Marin Bay Wealth Advisors, LLC More: the full row for Marin Bay Wealth Advisors, LLC 1,821 $626K 0.36% 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 1,820 $626K 0.17% 13F-HR Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 1,818 $626K 0.51% -2 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 1,800 $625K 0.03% 13F-HR Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 1,817 $625K 0.45% 0 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 1,640 $625K 0.3% -57 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 1,814 $624K 0.22% -336 13F-HR Timeline STEINBERGANNA WEALTH MANAGEMENT More: the full row for STEINBERGANNA WEALTH MANAGEMENT 1,807 $622K 0.29% +28 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 1,805 $621K 0.3% +23 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 1,805 $621K 0.33% -165 13F-HR Timeline AllGen Financial Advisors, Inc. More: the full row for AllGen Financial Advisors, Inc. 1,804 $621K 0.15% -497 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 1,802 $620K 0.18% -117 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 1,800 $619K 0.45% +356 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 1,800 $619K 0.08% -22 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 1,795 $618K 0.04% -450 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 1,795 $618K 0.14% 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 1,789 $616K 0.1% -1,185 13F-HR Timeline Group Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $615K 0.26% -2,524 13F-HR Timeline Amount filed as zero, left out of ratios. Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 1,787 $615K 0.34% 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 1,784 $614K 0.06% +584 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 1,783 $614K 0.1% +228 13F-HR Timeline Capital Markets Trading UK LLP More: the full row for Capital Markets Trading UK LLP 1,781 $613K 0.74% -109 13F-HR/A Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 1,779 $612K 0.08% -377 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 1,624 $612K 0.14% -696 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 1,777 $611K 0.14% +2 13F-HR Timeline Avondale Wealth Management More: the full row for Avondale Wealth Management 1,775 $611K 0.31% +525 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 1,775 $611K 0.08% -408 13F-HR Timeline Warther Private Wealth, LLC More: the full row for Warther Private Wealth, LLC 1,772 $610K 0.15% +86 13F-HR Timeline O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 1,772 $610K 0.08% -11 13F-HR Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 1,770 $609K 0.04% 0 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 1,770 $609K 0.09% +27 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 1,571 $608K 0.08% +1 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 1,767 $608K 0.32% +4 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 1,766 $608K 0.11% 0 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 1,765 $607K 0.15% -544 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 1,762 $606K 0.37% 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 1,760 $606K 0.26% +3 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 1,758 $605K 0.25% -30 13F-HR Timeline Mullaney, Keating & Wright, Inc. More: the full row for Mullaney, Keating & Wright, Inc. 1,758 $605K 0.32% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,758 $605K 0.16% -18 13F-HR Timeline Providence Financial Advisors, LLC More: the full row for Providence Financial Advisors, LLC 1,755 $604K 0.6% 0 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 1,754 $604K 0.47% 0 13F-HR Timeline CAMPBELL CAPITAL MANAGEMENT INC More: the full row for CAMPBELL CAPITAL MANAGEMENT INC 1,753 $603K 0.2% 0 13F-HR Timeline CORNERCAP INVESTMENT COUNSEL INC More: the full row for CORNERCAP INVESTMENT COUNSEL INC 1,753 $603K 0.3% -24 13F-HR Timeline Riverpoint Wealth Management Holdings, … More: the full row for Riverpoint Wealth Management Holdings, LLC 1,748 $602K 0.13% +10 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 1,748 $602K 0.08% +6 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 1,747 $601K 0.15% -510 13F-HR Timeline CROBAN More: the full row for CROBAN 1,747 $601K 0.29% +9 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 1,745 $600K 0.1% +1 13F-HR Timeline Sherrill & Hutchins Financial Advisory,… More: the full row for Sherrill & Hutchins Financial Advisory, Inc 1,743 $600K 0.43% +6 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 1,740 $599K 0.17% 0 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 1,734 $597K 0.3% 0 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 1,733 $596K 0.06% +10 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 1,725 $594K 0.31% 13F-HR/A Timeline Eurizon SLJ Capital Ltd More: the full row for Eurizon SLJ Capital Ltd 1,725 $594K 0.24% 13F-HR Timeline First Business Financial Services, Inc. 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More: the full row for Finivi Inc. 1,701 $585K 0.34% -137 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 1,701 $585K 0.13% 0 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 1,700 $585K 0.22% -1,100 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 1,697 $584K 0.39% 0 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 1,696 $584K 0.11% +35 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 1,696 $584K 0.09% -93 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 1,696 $584K 0.21% -35 13F-HR Timeline Westside Investment Management, Inc. 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More: the full row for Lakeshore Financial Planning, Inc. 1,680 $578K 0.21% -72 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 1,679 $578K 0.52% -11 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 1,674 $576K 0.1% 0 13F-HR Timeline Sonoma Allocations LLC More: the full row for Sonoma Allocations LLC 1,540 $576K 0.19% +151 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 1,672 $575K 0.23% -28 13F-HR Timeline Oxford Wealth Group, LLC More: the full row for Oxford Wealth Group, LLC 1,672 $575K 0.28% 13F-HR Timeline Interval Partners, LP More: the full row for Interval Partners, LP 1,666 $573K 0.01% -188,084 13F-HR Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 1,664 $573K 0.13% 0 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 1,487 $572K 0.07% -22 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 1,661 $572K 0.13% 0 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 1,660 $571K 0.41% 0 13F-HR Timeline Kingsman Wealth Management, Inc. More: the full row for Kingsman Wealth Management, Inc. 1,659 $571K 0.31% -1,717 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 1,658 $571K 0.57% 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 1,657 $570K 0.49% +173 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 1,654 $569K 0.42% +173 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 1,475 $568K 0.03% 0 13F-HR Timeline FIDELIS iM, LLC More: the full row for FIDELIS iM, LLC 1,646 $566K 0.22% -827 13F-HR Timeline Slocum, Gordon & Co LLP More: the full row for Slocum, Gordon & Co LLP 1,646 $566K 0.41% -180 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 1,642 $565K 0.09% +39 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 1,640 $564K 0.18% -44 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 1,639 $564K 0.06% +733 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 1,636 $563K 0.01% -64,962 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 1,632 $562K 0.11% 0 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 1,631 $561K 0.2% +40 13F-HR Timeline Wills Financial Group LLC More: the full row for Wills Financial Group LLC 1,630 $561K 0.21% -39 13F-HR Timeline Lynch Investment Planning, LLC More: the full row for Lynch Investment Planning, LLC 1,629 $561K 0.54% 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 1,629 $561K 0.19% -200 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,629 $561K 0.4% -41 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 1,626 $560K 0.21% -12 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 1,626 $560K 0.34% +8 13F-HR Timeline RM Financial Services, LLC More: the full row for RM Financial Services, LLC 1,626 $560K 0.5% 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,625 $559K 0.07% -149 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 1,625 $559K 0.17% -165 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,623 $558K 0.12% -119 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 1,622 $558K 0.36% 0 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 1,622 $558K 0.03% -1,745 13F-HR Timeline Independence Financial Advisors, LLC More: the full row for Independence Financial Advisors, LLC 1,621 $558K 0.15% +4 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 1,621 $558K 0.15% +3 13F-HR/A Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 1,620 $557K 0.05% 0 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 1,616 $556K 0.41% 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 1,616 $556K 0.15% -51 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 1,615 $556K 0.09% +121 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 1,614 $555K 0.31% +271 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 1,614 $555K 0.28% +170 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 1,612 $555K 0.3% -160 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 1,611 $554K 0.39% 0 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 1,606 $553K 0.06% -111 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 1,606 $553K 0.25% +174 13F-HR Timeline AJ Advisors, LLC More: the full row for AJ Advisors, LLC 1,605 $552K 0.2% +88 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 1,600 $551K <0.01% +123 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 1,601 $551K 0.04% -186 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 1,424 $550K 0.06% -126 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 1,599 $550K 0.09% -339 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 1,596 $549K 0.47% -267 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 1,596 $549K 0.03% -33 13F-HR Timeline NESTEGG ADVISORS, INC. More: the full row for NESTEGG ADVISORS, INC. 1,595 $549K 0.47% -25 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 1,440 $546K 0.15% +50 13F-HR Timeline DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 1,584 $545K 0.1% -400 13F-HR Timeline Bannerstone Capital Management, LLC More: the full row for Bannerstone Capital Management, LLC 1,584 $545K 0.52% 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 1,582 $544K 0.15% +128 13F-HR Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 1,582 $544K 0.53% 0 13F-HR Timeline PITCAIRN CO group of 2 filers holding More: the full row for PITCAIRN CO 1,578 $543K -6,202 Timeline Platt Wealth Management LLC More: the full row for Platt Wealth Management LLC 1,579 $543K 0.54% 13F-HR Timeline ABSHER WEALTH MANAGEMENT, LLC More: the full row for ABSHER WEALTH MANAGEMENT, LLC 1,578 $543K 0.06% -24 13F-HR Timeline First Growth Capital LLC More: the full row for First Growth Capital LLC 1,389 $543K 0.48% 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 1,575 $542K 0.3% 0 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 1,574 $542K 0.16% -77 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 1,573 $541K 0.15% +157 13F-HR Timeline Braun-Bostich & Associates Inc. 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More: the full row for Marshall & Sterling Wealth Advisors Inc. 1,557 $536K 0.35% -122 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 1,556 $535K 0.48% 0 13F-HR Timeline ZynergyRetirementPlanningLLC More: the full row for ZynergyRetirementPlanningLLC 1,555 $535K 0.33% -51 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 1,553 $534K 0.09% -230 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 1,552 $534K 0.04% -196 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 1,551 $534K 0.25% -45 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 1,549 $533K 0.17% +14 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 1,545 $532K 0.27% -2 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 1,544 $531K 0.17% +630 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 1,543 $531K 0.31% +3 13F-HR Timeline Crabel Capital Management, LLC More: the full row for Crabel Capital Management, LLC 1,542 $531K 0.4% +230 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 1,538 $529K 0.35% +113 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 1,535 $528K 0.05% -24 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 1,533 $528K 0.19% 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 1,531 $527K 0.15% +113 13F-HR Timeline BCS Private Wealth Management, Inc. 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More: the full row for Reyes Financial Architecture, Inc. 1,497 $515K 0.31% +47 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 1,337 $515K 0.2% 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 1,496 $515K 0.02% -123 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 3,432 $514K 0.06% -1,503 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 1,495 $514K 0.15% -17 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 1,494 $514K 0.26% -25 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 1,491 $513K 0.25% -19 13F-HR Timeline Cogent Private Wealth, Inc. 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