SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 3,490 $540K 0.37% +121 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 3,488 $539K 0.25% +4 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 3,480 $538K 0.49% -2,000 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 3,473 $537K 0.26% +9 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 3,472 $537K 0.07% +15 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 3,499 $535K 0.22% +158 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 3,446 $532K 0.02% -22,854 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 3,437 $532K 0.21% +611 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. 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More: the full row for Whalen Wealth Management Inc. 3,413 $528K 0.35% +1,025 13F-HR Timeline Night Owl Capital Management, LLC More: the full row for Night Owl Capital Management, LLC 3,400 $526K 0.07% 0 13F-HR Timeline Sylvest Advisors, LLC More: the full row for Sylvest Advisors, LLC 3,394 $525K 0.33% -211 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 3,390 $524K 0.5% +190 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 3,384 $523K 0.36% 0 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 3,371 $521K 0.28% -137 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 3,364 $520K 0.24% +382 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 3,364 $520K 0.33% 13F-HR Timeline Alexis Investment Partners, LLC More: the full row for Alexis Investment Partners, LLC 3,367 $520K 0.25% +142 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 3,340 $516K 0.37% new 13F-HR Timeline Obsidian Personal Planning Solutions LLC More: the full row for Obsidian Personal Planning Solutions LLC 3,249 $516K 0.23% -1 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 3,336 $516K 0.28% +1,729 13F-HR Timeline Broyhill Asset Management, LLC More: the full row for Broyhill Asset Management, LLC 3,334 $516K 0.42% 0 13F-HR Timeline Galaxy Digital Capital Management GP LLC in group Galaxy Group Investments LLC More: the full row for Galaxy Digital Capital Management GP LLC 3,333 $515K 0.79% -2,764 13F-HR Timeline Group CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 3,330 $515K 0.24% +37 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 3,329 $515K 0.26% -20 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 3,328 $515K 0.44% 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 3,320 $513K 0.17% -2,168 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 3,316 $513K 0.2% +251 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 3,315 $513K 0.2% +33 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 2,705 $512K 0.33% 0 13F-HR Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 3,307 $511K 0.06% +321 13F-HR Timeline SIH Partners, LLLP in group SIH Partners, LLLP More: the full row for SIH Partners, LLLP 3,291 $509K 0.04% -320 13F-HR Timeline Group MFA Wealth Services More: the full row for MFA Wealth Services 3,285 $508K 0.42% +3 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 3,278 $507K 0.28% +13 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 3,090 $507K 0.57% 0 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 3,266 $505K 0.1% +274 13F-HR Timeline Swan Global Investments, LLC in group Swan Global Investments, LLC More: the full row for Swan Global Investments, LLC 3,266 $505K 0.03% +1,179 13F-HR Timeline Group Saiph Capital, LLC More: the full row for Saiph Capital, LLC 3,263 $505K 0.24% +124 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 3,260 $504K 0.06% +75 13F-HR Timeline Ravenstone Capital Management Inc. More: the full row for Ravenstone Capital Management Inc. 3,256 $504K 0.29% -184 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 3,246 $502K 0.22% -93 13F-HR Timeline Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 3,245 $502K 0.26% -258 13F-HR Timeline Hillcrest Wealth Advisors - NY, LLC More: the full row for Hillcrest Wealth Advisors - NY, LLC 3,242 $501K 0.25% 0 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 3,239 $501K 0.25% -115 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 3,234 $500K 0.15% +902 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 3,221 $498K 0.05% +371 13F-HR Timeline ELLERSON GROUP INC /ADV More: the full row for ELLERSON GROUP INC /ADV 3,220 $498K 0.4% 0 13F-HR Timeline Ayrshire Capital Management LLC More: the full row for Ayrshire Capital Management LLC 3,217 $497K 0.24% +810 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 3,210 $496K 0.14% -73 13F-HR Timeline RPS ADVISORY SOLUTIONS LLC More: the full row for RPS ADVISORY SOLUTIONS LLC 3,210 $496K 0.35% -73 13F-HR Timeline Integrity Investment Advisors, LLC More: the full row for Integrity Investment Advisors, LLC 3,209 $496K 0.45% 13F-HR Timeline RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 3,209 $496K 0.1% +67 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 3,200 $495K 0.04% -740 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 3,199 $495K 0.63% -5,466 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 3,185 $493K 0.21% +2 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 2,408 $492K 0.33% -1,146 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 3,181 $492K 0.12% -51 13F-HR Timeline Coordinated Financial Services, Inc./CO More: the full row for Coordinated Financial Services, Inc./CO 3,181 $492K 0.38% 13F-HR Timeline Wallace Capital Management Inc. More: the full row for Wallace Capital Management Inc. 3,177 $491K 0.06% -100 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 3,172 $491K 0.26% +137 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 3,153 $490K 0.12% +772 13F-HR Timeline BIP Alliance, LLC More: the full row for BIP Alliance, LLC 3,162 $489K 0.21% +38 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 3,111 $489K 0.27% -462 13F-HR Timeline Wallington Asset Management, LLC More: the full row for Wallington Asset Management, LLC 3,158 $488K 0.07% +20 13F-HR Timeline Heirloom Wealth Management More: the full row for Heirloom Wealth Management 3,152 $487K 0.14% -45 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 3,151 $487K 0.04% +95 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 3,151 $487K 0.23% +306 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 3,149 $487K 0.42% -198 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 3,144 $486K 0.64% +958 13F-HR Timeline Masso Torrence Wealth Management Inc. More: the full row for Masso Torrence Wealth Management Inc. 3,141 $486K 0.26% -44 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 3,141 $486K 0.41% +405 13F-HR Timeline Dodds Wealth, LLC More: the full row for Dodds Wealth, LLC 3,140 $486K 0.16% 0 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 3,140 $486K 0.1% -247 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 3,128 $484K 0.09% +400 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 3,125 $483K 0.16% -131 13F-HR Timeline DROMS STRAUSS ADVISORS INC /MO/ /ADV More: the full row for DROMS STRAUSS ADVISORS INC /MO/ /ADV 3,125 $483K 0.17% -468 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 3,124 $483K 0.38% +28 13F-HR Timeline Warburton Capital Management, LLC More: the full row for Warburton Capital Management, LLC 3,125 $483K 0.35% +811 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 3,119 $482K 0.11% +1,374 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 3,262 $482K 0.2% -465 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 3,115 $482K 0.05% +32 13F-HR Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 3,110 $481K 0.38% 0 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 3,100 $479K 0.18% 0 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 3,100 $479K 0.12% -6,485 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 3,091 $478K 0.05% -1,047 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 3,091 $478K 0.18% +57 13F-HR Timeline Gouws Capital LLC More: the full row for Gouws Capital LLC 3,090 $478K 0.31% -200 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 3,089 $478K 0.02% +681 13F-HR/A Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 3,085 $477K 0.21% 0 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 3,075 $476K 0.31% +395 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 3,074 $475K 0.21% +999 13F-HR Timeline HENDLEY & CO INC More: the full row for HENDLEY & CO INC 3,070 $475K 0.17% +500 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 3,067 $474K 0.24% +141 13F-HR Timeline SAM Advisors, LLC More: the full row for SAM Advisors, LLC 3,048 $471K 0.18% 0 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 3,042 $470K 0.38% +122 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 3,038 $470K 0.39% +56 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 3,037 $470K 0.06% +125 13F-HR Timeline Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 3,036 $469K 0.18% +54 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 3,033 $469K 0.18% +852 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 3,031 $469K 0.08% -46 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 3,027 $468K 0.22% -2,055 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 3,018 $467K 0.09% +1,567 13F-HR Timeline RFP Financial Group LLC More: the full row for RFP Financial Group LLC 3,014 $466K 0.19% -351 13F-HR Timeline LATHROP INVESTMENT MANAGEMENT CO More: the full row for LATHROP INVESTMENT MANAGEMENT CO 3,013 $466K 0.09% -347 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 3,002 $464K 0.07% new 13F-HR Timeline Gruss & Co., LLC More: the full row for Gruss & Co., LLC 3,000 $464K 2.02% +500 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 3,000 $464K 0.09% +91 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 2,996 $463K 0.06% +1,358 13F-HR Timeline Fidato Wealth LLC More: the full row for Fidato Wealth LLC 2,993 $463K 0.35% +93 13F-HR Timeline Momentous Wealth Management, Inc. More: the full row for Momentous Wealth Management, Inc. 2,993 $463K 0.33% +1,178 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 2,988 $462K 0.23% -195 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 2,988 $462K 0.11% +849 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 2,986 $462K 0.35% +158 13F-HR Timeline Ironvine Capital Partners, LLC More: the full row for Ironvine Capital Partners, LLC 2,983 $461K 0.05% -43 13F-HR Timeline Forthright Family Wealth Advisory LLC More: the full row for Forthright Family Wealth Advisory LLC 2,978 $461K 0.3% -48 13F-HR Timeline Quantum Financial Planning Services, In… More: the full row for Quantum Financial Planning Services, Inc. 2,975 $460K 0.25% +342 13F-HR Timeline Conestoga Capital Advisors, LLC More: the full row for Conestoga Capital Advisors, LLC 2,975 $460K 0.01% +45 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 2,972 $460K 0.26% -24 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 2,960 $458K 0.18% 0 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 2,954 $457K 0.29% +107 13F-HR Timeline Ironsides Asset Advisors, LLC More: the full row for Ironsides Asset Advisors, LLC 2,951 $456K 0.13% 0 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 2,872 $456K 0.18% -60 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 2,944 $455K 0.07% new 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 3,019 $455K 0.21% -226 13F-HR Timeline Persium Advisors, LLC More: the full row for Persium Advisors, LLC 2,941 $455K 0.43% +158 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 2,939 $454K 0.13% 0 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 2,937 $454K 0.38% 0 13F-HR Timeline Campbell Deegan Wealth Management, LLC More: the full row for Campbell Deegan Wealth Management, LLC 2,935 $454K 0.52% +104 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 2,933 $453K 0.1% +2 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 2,927 $453K 0.14% +205 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 2,724 $452K 0.09% +245 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 2,918 $451K 0.19% +30 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 2,911 $450K 0.2% -50 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 2,907 $450K 0.34% +138 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 2,905 $449K 0.2% -5 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 2,904 $449K 0.2% -857 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 2,900 $448K 0.48% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 2,891 $447K 0.29% +10 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 2,886 $446K 0.13% +1,594 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 2,883 $446K 0.6% +184 13F-HR Timeline Prism Advisors, Inc. More: the full row for Prism Advisors, Inc. 2,881 $446K 0.14% 0 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 2,879 $445K 0.23% -79 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 2,832 $445K 0.13% +304 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 2,876 $445K 0.13% -180 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 2,872 $444K 0.09% -519 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 2,870 $444K 0.16% +103 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 2,865 $443K 0.15% +217 13F-HR Timeline AMES NATIONAL CORP in group AMES NATIONAL CORP More: the full row for AMES NATIONAL CORP 2,863 $443K 0.3% 0 13F-HR Timeline Group Security Financial Services, INC. More: the full row for Security Financial Services, INC. 2,861 $442K 0.09% +91 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 2,853 $441K 0.34% -1,082 13F-HR Timeline New Capital Management LP More: the full row for New Capital Management LP 2,849 $441K 0.13% -215 13F-HR Timeline Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 2,848 $440K 0.14% 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 2,845 $440K 0.27% -162 13F-HR Timeline Chico Wealth RIA More: the full row for Chico Wealth RIA 2,844 $440K 0.38% +10 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 2,839 $439K 0.3% new 13F-HR Timeline Marathon Mission, Inc. 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More: the full row for LITTLEJOHN FINANCIAL SERVICES, INC. 2,820 $436K 0.34% -9,118 13F-HR Timeline Dynamic Financial Group More: the full row for Dynamic Financial Group 2,820 $436K 0.44% 0 13F-HR Timeline 1858 WEALTH MANAGEMENT, LLC More: the full row for 1858 WEALTH MANAGEMENT, LLC 2,816 $435K 0.37% -192 13F-HR Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 2,812 $435K <0.01% 0 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 2,806 $434K 0.48% -1,026 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 2,804 $434K 0.18% +10 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 2,802 $433K 0.1% -43 13F-HR Timeline Flavin Financial Services, Inc. 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More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 2,759 $427K 0.23% +859 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 2,756 $426K 0.09% -84 13F-HR Timeline Broad Run Investment Management, LLC More: the full row for Broad Run Investment Management, LLC 2,754 $426K 0.07% 0 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 2,753 $426K 0.36% +3 13F-HR Timeline Capasso Planning Partners LLC More: the full row for Capasso Planning Partners LLC 2,746 $425K 0.18% -629 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 2,742 $424K 0.24% -71 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 2,741 $424K 0.05% 0 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 2,740 $424K 0.13% 0 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 2,738 $423K 0.28% -337 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 2,737 $423K 0.14% -111 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 2,694 $423K 0.16% -218 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. 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More: the full row for MELFA WEALTH MANAGEMENT, INC. 2,690 $416K 0.28% +75 13F-HR Timeline