Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 1,000 $249K 0.04% 0 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 999 $249K 0.05% +75 13F-HR Timeline Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 997 $248K 0.15% -17 13F-HR Timeline TradeWell Securities, LLC. More: the full row for TradeWell Securities, LLC. 996 $248K 0.14% -2 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 993 $247K 0.07% +3 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 993 $247K 0.05% new 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 1,123 $247K 0.08% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 992 $247K 0.22% 0 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 989 $246K 0.02% 0 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 989 $246K 0.22% new 13F-HR Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 988 $246K 0.3% -2 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 988 $246K 0.12% +57 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 1,039 $245K 0.27% -519 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 984 $245K 0.18% -65 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 984 $245K 0.05% +50 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 983 $245K 0.03% -4 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 1,052 $244K 0.03% new 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 983 $244K 0.05% 0 13F-HR Timeline Sterling Manor Financial, LLC More: the full row for Sterling Manor Financial, LLC 981 $244K 0.17% 0 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 980 $244K 0.1% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 979 $243K 0.14% 0 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 978 $243K 0.14% +29 13F-HR Timeline CONNORS INVESTOR SERVICES INC More: the full row for CONNORS INVESTOR SERVICES INC 1,013 $243K 0.02% +35 13F-HR Timeline AtlasMark Financial, Inc More: the full row for AtlasMark Financial, Inc 978 $243K 0.23% 0 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 976 $243K 0.1% +6 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 975 $242K 0.06% new 13F-HR/A Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 975 $242K 0.01% new 13F-HR Timeline Hobbs Wealth Management, LLC More: the full row for Hobbs Wealth Management, LLC 974 $242K 0.27% new 13F-HR/A Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 973 $242K 0.25% +1 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 972 $242K 0.01% +37 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 970 $241K 0.14% +6 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 970 $241K 0.13% -19 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 968 $241K 0.33% -222 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 968 $241K 0.13% new 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 966 $240K 0.01% +21 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 1,003 $240K 0.06% +45 13F-HR Timeline Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 963 $239K 0.16% new 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 962 $239K 0.2% new 13F-HR Timeline Capital Markets Trading UK LLP More: the full row for Capital Markets Trading UK LLP 962 $239K 0.27% new 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 960 $239K 0.29% +50 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 958 $238K 0.07% -31 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 957 $238K 0.05% 0 13F-HR Timeline First Financial Group Corp More: the full row for First Financial Group Corp 955 $237K 0.27% 0 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 955 $237K 0.05% +12 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 954 $237K 0.07% new 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 953 $237K 0.09% +27 13F-HR Timeline Dash Acquisitions Inc. More: the full row for Dash Acquisitions Inc. 915 $237K 0.05% -157 13F-HR Timeline Lumbard & Kellner, LLC More: the full row for Lumbard & Kellner, LLC 950 $236K 0.1% 0 13F-HR Timeline Cascade Investment Advisors, Inc. More: the full row for Cascade Investment Advisors, Inc. 950 $236K 0.16% 0 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 949 $236K 0.08% new 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 948 $236K 0.04% -25 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 946 $235K 0.11% -229 13F-HR Timeline Lesa Sroufe & Co More: the full row for Lesa Sroufe & Co 945 $235K 0.23% 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 945 $235K 0.01% -178 13F-HR Timeline High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 942 $234K 0.05% new 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 942 $234K 0.08% +2 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 942 $234K 0.05% 0 13F-HR Timeline Mason & Associates, LLC More: the full row for Mason & Associates, LLC 939 $233K 0.07% 0 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 939 $233K 0.18% +2 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 936 $233K 0.27% -266 13F-HR Timeline Orca Wealth Management, LLC More: the full row for Orca Wealth Management, LLC 935 $232K 0.21% -50 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 932 $232K 0.16% new 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 932 $232K 0.12% +135 13F-HR Timeline ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 923 $232K 0.22% +7 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 931 $232K 0.2% -1,796 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 930 $231K 0.05% new 13F-HR/A Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 930 $231K 0.15% new 13F-HR/A Timeline Group Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 930 $231K 0.1% 0 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 927 $231K 0.01% -48 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 1,045 $230K 0.04% +6 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 923 $230K 0.05% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 919 $229K 0.05% 0 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 968 $228K 0.04% 0 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 917 $228K 0.01% -150 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 916 $228K 0.02% new 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 946 $228K 0.1% new 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 17,212 $228K 0.06% -851 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 914 $227K 0.09% 0 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 914 $227K 0.14% new 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 913 $227K 0.04% new 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 911 $227K 0.04% new 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 911 $226K 0.07% new 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 911 $226K 0.09% -8 13F-HR Timeline ARGENT CAPITAL MANAGEMENT LLC More: the full row for ARGENT CAPITAL MANAGEMENT LLC 907 $226K 0.01% new 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 906 $225K 0.01% new 13F-HR Timeline SACHEM HILL LLC More: the full row for SACHEM HILL LLC 906 $225K 0.04% -78 13F-HR Timeline SHARPEPOINT LLC More: the full row for SHARPEPOINT LLC 941 $225K 0.2% 0 13F-HR Timeline DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 905 $225K 0.1% new 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 906 $225K 0.11% new 13F-HR Timeline DOHJ, LLC More: the full row for DOHJ, LLC 905 $225K 0.05% new 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 902 $224K 0.05% new 13F-HR Timeline Whitcomb & Hess, Inc. More: the full row for Whitcomb & Hess, Inc. 902 $224K 0.07% new 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 901 $224K 0.09% new 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 902 $224K 0.06% new 13F-HR Timeline Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 900 $224K 0.11% new 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 900 $224K 0.19% new 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 900 $224K 0.03% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 900 $224K 0.06% -53 13F-HR Timeline NCP Inc. More: the full row for NCP Inc. 900 $224K 0.3% -50 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 899 $224K 0.07% -185 13F-HR Timeline First International Bank & Trust More: the full row for First International Bank & Trust 899 $224K 0.07% -83 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 899 $223K 0.07% new 13F-HR Timeline Parkshore Wealth Management, Inc. More: the full row for Parkshore Wealth Management, Inc. 897 $223K 0.13% new 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 895 $223K 0.05% new 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 894 $222K 0.13% new 13F-HR Timeline Ferguson Shapiro LLC More: the full row for Ferguson Shapiro LLC 893 $222K 0.08% new 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 891 $221K 0.04% new 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 890 $221K 0.07% -283 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 890 $221K 0.13% new 13F-HR Timeline Euro Pacific Asset Management, LLC More: the full row for Euro Pacific Asset Management, LLC 891 $221K 0.04% new 13F-HR Timeline Clear Point Advisors Inc. More: the full row for Clear Point Advisors Inc. 888 $221K 0.2% new 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 888 $221K 0.19% new 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 887 $221K 0.07% -153 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 887 $221K 0.07% -160 13F-HR Timeline William Howard & Co Financial Advisors … More: the full row for William Howard & Co Financial Advisors Inc 887 $221K 0.21% new 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 886 $220K 0.07% new 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 885 $220K 0.13% new 13F-HR Timeline Headland Capital, LLC More: the full row for Headland Capital, LLC 885 $220K 0.07% new 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 880 $219K 0.06% -220 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 879 $219K 0.1% new 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 879 $219K 0.03% new 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 875 $218K 0.03% new 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 874 $217K 0.11% +142 13F-HR Timeline Group Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 873 $217K 0.19% -494 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 872 $217K 0.09% new 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 870 $216K 0.08% new 13F-HR Timeline Broadleaf Partners, LLC More: the full row for Broadleaf Partners, LLC 868 $216K 0.06% new 13F-HR Timeline Main Line Retirement Advisors, LLC More: the full row for Main Line Retirement Advisors, LLC 865 $215K 0.14% new 13F-HR Timeline Sensible Money, LLC More: the full row for Sensible Money, LLC 865 $215K 0.09% new 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 862 $214K 0.05% new 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 861 $214K 0.12% new 13F-HR Timeline Stephenson & Company, Inc. More: the full row for Stephenson & Company, Inc. 857 $213K 0.14% new 13F-HR Timeline OFC FINANCIAL PLANNING, LLC More: the full row for OFC FINANCIAL PLANNING, LLC 857 $213K 0.24% new 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 855 $213K 0.08% new 13F-HR Timeline MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 851 $212K 0.06% new 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 851 $212K 0.06% new 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 851 $212K 0.06% new 13F-HR Timeline ForthRight Wealth Management, LLC More: the full row for ForthRight Wealth Management, LLC 851 $212K 0.07% new 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 850 $211K 0.09% new 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 850 $211K 0.03% new 13F-HR/A Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 850 $211K 0.01% new 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 847 $211K 0.08% new 13F-HR Timeline Williams Financial, LLC More: the full row for Williams Financial, LLC 847 $211K 0.15% new 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 845 $210K 0.09% new 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 845 $210K 0.15% new 13F-HR Timeline WEALTHCARE CAPITAL MANAGEMENT LLC More: the full row for WEALTHCARE CAPITAL MANAGEMENT LLC 845 $210K 0.02% new 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 841 $209K 0.04% new 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 841 $209K 0.05% -13 13F-HR Timeline Mittelman Wealth Management More: the full row for Mittelman Wealth Management 840 $209K 0.19% -265 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 839 $209K 0.2% new 13F-HR Timeline RFP Financial Group LLC More: the full row for RFP Financial Group LLC 838 $208K 0.08% new 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 837 $208K 0.1% -132 13F-HR Timeline GoalFusion Wealth Management, LLC More: the full row for GoalFusion Wealth Management, LLC 837 $208K 0.11% -700 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 835 $208K 0.05% +5 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 835 $208K 0.1% 0 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 833 $207K 0.08% new 13F-HR Timeline AAF Wealth Management, LLC More: the full row for AAF Wealth Management, LLC 831 $207K 0.11% new 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 831 $207K 0.05% -96 13F-HR Timeline Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 828 $206K 0.16% new 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 827 $206K 0.03% -647 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 826 $205K 0.05% new 13F-HR Timeline MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 825 $205K 0.04% new 13F-HR Timeline LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 825 $205K 0.09% new 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 825 $205K 0.15% +1 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 824 $205K 0.05% new 13F-HR Timeline O'Connor Financial Group LLC More: the full row for O'Connor Financial Group LLC 821 $204K 0.11% new 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 820 $204K 0.04% new 13F-HR Timeline ZEVIN ASSET MANAGEMENT LLC More: the full row for ZEVIN ASSET MANAGEMENT LLC 819 $204K 0.03% new 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 819 $204K 0.16% new 13F-HR Timeline SPRENG CAPITAL MANAGEMENT, INC. More: the full row for SPRENG CAPITAL MANAGEMENT, INC. 818 $203K 0.09% new 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 816 $203K 0.08% new 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 814 $202K 0.03% new 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 813 $202K 0.04% new 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 812 $202K 0.05% new 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 812 $202K 0.02% new 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 811 $202K 0.03% new 13F-HR Timeline Midwest Heritage Bank, FSB More: the full row for Midwest Heritage Bank, FSB 811 $202K 0.08% new 13F-HR Timeline Base Wealth Management LLC More: the full row for Base Wealth Management LLC 811 $202K 0.15% 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 810 $201K 0.11% new 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 810 $201K 0.11% new 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 810 $201K 0.11% new 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 809 $201K 0.05% new 13F-HR Timeline Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 807 $201K 0.04% new 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 807 $201K 0.15% new 13F-HR Timeline Sterling Group Wealth Management, LLC More: the full row for Sterling Group Wealth Management, LLC 807 $201K 0.11% new 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 805 $200K 0.11% new 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 800 $199K 0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 795 $198K 0.04% new 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 783 $195K 0.04% +3 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 766 $190K 0.04% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 762 $189K 0.03% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 747 $186K 0.02% +58 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 743 $185K 0.05% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 729 $181K 0.17% +35 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 715 $178K 0.02% -487 13F-HR Timeline Group Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 705 $175K 0.11% +430 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 702 $175K 0.02% +2 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 700 $174K 0.09% 0 13F-HR/A Timeline Abound Wealth Management More: the full row for Abound Wealth Management 688 $171K 0.06% +14 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 686 $171K 0.14% -179 13F-HR Timeline