Income Insurance Ltd More: the full row for Income Insurance Ltd 2,145 $656K 0.43% 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 2,145 $655K 0.17% +43 13F-HR Timeline Centerstone Investors, LLC More: the full row for Centerstone Investors, LLC 2,142 $655K 2.06% 0 13F-HR Timeline Henson-Edgewater Management, LLC More: the full row for Henson-Edgewater Management, LLC 2,138 $653K 0.39% 13F-HR/A Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 2,137 $653K 0.11% 0 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 2,132 $652K 0.13% -1 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 2,124 $649K 0.08% +299 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 2,120 $648K 0.12% +32 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 2,119 $648K 0.37% -16 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,119 $648K 0.13% +58 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 2,118 $647K 0.41% -37 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 2,117 $647K 0.25% 0 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 2,117 $647K 0.14% +57 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 2,114 $646K 0.23% -18 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 2,112 $645K 0.05% new 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 2,108 $644K 0.03% new 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 2,102 $642K 0.06% -467 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 2,102 $642K 0.09% +33 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 2,095 $640K 0.2% 0 13F-HR Timeline Fiscal Wisdom Wealth Management, LLC More: the full row for Fiscal Wisdom Wealth Management, LLC 2,095 $640K 0.6% -81 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 2,093 $640K 0.1% +10 13F-HR/A Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 2,093 $640K 0.09% +609 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 2,091 $639K 0.38% +108 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 2,076 $634K 0.33% -324 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 2,072 $633K 0.14% +2 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 2,070 $633K 0.08% -1,710 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 2,067 $632K 0.25% -50 13F-HR Timeline Group J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 2,058 $629K 0.05% 0 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 2,053 $627K 0.01% +50 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 2,051 $627K 0.88% +356 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 2,046 $625K 0.17% -17 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 2,045 $625K 0.01% -629 13F-HR Timeline Group VUB Generali dochodkova spravcovska spo… More: the full row for VUB Generali dochodkova spravcovska spolocnost, a.s. 2,045 $625K 0.48% 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 2,043 $624K 0.01% 0 13F-HR Timeline Group Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 2,042 $624K <0.01% +243 13F-HR Timeline Port Capital LLC More: the full row for Port Capital LLC 2,039 $623K 0.03% 0 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 2,029 $622K 0.15% -74 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 2,035 $622K 0.22% +62 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 2,034 $622K 0.07% +478 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 2,030 $620K 0.04% +137 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 2,026 $619K 0.13% -31 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 2,025 $619K 0.11% -197 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 2,021 $618K 0.24% -125 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 2,007 $617K 0.12% -342 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 1,842 $616K 0.14% -601 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 2,016 $616K 0.06% +561 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 2,013 $615K 0.23% +5 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 2,012 $615K 0.29% -56 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 2,011 $615K 0.37% +51 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 2,010 $614K 0.52% +1 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 1,997 $610K 0.05% -27 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 1,997 $610K 0.12% -2 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 1,996 $610K 0.08% +74 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 1,991 $609K 0.38% +190 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 1,990 $608K 0.25% -19 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 1,990 $608K 0.18% 0 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,989 $608K 0.4% 0 13F-HR Timeline Vancity Investment Management Ltd More: the full row for Vancity Investment Management Ltd 1,985 $607K 0.08% +133 13F-HR/A Timeline Human Investing LLC More: the full row for Human Investing LLC 1,983 $606K 0.09% -245 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,982 $606K 0.14% -9 13F-HR Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 1,980 $605K 0.34% 0 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 1,977 $604K 0.02% +17 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 1,974 $603K 0.33% +27 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 1,972 $603K 0.03% 0 13F-HR Timeline Group SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 9,295 $601K 0.1% -186 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 1,965 $601K 0.08% -552 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 1,964 $600K 0.17% +58 13F-HR Timeline CONSCIOUS WEALTH INVESTMENTS, LLC More: the full row for CONSCIOUS WEALTH INVESTMENTS, LLC 1,853 $599K 0.36% +24 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,960 $599K 0.06% -43 13F-HR Timeline Marin Bay Wealth Advisors, LLC More: the full row for Marin Bay Wealth Advisors, LLC 1,959 $599K 0.34% 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 1,957 $598K 0.12% +28 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 1,954 $597K 0.05% +116 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 1,950 $596K 0.13% -49 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 1,950 $596K 0.08% +154 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 1,948 $595K 0.13% +8 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 1,948 $595K 0.07% +1 13F-HR Timeline Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 1,945 $594K 0.13% 0 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 1,939 $593K 0.02% +125 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 1,934 $591K 0.08% +98 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 1,932 $590K 0.14% +17 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 1,931 $590K 0.31% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,929 $590K 0.05% -320 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 1,925 $588K 0.07% +3 13F-HR/A Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 1,920 $587K 0.15% +9 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 1,920 $587K 0.3% +24 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 1,917 $586K 0.24% +22 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 1,916 $586K 0.31% +25 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 1,915 $585K 0.17% -15 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 1,787 $585K 0.42% +12 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 1,912 $584K 0.35% +292 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 1,910 $584K 0.67% -1,876 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,910 $584K 0.12% 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 1,906 $583K 0.15% -10 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 1,895 $582K 0.08% -93 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 1,905 $582K 0.04% 0 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 1,904 $582K 0.54% 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 1,900 $581K 0.08% -803 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 1,855 $580K 0.01% +377 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 1,886 $576K 0.07% -207 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 1,883 $576K 0.06% -15 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 1,881 $575K 0.17% +185 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 1,877 $574K 0.11% 0 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 1,877 $574K 0.19% -21 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 1,876 $573K 0.09% +89 13F-HR Timeline ZEVIN ASSET MANAGEMENT LLC More: the full row for ZEVIN ASSET MANAGEMENT LLC 1,872 $572K 0.08% -140 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 1,869 $571K 0.11% +8 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 1,864 $570K 0.15% -2 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 1,863 $569K 0.04% +190 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 1,861 $569K 0.04% -1,482 13F-HR Timeline Millington Financial Advisors, LLC More: the full row for Millington Financial Advisors, LLC 1,737 $568K 0.25% +38 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 1,858 $568K 0.11% +16 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 1,858 $568K 0.2% -155 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 1,852 $566K 0.23% +31 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 1,851 $566K 0.17% +238 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 1,847 $564K 0.18% -2 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 1,845 $564K 0.42% -105 13F-HR/A Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 1,845 $564K 0.33% -44 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 1,862 $564K 0.02% -1,420 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 1,842 $563K 0.19% +11 13F-HR/A Timeline Monument Capital Management More: the full row for Monument Capital Management 1,842 $563K 0.14% +134 13F-HR Timeline CONNORS INVESTOR SERVICES INC More: the full row for CONNORS INVESTOR SERVICES INC 1,852 $562K 0.05% +12 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 1,839 $562K 0.15% -15 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 1,839 $562K 0.32% -175 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 1,835 $561K 0.04% +159 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 1,832 $560K 0.04% -247 13F-HR Timeline City State Bank More: the full row for City State Bank 1,831 $560K 0.15% -44 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,829 $559K 0.31% +208 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 1,821 $554K 0.15% +83 13F-HR Timeline Matthew Goff Investment Advisor, LLC More: the full row for Matthew Goff Investment Advisor, LLC 1,811 $553K 0.1% -192 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 1,811 $553K 0.63% -200 13F-HR Timeline GRAYBILL WEALTH MANAGEMENT, LTD. More: the full row for GRAYBILL WEALTH MANAGEMENT, LTD. 1,807 $552K 0.16% 0 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 1,804 $551K 0.2% -14 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 1,803 $551K 0.09% +16 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 1,800 $550K 0.06% 0 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 1,800 $550K 0.22% 0 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 1,799 $550K 0.17% +697 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 1,797 $549K 0.35% +14 13F-HR Timeline Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 1,794 $548K 0.4% +10 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 1,792 $548K 0.25% +9 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 1,791 $547K 0.11% -12 13F-HR Timeline TrustBank in group TrustBank More: the full row for TrustBank 1,788 $546K 0.23% 13F-HR Timeline Group Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 1,784 $545K 0.08% -4 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 1,663 $544K 0.19% -1 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,779 $544K 0.06% -57 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 1,777 $543K 0.02% +36 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 1,777 $543K 0.07% -288 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 1,775 $543K 0.4% +36 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 1,774 $542K 0.07% -23 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 1,774 $542K 0.07% -1,587 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 1,772 $542K 0.26% +6 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 1,772 $542K 0.2% +10 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,772 $542K 0.04% -682 13F-HR Timeline Veratis Advisors, Inc. More: the full row for Veratis Advisors, Inc. 1,655 $541K 0.43% 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 1,767 $540K 0.11% -147 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 1,765 $539K 0.29% +80 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 1,763 $539K 0.03% -8 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 1,761 $538K 0.28% -243 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 1,757 $537K 0.03% +20 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 1,755 $537K 0.09% -833 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 1,754 $536K 0.07% -319 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 1,751 $535K 0.11% -149 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 1,750 $535K 0.63% -35 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 1,750 $535K 0.08% +31 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 1,653 $534K 0.16% +46 13F-HR Timeline SHIKIAR ASSET MANAGEMENT INC More: the full row for SHIKIAR ASSET MANAGEMENT INC 1,745 $533K 0.13% -25 13F-HR Timeline Lipe & Dalton More: the full row for Lipe & Dalton 1,743 $533K 0.26% 0 13F-HR Timeline Eurizon SLJ Capital Ltd More: the full row for Eurizon SLJ Capital Ltd 1,743 $533K 0.21% 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 1,741 $532K 0.44% 0 13F-HR Timeline AFFINITY WEALTH MANAGEMENT LLC More: the full row for AFFINITY WEALTH MANAGEMENT LLC 1,739 $531K 0.08% 0 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 1,736 $531K 0.11% +88 13F-HR Timeline Pursuit Wealth Management LLC More: the full row for Pursuit Wealth Management LLC 1,736 $531K 0.46% 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 1,731 $529K 0.06% +1 13F-HR Timeline CARLSON FINANCIAL, INC. More: the full row for CARLSON FINANCIAL, INC. 1,730 $529K 0.31% 13F-HR Timeline BETO FINANCIAL GROUP, LLC More: the full row for BETO FINANCIAL GROUP, LLC 1,660 $529K 0.36% 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 1,727 $528K 0.14% +765 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 1,726 $527K 0.13% -16 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 1,720 $526K 0.33% -103 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 1,719 $525K 0.06% 0 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 1,718 $525K 0.09% -6 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 1,715 $524K 0.47% +15 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 1,715 $524K 0.38% +10 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 1,705 $521K 0.09% +124 13F-HR Timeline Verde Capital Management More: the full row for Verde Capital Management 1,704 $521K 0.11% +17 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 1,698 $519K 0.33% -242 13F-HR Timeline Security National Bank More: the full row for Security National Bank 1,697 $519K 0.07% -20 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 1,693 $518K 0.4% +5 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 1,693 $517K 0.21% -11 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 1,692 $517K 0.06% +19 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 1,691 $517K 0.51% +66 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 1,639 $516K 0.06% +41 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 1,689 $516K 0.01% -42 13F-HR Timeline Vantus Wealth LLC More: the full row for Vantus Wealth LLC 1,684 $515K 0.38% 13F-HR Timeline Directional Asset Management More: the full row for Directional Asset Management 1,680 $513K 0.45% 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 1,678 $513K 0.02% +52 13F-HR Timeline Oakmont Investment Advisors, Inc. More: the full row for Oakmont Investment Advisors, Inc. 1,679 $513K 0.38% 13F-HR Timeline McMill Wealth Management More: the full row for McMill Wealth Management 1,676 $512K 0.14% 0 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 1,675 $512K 0.17% -48 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 1,673 $511K 0.1% 0 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 1,671 $511K 0.06% -181 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 1,671 $511K 0.11% +130 13F-HR Timeline