ForthRight Wealth Management, LLC More: the full row for ForthRight Wealth Management, LLC 4,039 $1.27M 0.36% -274 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 4,031 $1.26M 0.39% 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 4,030 $1.26M 0.83% +436 13F-HR Timeline Northern Capital Management, Inc. More: the full row for Northern Capital Management, Inc. 4,023 $1.26M 0.67% +32 13F-HR Timeline Regency Capital Management Inc.\DE More: the full row for Regency Capital Management Inc.\DE 4,020 $1.26M 0.52% new 13F-HR Timeline Bell & Brown Wealth Advisors, LLC More: the full row for Bell & Brown Wealth Advisors, LLC 4,019 $1.26M 0.41% -231 13F-HR/A Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 4,013 $1.26M 0.41% +2,343 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 4,013 $1.26M 0.44% -15 13F-HR Timeline Steffes Financial, Ltd. More: the full row for Steffes Financial, Ltd. 4,007 $1.26M 0.66% 13F-HR Timeline NDVR, Inc. More: the full row for NDVR, Inc. 4,004 $1.26M 1.04% +639 13F-HR Timeline Black Maple Capital Management LP More: the full row for Black Maple Capital Management LP 4,000 $1.26M 0.94% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 5,153 $1.26M 0.32% 0 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT INC More: the full row for NORTHSTAR ASSET MANAGEMENT INC 3,999 $1.25M 0.32% -76 13F-HR Timeline Dixon Mitchell Investment Counsel Inc. More: the full row for Dixon Mitchell Investment Counsel Inc. 3,996 $1.25M 0.04% +24 13F-HR Timeline Foundry Financial LLC More: the full row for Foundry Financial LLC 3,995 $1.25M 0.66% 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 3,992 $1.25M 0.49% -154 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 3,991 $1.25M 0.52% +963 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 3,990 $1.25M 0.9% 0 13F-HR Timeline PACK Private Wealth, LLC More: the full row for PACK Private Wealth, LLC 3,985 $1.25M 0.57% -15 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 3,985 $1.25M 0.32% +7 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 3,979 $1.25M 0.36% +13 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 3,975 $1.25M 0.16% -360 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 3,973 $1.25M 0.32% +1 13F-HR Timeline INSTRUMENTAL WEALTH, LLC More: the full row for INSTRUMENTAL WEALTH, LLC 4,058 $1.25M 0.75% +258 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 3,969 $1.25M 0.15% -416 13F-HR Timeline SACKS & ASSOCIATES, LLC More: the full row for SACKS & ASSOCIATES, LLC 3,967 $1.24M 0.91% 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 3,956 $1.24M 0.85% +308 13F-HR Timeline DECISION INVESTMENTS, INC More: the full row for DECISION INVESTMENTS, INC 3,954 $1.24M 1.36% 13F-HR Timeline Peck Wealth Management, LLC More: the full row for Peck Wealth Management, LLC 3,946 $1.24M 1.17% 0 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 3,945 $1.24M 0.33% +742 13F-HR Timeline Hansen & Associates Financial Group, In… More: the full row for Hansen & Associates Financial Group, Inc. 3,882 $1.24M 0.68% -2,121 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 3,938 $1.24M 0.81% -500 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 3,934 $1.23M 0.3% +228 13F-HR Timeline RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 3,934 $1.23M 0.2% 0 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 3,932 $1.23M 0.45% -197 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 3,930 $1.23M 0.48% -240 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 3,928 $1.23M 0.8% -79 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 3,888 $1.23M 0.41% +159 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 3,916 $1.23M 1.06% +475 13F-HR Timeline FFG Partners, LLC More: the full row for FFG Partners, LLC 3,915 $1.23M 0.36% +3 13F-HR Timeline Defender Capital, LLC. More: the full row for Defender Capital, LLC. 3,910 $1.23M 0.4% new 13F-HR Timeline PUFF WEALTH MANAGEMENT, LLC More: the full row for PUFF WEALTH MANAGEMENT, LLC 3,887 $1.23M 1.58% +19 13F-HR Timeline FORMULATE FINANCIAL LLC More: the full row for FORMULATE FINANCIAL LLC 3,900 $1.22M 1.43% 0 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 3,900 $1.22M 0.45% -351 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 3,897 $1.22M 0.43% -1,163 13F-HR Timeline Prosperitas Financial LLC More: the full row for Prosperitas Financial LLC 3,897 $1.22M 0.48% -15 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 3,887 $1.22M 0.13% -39 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 3,882 $1.22M 0.17% +111 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 3,875 $1.22M 0.37% +1 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 3,643 $1.22M 0.8% -185 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 3,860 $1.21M 0.77% +537 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 3,858 $1.21M 0.23% +344 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 3,855 $1.21M 0.37% -332 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 3,855 $1.21M 1.23% -75 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 3,842 $1.21M 0.18% +1,690 13F-HR Timeline ProCore Advisors, LLC More: the full row for ProCore Advisors, LLC 3,850 $1.21M 1.24% 13F-HR Timeline M & L Capital Management Ltd More: the full row for M & L Capital Management Ltd 3,850 $1.21M 0.25% 0 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 3,834 $1.2M 0.54% -240 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 3,830 $1.2M 0.73% -64 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 3,827 $1.2M 0.68% 0 13F-HR Timeline Dala Group, LLC More: the full row for Dala Group, LLC 3,825 $1.2M 1.04% 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 3,821 $1.2M 0.6% -134 13F-HR Timeline 360 Financial, Inc. More: the full row for 360 Financial, Inc. 3,817 $1.2M 0.36% 0 13F-HR/A Timeline Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 3,816 $1.2M 0.6% +975 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 3,815 $1.2M 0.47% -20 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 3,815 $1.2M 0.66% +189 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 3,795 $1.19M 0.18% -556 13F-HR Timeline Brave Warrior Advisors, LLC More: the full row for Brave Warrior Advisors, LLC 3,790 $1.19M 0.03% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 3,781 $1.19M 0.15% -166 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 3,778 $1.19M 0.72% +145 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 3,774 $1.18M 0.65% +33 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 3,774 $1.18M 0.2% +396 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 3,769 $1.18M 0.15% -182 13F-HR Timeline Torrey-Payne Wealth Management, LLC More: the full row for Torrey-Payne Wealth Management, LLC 3,544 $1.18M 1.06% 13F-HR Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 3,763 $1.18M 0.38% 0 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 3,751 $1.18M 0.29% +72 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 3,747 $1.18M 0.2% -1,046 13F-HR Timeline Vilga Financial Planning LLC More: the full row for Vilga Financial Planning LLC 3,744 $1.17M 1.13% 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 3,700 $1.17M 0.4% +10 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 3,554 $1.17M 0.6% +30 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 3,738 $1.17M 1.42% +104 13F-HR Timeline MYCIO WEALTH PARTNERS, LLC More: the full row for MYCIO WEALTH PARTNERS, LLC 3,735 $1.17M 0.24% -47 13F-HR Timeline American National Bank of Texas More: the full row for American National Bank of Texas 3,732 $1.17M 1.12% +38 13F-HR Timeline WASHBURN CAPITAL MANAGEMENT, INC. More: the full row for WASHBURN CAPITAL MANAGEMENT, INC. 3,730 $1.17M 0.64% -10 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 3,727 $1.17M 0.57% -150 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 3,726 $1.17M 0.61% -99 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 3,719 $1.17M 0.52% -31 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 3,718 $1.17M 0.12% +100 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 3,710 $1.16M 0.96% 0 13F-HR Timeline Cinctive Capital Management LP More: the full row for Cinctive Capital Management LP 3,709 $1.16M 0.07% -36,736 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 3,707 $1.16M 0.78% +300 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 3,382 $1.16M 0.41% new 13F-HR Timeline Praxis Capital Management LLC More: the full row for Praxis Capital Management LLC 3,705 $1.16M 4.16% 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 3,705 $1.16M 0.12% +50 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 3,702 $1.16M 0.78% +1,290 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 3,698 $1.16M 0.54% 0 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 3,687 $1.16M 0.55% -70 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 3,683 $1.16M 0.98% -606 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 3,681 $1.16M 0.71% 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 3,681 $1.16M 0.1% new 13F-HR Timeline Safe Harbor Wealth Advisors, LLC More: the full row for Safe Harbor Wealth Advisors, LLC 3,731 $1.15M 1.12% 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 3,601 $1.15M 0.44% +2,650 13F-HR Timeline Trace Wealth Advisors, LLC More: the full row for Trace Wealth Advisors, LLC 3,673 $1.15M 0.83% -32 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 3,672 $1.15M 0.64% -238 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 3,671 $1.15M 0.74% -32 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 3,665 $1.15M 0.54% -15 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 3,661 $1.15M 0.85% +330 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 3,660 $1.15M 0.64% +155 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 3,656 $1.15M 0.84% -873 13F-HR Timeline Golden Reserve Retirement LLC More: the full row for Golden Reserve Retirement LLC 3,650 $1.15M 0.21% new 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 3,649 $1.15M 0.78% -60 13F-HR Timeline Sunstone Asset Management, LP More: the full row for Sunstone Asset Management, LP 3,647 $1.14M 1.12% 13F-HR Timeline A4 Wealth Advisors LLC More: the full row for A4 Wealth Advisors LLC 3,646 $1.14M 0.99% -3,339 13F-HR Timeline Del-Sette Capital Management, LLC More: the full row for Del-Sette Capital Management, LLC 3,645 $1.14M 0.71% 0 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 3,643 $1.14M 0.05% +286 13F-HR Timeline Keystone Global Partners, LLC More: the full row for Keystone Global Partners, LLC 3,640 $1.14M 0.5% 0 13F-HR Timeline Elk River Wealth Management LLC More: the full row for Elk River Wealth Management LLC 3,633 $1.14M 0.18% -2,081 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 3,632 $1.14M 0.5% -1,348 13F-HR Timeline Momentous Wealth Management, Inc. More: the full row for Momentous Wealth Management, Inc. 3,627 $1.14M 0.65% +193 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 3,381 $1.14M 0.58% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 3,620 $1.14M 0.07% +620 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 3,620 $1.14M 0.03% -170 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 3,618 $1.14M 0.45% -100 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 3,618 $1.14M 0.27% -114 13F-HR Timeline Integrity Investment Advisors, LLC More: the full row for Integrity Investment Advisors, LLC 3,613 $1.13M 0.62% +916 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 3,610 $1.13M 0.33% 0 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 3,610 $1.13M 1.69% 13F-HR Timeline Vines Capital Management, LLC More: the full row for Vines Capital Management, LLC 3,610 $1.13M 1.1% 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 3,605 $1.13M 0.35% +180 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 3,603 $1.13M 0.19% +6 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 3,597 $1.13M 0.68% -150 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 3,596 $1.13M 0.16% -171 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 3,596 $1.13M 0.13% +1,088 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 3,595 $1.13M 0.1% +340 13F-HR Timeline August Group Capital Ltd More: the full row for August Group Capital Ltd 3,586 $1.13M 1.25% 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 3,580 $1.12M 0.27% +499 13F-HR Timeline Martin Investment Management, LLC More: the full row for Martin Investment Management, LLC 3,579 $1.12M 0.31% -242 13F-HR Timeline Taylor Securities Services, Inc. More: the full row for Taylor Securities Services, Inc. 3,572 $1.12M 0.51% 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 3,567 $1.12M 0.08% +97 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 3,566 $1.12M 0.23% -273 13F-HR Timeline BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 3,562 $1.12M 0.3% +740 13F-HR Timeline Bienville Capital Management, LLC More: the full row for Bienville Capital Management, LLC 3,559 $1.12M 0.18% -682 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 3,550 $1.11M 0.24% +100 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 3,549 $1.11M 0.54% -197 13F-HR Timeline SoundView Advisors Inc. More: the full row for SoundView Advisors Inc. 3,549 $1.11M 0.39% -13,999 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 3,546 $1.11M 0.69% -46 13F-HR Timeline J.M. Arbour, LLC More: the full row for J.M. Arbour, LLC 3,545 $1.11M 1.11% 13F-HR Timeline WIREGRASS INVESTMENT MANAGEMENT LLC More: the full row for WIREGRASS INVESTMENT MANAGEMENT LLC 3,545 $1.11M 0.93% 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 3,542 $1.11M <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 3,540 $1.11M 0.44% 0 13F-HR Timeline Group Triasima Portfolio Management inc. More: the full row for Triasima Portfolio Management inc. 3,536 $1.11M 0.17% 0 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 3,535 $1.11M 0.37% 0 13F-HR/A Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 3,533 $1.11M 0.39% +120 13F-HR Timeline Biltmore Wealth Management, LLC More: the full row for Biltmore Wealth Management, LLC 3,531 $1.11M 0.42% -7 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 3,529 $1.11M 1.04% 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 3,522 $1.11M 0.22% +185 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 3,518 $1.1M 0.68% -125 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 3,518 $1.1M 0.2% -145 13F-HR Timeline TRUSTCO BANK CORP N Y in group TRUSTCO BANK CORP N Y More: the full row for TRUSTCO BANK CORP N Y 3,516 $1.1M 0.99% 0 13F-HR Timeline Group Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 3,510 $1.1M 0.21% 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 3,505 $1.1M 0.08% -188 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 3,501 $1.1M 0.22% +95 13F-HR Timeline Alliance Private Wealth, LLC More: the full row for Alliance Private Wealth, LLC 3,227 $1.1M 0.38% 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 3,498 $1.1M 0.04% +1 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 3,495 $1.1M 0.14% -17 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 3,491 $1.09M 0.39% 0 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 3,489 $1.09M 0.36% -138 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 3,485 $1.09M 0.25% -89 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 3,482 $1.09M 0.54% -40 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 3,482 $1.09M 0.13% -4 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 3,477 $1.09M 0.22% -185 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 3,461 $1.09M 0.29% +23 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 3,460 $1.09M 0.15% +67 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 3,457 $1.08M 0.34% +24 13F-HR Timeline FMB WEALTH MANAGEMENT More: the full row for FMB WEALTH MANAGEMENT 3,451 $1.08M 0.43% 0 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 3,500 $1.08M 0.48% 0 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 3,449 $1.08M 0.96% -2,988 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 3,447 $1.08M 0.56% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 3,446 $1.08M 0.6% 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 3,441 $1.08M 0.47% -395 13F-HR Timeline Emissary Wealth LLC More: the full row for Emissary Wealth LLC 3,440 $1.08M 0.91% 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 3,437 $1.08M 0.43% +1,967 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 3,437 $1.08M 0.27% +295 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 3,434 $1.08M 0.52% -4 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 3,417 $1.08M 0.26% -80 13F-HR Timeline BDFS Capital LLC More: the full row for BDFS Capital LLC 3,422 $1.07M 0.54% 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 3,421 $1.07M 0.25% -362 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 3,420 $1.07M 0.17% 0 13F-HR Timeline Oxford Wealth Group, LLC More: the full row for Oxford Wealth Group, LLC 3,404 $1.07M 0.52% 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 3,404 $1.07M 0.14% +564 13F-HR Timeline Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 3,402 $1.07M 0.36% +250 13F-HR Timeline Trust Co More: the full row for Trust Co 3,394 $1.07M 0.1% +683 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 3,384 $1.06M 0.58% -344 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 3,379 $1.06M 0.19% -48 13F-HR Timeline MARTINGALE ASSET MANAGEMENT L P More: the full row for MARTINGALE ASSET MANAGEMENT L P 3,378 $1.06M 0.03% +21 13F-HR Timeline Golden Unicorn (BVI) Ltd More: the full row for Golden Unicorn (BVI) Ltd 3,375 $1.06M 0.14% new 13F-HR Timeline Randall & Associates Wealth Management More: the full row for Randall & Associates Wealth Management 3,372 $1.06M 0.73% +640 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 3,368 $1.06M 0.15% +529 13F-HR Timeline MOR Wealth Management, LLC More: the full row for MOR Wealth Management, LLC 3,359 $1.05M 0.48% 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 3,359 $1.05M 0.28% -37 13F-HR Timeline