Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 5,418 $1.03M 0.27% +632 13F-HR Timeline Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 5,400 $1.02M 0.39% new 13F-HR Timeline Park State Asset Management More: the full row for Park State Asset Management 5,400 $1.02M 0.57% 0 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 5,394 $1.02M 0.08% +174 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 5,392 $1.02M 0.61% +15 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 5,389 $1.02M 0.54% +5 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 5,382 $1.02M 0.65% 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 5,385 $1.02M 0.14% -15,614 13F-HR Timeline UNIONVIEW, LLC More: the full row for UNIONVIEW, LLC 5,384 $1.02M 0.75% -36 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 5,382 $1.02M 0.17% -21 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 5,381 $1.02M 0.78% 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 5,380 $1.02M 0.31% -100 13F-HR Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 5,379 $1.02M 0.31% +220 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 5,377 $1.02M 0.42% +29 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 5,371 $1.02M 0.13% -30 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 5,371 $1.02M 0.58% 13F-HR Timeline Anchor Pointe Wealth Management, LLC More: the full row for Anchor Pointe Wealth Management, LLC 5,310 $1.02M 1.32% 13F-HR Timeline Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 5,357 $1.01M 1.21% 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 5,355 $1.01M 0.09% +95 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 5,355 $1.01M 0.46% 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 5,353 $1.01M 0.13% -8,360 13F-HR Timeline Group Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 5,348 $1.01M 0.48% new 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 5,333 $1.01M 0.15% +243 13F-HR Timeline Safeguard Financial, LLC More: the full row for Safeguard Financial, LLC 5,340 $1.01M 0.22% -410 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 5,334 $1.01M 0.47% 0 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 5,333 $1.01M 0.19% +1,392 13F-HR Timeline GG Group Ventures, LLC More: the full row for GG Group Ventures, LLC 5,326 $1.01M 1.33% +186 13F-HR Timeline Burt Wealth Advisors More: the full row for Burt Wealth Advisors 5,307 $1M 0.26% +54 13F-HR Timeline Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 5,307 $1M 0.27% -200 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 5,291 $1M 0.02% +102 13F-HR Timeline Providence Wealth Advisors, LLC More: the full row for Providence Wealth Advisors, LLC 5,103 $999K 0.76% -30 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 5,276 $999K 0.34% +1 13F-HR Timeline Tandem Wealth Advisors LLC More: the full row for Tandem Wealth Advisors LLC 5,266 $997K 0.51% +305 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 5,264 $996K 0.55% 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 5,259 $996K 1.13% 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 5,250 $994K 0.86% -4 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 5,250 $994K 0.29% -615 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 5,245 $993K 0.2% +112 13F-HR Timeline JBGlobal.com LLC More: the full row for JBGlobal.com LLC 5,244 $993K 1.05% 13F-HR Timeline Horan Securities, Inc. More: the full row for Horan Securities, Inc. 5,232 $990K 0.38% +34 13F-HR Timeline Defined Financial Planning LLC More: the full row for Defined Financial Planning LLC 5,223 $989K 1.06% 13F-HR Timeline COMMUNITY TRUST & INVESTMENT CO More: the full row for COMMUNITY TRUST & INVESTMENT CO 5,217 $988K 0.06% +340 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 5,215 $987K 0.82% +359 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 5,213 $987K 0.38% -140 13F-HR Timeline Connective Portfolio Management, LLC More: the full row for Connective Portfolio Management, LLC 5,200 $984K 1.46% -710 13F-HR Timeline Wilkinson Global Asset Management LLC More: the full row for Wilkinson Global Asset Management LLC 5,197 $984K 0.06% 0 13F-HR Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 5,195 $983K 0.17% 0 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 5,181 $981K 0.07% +93 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 5,175 $980K 0.21% 13F-HR Timeline Sensible Money, LLC More: the full row for Sensible Money, LLC 5,162 $977K 0.43% 0 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 5,154 $976K 0.14% +734 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 5,152 $975K 0.84% 0 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 5,150 $975K 0.82% 13F-HR/A Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 5,149 $975K 0.25% +5,131 13F-HR Timeline New Jersey Better Educational Savings T… More: the full row for New Jersey Better Educational Savings Trust 5,143 $974K 1.87% 0 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 5,141 $973K 0.74% +290 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 5,112 $968K 0.35% -180 13F-HR Timeline VILLERE ST DENIS J & CO LLC More: the full row for VILLERE ST DENIS J & CO LLC 5,110 $967K 0.09% -540 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 5,108 $967K 0.32% 13F-HR Timeline Legacy PCG, LLC More: the full row for Legacy PCG, LLC 5,105 $966K 0.69% -440 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 5,103 $966K 0.29% +131 13F-HR Timeline Oppenheimer & Close, LLC More: the full row for Oppenheimer & Close, LLC 5,100 $965K 0.79% 0 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 5,090 $964K 0.12% -3,710 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 5,082 $962K 0.4% -346 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 5,071 $960K 0.12% +76 13F-HR Timeline Illumine Investment Management, LLC More: the full row for Illumine Investment Management, LLC 5,070 $960K 0.79% 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 5,060 $958K 0.87% 13F-HR Timeline CMT Capital Markets Trading GmbH in group CMT Capital Markets Trading G… More: the full row for CMT Capital Markets Trading GmbH 5,050 $956K 0.57% new 13F-HR Timeline Group VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 5,047 $955K 0.56% 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 5,045 $955K 0.19% +1,316 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 5,041 $954K 0.13% 13F-HR Timeline Pachira Investments Inc. More: the full row for Pachira Investments Inc. 4,985 $953K 0.58% +235 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 5,032 $953K 0.65% +2 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 5,022 $951K 0.28% 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 5,017 $950K 0.72% 13F-HR Timeline MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 5,005 $947K 0.74% 13F-HR Timeline FACTORY MUTUAL INSURANCE CO More: the full row for FACTORY MUTUAL INSURANCE CO 5,000 $946K 0.01% 0 13F-HR Timeline NEEDHAM INVESTMENT MANAGEMENT LLC in group NEEDHAM INVESTMENT MANAGEMENT… More: the full row for NEEDHAM INVESTMENT MANAGEMENT LLC 5,000 $946K 0.07% 0 13F-HR Timeline Group Bridge Creek Capital Management LLC More: the full row for Bridge Creek Capital Management LLC 5,000 $946K 0.29% -120 13F-HR Timeline Castellan Group More: the full row for Castellan Group 4,990 $945K 0.41% 0 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 4,990 $945K 0.12% -852 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 4,936 $944K 0.94% -75 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 4,984 $943K 0.08% +148 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 4,695 $940K 0.53% +861 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 4,958 $938K 0.53% +935 13F-HR Timeline Overbrook Management Corp More: the full row for Overbrook Management Corp 4,955 $938K 0.2% -570 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 4,949 $937K 0.27% -85 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 4,945 $936K 0.42% -435 13F-HR Timeline Chokshi & Queen Wealth Advisors, Inc More: the full row for Chokshi & Queen Wealth Advisors, Inc 4,944 $936K 0.58% 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 4,930 $933K 0.44% +231 13F-HR Timeline AHL INVESTMENT MANAGEMENT, INC. More: the full row for AHL INVESTMENT MANAGEMENT, INC. 4,928 $933K 0.65% -25 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 4,924 $932K 0.23% +801 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 4,909 $931K 0.52% +1,369 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 4,910 $930K 0.51% 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 4,904 $928K 0.31% +4 13F-HR Timeline Passumpsic Savings Bank More: the full row for Passumpsic Savings Bank 4,903 $928K 0.58% +203 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 4,900 $928K 0.52% -239 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 4,897 $927K 0.75% +32 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 4,899 $927K 0.38% -147 13F-HR Timeline CRITERION CAPITAL ADVISORS, LLC More: the full row for CRITERION CAPITAL ADVISORS, LLC 5,075 $924K 0.58% 0 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 4,880 $924K 0.59% 0 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 4,859 $920K 0.42% -200 13F-HR Timeline Financial Futures Ltd Liability Co. More: the full row for Financial Futures Ltd Liability Co. 4,857 $919K 0.52% +16 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 4,846 $917K 0.13% +1,315 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 4,843 $917K 0.3% -151 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 4,839 $916K 0.1% +323 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 4,834 $915K 0.67% -6,983 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 4,832 $915K 0.37% +135 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 4,830 $914K 0.57% 0 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 4,821 $913K 0.04% +483 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 4,817 $912K 0.04% 0 13F-HR/A Timeline Group HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 4,815 $911K 0.01% -98 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 4,814 $911K 0.25% +28 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 4,814 $911K 0.49% -29 13F-HR Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 4,800 $909K 0.59% 0 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 4,779 $905K 0.14% +2,473 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 4,776 $904K 0.16% +2 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 4,774 $904K 0.3% +140 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 4,766 $902K 0.43% +64 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 4,757 $901K 0.04% -549 13F-HR Timeline Pegasus Asset Management, Inc. More: the full row for Pegasus Asset Management, Inc. 4,755 $900K 0.34% 0 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 4,753 $900K 0.19% +195 13F-HR Timeline DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 4,750 $899K 0.04% +340 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 4,745 $898K 0.52% +20 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 4,739 $897K 0.88% 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 4,733 $896K 0.98% -200 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 4,729 $895K 0.34% +277 13F-HR Timeline Hofer & Associates. Inc More: the full row for Hofer & Associates. Inc 4,727 $895K 0.6% +15 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 4,726 $895K 0.35% +16 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 4,653 $894K 0.89% -305 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 4,704 $890K 0.14% +337 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 4,701 $890K 0.23% -66 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. J2 Capital Management Inc More: the full row for J2 Capital Management Inc 4,689 $888K 0.83% 13F-HR Timeline Womack Financial LLC More: the full row for Womack Financial LLC 4,689 $888K 0.79% 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 4,676 $885K 0.3% +358 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 4,614 $883K 0.46% 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 4,600 $882K 0.58% +150 13F-HR Timeline Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 4,660 $882K -5,602 Timeline Rinkey Investments More: the full row for Rinkey Investments 4,655 $881K 0.28% +480 13F-HR Timeline Siligmueller & Norvid Wealth Advisors L… More: the full row for Siligmueller & Norvid Wealth Advisors LLC 4,642 $879K 0.37% 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 4,627 $876K 0.09% +756 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 4,622 $875K 0.66% +34 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 4,611 $874K 0.55% +210 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 4,613 $873K 0.11% +58 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 4,614 $873K 0.11% +165 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 4,604 $872K 0.39% 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 4,603 $871K 0.16% -57 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 4,600 $871K 0.23% -606 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 4,585 $868K 0.22% -3 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 4,579 $867K 0.45% -5,508 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 4,577 $866K 0.26% -92 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 4,574 $866K 0.47% +2 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 4,570 $865K 0.23% 0 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 4,553 $862K 0.11% +2,201 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 4,550 $861K 0.47% -5,559 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 4,547 $861K 0.38% -10,000 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 4,546 $861K 0.06% -239 13F-HR Timeline Group SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 4,541 $860K 0.7% 13F-HR Timeline Berkshire Money Management, Inc. More: the full row for Berkshire Money Management, Inc. 4,536 $859K 0.09% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 4,535 $858K 0.09% -121 13F-HR Timeline Cyr Financial Inc. More: the full row for Cyr Financial Inc. 4,528 $857K 0.78% -220 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 4,525 $857K 0.11% 0 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 4,525 $857K 0.3% +316 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 4,523 $856K 0.28% +1 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 4,195 $856K 0.38% +3 13F-HR Timeline LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 4,516 $855K 0.59% -266 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 4,517 $855K 0.33% -230 13F-HR Timeline BREAKTHRU ADVISORY SERVICES, LLC More: the full row for BREAKTHRU ADVISORY SERVICES, LLC 4,513 $854K 0.77% 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 4,302 $853K 0.47% -60 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 4,505 $853K 0.54% +9 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 4,504 $853K 0.03% +179 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 4,460 $852K 0.42% +224 13F-HR Timeline J. Goldman & Co LP More: the full row for J. Goldman & Co LP 4,499 $852K 0.03% new 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 4,439 $851K 0.15% -549 13F-HR Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 4,495 $851K 0.4% -233 13F-HR Timeline NAPA WEALTH MANAGEMENT More: the full row for NAPA WEALTH MANAGEMENT 4,491 $850K 0.37% +426 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 4,238 $848K 0.26% +8 13F-HR Timeline Aspiring Ventures, LLC More: the full row for Aspiring Ventures, LLC 4,325 $848K 0.54% 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 4,485 $845K 0.78% -1,092 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 4,465 $845K 0.38% -92 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 4,464 $845K 0.47% 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 4,462 $845K 0.24% new 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 4,456 $844K 0.89% -42 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 4,456 $843K 0.51% +166 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 4,446 $842K 0.16% +1,606 13F-HR Timeline Group Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 4,434 $839K 0.46% +1,226 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 4,426 $838K 0.45% 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 4,285 $838K 0.16% -185 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 4,423 $837K 0.06% new 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 4,422 $837K 0.36% -90 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 4,420 $837K 0.25% +229 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 4,417 $836K 0.27% +965 13F-HR Timeline Driehaus Capital Management LLC More: the full row for Driehaus Capital Management LLC 4,410 $835K 0.01% -4,967 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 4,401 $833K 0.35% +27 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 4,394 $832K 0.54% +7 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 4,386 $830K 0.22% +58 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 4,383 $830K 0.22% +1,119 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 4,383 $830K 0.59% 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 4,380 $829K 0.11% +3 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 4,377 $829K 1.02% 13F-HR Timeline