Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 817 $275K 0.04% -445 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 814 $274K 0.13% -16 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 814 $274K 0.01% -299 13F-HR Timeline Group ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 813 $274K 0.1% +1 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 809 $272K 0.08% +42 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 803 $270K 0.12% +128 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 801 $270K 0.18% -16 13F-HR Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 799 $269K 1.71% 0 13F-HR Timeline SCHWARTZ INVESTMENT COUNSEL INC More: the full row for SCHWARTZ INVESTMENT COUNSEL INC 798 $269K 0.01% 0 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 794 $267K 0.69% -1,007 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 791 $266K 0.02% +28 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 786 $265K 0.03% +57 13F-HR Timeline IMZ Advisory Inc More: the full row for IMZ Advisory Inc 786 $265K 0.1% +4 13F-HR Timeline Stronghold Wealth Management L.L.C. More: the full row for Stronghold Wealth Management L.L.C. 785 $264K 0.39% 13F-HR Timeline nVerses Capital, LLC More: the full row for nVerses Capital, LLC 783 $264K 0.59% new 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 781 $263K 0.04% -12 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 780 $263K 0.04% -4 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 779 $262K 0.06% -78 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 778 $262K 0.13% -63 13F-HR Timeline Cane Capital Partners, LLC More: the full row for Cane Capital Partners, LLC 778 $262K 0.11% 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 776 $261K 0.01% -152 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 723 $260K 0.1% 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 772 $260K 0.17% 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 771 $260K 0.02% -53 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 770 $259K 0.06% 0 13F-HR/A Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 770 $259K 0.04% -82 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 768 $259K 0.01% 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 768 $259K 0.09% +12 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 767 $258K 0.02% -4 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 764 $257K 0.02% new 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 762 $256K 0.03% +14 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 760 $256K 0.02% new 13F-HR Timeline Group Marble Wealth, LLC More: the full row for Marble Wealth, LLC 759 $256K 0.04% 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 759 $256K 0.13% 0 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 759 $256K 0.03% -22 13F-HR Timeline Greystone Financial Group, LLC More: the full row for Greystone Financial Group, LLC 756 $255K 0.04% -20 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 754 $254K 0.02% -7 13F-HR Timeline WealthPoint Financial, LLC More: the full row for WealthPoint Financial, LLC 753 $254K 0.22% 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 752 $253K 0.01% +41 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 751 $253K 0.01% +16 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 750 $252K 0.03% 0 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 749 $252K 0.04% -68 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 748 $252K 0.13% -11 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 747 $251K 0.05% +7 13F-HR Timeline CDM FINANCIAL COUNSELING SERVICES, INC. More: the full row for CDM FINANCIAL COUNSELING SERVICES, INC. 746 $251K 0.24% 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 745 $251K 0.03% +150 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 745 $251K 0.07% 0 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 745 $251K 0.1% +50 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 745 $251K 0.03% +22 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 744 $251K 0.08% +44 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 744 $250K 0.15% +45 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 743 $250K 0.08% new 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 742 $250K 0.03% +5 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 740 $249K 0.13% -15 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 738 $249K 0.08% +1 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 738 $248K 0.09% 0 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 738 $248K 0.03% 0 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 735 $247K 0.01% new 13F-HR Timeline CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 733 $247K 0.08% +10 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 733 $247K 0.09% +31 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 731 $246K 0.05% -25 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 731 $246K 0.09% +1 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 731 $246K 0.03% -2 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 729 $245K 0.02% 0 13F-HR Timeline Sunesis Advisors, LLC More: the full row for Sunesis Advisors, LLC 729 $245K 0.11% 0 13F-HR Timeline Sequent Asset Management, LLC More: the full row for Sequent Asset Management, LLC 727 $245K 0.11% +60 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 727 $245K 0.05% +2 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 726 $244K 0.18% 0 13F-HR Timeline Skylands Capital, LLC More: the full row for Skylands Capital, LLC 725 $244K 0.03% 0 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 725 $244K 0.02% -35 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 722 $243K 0.01% new 13F-HR Timeline Piedmont Capital Management, LLC/NC More: the full row for Piedmont Capital Management, LLC/NC 721 $243K 0.16% 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 715 $241K 0.12% -102 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 714 $240K 0.02% -47 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 667 $240K 0.05% -61 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 713 $240K 0.05% -14 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 712 $240K 0.16% -16 13F-HR Timeline Belleair Asset Management, LLC More: the full row for Belleair Asset Management, LLC 712 $240K 0.23% 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 712 $240K 0.18% new 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 711 $240K 0.01% -186 13F-HR Timeline Group Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 649 $239K 0.02% -19 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 708 $238K 0.08% new 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 650 $238K 0.04% -26 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 647 $238K 0.01% +3 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 705 $237K 0.07% +29 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 704 $237K 0.01% -78 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 703 $237K 0.02% 0 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 700 $236K 0.02% 0 13F-HR Timeline HT Partners LLC More: the full row for HT Partners LLC 700 $236K 0.07% 0 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 700 $236K 0.07% 0 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 700 $236K 0.23% 13F-HR Timeline Clarion Wealth Managment Partners, LLC More: the full row for Clarion Wealth Managment Partners, LLC 698 $235K 0.22% -8 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 696 $234K 0.09% -15 13F-HR Timeline Group MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 695 $234K 0.02% +51 13F-HR Timeline Group GoalFusion Wealth Management, LLC More: the full row for GoalFusion Wealth Management, LLC 691 $233K 0.11% 0 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 690 $232K 0.13% new 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 689 $232K 0.05% -4 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 688 $232K 0.03% +83 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 688 $232K 0.05% +53 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 687 $231K 0.12% +36 13F-HR Timeline Group Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 685 $231K 0.08% +1 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 685 $231K 0.13% 0 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 684 $230K 0.09% 0 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 683 $230K 0.02% new 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 683 $230K 0.08% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 680 $229K 0.01% -42 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 679 $229K 0.05% 0 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 678 $228K 0.06% -59 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 677 $228K 0.03% -61 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 677 $228K 0.11% 0 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 676 $228K 0.11% -12 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 675 $227K 0.15% 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Falcon Wealth Planning More: the full row for Falcon Wealth Planning 675 $227K 0.02% new 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 671 $226K 0.07% +62 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 621 $226K 0.04% -8 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 669 $225K 0.06% +36 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 669 $225K 0.03% +11 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 669 $225K 0.03% +34 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 667 $225K 0.03% +1 13F-HR Timeline 111 Capital More: the full row for 111 Capital 667 $225K 0.05% new 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 665 $224K 0.09% +2 13F-HR Timeline McLaughlin Asset Management, Inc. More: the full row for McLaughlin Asset Management, Inc. 664 $224K 0.2% 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 660 $222K 0.11% 0 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 659 $222K 0.03% new 13F-HR Timeline Davies Financial Advisors, Inc. More: the full row for Davies Financial Advisors, Inc. 659 $222K 0.41% -154 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 658 $222K 0.02% +1 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 657 $221K 0.01% -15 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 655 $221K 0.03% +3 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 655 $221K 0.21% 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 654 $220K 0.03% -22 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 652 $220K 0.04% -27 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 651 $219K 0.15% +2 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 650 $219K 0.09% new 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 650 $219K 0.06% -51 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 648 $218K 0.03% -161 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 646 $217K 0.02% new 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 645 $217K <0.01% new 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 643 $216K 0.06% 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 642 $216K 0.03% new 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 642 $216K 0.06% 0 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 639 $215K 0.03% 0 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 638 $215K 0.01% -36 13F-HR Timeline Griffith & Werner, Inc. 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More: the full row for Independent Wealth Network Inc. 631 $212K 0.06% +23 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 630 $212K 0.01% 0 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 631 $212K 0.03% +2 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 628 $212K 0.02% -96 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 627 $211K 0.03% +77 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 627 $211K 0.03% +27 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 575 $211K <0.01% 0 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 626 $211K 0.02% 0 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 626 $211K 0.05% 0 13F-HR Timeline CCM INVESTMENT ADVISERS LLC More: the full row for CCM INVESTMENT ADVISERS LLC 625 $210K 0.02% 0 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 624 $210K 0.14% 0 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 623 $210K 0.04% new 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 621 $209K 0.04% new 13F-HR Timeline Spartan Planning & Wealth Management More: the full row for Spartan Planning & Wealth Management 620 $209K 0.15% new 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 619 $208K 0.02% 0 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 618 $208K 0.04% +26 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 618 $208K 0.02% -47 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 618 $208K 0.02% 0 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 618 $208K 0.04% +1 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 617 $208K 0.09% 0 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 617 $208K 0.13% -2 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 575 $208K 0.05% new 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 616 $207K 0.05% +3 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 611 $207K <0.01% new 13F-HR Timeline Group Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 616 $207K 0.01% 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 616 $207K 0.03% new 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 615 $207K 0.09% new 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 614 $207K 0.01% 0 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 613 $206K 0.01% +2 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 612 $206K 0.04% 0 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 610 $205K 0.03% 0 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 609 $205K 0.03% new 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 609 $205K 0.02% new 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 609 $205K 0.13% new 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 607 $204K 0.02% +1 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 607 $204K 0.12% +1 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 606 $204K 0.03% -21 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 604 $203K 0.07% 0 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 603 $203K 0.06% 0 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 604 $203K 0.02% new 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 603 $203K 0.13% -16 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 602 $203K 0.01% new 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 601 $202K 0.17% -205 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 601 $202K 0.06% -62 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 601 $202K 0.07% 0 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 601 $202K 0.08% +1 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 600 $202K 0.09% -18 13F-HR Timeline WILLIAM JOHN SEMPOLINSKI More: the full row for WILLIAM JOHN SEMPOLINSKI 600 $202K 0.1% 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 595 $200K 0.14% +1 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 594 $200K 0.01% 0 13F-HR Timeline Group Solstein Capital, LLC More: the full row for Solstein Capital, LLC 563 $190K 0.08% 0 13F-HR Timeline