SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 6,547 $1.59M 0.27% -130 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 6,534 $1.59M 0.24% -1,836 13F-HR Timeline Prosperity Financial Group, Inc. group of 2 filers holding More: the full row for Prosperity Financial Group, Inc. 6,528 $1.59M +353 Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 6,521 $1.59M 0.46% +148 13F-HR Timeline Yahav Achim Ve Achayot - Provident Fund… More: the full row for Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 6,538 $1.59M 4.5% new 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 6,514 $1.59M 1.24% +17 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 6,514 $1.59M 1.23% 0 13F-HR Timeline Cravens & Co Advisors, LLC More: the full row for Cravens & Co Advisors, LLC 6,508 $1.59M 1.08% -2,886 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 6,503 $1.58M 1.1% -43 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 6,494 $1.58M 1.14% 0 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 6,485 $1.58M 0.46% -15 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 6,474 $1.58M 0.57% +785 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 6,501 $1.57M 1.16% +1,316 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 6,456 $1.57M 0.34% -260 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 6,455 $1.57M 0.1% +1,616 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 6,257 $1.57M 0.38% -243 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 6,450 $1.57M 0.34% +177 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 6,437 $1.57M 1.42% -145 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 6,434 $1.57M 0.49% -33 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 6,434 $1.57M 0.48% +2 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 6,222 $1.56M 0.32% +51 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 6,408 $1.56M 0.68% +1,002 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 6,408 $1.56M 0.35% +685 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 6,397 $1.56M 0.29% 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 6,396 $1.56M 1.2% -856 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 6,388 $1.56M 0.36% +472 13F-HR Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 6,379 $1.55M 0.92% +68 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 6,372 $1.55M 2.66% -32 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 6,372 $1.55M 1.23% -19 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 6,371 $1.55M 0.66% +52 13F-HR Timeline RESTON WEALTH MANAGEMENT LLC More: the full row for RESTON WEALTH MANAGEMENT LLC 6,340 $1.54M 0.5% -67 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 6,335 $1.54M 0.13% -2,218 13F-HR Timeline MARATHON ASSET MANAGEMENT LP More: the full row for MARATHON ASSET MANAGEMENT LP 6,330 $1.54M 2.47% -6,330 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 6,325 $1.54M 0.41% +4,571 13F-HR Timeline RPS ADVISORY SOLUTIONS LLC More: the full row for RPS ADVISORY SOLUTIONS LLC 6,314 $1.54M 0.75% -261 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 6,307 $1.54M 0.46% +147 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 6,307 $1.54M 0.51% -62 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 6,300 $1.53M 1.1% 0 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 6,295 $1.53M 0.84% -469 13F-HR Timeline North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 6,277 $1.53M 1.21% -903 13F-HR Timeline Tweedy, Browne Co LLC More: the full row for Tweedy, Browne Co LLC 6,272 $1.53M 0.13% -6,881 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 6,264 $1.53M 1.41% +606 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 5,418 $1.52M 0.58% +38 13F-HR Timeline PIAR LLC More: the full row for PIAR LLC 6,230 $1.52M 1.09% -2,430 13F-HR Timeline Financial Futures Ltd Liability Co. More: the full row for Financial Futures Ltd Liability Co. 6,228 $1.52M 0.74% -130 13F-HR Timeline PROSPECTOR PARTNERS LLC in group PROSPECTOR PARTNERS LLC More: the full row for PROSPECTOR PARTNERS LLC 6,226 $1.52M 0.18% +1 13F-HR Timeline Group MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 6,188 $1.51M 0.48% -91 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 6,175 $1.5M 0.1% -326 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 6,140 $1.5M 1.17% 0 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 6,137 $1.49M 0.76% +55 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 6,131 $1.49M 0.27% +469 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 6,130 $1.49M 0.24% +2,185 13F-HR Timeline Torray Investment Partners LLC More: the full row for Torray Investment Partners LLC 6,125 $1.49M 0.2% -24 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 6,112 $1.49M 0.57% -141 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 6,098 $1.49M 0.53% +171 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 6,087 $1.48M 0.56% +21 13F-HR Timeline Rooted Wealth Advisors, Inc. 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More: the full row for CJM Wealth Advisers, Ltd. 6,057 $1.48M 0.45% 0 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 6,051 $1.47M 0.37% +90 13F-HR Timeline SAM Advisors, LLC More: the full row for SAM Advisors, LLC 6,050 $1.47M 0.47% -306 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 6,040 $1.47M 0.34% -257 13F-HR Timeline Cubist Systematic Strategies, LLC More: the full row for Cubist Systematic Strategies, LLC 6,035 $1.47M 0.02% +1,132 13F-HR Timeline Corundum Trust Company, INC More: the full row for Corundum Trust Company, INC 6,027 $1.47M 3.18% -31 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 6,025 $1.47M 0.34% +1,381 13F-HR Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 6,019 $1.47M 0.33% +2,185 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 6,010 $1.46M 0.45% -400 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 5,961 $1.46M 0.15% +1,652 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 6,005 $1.46M 0.05% -253 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 5,999 $1.46M 1.22% -1,314 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 5,940 $1.46M 0.54% 0 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 5,985 $1.46M 0.37% +854 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 5,936 $1.46M 0.73% -17 13F-HR Timeline Dodds Wealth, LLC More: the full row for Dodds Wealth, LLC 5,982 $1.46M 0.36% +100 13F-HR Timeline Roberts Capital Advisors, LLC More: the full row for Roberts Capital Advisors, LLC 5,971 $1.45M 1.62% -12,257 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 5,953 $1.45M 0.77% -228 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 5,947 $1.45M 0.79% -343 13F-HR Timeline Terril Brothers, Inc. More: the full row for Terril Brothers, Inc. 5,945 $1.45M 0.44% +1,785 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 5,936 $1.45M 0.53% +191 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 5,915 $1.44M 0.24% +750 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 5,910 $1.44M 0.31% +20 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 5,522 $1.44M 0.38% -36 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 5,904 $1.44M 0.3% -8 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 5,893 $1.44M 0.22% -707 13F-HR Timeline Warther Private Wealth, LLC More: the full row for Warther Private Wealth, LLC 5,859 $1.43M 0.34% -942 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 5,858 $1.43M 0.09% +510 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 5,847 $1.42M 0.38% +4 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 5,846 $1.42M 0.14% +36 13F-HR Timeline Sitrin Capital Management LLC More: the full row for Sitrin Capital Management LLC 5,836 $1.42M 0.68% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 5,830 $1.42M 0.34% +220 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 5,828 $1.42M 0.6% +145 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 5,825 $1.42M 0.48% -8,898 13F-HR Timeline WISCONSIN CAPITAL MANAGEMENT LLC More: the full row for WISCONSIN CAPITAL MANAGEMENT LLC 5,820 $1.42M 0.72% 0 13F-HR Timeline Kingsman Wealth Management, Inc. More: the full row for Kingsman Wealth Management, Inc. 5,820 $1.42M 0.79% +477 13F-HR Timeline LOUNTZIS ASSET MANAGEMENT, LLC More: the full row for LOUNTZIS ASSET MANAGEMENT, LLC 5,817 $1.42M 0.46% 0 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 5,808 $1.41M 0.49% +1,615 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 246,693 $1.41M 0.29% -988 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 5,801 $1.41M 0.44% +1,217 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 5,797 $1.41M 0.18% +426 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 5,789 $1.41M 0.75% +2,385 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 5,783 $1.41M 0.77% 0 13F-HR Timeline Charter Capital Management, LLC\DE More: the full row for Charter Capital Management, LLC\DE 5,781 $1.41M 0.76% +274 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 5,780 $1.41M 0.07% +397 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 4,771 $1.41M 0.25% -674 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 5,767 $1.4M 0.35% +1 13F-HR Timeline Family Capital Trust Co More: the full row for Family Capital Trust Co 5,765 $1.4M 0.47% -2,500 13F-HR Timeline Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 5,763 $1.4M 1.09% +34 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 5,763 $1.4M 0.2% -459 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 5,762 $1.4M 0.4% 0 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 5,760 $1.4M 0.49% -240 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 5,748 $1.4M 0.17% 0 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 5,741 $1.4M 0.19% 0 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 5,732 $1.4M 0.3% +49 13F-HR Timeline Elk River Wealth Management LLC More: the full row for Elk River Wealth Management LLC 5,714 $1.39M 0.22% -59 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 5,703 $1.39M 0.37% +36 13F-HR Timeline Independent Family Office, LLC More: the full row for Independent Family Office, LLC 5,700 $1.39M 0.59% 0 13F-HR Timeline RMR Capital Management, LLC More: the full row for RMR Capital Management, LLC 5,700 $1.39M 0.97% 0 13F-HR Timeline SANDLER CAPITAL MANAGEMENT More: the full row for SANDLER CAPITAL MANAGEMENT 5,699 $1.39M 0.51% -2,178 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 5,698 $1.39M 0.22% -81 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 5,692 $1.39M 0.35% -735 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 5,678 $1.38M 0.08% +167 13F-HR Timeline Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 5,677 $1.38M 0.69% -18 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 5,667 $1.38M 0.38% +573 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 5,664 $1.38M 0.63% 0 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 5,658 $1.38M 0.58% +3,845 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 5,657 $1.38M 0.11% +131 13F-HR Timeline Runnymede Capital Advisors, Inc. More: the full row for Runnymede Capital Advisors, Inc. 5,650 $1.38M 1.13% 0 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 5,645 $1.37M 0.31% -12 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 5,639 $1.37M 0.42% +864 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 5,666 $1.37M 0.47% +274 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 5,635 $1.37M 0.14% +161 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 5,621 $1.37M 0.16% -68 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 5,621 $1.37M 0.31% -59 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 5,619 $1.37M 0.75% -610 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 5,617 $1.37M 0.66% 0 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 5,614 $1.37M 0.07% +4,450 13F-HR Timeline Group First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 5,605 $1.37M 0.51% +4,010 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 5,601 $1.36M 0.46% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 5,600 $1.36M 0.51% -115 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 5,598 $1.36M 0.21% +483 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 5,594 $1.36M 0.53% +2,302 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 5,585 $1.36M 0.26% +9 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 5,574 $1.36M 0.56% 0 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 5,556 $1.35M 0.03% +453 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 5,548 $1.35M 0.22% +11 13F-HR Timeline Seneca House Advisors More: the full row for Seneca House Advisors 5,534 $1.35M 0.54% +28 13F-HR Timeline Chicago Wealth Management, Inc. More: the full row for Chicago Wealth Management, Inc. 5,526 $1.35M 0.59% -125 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 5,507 $1.34M 1.17% +296 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 5,502 $1.34M 0.72% -220 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 5,477 $1.33M 0.55% +1,001 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 5,473 $1.33M 0.43% +489 13F-HR Timeline Portfolio Strategies, Inc. More: the full row for Portfolio Strategies, Inc. 5,496 $1.33M 0.15% -43 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 5,467 $1.33M 0.59% -2,494 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 5,462 $1.33M 0.41% -4,024 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 5,460 $1.33M 0.38% -248 13F-HR Timeline Exit Wealth Advisors, LLC. More: the full row for Exit Wealth Advisors, LLC. 5,455 $1.33M 0.89% 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 4,947 $1.33M 0.14% +169 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 5,438 $1.32M 0.23% -69 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 5,436 $1.32M 0.77% +239 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 5,431 $1.32M 0.16% -751 13F-HR Timeline Pollock Investment Advisors, LLC More: the full row for Pollock Investment Advisors, LLC 5,430 $1.32M 1.04% 0 13F-HR Timeline Pacific Wealth Strategies Group, Inc. More: the full row for Pacific Wealth Strategies Group, Inc. 5,429 $1.32M 0.81% +256 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 5,420 $1.32M 0.18% +807 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 5,409 $1.32M 0.95% +3 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 5,409 $1.32M 0.58% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 5,400 $1.32M 0.95% +30 13F-HR Timeline Seek First Inc. More: the full row for Seek First Inc. 5,399 $1.32M 0.95% new 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 5,391 $1.31M 0.24% -836 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 5,199 $1.31M 0.27% -40 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 5,366 $1.31M 0.4% -72 13F-HR Timeline Pandora Wealth, Inc. 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