Guidance Point Advisors, LLC More: the full row for Guidance Point Advisors, LLC 2,087 $395K 0.11% -57 13F-HR Timeline Swan Global Investments, LLC in group Swan Global Investments, LLC More: the full row for Swan Global Investments, LLC 2,087 $395K 0.02% new 13F-HR Timeline Group CAP Partners, LLC More: the full row for CAP Partners, LLC 2,086 $395K 0.28% +112 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 2,086 $395K 0.15% +5 13F-HR Timeline XY Capital Ltd More: the full row for XY Capital Ltd 2,075 $393K 0.44% new 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 2,072 $392K 0.25% +1,734 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 2,075 $392K 0.19% -75 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 2,070 $392K 0.04% -38 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 2,067 $391K 0.11% +340 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 2,061 $390K 0.17% +412 13F-HR Timeline Benson Investment Management Company, I… More: the full row for Benson Investment Management Company, Inc. 2,060 $390K 0.16% 0 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 2,060 $390K 0.32% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 2,058 $390K 0.13% -46 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 2,058 $389K 0.1% +253 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 2,054 $389K 0.36% 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 2,051 $388K 0.03% +685 13F-HR Timeline ShankerValleau Wealth Advisors, Inc. More: the full row for ShankerValleau Wealth Advisors, Inc. 2,046 $387K 0.12% new 13F-HR Timeline Capital Markets Trading UK LLP More: the full row for Capital Markets Trading UK LLP 2,032 $385K 0.23% -5,791 13F-HR Timeline Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 2,033 $385K 0.15% +1 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 2,028 $384K 0.37% -2,361 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 2,016 $382K 0.05% 0 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 2,000 $379K 0.08% 0 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 2,000 $379K 0.04% 0 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 2,000 $379K 0.49% 0 13F-HR Timeline SK Wealth Management, LLC More: the full row for SK Wealth Management, LLC 1,997 $378K 0.19% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1,994 $377K 0.12% 13F-HR Timeline LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 1,993 $377K 0.41% 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 1,980 $375K 0.06% -5,440 13F-HR Timeline Vannoy Advisory Group, Inc. More: the full row for Vannoy Advisory Group, Inc. 1,980 $375K 0.28% 0 13F-HR Timeline SHIKIAR ASSET MANAGEMENT INC More: the full row for SHIKIAR ASSET MANAGEMENT INC 1,975 $374K 0.1% -95 13F-HR Timeline Portfolio Strategies, Inc. More: the full row for Portfolio Strategies, Inc. 1,975 $374K 0.05% +40 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 1,975 $374K 0.28% 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 1,969 $373K 0.12% +349 13F-HR Timeline DIXON FNANCIAL SERVICES, INC. More: the full row for DIXON FNANCIAL SERVICES, INC. 1,965 $372K 0.2% -72 13F-HR Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 1,965 $372K 0.35% 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 1,845 $371K 0.18% -22 13F-HR Timeline Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 1,960 $371K 0.09% 0 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 1,954 $370K 0.31% 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 1,949 $369K 0.16% 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 1,947 $369K 0.06% +2 13F-HR Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 1,946 $368K 0.33% new 13F-HR Timeline Kondo Wealth Advisors, Inc. More: the full row for Kondo Wealth Advisors, Inc. 1,942 $368K 0.19% 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 1,940 $367K 0.19% +62 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 1,940 $367K 0.19% 0 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 1,939 $367K 0.11% +400 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 2,372 $367K 0.36% 13F-HR/A Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 1,933 $366K 0.05% +30 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 1,928 $365K 0.3% -132 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 1,924 $364K 0.24% +91 13F-HR Timeline THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 1,924 $364K 0.15% -29 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 1,921 $364K 0.12% -963 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 1,918 $363K <0.01% +127 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 1,917 $363K 0.06% +38 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 1,914 $362K 0.06% -64 13F-HR Timeline Halter Ferguson Financial Inc. More: the full row for Halter Ferguson Financial Inc. 1,913 $362K 0.15% -100 13F-HR Timeline Eaton-Cambridge Inc. More: the full row for Eaton-Cambridge Inc. 1,906 $361K 0.16% +334 13F-HR Timeline RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 1,904 $361K 0.12% +42 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 1,900 $360K 0.34% 13F-HR Timeline BetterWealth, LLC More: the full row for BetterWealth, LLC 1,900 $360K 0.1% +298 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 1,899 $360K 0.16% 13F-HR Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 1,899 $359K 0.08% 0 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 1,900 $359K 0.13% 0 13F-HR Timeline Altus Wealth Management, LLC More: the full row for Altus Wealth Management, LLC 1,889 $358K 0.16% +1 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 1,887 $357K 0.16% -529 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 1,886 $357K 0.07% -327 13F-HR Timeline OAKMONT Corp More: the full row for OAKMONT Corp 1,886 $357K 0.06% 0 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 1,824 $357K 0.05% 0 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 1,883 $356K 0.08% 0 13F-HR Timeline Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 1,880 $356K 0.31% 13F-HR Timeline DEAN INVESTMENT ASSOCIATES, LLC in group DEAN INVESTMENT ASSOCIATES, L… More: the full row for DEAN INVESTMENT ASSOCIATES, LLC 1,878 $356K 0.05% -147 13F-HR Timeline Group Keeley-Teton Advisors, LLC More: the full row for Keeley-Teton Advisors, LLC 1,877 $355K 0.04% 0 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 1,876 $355K 0.18% new 13F-HR Timeline City State Bank More: the full row for City State Bank 1,874 $355K 0.13% +400 13F-HR Timeline Round Hill Asset Management More: the full row for Round Hill Asset Management 1,871 $354K 0.25% +180 13F-HR Timeline Blue Oak Capital, LLC More: the full row for Blue Oak Capital, LLC 1,870 $354K 0.22% 13F-HR Timeline Jacksonville Wealth Management, LLC More: the full row for Jacksonville Wealth Management, LLC 1,870 $354K 0.33% 13F-HR Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 1,868 $354K 0.18% 0 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 1,867 $353K 0.24% -31 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 1,866 $353K 0.26% 13F-HR Timeline SARD WEALTH MANAGEMENT GROUP, LLC More: the full row for SARD WEALTH MANAGEMENT GROUP, LLC 1,863 $353K 0.24% -208 13F-HR Timeline TL Private Wealth More: the full row for TL Private Wealth 1,803 $353K 0.16% 0 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 1,862 $352K 0.22% +80 13F-HR Timeline Paradigm, Strategies in Wealth Manageme… More: the full row for Paradigm, Strategies in Wealth Management, LLC 1,860 $352K 0.23% 0 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 1,860 $352K 0.21% +380 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 1,858 $352K 0.27% new 13F-HR Timeline TIMUCUAN ASSET MANAGEMENT INC/FL More: the full row for TIMUCUAN ASSET MANAGEMENT INC/FL 1,856 $351K 0.01% 0 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 1,856 $351K 0.33% 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 1,854 $351K 0.28% new 13F-HR Timeline KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 1,852 $351K 0.26% -8 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 1,696 $350K 0.21% 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 1,848 $350K 0.19% -1,646 13F-HR Timeline Oldfather Financial Services, LLC More: the full row for Oldfather Financial Services, LLC 1,838 $348K 0.13% +193 13F-HR Timeline Sustainable Insight Capital Management,… More: the full row for Sustainable Insight Capital Management, LLC 1,820 $345K 0.15% -100 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 1,820 $345K 0.13% +2 13F-HR Timeline OFC FINANCIAL PLANNING, LLC More: the full row for OFC FINANCIAL PLANNING, LLC 1,820 $345K 0.36% 13F-HR Timeline Momentous Wealth Management, Inc. More: the full row for Momentous Wealth Management, Inc. 1,815 $344K 0.28% 13F-HR Timeline WorthPointe, LLC More: the full row for WorthPointe, LLC 1,812 $343K 0.14% +302 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 1,808 $342K 0.15% 0 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 1,803 $341K 0.13% 0 13F-HR Timeline VIRGINIA WEALTH MANAGEMENT GROUP, INC. More: the full row for VIRGINIA WEALTH MANAGEMENT GROUP, INC. 1,800 $341K 0.21% 0 13F-HR Timeline Samjo Management, LLC More: the full row for Samjo Management, LLC 1,800 $341K 0.13% 0 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 1,793 $339K 0.3% +170 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 1,876 $339K 0.21% 13F-HR Timeline Riggs Capital Management LLC More: the full row for Riggs Capital Management LLC 1,783 $337K 0.33% 13F-HR Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 1,780 $337K 0.09% 0 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 1,776 $336K 0.24% 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 1,770 $335K 0.21% +160 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 1,744 $335K 0.08% +194 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 1,768 $335K 0.01% +150 13F-HR Timeline Darrow Company, Inc. More: the full row for Darrow Company, Inc. 1,765 $334K 0.19% -100 13F-HR Timeline Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 1,764 $334K 0.16% +329 13F-HR Timeline VISTA FINANCE, LLC More: the full row for VISTA FINANCE, LLC 1,760 $333K 0.34% 0 13F-HR Timeline STAGE HARBOR FINANCIAL, LLC More: the full row for STAGE HARBOR FINANCIAL, LLC 1,755 $332K 0.29% -17 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 1,754 $332K 0.12% +127 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 1,754 $332K 0.24% +121 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 1,751 $331K 0.13% -69 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 1,749 $331K 0.08% -336 13F-HR Timeline Ridgepath Capital Management LLC More: the full row for Ridgepath Capital Management LLC 1,748 $331K 0.15% 0 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 1,745 $330K 0.12% +1 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 1,744 $330K 0.19% -67 13F-HR Timeline Delta Wealth Advisors LLC More: the full row for Delta Wealth Advisors LLC 1,740 $329K 0.31% 0 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 1,738 $329K 0.05% 13F-HR Timeline Group Whetstone Capital Advisors, LLC More: the full row for Whetstone Capital Advisors, LLC 1,736 $329K 0.13% +116 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 1,729 $327K 0.18% 0 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 1,721 $326K 0.18% -532 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 1,720 $326K 0.56% +83 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 1,748 $325K 0.09% +246 13F-HR Timeline 1922 Investment Co LLC in group 1922 Investment Co LLC More: the full row for 1922 Investment Co LLC 1,713 $324K 10.65% -646 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 1,702 $322K 0.05% +237 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 1,702 $322K 0.32% 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 1,700 $322K 0.25% 0 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 1,699 $322K 0.1% +1 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 1,698 $322K 0.1% +316 13F-HR Timeline CASTLEKEEP INVESTMENT ADVISORS LLC More: the full row for CASTLEKEEP INVESTMENT ADVISORS LLC 1,695 $321K 0.22% +344 13F-HR/A Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 1,693 $321K 0.29% -437 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 1,693 $320K 0.12% -215 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 1,693 $320K 0.14% -59 13F-HR Timeline 25 LLC More: the full row for 25 LLC 1,692 $320K 0.14% +280 13F-HR Timeline Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 1,691 $320K 0.08% 0 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 1,929 $320K 0.04% new 13F-HR Timeline Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 1,689 $320K 0.31% 13F-HR Timeline US FINANCIAL ADVISORS, LLC More: the full row for US FINANCIAL ADVISORS, LLC 1,680 $318K 0.1% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 1,680 $318K 0.05% -13,075 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 1,677 $317K 0.29% 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 1,675 $317K 0.1% -476 13F-HR Timeline Meritas Wealth Management, LLC More: the full row for Meritas Wealth Management, LLC 1,673 $317K 0.19% 0 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 1,666 $315K 0.2% +35 13F-HR Timeline Windle Wealth, LLC More: the full row for Windle Wealth, LLC 1,666 $315K 0.17% new 13F-HR Timeline Boyd Wealth Management, LLC More: the full row for Boyd Wealth Management, LLC 1,660 $314K 0.15% 0 13F-HR Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 1,660 $314K 0.19% 0 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 1,655 $314K 0.08% 0 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 1,657 $314K 0.34% 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 1,657 $313K 0.1% 13F-HR Timeline Aufman Associates Inc More: the full row for Aufman Associates Inc 1,652 $313K 0.21% -135 13F-HR Timeline Cahill Wealth Management, LLC More: the full row for Cahill Wealth Management, LLC 1,652 $313K 0.16% +101 13F-HR Timeline SAGE ADVISORS, LLC More: the full row for SAGE ADVISORS, LLC 1,647 $312K 0.23% -25 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 1,645 $311K 0.03% new 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 1,638 $310K 0.04% +299 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 1,634 $309K 0.08% +18 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 1,629 $308K 0.05% 0 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 1,622 $308K 0.15% -28 13F-HR Timeline SEARCY FINANCIAL SERVICES INC /ADV More: the full row for SEARCY FINANCIAL SERVICES INC /ADV 1,626 $308K 0.14% -260 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 1,623 $307K 0.06% new 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 1,623 $307K 0.18% +153 13F-HR Timeline Select Asset Management & Trust More: the full row for Select Asset Management & Trust 1,621 $307K 0.12% 0 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 1,621 $307K 0.14% +78 13F-HR Timeline Westwind Capital More: the full row for Westwind Capital 1,615 $306K 0.07% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 1,615 $306K 0.02% +550 13F-HR Timeline FUTURE YOU WEALTH LLC More: the full row for FUTURE YOU WEALTH LLC 1,608 $304K 0.22% 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 1,607 $304K 0.16% +369 13F-HR Timeline FORTRESS FINANCIAL GROUP, LLC More: the full row for FORTRESS FINANCIAL GROUP, LLC 1,598 $303K 0.3% 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 1,599 $303K 0.14% +302 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 1,595 $302K 0.11% +7 13F-HR/A Timeline Family Office Research LLC More: the full row for Family Office Research LLC 1,595 $302K 0.13% 13F-HR Timeline Frontier Asset Management, LLC More: the full row for Frontier Asset Management, LLC 1,592 $301K 0.1% +352 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 1,592 $301K 0.28% 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 1,589 $301K 0.17% +96 13F-HR Timeline O'Connor Financial Group LLC More: the full row for O'Connor Financial Group LLC 1,586 $300K 0.16% +28 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 1,585 $300K 0.19% -100 13F-HR Timeline CHB Investment Group, LLC More: the full row for CHB Investment Group, LLC 1,587 $300K 0.16% 0 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 1,582 $299K 0.09% +78 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 1,581 $299K 0.1% 13F-HR Timeline Axecap Investments, LLC More: the full row for Axecap Investments, LLC 1,581 $299K 0.23% +131 13F-HR Timeline CUMBERLAND ADVISORS INC More: the full row for CUMBERLAND ADVISORS INC 1,580 $299K 0.12% 0 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 1,578 $299K 0.33% 13F-HR Timeline JDH Wealth Management, LLC More: the full row for JDH Wealth Management, LLC 1,578 $299K 0.26% 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 1,573 $298K 0.07% 0 13F-HR Timeline EWG Elevate Inc. More: the full row for EWG Elevate Inc. 1,568 $297K 0.09% +263 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 1,567 $297K 0.13% 13F-HR Timeline Sollinda Capital Management LLC More: the full row for Sollinda Capital Management LLC 1,565 $296K 0.08% -5 13F-HR Timeline Sunesis Advisors, LLC More: the full row for Sunesis Advisors, LLC 1,560 $295K 0.18% 0 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 1,560 $295K 0.11% 0 13F-HR Timeline Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 1,560 $295K 0.29% 0 13F-HR Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 1,552 $294K 0.26% 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 1,545 $293K 0.2% -11 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 1,545 $292K 0.07% +216 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 1,756 $291K 0.05% 0 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 1,532 $290K 0.26% 13F-HR Timeline Priebe Wealth Holdings LLC More: the full row for Priebe Wealth Holdings LLC 1,529 $289K 0.2% +146 13F-HR Timeline SILVER OAK WEALTH ADVISORS SERVICES, LLC More: the full row for SILVER OAK WEALTH ADVISORS SERVICES, LLC 467 $289K 0.25% 13F-HR Timeline