TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 2,958 $209K 0.07% new 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 2,954 $209K 0.16% -300 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 2,946 $208K 0.01% -808 13F-HR Timeline Group DMC Group, LLC More: the full row for DMC Group, LLC 2,941 $208K 0.16% -54 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 2,940 $208K 0.08% new 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 2,931 $207K 0.04% -427 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 2,931 $207K 0.12% new 13F-HR Timeline Kapitalo Investimentos Ltda More: the full row for Kapitalo Investimentos Ltda 2,921 $207K 0.05% new 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 2,920 $207K 0.04% -1,379 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 2,905 $206K 0.08% +262 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 2,912 $206K 0.01% -72 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 2,905 $206K 0.1% -100 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 2,910 $206K 0.11% +90 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 2,907 $206K 0.02% new 13F-HR Timeline Pullen Investment Management, LLC More: the full row for Pullen Investment Management, LLC 2,906 $206K 0.12% -646 13F-HR Timeline ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 2,899 $205K 0.06% 0 13F-HR Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 2,898 $205K 0.1% new 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 11,850 $205K 0.02% +1,415 13F-HR Timeline SEMITAM BONAM LLC More: the full row for SEMITAM BONAM LLC 2,881 $204K 0.19% 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 2,880 $204K 0.21% +4 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 2,874 $203K 0.06% -63 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 2,887 $203K 0.21% +2 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 2,872 $203K 0.03% new 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 2,870 $203K 0.08% +17 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 2,866 $203K 0.23% new 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 2,865 $203K 0.09% +16 13F-HR Timeline Group Copperleaf Capital, LLC More: the full row for Copperleaf Capital, LLC 2,865 $203K 0.1% new 13F-HR Timeline MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 2,861 $202K 0.04% 0 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 2,854 $202K 0.12% 0 13F-HR Timeline CARDEROCK CAPITAL MANAGEMENT INC More: the full row for CARDEROCK CAPITAL MANAGEMENT INC 2,850 $202K 0.05% 0 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 2,848 $202K 0.05% -3,556 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 2,847 $201K 0.13% new 13F-HR Timeline Santori & Peters, Inc. More: the full row for Santori & Peters, Inc. 2,840 $201K 0.07% 0 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 2,839 $201K 0.04% -155 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 2,837 $201K 0.05% -983 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 2,832 $200K 0.14% -202 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 2,830 $200K 0.05% -100 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 2,826 $200K 0.1% +887 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 2,813 $199K 0.03% -707 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 2,781 $197K 0.07% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 2,781 $197K 0.01% +182 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 2,753 $195K 0.16% +45 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 2,697 $193K 0.1% +85 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 2,722 $193K 0.05% +155 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 2,693 $191K 0.1% -1,554 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 2,667 $190K 0.16% 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 2,677 $189K 0.1% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 2,670 $189K 0.03% +100 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 2,654 $188K 0.03% +273 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 2,622 $186K 0.11% -813 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 2,627 $186K 0.06% -77 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 2,627 $186K 0.02% 0 13F-HR Timeline Gladius Capital Management LP More: the full row for Gladius Capital Management LP 2,601 $184K 0.29% -5,233 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 2,584 $183K 0.01% -3,070 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 2,575 $182K 0.13% 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 2,571 $182K <0.01% new 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 2,609 $180K 0.04% -71 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 2,518 $177K 0.07% +150 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 2,468 $175K 0.07% -200 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 2,457 $174K 0.03% +48 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 2,411 $171K 0.07% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 2,270 $161K 0.06% new 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 2,260 $160K 0.06% -418 13F-HR/A Timeline Group FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 2,246 $159K 0.13% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 2,243 $156K 0.08% -19,150 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 2,202 $156K 0.12% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 2,183 $154K 0.02% +558 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 2,175 $154K 0.11% 0 13F-HR Timeline Navera Investment Management Ltd. More: the full row for Navera Investment Management Ltd. 2,162 $153K <0.01% 0 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 2,135 $152K 0.08% +2 13F-HR Timeline Pinpoint Asset Management (Singapore) P… More: the full row for Pinpoint Asset Management (Singapore) Pte. Ltd. 2,129 $151K 0.03% 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 2,101 $149K 0.01% +893 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 2,059 $146K 0.06% +58 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 2,046 $145K 0.01% +303 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 2,043 $145K 0.13% +14 13F-HR Timeline Belmont Capital, LLC More: the full row for Belmont Capital, LLC 2,014 $143K 0.02% 0 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 2,013 $142K 0.06% 0 13F-HR Timeline Knott David M Jr More: the full row for Knott David M Jr 2,000 $142K 0.06% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 2,000 $142K 0.12% -308 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 14,697 $134K 0.09% -10,339 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 1,853 $133K 0.05% 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 1,849 $131K 0.04% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 1,842 $130K 0.04% new 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 1,833 $130K 0.02% +100 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 1,825 $129K 0.08% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,816 $128K 0.04% +3 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 1,800 $127K 0.06% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,780 $126K 0.09% +136 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 1,742 $123K 0.06% +200 13F-HR Timeline O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 1,734 $123K 0.02% +12 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 1,725 $122K 0.12% -75 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 1,722 $122K 0.05% -3,451 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 1,662 $118K 0.07% +330 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 1,659 $117K 0.06% +1,208 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 1,658 $117K 0.03% -547 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 1,633 $116K 0.01% +80 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 1,600 $113K 0.01% 0 13F-HR/A Timeline Lipe & Dalton More: the full row for Lipe & Dalton 1,600 $113K 0.06% 0 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 1,594 $113K 0.04% +19 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 1,590 $112K 0.04% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 1,564 $111K 0.03% -350 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 1,564 $110K 0.03% -67 13F-HR/A Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 1,550 $110K 0.06% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 1,550 $110K 0.06% +191 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 1,536 $109K 0.02% -110 13F-HR Timeline Dixon Mitchell Investment Counsel Inc. More: the full row for Dixon Mitchell Investment Counsel Inc. 1,521 $108K <0.01% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 1,522 $108K 0.03% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 1,511 $107K 0.01% -10 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 1,506 $107K 0.06% -150 13F-HR Timeline Slocum, Gordon & Co LLP More: the full row for Slocum, Gordon & Co LLP 1,500 $106K 0.09% 0 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 1,499 $106K 0.05% 0 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 1,496 $106K 0.06% 0 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 1,478 $105K 0.02% +4 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1,480 $105K 0.03% +570 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,477 $104K 0.02% new 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 1,472 $104K 0.04% 0 13F-HR Timeline Westchester Capital Management, Inc. More: the full row for Westchester Capital Management, Inc. 1,449 $103K 0.02% 0 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 1,449 $103K 0.09% +10 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 1,394 $98.6K 0.03% -44 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 1,209 $98.3K 0.03% 0 13F-HR/A Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 1,300 $92K 0.06% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 1,292 $91.4K 0.03% 0 13F-HR Timeline Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 1,270 $89.9K 0.02% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1,250 $88.4K 0.02% +59 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 1,239 $87.7K 0.07% 0 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 1,215 $86K 0.05% +7 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 1,212 $85.7K 0.01% 0 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 1,209 $85.6K <0.01% +784 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 1,206 $85.3K 0.06% +4 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 1,200 $84.9K 0.09% new 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 1,198 $84.8K 0.02% +369 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 1,186 $83.9K 0.02% +425 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1,184 $83.8K 0.04% +44 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 1,179 $83.4K 0.01% 0 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 1,173 $83K 0.05% +2 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 0 $82.2K 0.05% -1,547 13F-HR Timeline Amount filed as zero, left out of ratios. Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 1,158 $81.9K 0.08% -5 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 1,140 $80.7K 0.08% 0 13F-HR/A Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 1,118 $79.7K 0.09% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 1,125 $79.6K 0.02% +90 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,111 $78.6K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 1,082 $76K 0.04% +130 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 1,065 $75.3K 0.05% -200 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 1,063 $75.2K <0.01% +899 13F-HR Timeline Group CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 1,059 $74.9K 0.07% -21 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 1,023 $72.3K 0.04% -34 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1,001 $70.8K 0.01% +15 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 1,000 $70.8K 0.03% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 996 $70.5K 0.05% +1 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 994 $70.3K 0.03% 0 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 993 $70.3K 0.07% 0 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 980 $69.3K 0.03% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 979 $69.3K 0.05% -71 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 976 $69.1K 0.02% -160 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 970 $68.6K 0.02% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 956 $67.6K 0.02% -196 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 955 $67.6K 0.11% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 953 $67.4K 0.03% +6 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 925 $65.5K 0.06% 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 924 $65.4K 0.01% 0 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 909 $64K 0.01% +1 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 904 $63.9K 0.02% -519 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 900 $63.7K 0.03% +700 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 881 $62.3K 0.08% 0 13F-HR/A Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 878 $62.1K 0.03% +7 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 875 $61.9K 0.07% -54 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 850 $60.2K 0.04% +378 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 836 $59.1K 0.02% new 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 800 $56.6K 0.01% -158 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 793 $56.1K 0.02% +2 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 791 $56K 0.03% -8 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 773 $55.4K 0.02% +4 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 780 $55.2K 0.01% +20 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 775 $54.8K 0.01% +306 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 772 $54.6K 0.01% +350 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 771 $54.5K 0.04% +671 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 761 $53.8K 0.02% +61 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 755 $53.4K 0.04% -110 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 749 $53K 0.05% -332 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 729 $49.9K 0.04% +240 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 700 $49.5K 0.03% 0 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 657 $46.5K 0.02% +180 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 654 $46.3K 0.03% -227 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 654 $46.3K 0.02% +214 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 651 $46.1K 0.03% +163 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 656 $46K 0.02% 0 13F-HR Timeline Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 643 $45.5K 0.04% 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 645 $45K 0.01% +29 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 623 $44.1K 0.01% +2 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 613 $43.4K 0.03% 0 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 613 $43.4K 0.03% +100 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 613 $43.4K 0.03% +483 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 595 $42.1K 0.02% -405 13F-HR Timeline Beutel, Goodman & Co Ltd. More: the full row for Beutel, Goodman & Co Ltd. 600 $42K <0.01% 0 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 599 $42K 0.01% -70 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 592 $41.9K 0.02% +100 13F-HR/A Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 585 $41.4K <0.01% 0 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 585 $41.4K 0.03% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 573 $40.5K 0.02% +5 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 569 $40.2K <0.01% -8 13F-HR Timeline