RDA Financial Network More: the full row for RDA Financial Network 682 $338K 0.08% +1 13F-HR Timeline ABS Direct Equity Fund LLC More: the full row for ABS Direct Equity Fund LLC 680 $336K 0.26% new 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 666 $335K 0.03% new 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 674 $334K 0.04% +148 13F-HR Timeline Stronghold Wealth Management L.L.C. More: the full row for Stronghold Wealth Management L.L.C. 673 $334K 0.5% +63 13F-HR Timeline Clarion Wealth Managment Partners, LLC More: the full row for Clarion Wealth Managment Partners, LLC 673 $334K 0.3% 0 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 671 $333K 0.06% +68 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 671 $333K 0.32% 0 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 671 $332K 0.12% -1,901 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 667 $331K 0.24% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 666 $330K 0.01% -39 13F-HR Timeline Group Embree Financial Group More: the full row for Embree Financial Group 663 $329K 0.04% +65 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 663 $329K 0.03% 0 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 663 $329K 0.11% new 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 663 $329K 0.17% +49 13F-HR Timeline Group LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 661 $328K 0.02% -600 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 661 $328K 0.05% -41 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 660 $327K 0.09% +32 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 660 $327K 0.01% -3 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 657 $326K 0.1% +130 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 637 $325K 0.07% +110 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 655 $325K 0.18% -9,703 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 649 $324K 0.14% +131 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 653 $324K 0.08% +3 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 652 $323K 0.04% +23 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 686 $322K 0.1% -83 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 650 $322K 0.09% +22 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 649 $322K 0.08% new 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 648 $321K 0.17% +75 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 648 $321K 0.1% +24 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 646 $320K 0.02% new 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 645 $320K 0.15% 0 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 748 $319K 0.02% +7 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 644 $319K 0.16% -90 13F-HR Timeline Winthrop Partners - WNY, LLC More: the full row for Winthrop Partners - WNY, LLC 644 $319K 0.17% +25 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 644 $319K 0.11% new 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 643 $319K 0.03% -2 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 639 $317K 0.02% new 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 637 $316K 0.01% -560 13F-HR Timeline Group BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 635 $315K 0.08% +117 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 633 $314K 0.06% +123 13F-HR Timeline Alpha Financial Advisors, LLC More: the full row for Alpha Financial Advisors, LLC 632 $313K 0.1% +4 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 631 $312K 0.19% -37 13F-HR Timeline Karras Company, Inc. More: the full row for Karras Company, Inc. 629 $312K 0.32% -1 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 624 $309K 0.09% -8 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 623 $309K 0.03% 0 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 622 $308K 0.07% -72 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 622 $308K 0.04% new 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 621 $308K 0.05% -448 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 621 $308K 0.14% +27 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 620 $307K 0.05% 0 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 618 $306K 0.07% +99 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 618 $306K 0.05% new 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 616 $305K 0.22% -328 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 616 $305K 0.07% new 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 615 $305K 0.04% new 13F-HR Timeline Tribridge Partners Financial LLC More: the full row for Tribridge Partners Financial LLC 606 $305K 0.13% 0 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 611 $303K 0.24% -1 13F-HR Timeline RED REEF ADVISORS LLC More: the full row for RED REEF ADVISORS LLC 610 $302K 0.32% -25 13F-HR Timeline Parrish Capital LLC More: the full row for Parrish Capital LLC 609 $302K 0.27% 0 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 607 $301K 0.06% 0 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 607 $301K 0.05% +11 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 605 $300K 0.16% 0 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 606 $299K 0.03% 0 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 603 $299K 0.03% -23 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 601 $298K 0.02% new 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 600 $297K 0.16% 0 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 600 $297K 0.06% 0 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 600 $297K 0.14% 0 13F-HR Timeline Sulzberger Capital Advisors, Inc. More: the full row for Sulzberger Capital Advisors, Inc. 600 $297K 0.3% 0 13F-HR Timeline Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 599 $296K 0.24% -1,155 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 597 $296K 0.01% new 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 597 $296K 0.11% new 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 596 $295K 0.01% -19 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 593 $294K 0.21% -332 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 592 $293K 0.18% 0 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 592 $293K 0.01% -6 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 588 $292K 0.02% +77 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 585 $290K 0.06% new 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 583 $289K 0.01% -11 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 582 $289K 0.03% 0 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 580 $288K 0.08% -1,210 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 580 $288K 0.13% 0 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 578 $287K 0.05% new 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 577 $286K 0.06% +77 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 575 $285K 0.04% new 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 575 $285K 0.13% 0 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 575 $285K 0.08% -181 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 574 $285K 0.02% -137 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 573 $284K 0.02% new 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 571 $283K 0.01% -68 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 566 $281K 0.01% 0 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 565 $280K 0.06% +57 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 565 $280K 0.1% +11 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 565 $280K 0.28% 0 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 564 $280K 0.06% new 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 564 $280K 0.01% 0 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 562 $279K 0.08% +13 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 563 $278K 0.02% +92 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 562 $278K 0.2% +2 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 561 $278K 0.08% +7 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 560 $278K 0.07% new 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 559 $277K 0.06% 0 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 559 $277K 0.18% -16 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 559 $277K 0.04% +58 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 558 $277K 0.08% -27 13F-HR Timeline Pathfinder Wealth Consulting, Inc. More: the full row for Pathfinder Wealth Consulting, Inc. 555 $275K 0.18% 0 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 554 $275K 0.04% +34 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 553 $274K 0.06% new 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 553 $274K 0.02% +14 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 548 $274K 0.04% new 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 549 $272K 0.06% +71 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 548 $272K 0.02% -127 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 547 $271K 0.01% -27 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 546 $271K 0.04% -32 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 546 $271K 0.03% +1 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 546 $271K <0.01% -4,590 13F-HR Timeline Group LVW Advisors, LLC More: the full row for LVW Advisors, LLC 545 $270K 0.03% new 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 544 $270K 0.13% +55 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 543 $269K 0.05% 0 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 0 $269K 0.16% new 13F-HR Timeline Amount filed as zero, left out of ratios. BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 542 $269K 0.08% -4 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 539 $267K 0.01% +68 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 538 $267K 0.07% +68 13F-HR Timeline South Shore Capital Advisors More: the full row for South Shore Capital Advisors 535 $265K 0.19% new 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 534 $265K 0.03% +9 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 534 $265K 0.06% new 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 533 $264K 0.14% 0 13F-HR Timeline AXA S.A. in group AXA S.A. More: the full row for AXA S.A. 531 $263K 0.1% -53 13F-HR Timeline Group 1248 Management, LLC More: the full row for 1248 Management, LLC 531 $263K 0.12% 0 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 531 $263K 0.1% 0 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 530 $263K 0.04% -83 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 529 $262K 0.2% +19 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 528 $262K 0.02% -42 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 528 $262K 0.01% -26 13F-HR/A Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 526 $261K 0.03% +14 13F-HR/A Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 525 $260K 0.09% new 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 523 $259K 0.12% -137 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 523 $259K 0.1% -16 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 522 $259K 0.06% -12 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 521 $258K 0.03% +4 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 520 $258K 0.17% -23 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 517 $256K 0.2% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 516 $256K 0.39% 0 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 515 $255K 0.04% +19 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 515 $255K 0.09% -45 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 515 $255K 0.02% +155 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 513 $254K 0.2% new 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 507 $253K 0.02% new 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 511 $253K 0.01% -58 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 511 $253K 0.15% +21 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 511 $253K 0.04% -2 13F-HR Timeline DILLON & ASSOCIATES INC More: the full row for DILLON & ASSOCIATES INC 511 $253K 0.03% +3 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 510 $253K 0.07% new 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 510 $253K 0.02% 0 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 510 $253K 0.03% new 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 510 $253K 0.05% -133 13F-HR Timeline Legacy Wealth Advisors, LLC More: the full row for Legacy Wealth Advisors, LLC 510 $253K 0.13% new 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 509 $252K 0.02% -2 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 509 $252K 0.01% 0 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 508 $252K 0.12% 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 507 $251K 0.03% new 13F-HR Timeline Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 507 $251K 0.26% -22 13F-HR Timeline Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 506 $251K 0.08% -5 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 505 $250K 0.01% -150 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 502 $249K <0.01% -4 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 502 $249K 0.2% +131 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 500 $248K 0.06% 0 13F-HR Timeline PURA VIDA INVESTMENTS, LLC More: the full row for PURA VIDA INVESTMENTS, LLC 500 $248K 1.67% 0 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 500 $248K 0.08% new 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 500 $248K 0.15% new 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 500 $248K 0.05% -236 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 499 $247K 0.11% +1 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 498 $247K 0.06% new 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 495 $245K 0.08% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 494 $245K 0.06% 0 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 494 $245K 0.06% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 494 $245K 0.1% +41 13F-HR Timeline Ninepoint Partners LP More: the full row for Ninepoint Partners LP 492 $244K 0.03% new 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 492 $244K 0.08% new 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 491 $243K 0.01% +9 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 489 $243K 0.06% new 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 489 $242K 0.14% 0 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 488 $242K 0.03% new 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 488 $242K 0.03% -85 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 487 $242K 0.04% new 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 487 $241K 0.04% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 486 $241K 0.18% -38 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 486 $241K 0.05% +13 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 485 $240K 0.16% new 13F-HR Timeline Parsonex Advisory Services, Inc. More: the full row for Parsonex Advisory Services, Inc. 485 $240K 0.24% -1,161 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 485 $240K 0.06% new 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 483 $239K 0.09% new 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 482 $239K 0.01% new 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 481 $239K 0.01% +4 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 481 $238K 0.11% new 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 481 $238K 0.1% new 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 479 $237K 0.02% new 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 479 $237K 0.09% -59 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 478 $237K 0.11% new 13F-HR Timeline