DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 957 $315K 0.1% 0 13F-HR Timeline Peak Wealth Management LLC More: the full row for Peak Wealth Management LLC 956 $314K 0.26% +1 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 955 $314K 0.09% -6 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 955 $314K 0.06% +11 13F-HR Timeline Group Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 954 $314K 0.21% 0 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 954 $314K 0.18% new 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 952 $313K 0.12% +53 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 951 $313K 0.06% -125 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 951 $313K 0.17% new 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 949 $312K 0.06% 0 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 947 $311K 0.08% 0 13F-HR Timeline Legacy Wealth Advisors, LLC More: the full row for Legacy Wealth Advisors, LLC 947 $311K 0.16% +292 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 944 $310K 0.18% +1 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 942 $310K 0.12% -143 13F-HR Timeline Bridgelight Financial Advisors, Inc. More: the full row for Bridgelight Financial Advisors, Inc. 939 $309K 0.26% -52 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 939 $309K 0.02% -39 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 938 $309K 0.07% -68 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 939 $309K 0.17% +187 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 938 $309K 0.13% +53 13F-HR Timeline Gaddis Premier Wealth Advisors LLC More: the full row for Gaddis Premier Wealth Advisors LLC 936 $308K 0.23% 0 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 936 $308K 0.18% +5 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 934 $307K 0.19% -170 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 933 $307K <0.01% -280 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 931 $306K 0.13% +13 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 931 $306K 0.03% -64 13F-HR Timeline Trust Co of Kansas More: the full row for Trust Co of Kansas 931 $306K 0.17% 0 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 929 $306K 0.07% -5 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 926 $305K 0.03% 0 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 924 $304K 0.12% +3 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 921 $303K 0.12% 0 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 920 $303K 0.24% +143 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 920 $303K 0.15% new 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 919 $302K 0.03% 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 964 $301K 0.06% +74 13F-HR Timeline IFS Group,LLC More: the full row for IFS Group,LLC 916 $301K 0.27% 13F-HR Timeline BUFFALO BUSINESS & ESTATE SERVICES LTD More: the full row for BUFFALO BUSINESS & ESTATE SERVICES LTD 916 $301K 0.04% -53 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 914 $301K 0.06% 0 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 914 $301K 0.06% -7,524 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 911 $300K 0.48% +97 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 910 $299K 0.24% +273 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 909 $299K 0.25% +205 13F-HR Timeline Navigate Wealth Management, LLC More: the full row for Navigate Wealth Management, LLC 869 $299K 0.21% 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 907 $298K 0.17% 0 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 905 $298K 0.15% +46 13F-HR Timeline CFC Planning Co LLC More: the full row for CFC Planning Co LLC 904 $297K 0.21% +120 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 903 $297K 0.17% 0 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 903 $297K 0.07% -44 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 903 $297K 0.05% +13 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 901 $297K 0.14% -100 13F-HR Timeline SAYBROOK CAPITAL /NC More: the full row for SAYBROOK CAPITAL /NC 900 $296K 0.08% 0 13F-HR Timeline AMI ASSET MANAGEMENT CORP More: the full row for AMI ASSET MANAGEMENT CORP 900 $296K 0.02% -2,499 13F-HR Timeline Munich Reinsurance Co Stock Corp in Mun… More: the full row for Munich Reinsurance Co Stock Corp in Munich 900 $296K 0.01% -441 13F-HR Timeline WILLIAM JOHN SEMPOLINSKI More: the full row for WILLIAM JOHN SEMPOLINSKI 900 $296K 0.15% +7 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 920 $296K 0.03% -291 13F-HR Timeline Coquina Private Wealth LLC More: the full row for Coquina Private Wealth LLC 899 $296K 0.24% 0 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 898 $295K 0.04% +39 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 897 $295K 0.07% -23 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 897 $295K 0.05% -11 13F-HR Timeline Peck Wealth Management, LLC More: the full row for Peck Wealth Management, LLC 897 $295K 0.3% -200 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 896 $295K 0.2% -76 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 896 $295K 0.3% -41 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 894 $294K 0.23% -5,158 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 893 $294K 0.05% -1,031 13F-HR/A Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 892 $293K 0.06% -26 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 892 $293K 0.16% -1 13F-HR Timeline DUTCH ASSET Corp More: the full row for DUTCH ASSET Corp 891 $293K 0.2% +228 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 891 $293K 0.05% -535 13F-HR Timeline Western Reserve Capital Management, LLC More: the full row for Western Reserve Capital Management, LLC 891 $293K 0.24% 0 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 889 $293K 0.2% +3 13F-HR Timeline Pembroke Management, LTD More: the full row for Pembroke Management, LTD 888 $292K 0.04% -112 13F-HR Timeline American National Bank of Texas More: the full row for American National Bank of Texas 888 $292K 0.28% -44 13F-HR Timeline Piedmont Capital Management, LLC More: the full row for Piedmont Capital Management, LLC 898 $292K 0.15% +135 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 887 $292K 0.01% 0 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 886 $291K 0.08% 0 13F-HR/A Timeline Momentous Wealth Management, Inc. More: the full row for Momentous Wealth Management, Inc. 884 $291K 0.17% -46 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 881 $290K 0.2% -18 13F-HR Timeline Essex LLC More: the full row for Essex LLC 879 $289K 0.05% -32 13F-HR Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 878 $289K 0.15% +55 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 878 $289K 0.08% -186 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 877 $288K 0.1% +19 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 875 $288K 0.09% +11 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 874 $287K 0.14% -45 13F-HR Timeline CMH Wealth Management LLC More: the full row for CMH Wealth Management LLC 874 $287K 0.05% new 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 874 $287K 0.04% +5 13F-HR Timeline August Group Capital Ltd More: the full row for August Group Capital Ltd 872 $286K 0.33% -114 13F-HR Timeline Stephenson & Company, Inc. More: the full row for Stephenson & Company, Inc. 867 $285K 0.15% 0 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 866 $285K 0.01% 0 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 865 $285K 0.14% -260 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 865 $284K 0.09% -91 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 864 $284K 0.14% -46 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 862 $284K 0.04% -102 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 862 $284K 0.96% +218 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 861 $283K 0.14% -44 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 860 $283K 0.08% +3 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 855 $281K 0.04% +53 13F-HR Timeline WELCH CAPITAL PARTNERS LLC/NY More: the full row for WELCH CAPITAL PARTNERS LLC/NY 854 $281K 0.06% 0 13F-HR Timeline Lexington Hill Partners, LLC More: the full row for Lexington Hill Partners, LLC 853 $281K 0.16% +58 13F-HR Timeline ADVISORTRUST PARTNERS, LLC More: the full row for ADVISORTRUST PARTNERS, LLC 853 $281K 0.12% +127 13F-HR Timeline East Coast Asset Management, LLC. More: the full row for East Coast Asset Management, LLC. 852 $280K 0.09% -85 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 851 $280K 0.06% +24 13F-HR Timeline Kellett Wealth Advisors, LLC More: the full row for Kellett Wealth Advisors, LLC 850 $280K 0.15% +93 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 850 $280K 0.01% 0 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 850 $280K 0.1% +70 13F-HR Timeline DiPaolo Financial Group, Inc. More: the full row for DiPaolo Financial Group, Inc. 848 $279K 0.2% +226 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 848 $279K 0.13% +761 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 848 $279K 0.09% -40 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 848 $279K 0.12% +88 13F-HR Timeline Bedminster, LLC More: the full row for Bedminster, LLC 846 $278K 0.26% 0 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 846 $278K 0.12% -222 13F-HR Timeline KIRR MARBACH & CO LLC /IN/ More: the full row for KIRR MARBACH & CO LLC /IN/ 844 $278K 0.05% 0 13F-HR Timeline Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 844 $278K 0.06% +46 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 844 $278K 0.14% -105 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 842 $277K 0.1% -89 13F-HR Timeline GRAHAM CAPITAL WEALTH MANAGEMENT, LLC More: the full row for GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 842 $277K 0.25% -20 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 842 $277K 0.2% -7,052 13F-HR Timeline Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 842 $277K 0.21% -1,172 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 841 $277K 0.02% new 13F-HR Timeline WorthPointe, LLC More: the full row for WorthPointe, LLC 841 $277K 0.08% -167 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 876 $276K 0.04% +50 13F-HR Timeline Aspiring Ventures, LLC More: the full row for Aspiring Ventures, LLC 839 $276K 0.09% +79 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 839 $276K 0.09% 0 13F-HR Timeline Lumbard & Kellner, LLC More: the full row for Lumbard & Kellner, LLC 838 $276K 0.1% 0 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 837 $275K 0.17% -484 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 837 $275K 0.07% -102 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 836 $275K 0.14% +56 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 836 $275K 0.14% new 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 835 $275K 0.09% 0 13F-HR Timeline BCV Asset Management Inc. More: the full row for BCV Asset Management Inc. 840 $274K 0.01% new 13F-HR Timeline HARVEY INVESTMENT CO LLC More: the full row for HARVEY INVESTMENT CO LLC 834 $274K 0.03% 0 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 832 $274K <0.01% -10,854 13F-HR Timeline Group Ascension Capital Advisors, Inc. More: the full row for Ascension Capital Advisors, Inc. 832 $274K 0.09% new 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 832 $274K 0.14% new 13F-HR Timeline Group Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 831 $273K 0.05% +1 13F-HR Timeline Kure Advisory, LLC More: the full row for Kure Advisory, LLC 831 $273K 0.15% +63 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 831 $273K 0.15% +2 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 830 $273K 0.06% -48 13F-HR Timeline MOUNT VERNON ASSOCIATES INC /MD/ More: the full row for MOUNT VERNON ASSOCIATES INC /MD/ 830 $273K 0.19% 0 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 830 $273K 0.08% +6 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 830 $273K 0.04% -74 13F-HR Timeline Targeted Financial Services LLC More: the full row for Targeted Financial Services LLC 830 $273K 0.22% 0 13F-HR Timeline OakTrust Wealth Advisors, LLC More: the full row for OakTrust Wealth Advisors, LLC 828 $272K 0.25% +2 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 828 $272K 0.19% -4 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 827 $272K 0.1% -2 13F-HR Timeline SELDON CAPITAL LP More: the full row for SELDON CAPITAL LP 825 $271K 0.1% 0 13F-HR Timeline Royal Palms Capital LLC More: the full row for Royal Palms Capital LLC 825 $271K 0.27% new 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 824 $271K 0.13% +3 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 775 $271K 0.03% +27 13F-HR Timeline BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 821 $270K 0.07% +583 13F-HR Timeline GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 821 $270K <0.01% 0 13F-HR Timeline Capital Asset Managemnet, LLC More: the full row for Capital Asset Managemnet, LLC 821 $270K 0.3% 0 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 820 $270K 0.07% +15 13F-HR Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 819 $269K 0.01% +29 13F-HR Timeline DC Investments Management, LLC More: the full row for DC Investments Management, LLC 819 $269K 0.1% new 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 819 $269K 0.04% 0 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 819 $269K 0.13% -126 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 817 $269K 0.15% +14 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 815 $268K 0.25% +25 13F-HR/A Timeline Heirloom Wealth Management More: the full row for Heirloom Wealth Management 812 $267K 0.05% new 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 813 $267K 0.15% -8 13F-HR Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 811 $267K 0.27% 0 13F-HR Timeline Belleair Asset Management, LLC More: the full row for Belleair Asset Management, LLC 810 $266K 0.24% -10 13F-HR Timeline Swan Global Investments, LLC in group Swan Global Investments, LLC More: the full row for Swan Global Investments, LLC 809 $266K 0.01% +55 13F-HR Timeline Group Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 810 $266K 0.21% +37 13F-HR Timeline AZZAD ASSET MANAGEMENT INC /ADV More: the full row for AZZAD ASSET MANAGEMENT INC /ADV 808 $266K 0.03% +2 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 806 $265K 0.13% 0 13F-HR Timeline BLUE SQUARE ASSET MANAGEMENT, LLC More: the full row for BLUE SQUARE ASSET MANAGEMENT, LLC 805 $265K 0.13% 0 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 804 $264K 0.01% -259 13F-HR Timeline VILLERE ST DENIS J & CO LLC More: the full row for VILLERE ST DENIS J & CO LLC 804 $264K 0.03% 0 13F-HR Timeline GRANVILLE CAPITAL, INC. More: the full row for GRANVILLE CAPITAL, INC. 804 $264K 0.14% -82 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 804 $264K 0.12% +69 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 803 $264K 0.03% 0 13F-HR Timeline McLaughlin Asset Management, Inc. More: the full row for McLaughlin Asset Management, Inc. 803 $264K 0.25% -102 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 803 $264K 0.04% -153 13F-HR Timeline CLEAR WAVE WEALTH MANAGEMENT LLC More: the full row for CLEAR WAVE WEALTH MANAGEMENT LLC 802 $264K 0.07% 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 802 $264K 0.05% -308 13F-HR Timeline AMARILLO NATIONAL BANK More: the full row for AMARILLO NATIONAL BANK 801 $263K 0.05% +147 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 801 $263K 0.05% -47 13F-HR Timeline Avondale Wealth Management More: the full row for Avondale Wealth Management 800 $263K 0.13% -975 13F-HR Timeline Orion Investment Co More: the full row for Orion Investment Co 800 $263K 0.08% 0 13F-HR Timeline PMG Family Office LLC More: the full row for PMG Family Office LLC 800 $263K 0.29% +57 13F-HR Timeline Alliance Wealth Strategies, LLC d/b/a B… More: the full row for Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 799 $263K 0.24% 0 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 796 $262K 0.03% +401 13F-HR Timeline LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 784 $262K 0.28% -515 13F-HR Timeline Tandem Investment Advisors, Inc. More: the full row for Tandem Investment Advisors, Inc. 796 $262K 0.01% -442 13F-HR Timeline Milestones Private Investment Advisors … More: the full row for Milestones Private Investment Advisors LLC 796 $262K 0.23% -27 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 796 $262K 0.05% -7 13F-HR Timeline TRAN CAPITAL MANAGEMENT, L.P. More: the full row for TRAN CAPITAL MANAGEMENT, L.P. 794 $261K 0.04% 0 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 794 $261K 0.16% +16 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 793 $261K 0.08% -198 13F-HR Timeline StoryOne LLC More: the full row for StoryOne LLC 0 $261K 0.15% 0 13F-HR Timeline Amount filed as zero, left out of ratios. 626 Financial, LLC More: the full row for 626 Financial, LLC 792 $261K 0.12% +30 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 791 $260K 0.05% -66 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 791 $260K 0.02% 0 13F-HR Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 790 $260K 0.12% +1 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 721 $260K 0.07% +107 13F-HR Timeline Eaton-Cambridge Inc. More: the full row for Eaton-Cambridge Inc. 789 $259K 0.08% new 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 788 $259K 0.03% +51 13F-HR Timeline Group IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 786 $259K 0.11% +13 13F-HR Timeline Leith Wheeler Investment Counsel Ltd. More: the full row for Leith Wheeler Investment Counsel Ltd. 786 $259K 0.02% 0 13F-HR Timeline Kinloch Capital, LLC More: the full row for Kinloch Capital, LLC 785 $258K 0.11% 0 13F-HR Timeline