GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 2,775 $515K 0.1% +135 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 2,774 $514K 0.38% 0 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 2,772 $514K 0.3% +22 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 2,771 $514K 0.23% +10 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 2,765 $513K 0.37% -232 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 2,759 $512K 0.23% +930 13F-HR Timeline CLG LLC More: the full row for CLG LLC 2,757 $511K 0.14% +30 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 2,751 $510K 0.04% -22 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 2,751 $510K 0.14% +6 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 2,747 $509K 0.26% -66 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 2,745 $509K 0.2% -1,438 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 2,744 $509K 0.35% -185 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 2,741 $508K 0.15% -18 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 2,740 $508K 0.17% -34 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 2,742 $508K 0.06% +212 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 2,739 $508K 0.13% +2 13F-HR Timeline Steadtrust LLC More: the full row for Steadtrust LLC 2,735 $507K 0.34% +258 13F-HR/A Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 2,731 $506K 0.23% -658 13F-HR Timeline JACOBSON & SCHMITT ADVISORS, LLC More: the full row for JACOBSON & SCHMITT ADVISORS, LLC 2,727 $506K 0.09% +36 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 2,725 $505K 0.25% -42 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 2,722 $505K 0.16% -175 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 2,716 $504K 0.19% +328 13F-HR Timeline Clear Point Advisors Inc. 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More: the full row for Legal Advantage Investments, Inc. 2,282 $423K 0.19% 0 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 2,281 $423K 0.05% -618 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 2,276 $422K 0.04% 0 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 2,275 $422K 0.11% new 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 2,269 $421K 0.15% -34 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 2,267 $420K 0.18% +53 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 2,267 $420K 0.16% -394 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 2,266 $420K 0.1% new 13F-HR Timeline McNamara Financial Services, Inc. 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More: the full row for PECAUT & CO. 2,239 $415K 0.13% -249 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 2,239 $415K <0.01% +212 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 2,238 $415K 0.19% -10 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 2,235 $415K 0.12% +226 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 2,228 $415K 0.26% 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 2,232 $414K 0.03% +188 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 2,231 $414K 0.13% +13 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 2,230 $413K 0.04% 0 13F-HR Timeline Greenfield Seitz Capital Management, LLC More: the full row for Greenfield Seitz Capital Management, LLC 2,223 $412K 0.13% -44 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 2,221 $412K 0.16% -12 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 2,216 $411K 0.07% +208 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 2,214 $410K 0.1% +8 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 2,211 $410K 0.15% 0 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 2,209 $410K 0.25% -29,872 13F-HR Timeline Banque de Luxembourg S.A. More: the full row for Banque de Luxembourg S.A. 2,206 $409K 0.21% -261 13F-HR Timeline Trust Investment Advisors More: the full row for Trust Investment Advisors 2,202 $408K 0.23% +5 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 2,195 $407K 0.24% new 13F-HR Timeline Holcombe Financial, Inc. 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