Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 2,060 $319K 0.26% 0 13F-HR Timeline Benson Investment Management Company, I… More: the full row for Benson Investment Management Company, Inc. 2,060 $319K 0.14% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 2,053 $318K 0.1% -17 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 2,052 $317K 0.02% +1 13F-HR Timeline RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 2,047 $317K 0.1% +143 13F-HR Timeline Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 2,046 $316K 0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. ShankerValleau Wealth Advisors, Inc. More: the full row for ShankerValleau Wealth Advisors, Inc. 2,046 $316K 0.1% 0 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 2,039 $315K 0.17% +2,009 13F-HR Timeline Brightwater Advisory LLC More: the full row for Brightwater Advisory LLC 2,036 $315K 0.25% -240 13F-HR/A Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 2,026 $313K 0.03% -1,860 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 2,026 $313K 0.04% -149 13F-HR Timeline Kondo Wealth Advisors, Inc. More: the full row for Kondo Wealth Advisors, Inc. 2,024 $313K 0.15% +82 13F-HR Timeline WorthPointe, LLC More: the full row for WorthPointe, LLC 2,021 $313K 0.14% +209 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 2,020 $312K 0.13% +121 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 2,016 $312K 0.04% 0 13F-HR Timeline LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 2,011 $311K 0.34% +18 13F-HR Timeline West Tower Group, LLC More: the full row for West Tower Group, LLC 2,000 $309K 0.81% -1,000 13F-HR Timeline Brueske Advisory Services, LLC More: the full row for Brueske Advisory Services, LLC 1,995 $309K 0.29% -100 13F-HR Timeline Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 1,989 $308K 0.3% +300 13F-HR Timeline FIRST WILSHIRE SECURITIES MANAGEMENT INC More: the full row for FIRST WILSHIRE SECURITIES MANAGEMENT INC 1,988 $307K 0.09% -1,028 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 1,987 $307K 0.22% -120 13F-HR Timeline DIXON FNANCIAL SERVICES, INC. More: the full row for DIXON FNANCIAL SERVICES, INC. 1,985 $307K 0.17% +20 13F-HR Timeline CONSCIOUS WEALTH INVESTMENTS, LLC More: the full row for CONSCIOUS WEALTH INVESTMENTS, LLC 2,009 $307K 0.21% new 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 1,984 $307K 0.08% +235 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 1,980 $306K 0.05% 0 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 1,975 $305K 0.25% +121 13F-HR Timeline Portfolio Strategies, Inc. More: the full row for Portfolio Strategies, Inc. 1,975 $305K 0.05% 0 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 1,975 $305K 0.22% 0 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 1,969 $305K 0.14% -559 13F-HR Timeline Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 1,960 $303K 0.08% 0 13F-HR Timeline SIMS INVESTMENT MANAGEMENT, LLC More: the full row for SIMS INVESTMENT MANAGEMENT, LLC 1,960 $303K 0.14% new 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 1,956 $302K 0.14% +235 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 1,955 $302K 0.22% +1 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 1,953 $302K 0.16% -478 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 1,949 $301K 0.17% 0 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 1,949 $301K 0.05% +2 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 1,946 $301K 0.17% -188 13F-HR Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 1,946 $301K 0.27% 0 13F-HR Timeline Eaton-Cambridge Inc. More: the full row for Eaton-Cambridge Inc. 1,944 $301K 0.13% +38 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 1,939 $300K 0.08% 0 13F-HR Timeline HILLTOP WEALTH ADVISORS, LLC More: the full row for HILLTOP WEALTH ADVISORS, LLC 1,935 $299K 0.17% +578 13F-HR Timeline ArborFi Advisors, LLC More: the full row for ArborFi Advisors, LLC 1,933 $299K 0.3% -275 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 1,931 $299K 0.11% +180 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 1,928 $298K 0.05% +11 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 1,927 $298K 0.12% +40 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 1,922 $297K 0.09% -47 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 1,920 $297K 0.24% -8 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 1,914 $296K 0.08% -153 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 1,910 $295K 0.09% new 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 1,909 $295K 0.24% +42 13F-HR Timeline OBERWEIS ASSET MANAGEMENT INC/ More: the full row for OBERWEIS ASSET MANAGEMENT INC/ 1,900 $294K 0.01% new 13F-HR Timeline Authentikos Wealth Advisory, LLC More: the full row for Authentikos Wealth Advisory, LLC 1,900 $294K 0.23% new 13F-HR/A Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 1,834 $294K 0.14% -11 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 1,900 $293K 0.1% 0 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 1,894 $293K 0.06% -1,660 13F-HR Timeline RPG Investment Advisory, LLC More: the full row for RPG Investment Advisory, LLC 1,890 $292K 0.02% new 13F-HR Timeline OAKMONT Corp More: the full row for OAKMONT Corp 1,886 $292K 0.06% 0 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 1,832 $291K 0.13% +670 13F-HR Timeline Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 1,880 $291K 0.24% 0 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 1,878 $290K 0.05% -8 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 1,877 $290K 0.15% +1 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 1,877 $290K 0.09% -44 13F-HR Timeline Keeley-Teton Advisors, LLC More: the full row for Keeley-Teton Advisors, LLC 1,877 $290K 0.04% 0 13F-HR Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 1,874 $290K 0.07% -25 13F-HR Timeline Blue Oak Capital, LLC More: the full row for Blue Oak Capital, LLC 1,870 $289K 0.16% 0 13F-HR Timeline Jacksonville Wealth Management, LLC More: the full row for Jacksonville Wealth Management, LLC 1,870 $289K 0.28% 0 13F-HR Timeline SAGE ADVISORS, LLC More: the full row for SAGE ADVISORS, LLC 1,868 $289K 0.2% +221 13F-HR Timeline SARD WEALTH MANAGEMENT GROUP, LLC More: the full row for SARD WEALTH MANAGEMENT GROUP, LLC 1,865 $288K 0.19% +2 13F-HR Timeline Paradigm, Strategies in Wealth Manageme… More: the full row for Paradigm, Strategies in Wealth Management, LLC 1,861 $288K 0.19% +1 13F-HR Timeline HBK INVESTMENTS L P More: the full row for HBK INVESTMENTS L P 1,858 $287K 0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TIMUCUAN ASSET MANAGEMENT INC/FL More: the full row for TIMUCUAN ASSET MANAGEMENT INC/FL 1,856 $287K 0.01% 0 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 1,854 $287K 0.2% +412 13F-HR Timeline S. R. Schill & Associates More: the full row for S. R. Schill & Associates 1,851 $286K 0.23% new 13F-HR Timeline Seneca Financial Advisors LLC More: the full row for Seneca Financial Advisors LLC 1,847 $286K 0.14% +661 13F-HR Timeline Halter Ferguson Financial Inc. More: the full row for Halter Ferguson Financial Inc. 1,842 $285K 0.16% -71 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 1,840 $285K 0.06% +543 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 1,833 $283K 0.08% -225 13F-HR Timeline Priebe Wealth Holdings LLC More: the full row for Priebe Wealth Holdings LLC 1,824 $282K 0.18% +295 13F-HR Timeline Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 1,822 $282K 0.14% +58 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 1,812 $280K 0.1% new 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 1,809 $280K 0.12% +1 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 1,810 $280K 0.27% -46 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 1,803 $279K 0.11% 0 13F-HR Timeline Samjo Management, LLC More: the full row for Samjo Management, LLC 1,800 $278K 0.12% 0 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 1,797 $278K 0.02% +280 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 1,777 $278K 0.07% +287 13F-HR Timeline City State Bank More: the full row for City State Bank 1,794 $277K 0.09% -80 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 1,793 $277K 0.18% +17 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 1,789 $277K 0.05% -125 13F-HR Timeline KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 1,787 $276K 0.24% -65 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 1,783 $276K 0.08% -462 13F-HR Timeline Oldfather Financial Services, LLC More: the full row for Oldfather Financial Services, LLC 1,782 $276K 0.1% -56 13F-HR Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 1,780 $275K 0.07% 0 13F-HR Timeline Henderson Brothers Financial Partners, … More: the full row for Henderson Brothers Financial Partners, LLC 875 $274K 0.14% 13F-HR Timeline Innovator Capital Management, LLC More: the full row for Innovator Capital Management, LLC 1,768 $273K 5.11% +364 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 1,767 $273K 0.16% -95 13F-HR Timeline Darrow Company, Inc. More: the full row for Darrow Company, Inc. 1,765 $273K 0.15% 0 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 1,762 $272K 0.04% new 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 1,761 $272K 0.18% 13F-HR Timeline VISTA FINANCE, LLC More: the full row for VISTA FINANCE, LLC 1,760 $272K 0.24% 0 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 1,760 $272K 0.15% -180 13F-HR Timeline Whetstone Capital Advisors, LLC More: the full row for Whetstone Capital Advisors, LLC 1,761 $272K 0.12% +25 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 1,757 $272K 0.07% +123 13F-HR Timeline Ridgepath Capital Management LLC More: the full row for Ridgepath Capital Management LLC 1,748 $270K 0.13% 0 13F-HR Timeline Westwind Capital More: the full row for Westwind Capital 1,743 $270K 0.07% +128 13F-HR Timeline BG Investment Services, LLC More: the full row for BG Investment Services, LLC 1,741 $269K 0.29% new 13F-HR Timeline Delta Wealth Advisors LLC More: the full row for Delta Wealth Advisors LLC 1,740 $269K 0.24% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 1,737 $269K 0.06% +367 13F-HR Timeline Altus Wealth Management, LLC More: the full row for Altus Wealth Management, LLC 1,734 $268K 0.13% -155 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 1,729 $267K 0.08% -2,296 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 1,729 $267K 0.15% 0 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 1,735 $267K 0.07% +80 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 1,726 $267K 0.14% -500 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 1,719 $266K 0.03% +17 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 1,716 $265K 0.15% +93 13F-HR Timeline 25 LLC More: the full row for 25 LLC 1,715 $265K 0.11% +23 13F-HR Timeline OFC FINANCIAL PLANNING, LLC More: the full row for OFC FINANCIAL PLANNING, LLC 1,715 $265K 0.3% -105 13F-HR Timeline AmeriServ Wealth Advisors in group AmeriServ Wealth Advisors More: the full row for AmeriServ Wealth Advisors 1,708 $264K 0.15% -1,495 13F-HR Timeline Group Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 1,708 $264K 0.04% new 13F-HR Timeline George Kaiser Family Foundation More: the full row for George Kaiser Family Foundation 1,708 $264K 0.04% new 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 1,707 $264K 0.2% -151 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 1,706 $264K 0.06% +161 13F-HR Timeline PTM WEALTH MANAGEMENT, LLC More: the full row for PTM WEALTH MANAGEMENT, LLC 1,823 $264K 0.28% 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 1,698 $263K 0.14% -476 13F-HR/A Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 1,696 $262K 0.21% +30 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 1,696 $262K 0.06% -187 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 1,696 $262K 0.15% 0 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 1,693 $262K 0.11% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 1,383 $262K 0.24% +1 13F-HR Timeline Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 1,691 $262K 0.07% 0 13F-HR Timeline TL Private Wealth More: the full row for TL Private Wealth 1,804 $261K 0.13% +1 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 1,685 $261K 0.09% -8 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 1,685 $261K 0.07% +245 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 1,683 $260K 0.06% -469 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 1,680 $260K 0.08% -18 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 1,680 $260K 0.1% -140 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 1,525 $260K 0.05% new 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 1,678 $259K 0.18% 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 1,673 $259K 0.21% -27 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 1,669 $258K 0.18% -255 13F-HR Timeline Windle Wealth, LLC More: the full row for Windle Wealth, LLC 1,668 $258K 0.13% +2 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 1,663 $257K 0.16% -30 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 1,660 $257K 0.14% -459 13F-HR Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 1,660 $257K 0.28% -2,245 13F-HR Timeline Boyd Wealth Management, LLC More: the full row for Boyd Wealth Management, LLC 1,660 $257K 0.13% 0 13F-HR Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 1,660 $257K 0.15% 0 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 1,657 $256K 0.28% 0 13F-HR Timeline Aufman Associates Inc More: the full row for Aufman Associates Inc 1,652 $255K 0.18% 0 13F-HR Timeline HERITAGE OAK WEALTH ADVISORS LLC More: the full row for HERITAGE OAK WEALTH ADVISORS LLC 1,651 $255K 0.11% +209 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 1,649 $255K 0.08% +68 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 1,648 $255K 0.07% -51 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 1,647 $255K 0.19% +320 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 1,643 $254K 0.08% -14 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 1,643 $254K 0.21% -233 13F-HR Timeline TradeWell Securities, LLC. More: the full row for TradeWell Securities, LLC. 1,641 $254K 0.14% new 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 1,640 $254K 0.04% -3,450 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 1,637 $253K 0.13% +335 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 1,631 $252K 0.11% +32 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 1,629 $252K 0.04% 0 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 1,628 $252K 0.12% +6 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 1,627 $252K 0.11% +60 13F-HR Timeline SEARCY FINANCIAL SERVICES INC /ADV More: the full row for SEARCY FINANCIAL SERVICES INC /ADV 1,627 $252K 0.11% +1 13F-HR Timeline Strive Asset Management, LLC More: the full row for Strive Asset Management, LLC 1,625 $251K 0.17% +473 13F-HR/A Timeline Select Asset Management & Trust More: the full row for Select Asset Management & Trust 1,621 $251K 0.1% 0 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 1,619 $250K 0.11% +250 13F-HR Timeline AMERICAN ASSET MANAGEMENT INC. More: the full row for AMERICAN ASSET MANAGEMENT INC. 1,612 $249K 0.25% new 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 1,613 $249K 0.03% new 13F-HR Timeline FUTURE YOU WEALTH LLC More: the full row for FUTURE YOU WEALTH LLC 1,605 $248K 0.16% -3 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 1,602 $248K 0.15% -152 13F-HR Timeline Family Office Research LLC More: the full row for Family Office Research LLC 1,599 $247K 0.12% +4 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 1,596 $247K 0.13% +7 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 1,595 $247K 0.09% 0 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 1,593 $246K 0.07% +11 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 1,592 $246K 0.1% +116 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 1,592 $246K 0.19% 0 13F-HR Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 1,588 $246K 0.01% -931 13F-HR Timeline HUDSON EDGE INVESTMENT PARTNERS INC. More: the full row for HUDSON EDGE INVESTMENT PARTNERS INC. 1,588 $246K 0.05% -4,785 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 1,587 $245K 0.21% -1,419 13F-HR Timeline CUMBERLAND ADVISORS INC More: the full row for CUMBERLAND ADVISORS INC 1,587 $245K 0.11% +7 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 1,585 $245K 0.16% 0 13F-HR Timeline CHB Investment Group, LLC More: the full row for CHB Investment Group, LLC 1,587 $245K 0.13% 0 13F-HR Timeline Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 1,580 $244K 0.12% +398 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 1,579 $244K 0.04% -4,220 13F-HR Timeline O'Connor Financial Group LLC More: the full row for O'Connor Financial Group LLC 1,575 $244K 0.13% -11 13F-HR Timeline Meritas Wealth Management, LLC More: the full row for Meritas Wealth Management, LLC 1,573 $243K 0.14% -100 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 1,566 $242K 0.05% -57 13F-HR Timeline Sollinda Capital Management LLC More: the full row for Sollinda Capital Management LLC 1,565 $242K 0.07% 0 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 1,564 $242K 0.08% -111 13F-HR Timeline STAGE HARBOR FINANCIAL, LLC More: the full row for STAGE HARBOR FINANCIAL, LLC 1,561 $241K 0.2% -194 13F-HR Timeline Sunesis Advisors, LLC More: the full row for Sunesis Advisors, LLC 1,560 $241K 0.13% 0 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 1,560 $241K 0.09% 0 13F-HR Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 1,542 $238K 0.2% -10 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 1,541 $238K 0.1% -80 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 1,574 $238K 0.14% +29 13F-HR Timeline Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 1,540 $238K 0.23% -20 13F-HR Timeline JDH Wealth Management, LLC More: the full row for JDH Wealth Management, LLC 1,533 $237K 0.2% -45 13F-HR Timeline Drexel Morgan & Co. More: the full row for Drexel Morgan & Co. 1,520 $235K 0.05% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 1,517 $235K 0.05% 0 13F-HR Timeline Dominguez Wealth Management Solutions, … More: the full row for Dominguez Wealth Management Solutions, Inc. 1,514 $234K 0.17% +193 13F-HR Timeline Triune Financial Partners, LLC More: the full row for Triune Financial Partners, LLC 1,509 $233K 0.07% new 13F-HR Timeline