MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 2,546 $1.49M 1.23% -15 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 2,545 $1.49M 0.81% +259 13F-HR Timeline KADENSA CAPITAL Ltd More: the full row for KADENSA CAPITAL Ltd 2,538 $1.49M 0.18% new 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 2,534 $1.48M 0.45% +130 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 2,532 $1.48M 0.06% +217 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 2,530 $1.48M 0.23% 0 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 2,528 $1.48M 0.34% +90 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 2,525 $1.48M 0.69% +993 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 2,523 $1.48M 0.65% +12 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 2,521 $1.48M 0.42% +33 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 2,520 $1.48M 0.74% +314 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 2,519 $1.48M 0.3% +29 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 2,513 $1.47M 1.04% -202 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 2,508 $1.47M 0.21% +293 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 2,506 $1.47M 0.28% -31 13F-HR Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 2,505 $1.47M 0.13% +134 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 2,502 $1.47M 0.6% +138 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 2,501 $1.46M 0.36% +59 13F-HR Timeline Gruss & Co., LLC More: the full row for Gruss & Co., LLC 2,500 $1.46M 6.25% +1,500 13F-HR Timeline Wambolt & Associates, LLC More: the full row for Wambolt & Associates, LLC 2,499 $1.46M 0.47% -275 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 2,497 $1.46M 0.29% +419 13F-HR Timeline Greenbush Financial Group, LLC More: the full row for Greenbush Financial Group, LLC 2,490 $1.46M 0.77% 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 2,482 $1.45M 0.3% -167 13F-HR Timeline BCR Wealth Strategies, LLC More: the full row for BCR Wealth Strategies, LLC 2,483 $1.45M 0.68% +60 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 2,482 $1.45M 1.16% -84 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 2,481 $1.45M 0.37% +1,519 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 2,481 $1.45M 0.88% -37 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 2,476 $1.45M 0.82% -66 13F-HR Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 2,473 $1.45M 0.36% 0 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 2,473 $1.45M 0.26% new 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 2,469 $1.45M 0.23% +97 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 2,469 $1.45M 0.95% +198 13F-HR Timeline DORCHESTER WEALTH MANAGEMENT Co More: the full row for DORCHESTER WEALTH MANAGEMENT Co 2,466 $1.44M 0.29% +35 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 2,464 $1.44M 0.13% +520 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 2,458 $1.44M 0.89% -53 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 2,457 $1.44M 0.1% -16 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 2,454 $1.44M 0.53% +10 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 2,449 $1.43M 0.51% -225 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 2,446 $1.43M 0.17% -21 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 2,446 $1.43M 0.42% +439 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 2,445 $1.43M 0.53% +1,082 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 2,443 $1.43M 0.95% 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 2,442 $1.43M 0.59% +2 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 2,434 $1.43M 0.27% +57 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 2,434 $1.42M 0.4% -12,184 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 2,432 $1.42M 1.3% 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 2,431 $1.42M 0.13% -57 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 2,430 $1.42M 0.3% +205 13F-HR Timeline Group ERn Financial, LLC More: the full row for ERn Financial, LLC 2,426 $1.42M 0.21% +278 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 2,424 $1.42M 0.06% 0 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 2,419 $1.42M 0.18% -27 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 2,421 $1.42M 0.43% +63 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 2,420 $1.42M 0.48% +24 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 2,419 $1.42M 0.17% -15 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 2,416 $1.42M 0.5% +1,023 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 2,415 $1.41M 0.78% 13F-HR Timeline Centerstone Investors, LLC More: the full row for Centerstone Investors, LLC 2,411 $1.41M 1.32% 0 13F-HR/A Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 2,411 $1.41M 0.27% +64 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 2,407 $1.41M 0.99% 13F-HR Timeline Kagan Cocozza Asset Management More: the full row for Kagan Cocozza Asset Management 2,407 $1.41M 1.17% 13F-HR Timeline SAGE ADVISORS, LLC More: the full row for SAGE ADVISORS, LLC 2,406 $1.41M 1.05% +303 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 2,327 $1.41M 0.25% 0 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 2,403 $1.41M 0.08% +214 13F-HR Timeline Group Corvex Management LP More: the full row for Corvex Management LP 2,400 $1.41M 0.05% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Compound Global Advisors, LLC More: the full row for Compound Global Advisors, LLC 2,400 $1.41M 5.72% 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 2,398 $1.4M 1.05% -16 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 2,396 $1.4M 0.12% -279 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 2,394 $1.4M 1.29% 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 2,391 $1.4M 0.65% 0 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 2,389 $1.4M 0.14% +45 13F-HR/A Timeline Covestor Ltd More: the full row for Covestor Ltd 2,386 $1.4M 0.88% -73 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 2,380 $1.39M 0.55% +216 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 2,379 $1.39M 0.61% +76 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 2,373 $1.39M 0.52% +210 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 2,371 $1.39M 0.23% 0 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 2,370 $1.39M 0.68% -78 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 2,369 $1.39M 0.01% +196 13F-HR Timeline FORTE CAPITAL LLC /ADV More: the full row for FORTE CAPITAL LLC /ADV 2,368 $1.39M 0.16% +138 13F-HR Timeline O'Dell Group, LLC More: the full row for O'Dell Group, LLC 2,366 $1.39M 0.31% -197 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 2,362 $1.38M 0.04% +120 13F-HR Timeline Group FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 2,357 $1.38M 0.25% new 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 2,352 $1.38M 0.13% +34 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 2,349 $1.38M 0.79% +47 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 2,348 $1.37M 0.07% -305 13F-HR Timeline Phraction Management LLC More: the full row for Phraction Management LLC 2,346 $1.37M 0.48% -260 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 2,345 $1.37M 0.21% +252 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 2,345 $1.37M 0.51% +1,019 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 2,344 $1.37M 1.05% +108 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 2,336 $1.37M 0.37% +272 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 2,333 $1.37M 0.54% +5 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 2,329 $1.36M 0.32% +190 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 2,315 $1.36M 0.58% +381 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 2,307 $1.35M 0.73% +231 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 2,302 $1.35M 0.75% +20 13F-HR Timeline ArchPoint Investors More: the full row for ArchPoint Investors 2,300 $1.35M 0.44% 0 13F-HR Timeline Carroll Investors, Inc More: the full row for Carroll Investors, Inc 2,285 $1.34M 0.76% +591 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 2,283 $1.34M 0.76% +29 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 2,202 $1.33M 0.28% -4 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 2,146 $1.33M 0.91% 0 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 2,273 $1.33M 0.1% 0 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 2,270 $1.33M 1.12% -169 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 2,265 $1.33M 0.18% +850 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 2,264 $1.33M 0.41% +14 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 2,262 $1.32M 0.69% 13F-HR Timeline One Wealth Map LLC More: the full row for One Wealth Map LLC 1,936 $1.32M 0.8% -226 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 2,260 $1.32M 0.12% -7 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 2,249 $1.32M 0.69% +240 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 2,248 $1.32M 0.96% +124 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 2,248 $1.31M 0.64% +318 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 2,219 $1.31M 1.21% -574 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 2,233 $1.31M 0.35% +931 13F-HR Timeline PRING TURNER CAPITAL GROUP INC More: the full row for PRING TURNER CAPITAL GROUP INC 2,233 $1.31M 0.88% 0 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 2,228 $1.3M 1.28% 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 2,228 $1.3M 0.61% 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 2,226 $1.3M 0.16% -241 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 2,224 $1.3M 0.03% +19 13F-HR Timeline Group PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 2,223 $1.3M 0.65% 13F-HR Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 2,223 $1.3M 0.63% -3 13F-HR Timeline Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 2,222 $1.3M 0.8% +15 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 2,222 $1.3M 0.32% 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 2,219 $1.3M 2.34% +203 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 2,216 $1.3M 0.2% +494 13F-HR Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 2,214 $1.3M 1.08% +41 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 2,209 $1.29M 0.16% +12 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 2,660 $1.29M 0.41% +171 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 2,201 $1.29M 1.2% +98 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 2,199 $1.29M 0.34% +37 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 2,197 $1.29M 0.52% +15 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 2,191 $1.28M 0.5% +42 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 2,190 $1.28M 0.67% +237 13F-HR Timeline MCDANIEL TERRY & CO More: the full row for MCDANIEL TERRY & CO 2,187 $1.28M 0.11% +376 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 2,181 $1.28M <0.01% +108 13F-HR Timeline Group PSI Advisors, LLC More: the full row for PSI Advisors, LLC 2,180 $1.28M 0.38% -20 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 2,178 $1.28M 0.35% +62 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 2,175 $1.27M 0.67% +17 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 2,174 $1.27M 0.18% +93 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 2,173 $1.27M 0.1% +901 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 2,170 $1.27M 0.26% +226 13F-HR Timeline Fortune 45 LLC More: the full row for Fortune 45 LLC 2,168 $1.27M 0.83% +369 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 2,169 $1.27M 0.97% 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 2,168 $1.27M 0.18% -161 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 2,165 $1.27M 0.62% +1 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 2,165 $1.27M 1.26% 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 2,164 $1.27M 0.25% +305 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 2,164 $1.27M 0.13% +41 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 2,155 $1.26M 0.21% +1,047 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 2,152 $1.26M 0.16% +24 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 2,152 $1.26M 0.47% +27 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 2,150 $1.26M 1.23% 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 2,148 $1.26M 0.32% -29 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 2,145 $1.26M 0.15% +75 13F-HR Timeline RoundAngle Advisors LLC More: the full row for RoundAngle Advisors LLC 2,144 $1.26M 1.2% 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 2,142 $1.25M 0.17% -1,951 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 2,142 $1.25M 0.24% +920 13F-HR/A Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 2,141 $1.25M 0.11% -388 13F-HR Timeline My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 2,030 $1.25M 0.49% +701 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 2,136 $1.25M 0.37% +15 13F-HR Timeline RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 2,127 $1.25M 0.41% +316 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 2,023 $1.25M 0.27% +16 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 2,125 $1.24M 0.2% new 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 2,123 $1.24M 0.39% +85 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 2,118 $1.24M 0.25% 0 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 2,116 $1.24M 0.98% 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 2,111 $1.24M 0.55% +10 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 2,112 $1.24M 0.37% -303 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 2,110 $1.24M 0.92% 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 2,107 $1.23M 0.83% 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 2,093 $1.23M 0.02% -11 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,091 $1.22M 0.08% +5 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 2,088 $1.22M 0.07% +75 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 2,088 $1.22M 0.34% +1,307 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 2,082 $1.22M 0.97% 13F-HR Timeline Strive Asset Management, LLC More: the full row for Strive Asset Management, LLC 2,081 $1.22M 0.91% 13F-HR Timeline Gator Capital Management, LLC More: the full row for Gator Capital Management, LLC 2,080 $1.22M 0.46% +50 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 2,080 $1.22M 0.53% +8 13F-HR Timeline CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 2,080 $1.22M 0.46% +234 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 2,079 $1.22M 1.04% +2 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 2,078 $1.22M 0.56% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 2,074 $1.21M 0.27% -72 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 2,074 $1.21M 0.28% +22 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 2,073 $1.21M 0.72% +182 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 2,073 $1.21M 0.38% +28 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 2,072 $1.21M 0.3% +522 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 2,071 $1.21M 0.81% 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 2,070 $1.21M 0.4% +50 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 2,069 $1.21M 0.25% -245 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 2,066 $1.21M 0.03% -10 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 2,059 $1.21M 0.32% -3 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 2,057 $1.2M 0.65% +497 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 2,056 $1.2M 0.08% +20 13F-HR Timeline Centerline Wealth Advisors, LLC More: the full row for Centerline Wealth Advisors, LLC 2,056 $1.2M 0.71% 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 2,055 $1.2M 1.09% -17 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 2,050 $1.2M 0.16% +124 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 2,045 $1.2M 0.19% +309 13F-HR Timeline Nikulski Financial, Inc. 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