Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 1,821 $312K 0.08% +311 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 1,818 $312K 0.01% +194 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 1,820 $312K 0.02% +130 13F-HR Timeline Nolet Wealth Management, LLC More: the full row for Nolet Wealth Management, LLC 1,816 $311K 0.17% 13F-HR/A Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 1,813 $310K 0.12% +20 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 1,810 $310K 0.02% new 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 2,310 $309K 0.05% 0 13F-HR Timeline SPROTT INC. More: the full row for SPROTT INC. 1,800 $308K 0.01% new 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 1,799 $308K 0.04% -9,023 13F-HR Timeline FORONJY FINANCIAL LLC More: the full row for FORONJY FINANCIAL LLC 1,792 $307K 0.13% -325 13F-HR Timeline DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 1,973 $305K 0.06% 13F-HR Timeline BREAKTHRU ADVISORY SERVICES, LLC More: the full row for BREAKTHRU ADVISORY SERVICES, LLC 1,779 $305K 0.19% +34 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 1,775 $304K 0.03% new 13F-HR Timeline MASTER'S WEALTH MANAGEMENT INC. More: the full row for MASTER'S WEALTH MANAGEMENT INC. 1,772 $303K 0.11% new 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 1,770 $303K 0.04% -205 13F-HR Timeline Elevation Wealth Management LLC More: the full row for Elevation Wealth Management LLC 1,768 $303K 0.29% 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 1,752 $300K 0.03% +68 13F-HR Timeline Avos Capital Management, LLC More: the full row for Avos Capital Management, LLC 1,750 $300K 0.13% new 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 1,747 $299K 0.02% +12 13F-HR Timeline Group S Harris Financial Group, LLC More: the full row for S Harris Financial Group, LLC 1,745 $299K 0.29% 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 1,742 $298K 0.07% -495 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 1,740 $298K 0.08% -192 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 1,740 $298K 0.17% 0 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 1,738 $297K 0.02% new 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1,729 $296K 0.04% +9 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 1,721 $295K 0.12% +8 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 1,720 $294K 0.1% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 1,713 $293K 0.04% -53 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 1,711 $293K 0.04% -9 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 1,710 $293K 0.09% new 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 1,709 $293K 0.09% -114 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 1,703 $292K 0.06% -329 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 1,696 $290K 0.16% 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 1,400 $290K 0.01% new 13F-HR Timeline Arta Finance Wealth Management LLC More: the full row for Arta Finance Wealth Management LLC 1,693 $290K 0.15% 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 1,691 $289K 0.08% new 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 1,690 $289K 0.15% 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 1,687 $289K 0.01% 0 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 1,685 $288K 0.04% -66 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 1,683 $288K 0.93% -1,662 13F-HR Timeline Winter & Associates, Inc. More: the full row for Winter & Associates, Inc. 1,683 $288K 0.27% 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 1,681 $287K 0.07% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 1,676 $287K <0.01% +8 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 1,677 $287K 0.03% 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 1,673 $286K 0.06% 0 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 1,314 $286K 0.09% -335 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 1,664 $285K 0.1% new 13F-HR Timeline GUARDIAN CAPITAL LP in group GUARDIAN CAPITAL LP More: the full row for GUARDIAN CAPITAL LP 1,659 $284K 0.01% new 13F-HR Timeline Group CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 1,658 $284K 0.12% +67 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 1,630 $283K 0.36% new 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 1,263 $282K 0.14% new 13F-HR Timeline Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 1,645 $282K 0.07% +25 13F-HR Timeline GLOBEFLEX CAPITAL L P More: the full row for GLOBEFLEX CAPITAL L P 1,637 $280K 0.04% 0 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 1,633 $280K 0.04% new 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 1,631 $279K 0.12% new 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 1,628 $279K 0.07% 13F-HR Timeline Ridgepath Capital Management LLC More: the full row for Ridgepath Capital Management LLC 2,080 $279K 0.13% 0 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 1,622 $278K 0.17% 13F-HR Timeline Gambit Capital Management, LLC More: the full row for Gambit Capital Management, LLC 1,619 $277K 0.2% 13F-HR Timeline ARRIEN INVESTMENTS, INC. More: the full row for ARRIEN INVESTMENTS, INC. 1,615 $276K 0.16% -38 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 1,614 $276K 0.07% +91 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 1,610 $276K 0.03% 0 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 1,610 $276K 0.05% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,608 $275K 0.01% +13 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 1,202 $275K 0.03% new 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 1,602 $274K 0.12% -32 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 1,602 $274K 0.01% -90 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 1,600 $274K 0.14% 0 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 1,600 $274K 0.03% new 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 1,599 $274K 0.19% +102 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 1,597 $273K 0.01% -81 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 1,590 $272K 0.01% new 13F-HR/A Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 1,585 $272K 0.24% 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 1,162 $271K 0.03% new 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 1,578 $270K 0.04% new 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 1,572 $269K 0.06% new 13F-HR Timeline CFC Planning Co LLC More: the full row for CFC Planning Co LLC 1,570 $269K 0.21% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1,568 $268K 0.05% +867 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 1,564 $268K 0.07% +609 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1,563 $268K 0.06% +1,508 13F-HR Timeline Revere Asset Management, Inc More: the full row for Revere Asset Management, Inc 1,563 $268K 0.09% -437 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 1,561 $267K 0.07% -5 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 1,561 $267K 0.2% 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,120 $267K <0.01% +500 13F-HR Timeline GRAYBILL WEALTH MANAGEMENT, LTD. More: the full row for GRAYBILL WEALTH MANAGEMENT, LTD. 1,560 $267K 0.08% -30 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 1,554 $266K 0.21% 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 1,555 $266K 0.01% +2 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,546 $265K 0.01% +60 13F-HR Timeline Oldfather Financial Services, LLC More: the full row for Oldfather Financial Services, LLC 1,547 $265K 0.08% 0 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 1,546 $265K 0.03% -8 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 1,543 $264K 0.05% -1,389 13F-HR/A Timeline SELDON CAPITAL LP More: the full row for SELDON CAPITAL LP 1,540 $264K 0.09% 0 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 1,538 $263K 0.06% -100 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 1,532 $262K 0.01% 0 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 1,524 $261K 0.01% new 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 1,526 $261K 0.09% -145 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 1,521 $260K 0.06% 0 13F-HR Timeline SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 1,521 $260K 0.1% -469 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 1,520 $260K 0.08% 0 13F-HR Timeline T3 Companies, LLC in group T3 Companies, LLC More: the full row for T3 Companies, LLC 1,512 $259K 0.33% 13F-HR Timeline Group LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 1,507 $258K 0.17% new 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 1,505 $258K 0.12% 0 13F-HR Timeline FSA Investment Group, LLC More: the full row for FSA Investment Group, LLC 1,503 $257K 0.16% +34 13F-HR Timeline BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 1,500 $257K 0.06% 0 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 1,498 $256K 0.05% -95 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 1,496 $256K 0.02% 0 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 1,493 $256K 0.04% 0 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 1,488 $255K 0.01% -8,366 13F-HR Timeline Group Cedarwood Wealth LLC More: the full row for Cedarwood Wealth LLC 1,143 $255K 0.28% 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 1,485 $254K 0.04% -315 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 1,480 $253K new Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 1,480 $253K 0.05% new 13F-HR Timeline Simplify Asset Management Inc. More: the full row for Simplify Asset Management Inc. 1,478 $253K <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,475 $252K 0.02% -321 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 1,474 $252K 0.15% -2,384 13F-HR Timeline SK Wealth Management, LLC More: the full row for SK Wealth Management, LLC 1,016 $252K 0.07% new 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 1,471 $252K 0.07% new 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 1,470 $252K 0.03% -10,135 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 1,470 $252K 0.11% new 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 1,470 $252K 0.05% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,510 $252K 0.08% +1,495 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 1,467 $251K 0.01% new 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 1,466 $251K 0.13% 13F-HR/A Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 1,463 $250K 0.01% new 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 1,463 $250K 0.04% -12,047 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 1,460 $250K 0.04% new 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 1,459 $250K 0.05% -100 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 1,457 $249K 0.09% new 13F-HR Timeline Panoramic Capital Partners, LLC More: the full row for Panoramic Capital Partners, LLC 1,450 $248K 0.15% new 13F-HR Timeline Ducere Wealth Management LLC More: the full row for Ducere Wealth Management LLC 1,449 $248K 0.1% 13F-HR/A Timeline Omnitrust Wealth Management, Inc More: the full row for Omnitrust Wealth Management, Inc 1,444 $247K 0.31% 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 1,441 $247K 0.02% new 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 1,442 $247K 0.16% -10 13F-HR Timeline Element Squared LLC More: the full row for Element Squared LLC 1,440 $246K 0.13% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,431 $246K 0.13% -532 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 1,435 $246K 0.07% new 13F-HR Timeline Ketron Financial More: the full row for Ketron Financial 1,433 $245K 0.08% 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 1,430 $245K 0.25% new 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 1,430 $245K 0.01% -107 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 1,065 $244K 0.05% new 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 1,420 $243K 0.05% new 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 1,420 $243K 0.09% -95 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 1,054 $242K 0.07% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 1,411 $242K 0.13% -234 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 1,411 $242K 0.03% -150 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 1,410 $241K 0.02% new 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 1,409 $241K 0.08% new 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 1,405 $241K 0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,404 $240K 0.02% -31 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 1,400 $240K 0.02% new 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 1,400 $240K 0.07% new 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 1,398 $239K 0.01% new 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 1,389 $238K 0.02% new 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 1,000 $238K 0.08% new 13F-HR Timeline A4 Wealth Advisors LLC More: the full row for A4 Wealth Advisors LLC 1,387 $237K 0.21% -1,725 13F-HR Timeline AXA S.A. in group AXA S.A. More: the full row for AXA S.A. 1,380 $236K 0.11% new 13F-HR Timeline Group Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 1,373 $235K 0.07% new 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 1,374 $235K 0.01% new 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 1,373 $235K 0.03% new 13F-HR Timeline PMG Family Office LLC More: the full row for PMG Family Office LLC 1,371 $235K 0.27% new 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 1,367 $234K 0.02% new 13F-HR Timeline Group BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 1,365 $234K 0.04% new 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 1,362 $233K <0.01% new 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 1,019 $233K 0.03% new 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 1,354 $232K 0.22% new 13F-HR Timeline Olympiad Research LP More: the full row for Olympiad Research LP 1,352 $231K 0.62% new 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 1,350 $231K 0.04% new 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 1,347 $231K 0.04% new 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 1,345 $230K 0.06% new 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 1,344 $230K 0.1% 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 1,343 $230K 0.05% 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 1,340 $229K 0.02% new 13F-HR Timeline City State Bank More: the full row for City State Bank 1,340 $229K 0.06% 0 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 1,340 $229K 0.03% new 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 1,340 $229K 0.08% new 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 1,336 $229K 0.04% new 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 1,334 $228K 0.04% new 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 1,332 $228K 0.03% -415 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 1,329 $227K 0.06% -174 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 1,327 $227K 0.06% new 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 1,040 $227K 0.05% new 13F-HR Timeline CMT Capital Markets Trading GmbH in group CMT Capital Markets Trading G… More: the full row for CMT Capital Markets Trading GmbH 1,320 $226K 0.15% new 13F-HR/A Timeline Group SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 1,319 $226K 0.58% -589 13F-HR Timeline Sciencast Management LP More: the full row for Sciencast Management LP 1,316 $225K 0.03% -32,471 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 1,307 $224K 0.03% new 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 1,305 $223K 0.11% new 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 1,295 $223K 0.05% -604 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 1,300 $223K 0.1% new 13F-HR Timeline StoryOne LLC More: the full row for StoryOne LLC 0 $221K 0.13% 13F-HR Timeline Amount filed as zero, left out of ratios. a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 1,290 $221K 0.02% new 13F-HR Timeline Group Keebeck Wealth Management More: the full row for Keebeck Wealth Management 1,285 $220K 0.03% new 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 1,274 $218K <0.01% -3,902 13F-HR Timeline Group Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 1,274 $218K 0.15% new 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 1,272 $218K 0.14% new 13F-HR Timeline Connecticut Capital Management Group, L… More: the full row for Connecticut Capital Management Group, LLC 1,271 $218K 0.21% 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 1,268 $217K 0.05% -474 13F-HR Timeline PUFF WEALTH MANAGEMENT, LLC More: the full row for PUFF WEALTH MANAGEMENT, LLC 1,170 $217K 0.28% new 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 1,264 $216K 0.17% -290 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 1,260 $216K 0.03% new 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 1,260 $216K 0.15% new 13F-HR Timeline