Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 725 $297K 0.03% +1 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 725 $297K 0.08% 0 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 724 $296K 0.05% 0 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 723 $296K 0.08% 0 13F-HR Timeline Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 723 $296K 0.17% +2 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 721 $295K 0.02% -110 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 720 $295K 0.07% 0 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 718 $294K 0.07% new 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 717 $294K 0.07% -306 13F-HR Timeline Oak Wealth Advisors LLC More: the full row for Oak Wealth Advisors LLC 717 $294K 0.14% -97 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 716 $293K 0.12% 0 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 687 $293K 0.02% +92 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 702 $287K 0.11% 0 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 701 $287K 0.03% -4 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 700 $287K <0.01% 0 13F-HR/A Timeline Group CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 700 $287K 0.02% new 13F-HR Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 698 $286K 0.02% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 697 $285K 0.01% 13F-HR Timeline Beacon Harbor Wealth Advisors, Inc. More: the full row for Beacon Harbor Wealth Advisors, Inc. 698 $285K 0.06% -109 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 691 $283K 0.11% 0 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 690 $283K 0.06% 0 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 688 $282K 0.02% -12 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 687 $281K 0.01% -51 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 687 $281K 0.01% 0 13F-HR Timeline Group C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 687 $281K 0.01% -230 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 686 $281K 0.03% 0 13F-HR Timeline Timonier Family Office, LTD. More: the full row for Timonier Family Office, LTD. 685 $281K 0.08% 13F-HR Timeline PRAIRIEVIEW WEALTH PARTNERS, LLC More: the full row for PRAIRIEVIEW WEALTH PARTNERS, LLC 684 $280K 0.21% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 683 $280K 0.02% 0 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 682 $279K 0.07% -106 13F-HR Timeline Summit Place Financial Advisors, LLC More: the full row for Summit Place Financial Advisors, LLC 682 $279K 0.12% 0 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 680 $278K 0.03% +5 13F-HR Timeline New England Professional Planning Group… More: the full row for New England Professional Planning Group Inc. 678 $278K 0.1% 0 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 678 $278K 0.07% +1 13F-HR Timeline Colter Lewis Investment Partners LLC More: the full row for Colter Lewis Investment Partners LLC 677 $277K 0.12% 0 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 674 $276K <0.01% new 13F-HR Timeline Group Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 670 $274K 0.02% +1 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 670 $274K 0.1% 0 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 663 $271K 0.07% 0 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 662 $271K 0.03% 0 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 660 $270K 0.03% -19 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 660 $270K 0.04% +1 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 658 $269K 0.05% +329 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 656 $269K 0.03% -7 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 655 $268K 0.05% new 13F-HR Timeline Avise Financial Cooperative, Inc. More: the full row for Avise Financial Cooperative, Inc. 655 $268K 0.19% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 655 $268K <0.01% 0 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 655 $268K 0.1% new 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 653 $267K 0.02% new 13F-HR Timeline AFFINITY WEALTH MANAGEMENT LLC More: the full row for AFFINITY WEALTH MANAGEMENT LLC 652 $267K 0.03% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 652 $267K 0.11% 0 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 652 $267K 0.06% 0 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 651 $266K 0.07% -6 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 647 $265K 0.04% 13F-HR Timeline Group GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 644 $264K 0.04% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 643 $263K 0.18% 0 13F-HR Timeline GAINLINE FINANCIAL PARTNERS, LLC More: the full row for GAINLINE FINANCIAL PARTNERS, LLC 642 $263K 0.25% 13F-HR Timeline NWK Group, Inc. More: the full row for NWK Group, Inc. 640 $262K 0.08% 0 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 637 $261K 0.15% -75 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 635 $260K 0.02% 0 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 635 $260K 0.01% 0 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 632 $259K 0.02% 0 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 631 $258K 0.04% 0 13F-HR Timeline Schaeffer Financial LLC More: the full row for Schaeffer Financial LLC 629 $258K 0.2% 0 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 625 $256K 0.16% 0 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 2,500 $256K 0.06% -367 13F-HR Timeline New Capital Management LP More: the full row for New Capital Management LP 622 $255K 0.06% new 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 619 $253K 0.06% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 618 $253K 0.03% new 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 617 $253K 0.02% +53 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 613 $251K 0.02% -60 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 613 $251K 0.06% -38 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 613 $251K 0.01% new 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 611 $250K 0.04% new 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 610 $250K 0.08% +1 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 609 $249K 0.1% +7 13F-HR Timeline Capital Asset Managemnet, LLC More: the full row for Capital Asset Managemnet, LLC 609 $249K 0.56% -2,205 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 609 $249K 0.01% 0 13F-HR Timeline Capital Research Global Investors in group Capital Research Global Inves… More: the full row for Capital Research Global Investors 611 $248K <0.01% -722 13F-HR Timeline Group EQUITY INVESTMENT CORP More: the full row for EQUITY INVESTMENT CORP 606 $248K <0.01% new 13F-HR Timeline PRUDENT INVESTORS NETWORK, INC. More: the full row for PRUDENT INVESTORS NETWORK, INC. 605 $248K 0.05% 0 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 605 $248K 0.17% 0 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 604 $247K 0.11% 0 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 600 $246K 0.06% -600 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 600 $246K 0.05% -1 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 600 $246K 0.04% 0 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 600 $246K 0.05% new 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 600 $246K 0.06% -96 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 599 $245K 0.01% +1 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 599 $245K 0.07% -19 13F-HR Timeline InvesTrust More: the full row for InvesTrust 594 $243K 0.09% -1 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 592 $243K 0.06% -11 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 592 $242K 0.07% -31 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 591 $242K <0.01% new 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 591 $242K 0.07% 0 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 589 $241K 0.07% 0 13F-HR Timeline VISTA FINANCE, LLC More: the full row for VISTA FINANCE, LLC 588 $241K 0.13% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 586 $240K 0.03% -582 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 585 $240K 0.03% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 585 $240K 0.05% -265 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 583 $239K 0.02% 0 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 583 $239K 0.03% 0 13F-HR Timeline Wernau Asset Management Inc. More: the full row for Wernau Asset Management Inc. 580 $238K 0.23% -480 13F-HR Timeline Marin Bay Wealth Advisors, LLC More: the full row for Marin Bay Wealth Advisors, LLC 579 $237K 0.13% 0 13F-HR/A Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 578 $237K 0.08% +1 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 577 $236K <0.01% 0 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 576 $236K 0.08% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 575 $236K 0.01% +1 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 573 $235K 0.04% 0 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 572 $234K 0.04% new 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 572 $234K 0.02% -20 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 571 $234K 0.08% 0 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 571 $234K <0.01% -386 13F-HR Timeline Group Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 570 $233K 0.11% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 568 $233K 0.01% +178 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 567 $232K 0.07% +1 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 564 $231K 0.01% 0 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 563 $230K <0.01% -93 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 562 $230K 0.01% 0 13F-HR Timeline Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 561 $230K 0.02% new 13F-HR Timeline BENNETT SELBY INVESTMENTS LP More: the full row for BENNETT SELBY INVESTMENTS LP 561 $230K 0.07% 0 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 561 $230K 0.04% 0 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 560 $229K 0.06% new 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 555 $228K 0.02% +1 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 553 $228K 0.15% -13 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 556 $228K 0.04% new 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 556 $228K 0.07% new 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 555 $227K 0.01% new 13F-HR Timeline HFG Wealth Management, LLC More: the full row for HFG Wealth Management, LLC 552 $226K 0.23% new 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 550 $225K 0.05% new 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 550 $225K 0.01% new 13F-HR Timeline Group Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 550 $225K 0.03% 0 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 550 $225K 0.08% 0 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 546 $224K 0.02% new 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 546 $224K 0.03% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 546 $224K 0.01% -5 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 545 $223K 0.01% -30 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 541 $222K 0.06% -206 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 540 $221K 0.01% new 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 540 $221K 0.04% new 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 538 $220K 0.02% -227 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 538 $220K 0.06% new 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 537 $220K 0.06% new 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 537 $220K 0.09% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 536 $219K 0.02% -14 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 536 $219K 0.06% new 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 535 $219K 0.13% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 535 $219K <0.01% 0 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 533 $218K 0.03% -384 13F-HR Timeline LITTLEJOHN FINANCIAL SERVICES, INC. More: the full row for LITTLEJOHN FINANCIAL SERVICES, INC. 529 $217K 0.16% -52 13F-HR Timeline City State Bank More: the full row for City State Bank 525 $215K 0.05% 0 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 524 $215K 0.02% new 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 523 $214K 0.07% new 13F-HR Timeline Financial Plan, Inc. More: the full row for Financial Plan, Inc. 523 $214K 0.02% new 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 522 $214K 0.05% new 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 520 $213K 0.1% new 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 518 $212K 0.05% new 13F-HR Timeline A4 Wealth Advisors LLC More: the full row for A4 Wealth Advisors LLC 518 $212K 0.14% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 517 $212K 0.01% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 516 $211K 0.03% -26 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 513 $210K 0.05% new 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 507 $207K 0.03% new 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 506 $207K 0.14% new 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 505 $207K <0.01% new 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 505 $207K 0.06% new 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 504 $206K 0.1% new 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 504 $206K 0.08% new 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 502 $206K 0.09% new 13F-HR Timeline HighRoad Wealth Advisors, LLC More: the full row for HighRoad Wealth Advisors, LLC 502 $205K 0.17% new 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 500 $205K 0.07% new 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 500 $205K 0.01% new 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 500 $205K 0.03% new 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 500 $205K 0.07% -96 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 500 $205K 0.02% new 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 500 $205K 0.03% 0 13F-HR Timeline Donalies Financial Planning, LLC More: the full row for Donalies Financial Planning, LLC 500 $205K 0.15% new 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 495 $204K 0.03% new 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 497 $204K 0.01% new 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 496 $203K 0.08% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 496 $203K 0.01% 0 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 495 $203K <0.01% new 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 494 $202K 0.07% new 13F-HR Timeline Avid Wealth Partners LLC More: the full row for Avid Wealth Partners LLC 494 $202K 0.1% -1,155 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 498 $202K 0.02% new 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 493 $202K 0.01% new 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 491 $201K 0.04% new 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 482 $197K 0.05% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 479 $196K 0.02% -32 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 478 $196K 0.11% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 458 $188K <0.01% +18 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 455 $186K 0.09% -6 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 442 $186K 0.02% 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 445 $182K 0.13% 0 13F-HR/A Timeline Copia Wealth Management More: the full row for Copia Wealth Management 435 $178K 0.11% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 434 $178K 0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 430 $176K 0.02% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 429 $176K <0.01% 0 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 416 $170K 0.08% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 412 $169K 0.01% -32 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 405 $166K 0.02% 0 13F-HR Timeline