 $360K 0.1% new 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 2,482 $360K 0.05% +1,088 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 2,477 $359K 0.06% +1,345 13F-HR Timeline SoundView Advisors Inc. More: the full row for SoundView Advisors Inc. 2,478 $358K 0.15% 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 2,458 $356K 0.39% +100 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 2,449 $355K 0.19% -467 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 2,439 $353K 0.19% +9 13F-HR Timeline KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 2,438 $353K 0.26% +54 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 2,435 $353K 0.11% +130 13F-HR Timeline Lee, Kelleher & Klein Wealth Management More: the full row for Lee, Kelleher & Klein Wealth Management 2,429 $352K 0.25% 13F-HR Timeline Triune Financial Partners, LLC More: the full row for Triune Financial Partners, LLC 2,425 $351K 0.11% +24 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 2,421 $351K 0.12% 0 13F-HR Timeline