Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 4,507 $1.61M 0.52% +571 13F-HR Timeline Tenzing Financial LLC More: the full row for Tenzing Financial LLC 4,395 $1.61M 1.11% +28 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 4,506 $1.61M 0.22% +431 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 4,505 $1.61M 1.21% 0 13F-HR Timeline Cyr Financial Inc. More: the full row for Cyr Financial Inc. 4,501 $1.61M 0.84% +210 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 4,500 $1.61M 0.32% -44 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 4,499 $1.61M 0.69% +52 13F-HR Timeline DEAN INVESTMENT ASSOCIATES, LLC in group DEAN INVESTMENT ASSOCIATES, L… More: the full row for DEAN INVESTMENT ASSOCIATES, LLC 4,499 $1.61M 0.21% -598 13F-HR/A Timeline Group Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 4,490 $1.6M 0.45% -813 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 4,486 $1.6M 0.36% +59 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 4,480 $1.6M 0.86% +119 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 4,478 $1.6M 0.39% -331 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 4,476 $1.6M 0.57% -139 13F-HR Timeline SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT… More: the full row for SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 4,647 $1.6M 0.89% -100 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 4,463 $1.6M 0.34% +183 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 4,462 $1.59M 0.1% +125 13F-HR Timeline Tandem Wealth Advisors LLC More: the full row for Tandem Wealth Advisors LLC 4,461 $1.59M 0.63% +165 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 4,452 $1.59M 0.48% +763 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 4,449 $1.59M 1.22% -280 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 4,441 $1.59M 0.59% +2 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 4,440 $1.59M 0.85% -447 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 4,436 $1.59M 0.74% 0 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 4,431 $1.58M 0.2% +1 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 4,431 $1.58M 0.98% +84 13F-HR Timeline INDEPENDENT INVESTORS INC More: the full row for INDEPENDENT INVESTORS INC 4,420 $1.58M 0.3% -1,500 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 4,419 $1.58M 0.22% +161 13F-HR Timeline ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 4,418 $1.58M 0.52% -1,477 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 4,406 $1.57M 0.29% +173 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 4,401 $1.57M 1.03% -16 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 4,395 $1.57M 0.15% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 4,389 $1.57M 0.36% +1,849 13F-HR Timeline Box Hill Private Wealth LLC More: the full row for Box Hill Private Wealth LLC 4,384 $1.57M 1.26% +62 13F-HR Timeline Orion Investment Co More: the full row for Orion Investment Co 4,384 $1.57M 0.46% +5 13F-HR Timeline ARWA LLC More: the full row for ARWA LLC 4,419 $1.57M 0.65% -1,173 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 4,368 $1.56M 0.42% -55 13F-HR Timeline Gross & Hartman Investments LLC More: the full row for Gross & Hartman Investments LLC 4,367 $1.56M 0.69% +248 13F-HR Timeline WealthCare Asset Management, LLC More: the full row for WealthCare Asset Management, LLC 4,364 $1.56M 0.65% +2,102 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 4,361 $1.56M 0.36% +762 13F-HR Timeline Nexus Investment Management ULC More: the full row for Nexus Investment Management ULC 4,360 $1.56M 0.2% 0 13F-HR Timeline PCB Capital LLC More: the full row for PCB Capital LLC 4,354 $1.56M 1.89% +163 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 4,348 $1.55M 1.04% -10 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 4,347 $1.55M 0.33% +9 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 4,340 $1.55M 0.85% +314 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 4,335 $1.55M 0.86% +107 13F-HR Timeline Warburton Capital Management, LLC More: the full row for Warburton Capital Management, LLC 4,337 $1.55M 0.63% +38 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 4,332 $1.55M 0.32% -350 13F-HR Timeline Raub Brock Capital Management LP More: the full row for Raub Brock Capital Management LP 4,332 $1.55M 0.43% 0 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 4,329 $1.55M 0.22% +20 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 4,329 $1.55M 0.6% -3,919 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 4,325 $1.55M 0.34% +1,230 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 4,325 $1.55M 0.69% -20 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 4,320 $1.54M 0.85% 0 13F-HR Timeline Solano Wealth Investment Advisors LLC More: the full row for Solano Wealth Investment Advisors LLC 4,319 $1.54M 0.7% 0 13F-HR Timeline Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 4,317 $1.54M 0.22% +192 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 4,317 $1.54M 0.31% +2,170 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 4,312 $1.54M 0.58% +94 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 4,310 $1.54M 0.07% -242 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 4,309 $1.54M 0.38% +407 13F-HR Timeline INSTRUMENTAL WEALTH, LLC More: the full row for INSTRUMENTAL WEALTH, LLC 4,306 $1.54M 0.78% +274 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 4,305 $1.54M 0.47% -87 13F-HR Timeline Campion Asset Management More: the full row for Campion Asset Management 4,286 $1.53M 0.93% +195 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 4,282 $1.53M 1.64% +44 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 4,281 $1.53M 1.02% +1,209 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 4,282 $1.53M 0.19% +456 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 4,276 $1.53M 0.34% +161 13F-HR Timeline Tandem Financial, LLC More: the full row for Tandem Financial, LLC 4,273 $1.53M 0.49% -127 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 4,269 $1.52M 0.53% -277 13F-HR Timeline Unify Financial Advisors More: the full row for Unify Financial Advisors 4,255 $1.52M 1.4% -202 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 4,253 $1.52M 0.17% -5,150 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 4,253 $1.52M 0.26% +241 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 4,248 $1.52M 0.44% -503 13F-HR Timeline COMMUNITY TRUST & INVESTMENT CO More: the full row for COMMUNITY TRUST & INVESTMENT CO 4,240 $1.52M 0.08% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 4,237 $1.51M 0.28% +2 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 4,735 $1.51M 0.29% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 4,226 $1.51M 0.51% +24 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 4,223 $1.51M 0.19% +6 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 4,223 $1.51M 0.34% -968 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 4,221 $1.51M 0.31% +5 13F-HR Timeline DECISION INVESTMENTS, INC More: the full row for DECISION INVESTMENTS, INC 4,219 $1.51M 1.37% +16 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 4,214 $1.5M 0.08% -37,544 13F-HR Timeline WELCH CAPITAL PARTNERS LLC/NY More: the full row for WELCH CAPITAL PARTNERS LLC/NY 4,200 $1.5M 0.29% 0 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 4,200 $1.5M 0.75% 0 13F-HR Timeline Apex Wealth Management, LLC More: the full row for Apex Wealth Management, LLC 4,192 $1.5M 0.92% +2 13F-HR Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 4,190 $1.5M 0.29% +20 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 4,187 $1.5M 1.04% +22 13F-HR Timeline RPS ADVISORY SOLUTIONS LLC More: the full row for RPS ADVISORY SOLUTIONS LLC 4,187 $1.5M 0.99% +178 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 4,171 $1.49M 0.36% +94 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 4,170 $1.49M 0.19% +59 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 4,160 $1.49M 0.31% +572 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 4,130 $1.49M 0.17% -76 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 4,154 $1.48M 0.93% -1,713 13F-HR Timeline Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 4,144 $1.48M 0.98% -85 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 5,145 $1.48M 1.05% +1,867 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 4,138 $1.48M 0.58% -2,210 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 4,136 $1.48M 0.73% +1,792 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 4,136 $1.48M 0.61% -243 13F-HR Timeline Avid Wealth Partners LLC More: the full row for Avid Wealth Partners LLC 4,127 $1.47M 0.71% +73 13F-HR Timeline Chico Wealth RIA More: the full row for Chico Wealth RIA 4,122 $1.47M 0.77% +1,266 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 4,122 $1.47M 0.72% +12 13F-HR Timeline Wilkins Miller Wealth Management, LLC More: the full row for Wilkins Miller Wealth Management, LLC 4,121 $1.47M 0.81% +58 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 4,116 $1.47M 0.7% +143 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 4,110 $1.47M 0.46% +38 13F-HR Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 4,105 $1.47M 0.45% +40 13F-HR Timeline Alexis Investment Partners, LLC More: the full row for Alexis Investment Partners, LLC 4,147 $1.47M 0.86% -1,330 13F-HR Timeline Legal Advantage Investments, Inc. More: the full row for Legal Advantage Investments, Inc. 4,100 $1.47M 0.51% 0 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 4,098 $1.46M 0.61% -326 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 4,094 $1.46M 1.07% -377 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 4,089 $1.46M 0.34% -216 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 4,077 $1.46M 0.81% +90 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 4,073 $1.46M 0.84% -19 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 4,073 $1.46M 0.58% -779 13F-HR Timeline Parkside Investments, LLC More: the full row for Parkside Investments, LLC 4,069 $1.45M 0.16% -63 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 4,066 $1.45M 0.55% +8 13F-HR Timeline Wallace Capital Management Inc. More: the full row for Wallace Capital Management Inc. 4,059 $1.45M 0.16% +457 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 4,059 $1.45M 0.21% -28 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 4,058 $1.45M 0.8% +85 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 4,053 $1.45M 0.41% -2 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 4,046 $1.45M 0.34% 0 13F-HR Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 4,040 $1.44M 0.67% +240 13F-HR Timeline Sterling Group Wealth Management, LLC More: the full row for Sterling Group Wealth Management, LLC 4,040 $1.44M 0.59% -21 13F-HR Timeline ABS Investment Management LLC More: the full row for ABS Investment Management LLC 715 $1.44M 0.92% 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 4,039 $1.44M 0.6% +30 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 4,037 $1.44M 0.18% +227 13F-HR Timeline Hyposwiss Advisors SA More: the full row for Hyposwiss Advisors SA 4,031 $1.44M 1.36% 0 13F-HR Timeline BECK CAPITAL MANAGEMENT, LLC More: the full row for BECK CAPITAL MANAGEMENT, LLC 4,025 $1.44M 0.27% +155 13F-HR Timeline Rose Capital Advisors LLC More: the full row for Rose Capital Advisors LLC 4,023 $1.44M 0.77% 13F-HR Timeline GRAHAM CAPITAL WEALTH MANAGEMENT, LLC More: the full row for GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 4,021 $1.44M 1.11% -54 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 4,018 $1.44M 0.36% -70 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 4,015 $1.43M 0.12% -9,965 13F-HR Timeline Group VILLERE ST DENIS J & CO LLC More: the full row for VILLERE ST DENIS J & CO LLC 4,009 $1.43M 0.17% -120 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 4,007 $1.43M 0.3% -136 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 4,006 $1.43M 0.38% 0 13F-HR Timeline Mork Capital Management, LLC More: the full row for Mork Capital Management, LLC 4,000 $1.43M 0.91% 0 13F-HR Timeline Davis Asset Management, L.P. More: the full row for Davis Asset Management, L.P. 4,000 $1.43M 0.04% -750 13F-HR Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 4,013 $1.43M 0.46% +29 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 4,000 $1.43M 1.12% -2,263 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 4,011 $1.43M 0.77% +236 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 3,993 $1.43M 0.38% +751 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 3,991 $1.43M 0.23% +1,735 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 3,960 $1.43M 1.64% -38 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 3,970 $1.42M 0.34% +233 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 3,964 $1.42M 1.14% -65 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 3,959 $1.41M 0.14% +1,558 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 3,950 $1.41M 0.26% -231 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 3,946 $1.41M 0.49% -3,620 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 3,940 $1.41M 0.13% +51 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 3,939 $1.41M 0.45% +21 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 3,935 $1.41M 1.13% +605 13F-HR/A Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 3,925 $1.4M 0.57% -62 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 3,920 $1.4M 0.31% 0 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 3,920 $1.4M 0.19% +628 13F-HR Timeline Wallace Hart LLC More: the full row for Wallace Hart LLC 3,917 $1.4M 0.87% new 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 3,915 $1.4M 0.34% -22 13F-HR Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 3,907 $1.4M 0.11% -15 13F-HR Timeline Park State Asset Management More: the full row for Park State Asset Management 3,905 $1.4M 1.36% +5 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 3,904 $1.4M 0.66% +481 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 3,898 $1.39M 0.52% -477 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 3,894 $1.39M 0.2% -125 13F-HR Timeline Quantum Financial Planning Services, In… More: the full row for Quantum Financial Planning Services, Inc. 3,894 $1.39M 0.43% +292 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 3,873 $1.39M 0.64% +241 13F-HR/A Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 3,879 $1.39M 0.39% +822 13F-HR Timeline Solitude Financial Services More: the full row for Solitude Financial Services 3,879 $1.39M 0.38% +24 13F-HR Timeline Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 3,879 $1.39M 0.3% +484 13F-HR Timeline J. Stern & Co. LLP More: the full row for J. Stern & Co. LLP 3,876 $1.39M 0.13% +773 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 3,869 $1.38M 0.63% +509 13F-HR Timeline WAYSTONE ADVISORS LLC More: the full row for WAYSTONE ADVISORS LLC 3,851 $1.38M 1.03% +309 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 3,851 $1.38M 0.32% +240 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 3,845 $1.37M 0.9% 0 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 3,845 $1.37M 0.35% -499 13F-HR Timeline VIRTUE ASSET MANAGEMENT LLC More: the full row for VIRTUE ASSET MANAGEMENT LLC 3,839 $1.37M 0.96% -571 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 3,838 $1.37M 0.25% 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 3,834 $1.37M 0.18% +48 13F-HR Timeline Altar Rock LLC More: the full row for Altar Rock LLC 3,823 $1.37M 2% -963 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 3,823 $1.37M 0.48% +250 13F-HR Timeline Eaton-Cambridge Inc. More: the full row for Eaton-Cambridge Inc. 3,821 $1.37M 0.38% +195 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 3,815 $1.36M 0.11% -70 13F-HR Timeline Signet Private Wealth LLC More: the full row for Signet Private Wealth LLC 3,815 $1.36M 1.09% -59 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 3,814 $1.36M 0.72% +2,105 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 3,814 $1.36M 0.24% +328 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 3,814 $1.36M 0.96% -6,633 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 3,813 $1.36M 0.32% +667 13F-HR Timeline GUARDIAN INVESTMENT MANAGEMENT More: the full row for GUARDIAN INVESTMENT MANAGEMENT 3,609 $1.36M 0.88% -200 13F-HR Timeline Swan Global Investments, LLC in group Swan Global Investments, LLC More: the full row for Swan Global Investments, LLC 3,809 $1.36M 0.06% +1,040 13F-HR Timeline Group Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 3,803 $1.36M 0.43% -178 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 3,800 $1.36M 0.14% -2,200 13F-HR Timeline Black Maple Capital Management LP More: the full row for Black Maple Capital Management LP 3,800 $1.36M 0.91% +300 13F-HR Timeline PUFF WEALTH MANAGEMENT, LLC More: the full row for PUFF WEALTH MANAGEMENT, LLC 3,796 $1.36M 1.38% 13F-HR Timeline Taylor Securities Services, Inc. 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