Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 2,570 $388K 0.21% +638 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 2,304 $388K 0.18% +94 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 2,316 $387K 0.09% +612 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 2,315 $387K 0.29% +7 13F-HR Timeline SHAYNE & JACOBS, LLC More: the full row for SHAYNE & JACOBS, LLC 2,314 $387K 0.1% 0 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 2,312 $387K 0.02% -9 13F-HR Timeline ISTHMUS PARTNERS, LLC More: the full row for ISTHMUS PARTNERS, LLC 2,312 $387K 0.05% 0 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 2,309 $386K 0.19% -342 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 2,303 $385K 0.34% -79 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 2,302 $385K 0.2% +111 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 2,300 $385K 0.26% -109 13F-HR/A Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 2,299 $385K 0.05% -2 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 2,297 $384K 0.04% +236 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 2,297 $384K 0.1% +17 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 2,296 $384K 0.28% +50 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 2,652 $384K 0.24% 0 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 2,294 $384K 0.09% -126 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 2,292 $383K 0.11% -37 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 2,290 $383K 0.15% -20 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 2,290 $383K 0.1% -338 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 2,288 $383K 0.26% -37 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 2,821 $383K 0.07% +567 13F-HR Timeline Berry Wealth Group, LP More: the full row for Berry Wealth Group, LP 2,285 $382K 0.3% -260 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 2,285 $382K 0.11% +1 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 2,283 $382K 0.02% 0 13F-HR Timeline Bowman & Co S.C. More: the full row for Bowman & Co S.C. 2,280 $381K 0.19% 0 13F-HR Timeline Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 2,269 $380K 0.33% -31 13F-HR Timeline Sequent Asset Management, LLC More: the full row for Sequent Asset Management, LLC 2,268 $379K 0.21% +101 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 2,266 $379K 0.08% +464 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 2,266 $379K 0.11% +3 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 2,263 $379K 0.09% -123 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 2,261 $378K 0.41% +264 13F-HR Timeline Cannon Advisors, Inc. More: the full row for Cannon Advisors, Inc. 2,260 $378K 0.35% -89 13F-HR Timeline ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 2,259 $378K 0.27% -395 13F-HR Timeline CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 2,259 $378K 0.14% -45 13F-HR Timeline Chapman Investment Management, LLC More: the full row for Chapman Investment Management, LLC 2,258 $378K 0.28% -2,392 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 2,252 $377K 0.38% +100 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 2,245 $376K 0.07% +104 13F-HR Timeline Essex LLC More: the full row for Essex LLC 2,240 $375K 0.08% +4 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 2,240 $375K 0.07% -366 13F-HR Timeline Financial Advisors, LLC More: the full row for Financial Advisors, LLC 2,240 $375K 0.07% +1 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 2,233 $373K 0.16% +644 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 2,223 $373K 0.12% -38 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 2,227 $373K 0.25% +580 13F-HR Timeline Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 2,225 $372K 0.26% +499 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 2,224 $372K 0.36% -11 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 2,218 $371K 0.31% 0 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 2,219 $371K 0.02% 0 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 2,533 $370K 0.16% +12 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 2,207 $369K 0.29% +990 13F-HR Timeline WOOSTER CORTHELL WEALTH MANAGEMENT, INC. More: the full row for WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 2,202 $368K 0.08% +85 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 2,201 $368K 0.21% 0 13F-HR Timeline Lakeside Advisors, INC. More: the full row for Lakeside Advisors, INC. 2,197 $367K 0.24% +1 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 2,194 $367K 0.28% -39 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 2,193 $367K 0.43% 0 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 2,190 $366K 0.3% new 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 2,180 $365K 0.19% +4 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 2,517 $365K 0.12% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 2,177 $364K 0.07% -135 13F-HR Timeline BEDDOW CAPITAL MANAGEMENT INC More: the full row for BEDDOW CAPITAL MANAGEMENT INC 2,175 $364K 0.14% 0 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 2,175 $364K 0.12% -19 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 2,173 $364K 0.08% +1,121 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 2,712 $363K 0.36% +18 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 2,167 $363K 0.34% +120 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 2,165 $362K 0.33% -2,035 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 2,164 $362K 0.06% 0 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 2,164 $362K 0.18% -285 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 2,164 $362K 0.29% -31 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 2,163 $362K 0.11% -28 13F-HR Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 2,161 $362K 0.24% 0 13F-HR Timeline DIKER MANAGEMENT LLC in group DIKER MANAGEMENT LLC More: the full row for DIKER MANAGEMENT LLC 2,156 $361K 0.43% 0 13F-HR Timeline Group Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 2,155 $360K 0.27% +5 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 2,154 $360K 0.44% -304 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 2,154 $360K 0.36% -58 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 2,150 $360K 0.13% -582 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 2,147 $359K 0.08% +1 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 2,142 $358K 0.03% +215 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 2,135 $357K 0.13% +14 13F-HR Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 2,131 $356K 0.39% +39 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 2,129 $356K 0.07% +50 13F-HR Timeline DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 2,126 $356K 0.16% +14 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 2,125 $355K 0.07% +1 13F-HR Timeline Heirloom Wealth Management More: the full row for Heirloom Wealth Management 2,123 $355K 0.1% -643 13F-HR Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 2,121 $355K 0.4% -59 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 2,118 $354K 0.1% 0 13F-HR Timeline WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 2,117 $354K 0.26% -609 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 2,117 $354K 0.13% +347 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 2,113 $354K 0.04% -2,386 13F-HR Timeline Group Columbus Macro, LLC More: the full row for Columbus Macro, LLC 2,109 $353K 0.05% -85 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 2,103 $352K 0.24% 0 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 2,100 $351K 0.07% -135 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 2,099 $351K 0.06% +40 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 2,535 $351K 0.11% -106 13F-HR Timeline Reliant Investment Management, LLC More: the full row for Reliant Investment Management, LLC 2,093 $350K 0.18% +315 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 2,089 $349K 0.05% 0 13F-HR Timeline Community Bank of Raymore More: the full row for Community Bank of Raymore 2,087 $349K 0.28% 0 13F-HR Timeline Driehaus Capital Management LLC More: the full row for Driehaus Capital Management LLC 2,084 $349K <0.01% new 13F-HR Timeline Sulzberger Capital Advisors, Inc. More: the full row for Sulzberger Capital Advisors, Inc. 2,084 $349K 0.46% -70 13F-HR Timeline Hilton Capital Management, LLC More: the full row for Hilton Capital Management, LLC 2,083 $348K 0.03% new 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 2,082 $348K 0.07% +294 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 2,081 $348K 0.11% +624 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 2,080 $348K 0.05% +2 13F-HR Timeline ATLANTIC FAMILY WEALTH, LLC More: the full row for ATLANTIC FAMILY WEALTH, LLC 2,080 $348K 0.32% +104 13F-HR Timeline KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 2,094 $348K 0.16% +3 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 2,079 $348K 0.09% -30 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 2,074 $347K 0.03% -120 13F-HR Timeline Silver Lake Advisory, LLC More: the full row for Silver Lake Advisory, LLC 2,072 $347K 0.15% -234 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 2,071 $346K 0.07% -50 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 2,068 $346K 0.04% 0 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 2,068 $346K 0.17% -4,837 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 2,067 $346K 0.37% -350 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 2,064 $345K 0.19% 0 13F-HR Timeline OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 2,078 $345K 0.05% new 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 2,061 $345K 0.13% -22 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 2,060 $345K 0.21% +31 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 2,073 $344K 0.25% +24 13F-HR Timeline KAHN BROTHERS GROUP INC More: the full row for KAHN BROTHERS GROUP INC 2,053 $343K 0.07% new 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 2,050 $343K 0.13% -1,728 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 2,323 $342K 0.07% 0 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 2,040 $341K 0.15% +186 13F-HR Timeline SOUTHERN CAPITAL ADVISORS, LLC More: the full row for SOUTHERN CAPITAL ADVISORS, LLC 2,037 $341K 0.19% +286 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 2,034 $340K 0.28% +25 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 2,027 $339K 0.12% +161 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 2,026 $339K 0.05% -318 13F-HR Timeline Trust Co of Kansas More: the full row for Trust Co of Kansas 2,022 $338K 0.18% 0 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 2,020 $338K 0.04% new 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 2,020 $338K 6.58% 0 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 2,018 $338K 0.13% 0 13F-HR Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 2,016 $337K 0.16% -80 13F-HR Timeline Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 2,016 $337K 0.27% +152 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 2,506 $337K 0.13% -9 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 2,014 $337K 0.03% +6 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 2,009 $336K 0.06% +8 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 2,002 $335K 0.11% +19 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 2,262 $335K 0.18% -1 13F-HR Timeline Slow Capital, Inc. More: the full row for Slow Capital, Inc. 2,000 $335K 0.04% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 2,000 $335K 0.06% +128 13F-HR Timeline Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 1,995 $334K 0.13% -1,862 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 1,989 $333K 0.14% -103 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 1,989 $333K 0.27% +4 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 1,985 $332K 0.05% 0 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 1,970 $330K 0.02% -790 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 1,969 $329K 0.14% +465 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 1,967 $329K 0.07% -25 13F-HR Timeline INSTRUMENTAL WEALTH, LLC More: the full row for INSTRUMENTAL WEALTH, LLC 2,364 $328K 0.3% -189 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 1,959 $328K 0.37% +528 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 1,955 $327K 0.14% -714 13F-HR Timeline Broadleaf Partners, LLC More: the full row for Broadleaf Partners, LLC 1,953 $327K 0.09% 0 13F-HR Timeline Heritage Wealth Management, Inc./Texas More: the full row for Heritage Wealth Management, Inc./Texas 1,949 $326K 0.19% -19 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 1,945 $325K 0.04% +53 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 1,945 $325K 0.12% 0 13F-HR Timeline Henshaw Capital LLC More: the full row for Henshaw Capital LLC 1,945 $325K 0.01% 0 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 1,942 $325K 0.09% -173 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 1,954 $325K 0.01% +151 13F-HR Timeline Group Madison Park Capital Advisors, LLC More: the full row for Madison Park Capital Advisors, LLC 1,940 $324K 0.28% -4,440 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 1,938 $324K 0.04% new 13F-HR/A Timeline Investors Research Corp More: the full row for Investors Research Corp 1,936 $324K 0.07% +114 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 1,936 $324K 0.15% -30 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 1,932 $323K 0.16% +241 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 1,930 $323K 0.06% -28 13F-HR Timeline Brewster Financial Planning LLC More: the full row for Brewster Financial Planning LLC 1,929 $323K 0.24% 0 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 1,928 $323K 0.19% 0 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 1,924 $322K 0.24% +225 13F-HR Timeline Grant/GrossMendelsohn, LLC More: the full row for Grant/GrossMendelsohn, LLC 2,294 $321K 0.18% +1 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 1,921 $321K 0.08% -3 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 1,920 $321K 0.21% -80 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 1,920 $321K 0.14% 0 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 1,915 $320K 0.25% -16 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 1,911 $320K 0.05% -14 13F-HR Timeline Terril Brothers, Inc. More: the full row for Terril Brothers, Inc. 1,912 $320K 0.12% -275 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 1,911 $320K 0.29% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 1,897 $317K 0.11% -2,909 13F-HR Timeline Schorn Wealth LLC More: the full row for Schorn Wealth LLC 1,896 $317K 0.1% +1 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 1,889 $316K 0.13% -1,305 13F-HR Timeline Fortune 45 LLC More: the full row for Fortune 45 LLC 1,882 $315K 0.21% -2,876 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 2,265 $315K 0.21% -3,005 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 1,881 $315K 0.14% +293 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 1,881 $315K 0.06% +94 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 1,880 $315K 0.21% +59 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 1,879 $314K 0.12% -38 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 1,878 $314K 0.11% new 13F-HR Timeline Leslie Global Wealth, LLC More: the full row for Leslie Global Wealth, LLC 1,870 $313K 0.15% -61 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 1,870 $313K 0.3% +96 13F-HR Timeline Orion Investment Co More: the full row for Orion Investment Co 1,868 $312K 0.13% 0 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 1,865 $312K 0.26% 0 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 1,862 $311K 0.17% +45 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 1,860 $311K 0.09% +3 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 1,860 $311K 0.09% +195 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 1,860 $311K 0.22% 0 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 1,856 $311K 0.1% -106 13F-HR Timeline HARRIS ASSOCIATES L P More: the full row for HARRIS ASSOCIATES L P 1,855 $310K <0.01% -333 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 2,281 $310K 0.27% +123 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 1,853 $310K 0.02% -202 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 1,853 $310K 0.34% +2 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 1,853 $310K 0.26% +11 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 1,851 $310K 0.26% -269 13F-HR Timeline Burt Wealth Advisors More: the full row for Burt Wealth Advisors 1,851 $310K 0.08% 0 13F-HR Timeline Corton Capital Inc. More: the full row for Corton Capital Inc. 1,851 $310K 1.02% -170 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 1,851 $310K 0.04% 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 1,848 $309K 0.05% +12 13F-HR Timeline