Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 4,670 $1.19M 0.54% +97 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 4,664 $1.18M 0.54% -632 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 4,632 $1.18M 0.55% -289 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 4,500 $1.18M 0.14% +1,100 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 4,658 $1.18M 0.37% +1,385 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 4,657 $1.18M 0.48% -42 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 4,654 $1.18M 0.15% +643 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 4,650 $1.18M 0.24% 0 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 4,637 $1.18M 0.77% +326 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 4,637 $1.18M 0.26% -36 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 4,630 $1.18M 0.29% -145 13F-HR Timeline Spectrum Strategic Capital Management, … More: the full row for Spectrum Strategic Capital Management, LLC 4,626 $1.17M 0.58% -578 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 4,626 $1.17M 1.02% 0 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 4,623 $1.17M 0.15% +815 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 4,618 $1.17M 0.27% +179 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 4,617 $1.17M 0.06% -56 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 4,612 $1.17M 0.22% -27 13F-HR Timeline BEACON FINANCIAL PLANNING, INC More: the full row for BEACON FINANCIAL PLANNING, INC 4,606 $1.17M 0.4% -105 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 4,605 $1.17M 0.15% +70 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 4,593 $1.17M 0.41% new 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 4,582 $1.16M 0.47% -178 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 4,582 $1.16M 0.15% -60 13F-HR Timeline Ascension Capital Advisors, Inc. More: the full row for Ascension Capital Advisors, Inc. 4,577 $1.16M 0.33% +96 13F-HR Timeline North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 4,572 $1.16M 0.47% +720 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 4,569 $1.16M 0.71% -5 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 4,567 $1.16M 0.28% +9 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 4,563 $1.16M 0.47% -338 13F-HR Timeline Godfrey Financial Associates, Inc. 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More: the full row for Hillsdale Investment Management Inc. 4,527 $1.15M 0.03% -12,500 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 4,524 $1.15M 0.07% -151 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 4,524 $1.15M 0.12% -105 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 4,520 $1.15M 0.89% -266 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 4,520 $1.15M 0.73% +2,832 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 4,515 $1.15M 0.09% -4,074 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 4,511 $1.15M 0.21% +276 13F-HR Timeline SJS Investment Consulting Inc. 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More: the full row for Diversified Portfolios, Inc. 4,442 $1.13M 0.08% +2,592 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 4,440 $1.13M 0.21% 0 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 4,438 $1.13M 0.02% -2,706 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 4,431 $1.13M 0.05% 0 13F-HR Timeline Group Expressive Wealth LLC More: the full row for Expressive Wealth LLC 4,429 $1.12M 1.06% -145 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 4,426 $1.12M 0.44% -843 13F-HR Timeline Wiser Wealth Management, Inc More: the full row for Wiser Wealth Management, Inc 4,418 $1.12M 0.21% +63 13F-HR Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 4,417 $1.12M 0.95% -25 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 4,417 $1.12M 0.33% +90 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 4,413 $1.12M 0.15% -3 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 4,405 $1.12M 0.02% new 13F-HR Timeline BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 4,396 $1.12M 0.75% +1 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 4,330 $1.12M 0.49% +149 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 4,395 $1.12M 0.07% -213 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 4,393 $1.12M 0.17% -16 13F-HR Timeline FORTE ASSET MANAGEMENT LLC More: the full row for FORTE ASSET MANAGEMENT LLC 4,384 $1.11M 0.46% 0 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 4,377 $1.11M 0.33% -560 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 4,370 $1.11M 0.21% +16 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 4,364 $1.11M 0.62% -456 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 4,361 $1.11M 0.75% -476 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 4,359 $1.11M 0.28% -40 13F-HR Timeline Gordian Advisors LLC More: the full row for Gordian Advisors LLC 4,359 $1.11M 0.65% +3 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 4,351 $1.11M 0.09% +524 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 4,348 $1.1M 0.16% +616 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 4,346 $1.1M 0.76% +27 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 4,341 $1.1M 0.19% +140 13F-HR Timeline Goldenstone Wealth Management LLC More: the full row for Goldenstone Wealth Management LLC 4,337 $1.1M 0.72% -1,650 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 4,336 $1.1M 0.13% +20 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 4,322 $1.1M 0.34% +155 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 4,317 $1.1M 0.13% +127 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 4,315 $1.1M 0.11% -1,002 13F-HR Timeline CASTLEKEEP INVESTMENT ADVISORS LLC More: the full row for CASTLEKEEP INVESTMENT ADVISORS LLC 4,313 $1.1M 0.55% -309 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 4,312 $1.1M 0.32% +213 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 4,311 $1.09M 0.24% -209 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 4,260 $1.09M 0.65% 0 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 4,234 $1.09M 0.51% -25 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 4,299 $1.09M 0.49% +98 13F-HR Timeline WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 4,295 $1.09M 0.02% -124,278 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 4,295 $1.09M 0.31% +83 13F-HR Timeline Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 4,294 $1.09M 0.84% -435 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 4,283 $1.09M 0.68% -1,338 13F-HR Timeline Core Capital Management & Research, inc. More: the full row for Core Capital Management & Research, inc. 4,002 $1.09M 0.57% 13F-HR Timeline Brindle & Bay Financial Advisors, LLC More: the full row for Brindle & Bay Financial Advisors, LLC 4,269 $1.08M 0.54% +747 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 4,268 $1.08M 0.37% +494 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 4,268 $1.08M 0.93% -80 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 4,264 $1.08M 0.21% -29 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 4,264 $1.08M 0.27% -1,942 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 4,263 $1.08M 0.3% -1,824 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 4,257 $1.08M 0.05% -340 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 4,255 $1.08M 0.11% -801 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 4,252 $1.08M 0.53% +23 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 4,247 $1.08M 0.09% +36 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 4,247 $1.08M 0.26% new 13F-HR Timeline Blue Water Asset Management More: the full row for Blue Water Asset Management 4,243 $1.08M 0.35% +1 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 4,238 $1.08M 0.81% -107 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 4,232 $1.07M 0.11% +13 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 4,231 $1.07M 0.1% -528 13F-HR Timeline Group Diesslin Group, Inc. More: the full row for Diesslin Group, Inc. 4,228 $1.07M 0.41% -440 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 4,221 $1.07M 0.42% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 4,218 $1.07M 0.28% -128 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 4,210 $1.07M 0.33% +393 13F-HR Timeline PURSUIT WEALTH STRATEGIES, LLC More: the full row for PURSUIT WEALTH STRATEGIES, LLC 4,209 $1.07M 1.39% -104 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 4,207 $1.07M 0.73% +30 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 4,361 $1.07M 0.16% +1,260 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 4,196 $1.07M 0.34% -5 13F-HR Timeline Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 4,189 $1.06M 0.63% -346 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 4,189 $1.06M 0.18% +1,624 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 4,187 $1.06M 0.01% -267 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 4,182 $1.06M 0.05% +85 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 4,172 $1.06M 0.25% +21 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 4,167 $1.06M 0.4% -212 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 4,156 $1.06M 0.47% +1,886 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 4,154 $1.05M 0.27% -89 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 4,151 $1.05M -83 Timeline Torray Investment Partners LLC More: the full row for Torray Investment Partners LLC 4,141 $1.05M 0.14% 0 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 4,132 $1.05M 0.26% 0 13F-HR Timeline Miller Capital Partners, Inc. 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More: the full row for Yukon Wealth Management, Inc. 4,101 $1.04M 0.3% new 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 4,100 $1.04M 0.26% -20 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 4,100 $1.04M 0.44% +743 13F-HR Timeline IKE Capital, LLC More: the full row for IKE Capital, LLC 4,099 $1.04M 0.55% -165 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 4,097 $1.04M 0.23% -548 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 4,091 $1.04M 0.27% -9 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 4,084 $1.04M 0.16% +42 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 4,084 $1.04M 0.15% -377 13F-HR Timeline Bluebird Wealth Management LLC More: the full row for Bluebird Wealth Management LLC 4,072 $1.03M 0.9% -283 13F-HR Timeline Lakewood Asset Management LLC More: the full row for Lakewood Asset Management LLC 4,067 $1.03M 0.57% +503 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 4,063 $1.03M 0.12% -176 13F-HR Timeline Financial Advisors Network, Inc. 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