Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 3,210 $2.12M 0.14% -429 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 3,206 $2.12M 0.65% -27 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 3,202 $2.11M 0.43% +61 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 3,191 $2.11M 0.73% +165 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 3,190 $2.11M 0.29% -2 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 3,184 $2.1M 0.44% +126 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 3,180 $2.1M 0.4% -187 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 3,177 $2.1M 0.26% -4,520 13F-HR Timeline Group DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 3,173 $2.09M 0.18% 0 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 3,172 $2.09M 0.35% -57 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 3,169 $2.09M 1.48% +2,347 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 3,168 $2.09M 0.38% +6 13F-HR Timeline Sun Financial Inc More: the full row for Sun Financial Inc 3,166 $2.09M 1.16% 13F-HR Timeline CORNERCAP INVESTMENT COUNSEL INC More: the full row for CORNERCAP INVESTMENT COUNSEL INC 3,157 $2.08M 1.03% -40 13F-HR Timeline Palouse Capital Management, Inc. More: the full row for Palouse Capital Management, Inc. 3,153 $2.08M 1.33% +1,092 13F-HR Timeline Dougherty & Associates, LLC More: the full row for Dougherty & Associates, LLC 3,150 $2.08M 1.86% 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 3,147 $2.08M 0.93% -153 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 3,147 $2.08M 0.52% +157 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 3,143 $2.07M 1.45% -17 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 3,142 $2.07M 0.44% 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 3,141 $2.07M 0.11% -233 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 3,140 $2.07M 0.88% +129 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 3,136 $2.07M 0.53% +20 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 3,135 $2.07M 0.82% -615 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 3,128 $2.06M 0.2% -1,212 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 3,125 $2.06M 0.87% -10 13F-HR Timeline Arnhold LLC More: the full row for Arnhold LLC 3,124 $2.06M 0.16% 0 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 3,122 $2.06M 0.86% 0 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 3,121 $2.06M 1.36% +34 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 3,121 $2.06M 0.9% +23 13F-HR Timeline WINCAP FINANCIAL LLC More: the full row for WINCAP FINANCIAL LLC 3,117 $2.06M 1.41% -31 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 3,116 $2.06M 1.1% -1,937 13F-HR Timeline Greenbush Financial Group, LLC More: the full row for Greenbush Financial Group, LLC 3,115 $2.06M 0.7% +154 13F-HR Timeline Cascade Investment Advisors, Inc. More: the full row for Cascade Investment Advisors, Inc. 3,115 $2.06M 1.21% +45 13F-HR Timeline DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 3,106 $2.05M 0.37% 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 3,106 $2.05M 0.26% +743 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 3,099 $2.05M 0.16% -2,716 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 3,094 $2.04M 1.53% -405 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 3,075 $2.04M 0.65% +538 13F-HR Timeline Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 3,091 $2.04M 0.11% -22,785 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 3,090 $2.04M 0.31% +409 13F-HR Timeline Saba Capital Management, L.P. in group Saba Capital Management, L.P. More: the full row for Saba Capital Management, L.P. 3,090 $2.04M 0.07% new 13F-HR Timeline Group RENASANT BANK More: the full row for RENASANT BANK 3,090 $2.04M 1.38% +1,520 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 3,087 $2.04M 0.55% -25 13F-HR Timeline Sun Group Wealth Partners More: the full row for Sun Group Wealth Partners 3,077 $2.03M 1.63% 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 3,076 $2.03M 0.96% +2,475 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 2,930 $2.03M 0.76% +97 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 3,061 $2.02M 0.33% -70 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 3,061 $2.02M 0.22% +50 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 3,060 $2.02M 0.2% +11 13F-HR Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 3,057 $2.02M 0.39% -186 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 3,047 $2.01M 0.56% +143 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 3,034 $2M 0.66% +84 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 3,030 $2M 0.36% +733 13F-HR/A Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 3,022 $1.99M 0.45% -6 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 3,020 $1.99M 0.37% +201 13F-HR Timeline PORTLAND INVESTMENT COUNSEL INC. More: the full row for PORTLAND INVESTMENT COUNSEL INC. 2,991 $1.99M 0.6% +741 13F-HR Timeline GRANITE ISLANDS PRIVATE WEALTH, LLC More: the full row for GRANITE ISLANDS PRIVATE WEALTH, LLC 3,022 $1.99M 1.83% 13F-HR Timeline Green Ridge Wealth Planning LLC More: the full row for Green Ridge Wealth Planning LLC 3,012 $1.99M 1.02% 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 2,773 $1.99M 0.89% -89 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 3,004 $1.98M 0.87% -146 13F-HR Timeline SAGE ADVISORS, LLC More: the full row for SAGE ADVISORS, LLC 3,001 $1.98M 1.31% +324 13F-HR Timeline VELA Investment Management, LLC More: the full row for VELA Investment Management, LLC 3,000 $1.98M 0.54% -218 13F-HR/A Timeline Pangea Capital Gestao de Recursos Ltda. More: the full row for Pangea Capital Gestao de Recursos Ltda. 3,000 $1.98M 1.6% +2,100 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 3,000 $1.98M 0.51% +39 13F-HR Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 2,995 $1.98M 1.11% -28 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 2,991 $1.97M 0.82% +26 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 2,991 $1.97M 0.56% +11 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 2,949 $1.97M 0.56% +222 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 2,981 $1.97M 0.01% -27 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 2,974 $1.96M 0.84% +413 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 2,973 $1.96M 0.72% -180 13F-HR Timeline BlueCrest Capital Management Ltd More: the full row for BlueCrest Capital Management Ltd 2,973 $1.96M 0.08% -23,018 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 2,973 $1.96M 0.29% -50 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 2,972 $1.96M 1.08% -98 13F-HR Timeline Wellment Financial More: the full row for Wellment Financial 2,970 $1.96M 2.3% +6 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 2,969 $1.96M 0.62% -441 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 2,965 $1.96M 0.1% +62 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 2,959 $1.95M 0.06% +1,468 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 2,952 $1.95M 0.3% -100 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 2,952 $1.95M 0.88% +194 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 2,948 $1.95M 0.11% -264 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 2,948 $1.95M 0.92% +121 13F-HR Timeline Processus Wealth & Capital Management, … More: the full row for Processus Wealth & Capital Management, LLC 2,947 $1.95M 1.28% +142 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 2,943 $1.94M 0.82% -15 13F-HR Timeline Ruggiero Investments, Inc. More: the full row for Ruggiero Investments, Inc. 2,942 $1.94M 1.75% 13F-HR Timeline ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 2,942 $1.94M 0.67% +149 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 2,938 $1.94M 0.52% +169 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 2,937 $1.94M 0.31% +233 13F-HR Timeline WIREGRASS INVESTMENT MANAGEMENT LLC More: the full row for WIREGRASS INVESTMENT MANAGEMENT LLC 2,937 $1.94M 1.62% 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 2,937 $1.94M 0.73% -9 13F-HR Timeline BNB Wealth Management, LLC More: the full row for BNB Wealth Management, LLC 2,932 $1.94M 1.25% 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 2,930 $1.93M 0.41% +850 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 2,928 $1.93M 0.57% -96 13F-HR Timeline ABSHER WEALTH MANAGEMENT, LLC More: the full row for ABSHER WEALTH MANAGEMENT, LLC 2,925 $1.93M 0.23% -446 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 2,924 $1.93M 0.34% +765 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 2,923 $1.93M 0.51% +1,808 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 2,921 $1.93M 0.14% -114 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 2,917 $1.93M 0.08% 0 13F-HR Timeline Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 2,910 $1.92M -388 Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 2,902 $1.92M 0.6% -347 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 2,887 $1.91M 1.27% +36 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 2,886 $1.91M 1.29% +134 13F-HR/A Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 2,884 $1.9M 0.35% +195 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 2,869 $1.89M 0.27% -419 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 2,999 $1.89M 0.78% +476 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 2,862 $1.89M 0.38% -241 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 2,862 $1.89M 0.58% +29 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 2,852 $1.88M 0.47% -64 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 2,850 $1.88M 0.36% +94 13F-HR Timeline ANB BANK More: the full row for ANB BANK 2,848 $1.88M 0.75% +98 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 2,846 $1.88M 0.24% +16 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 2,842 $1.88M 0.15% -292 13F-HR Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 2,840 $1.87M 0.55% +2 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 2,835 $1.87M 0.91% -147 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 2,832 $1.87M 0.57% 0 13F-HR Timeline ST. NICHOLAS PRIVATE ASSET MANAGEMENT, … More: the full row for ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC 2,830 $1.87M 1.68% +201 13F-HR Timeline Phraction Management LLC More: the full row for Phraction Management LLC 2,823 $1.86M 0.5% 0 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 2,823 $1.86M 0.24% -285 13F-HR Timeline SIMS INVESTMENT MANAGEMENT, LLC More: the full row for SIMS INVESTMENT MANAGEMENT, LLC 2,819 $1.86M 0.66% +174 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 2,808 $1.85M 1.14% -876 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 2,803 $1.85M 0.45% +731 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 2,799 $1.85M 0.25% -52 13F-HR Timeline PINCUS CAPITAL MANAGEMENT, LP More: the full row for PINCUS CAPITAL MANAGEMENT, LP 2,785 $1.84M 1.23% 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 2,779 $1.83M 0.28% +87 13F-HR Timeline Limestone Investment Advisors LP More: the full row for Limestone Investment Advisors LP 2,775 $1.83M 1.23% +594 13F-HR Timeline Vantus Wealth LLC More: the full row for Vantus Wealth LLC 2,770 $1.83M 1.35% 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 2,769 $1.83M 1.17% -435 13F-HR Timeline Ninety One SA (Pty) Ltd More: the full row for Ninety One SA (Pty) Ltd 2,765 $1.83M 0.08% -23,359 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 2,760 $1.82M 1.21% -314 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 2,756 $1.82M 0.68% +265 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 2,752 $1.82M 0.58% +27 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 2,749 $1.81M 0.22% +473 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 2,747 $1.81M 0.59% -575 13F-HR Timeline Constitution Capital LLC More: the full row for Constitution Capital LLC 2,745 $1.81M 0.86% -455 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 2,739 $1.81M 1.17% +13 13F-HR Timeline Bradyco, Inc. More: the full row for Bradyco, Inc. 2,739 $1.81M 2.24% 0 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 2,737 $1.81M 1.14% +65 13F-HR Timeline Argo Wealth Advisory, LLC More: the full row for Argo Wealth Advisory, LLC 2,733 $1.8M 1.08% 13F-HR Timeline Ironvine Capital Partners, LLC More: the full row for Ironvine Capital Partners, LLC 2,732 $1.8M 0.18% +35 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 2,732 $1.8M 1.32% +167 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 2,728 $1.8M 0.23% +282 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 2,727 $1.8M 0.15% +149 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 2,726 $1.8M 0.4% -70 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 2,723 $1.8M 0.44% 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 2,721 $1.8M 0.44% +144 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 2,716 $1.79M 0.96% 0 13F-HR Timeline Barden Capital Management, Inc. More: the full row for Barden Capital Management, Inc. 2,712 $1.79M 1.47% +320 13F-HR Timeline Eley Financial Management, Inc More: the full row for Eley Financial Management, Inc 2,708 $1.79M 0.64% -17 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 2,707 $1.79M 0.34% -128 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 2,702 $1.78M 0.59% +8 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 2,702 $1.78M 1.66% 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 2,695 $1.78M 0.3% -165 13F-HR Timeline RoundAngle Advisors LLC More: the full row for RoundAngle Advisors LLC 2,690 $1.78M 1.29% +162 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 2,685 $1.77M 1.53% 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 2,674 $1.76M 1.28% +1 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 2,663 $1.76M 0.47% 0 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 2,661 $1.76M 0.85% -357 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 2,658 $1.75M 0.74% -13 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 2,656 $1.75M 1.75% 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 2,656 $1.75M 0.53% -350 13F-HR Timeline Stone Wealth Partners More: the full row for Stone Wealth Partners 2,654 $1.75M 1.56% 13F-HR Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 2,650 $1.75M 0.72% +402 13F-HR Timeline Delta Accumulation, LLC More: the full row for Delta Accumulation, LLC 2,647 $1.75M 1.78% 0 13F-HR/A Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 2,645 $1.75M 0.13% -49 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 2,643 $1.74M 0.33% -93 13F-HR Timeline Barrier Capital Management, LLC More: the full row for Barrier Capital Management, LLC 2,640 $1.74M 1.28% -18,742 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 2,638 $1.74M 2.6% 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 2,637 $1.74M 0.95% +184 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 2,632 $1.74M 0.87% +992 13F-HR Timeline PeakShares LLC More: the full row for PeakShares LLC 2,632 $1.74M 1.7% 13F-HR Timeline Lipe & Dalton More: the full row for Lipe & Dalton 2,629 $1.74M 0.86% -67 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 2,627 $1.73M 0.73% +156 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 2,627 $1.73M 0.28% +1 13F-HR Timeline Pilgrim Partners Asia Pte Ltd More: the full row for Pilgrim Partners Asia Pte Ltd 2,626 $1.73M 0.83% -260 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,620 $1.73M 0.1% +608 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 2,620 $1.73M 0.43% +15 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 2,620 $1.73M 0.83% +37 13F-HR Timeline BAYSHORE ASSET MANAGEMENT, LLC More: the full row for BAYSHORE ASSET MANAGEMENT, LLC 2,618 $1.73M 0.71% +29 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 2,610 $1.73M 0.61% +430 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 2,615 $1.73M 0.44% +1,957 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 2,613 $1.72M 0.14% +666 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 2,611 $1.72M 0.5% -610 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 2,611 $1.72M 1.03% +194 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 2,609 $1.72M 0.09% -258 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 2,607 $1.72M 0.67% +56 13F-HR Timeline Group First Nebraska Trust Co More: the full row for First Nebraska Trust Co 2,606 $1.72M 0.16% +1,000 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 2,605 $1.72M 0.51% +1,637 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 2,604 $1.72M 1.14% new 13F-HR/A Timeline Group tru Independence LLC More: the full row for tru Independence LLC 2,597 $1.71M 0.43% +99 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 2,597 $1.71M 0.08% -20 13F-HR Timeline Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 2,596 $1.71M 0.8% +129 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 2,591 $1.71M 0.95% +241 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 2,590 $1.71M 1.11% -50 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 2,589 $1.71M 0.06% +162 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 2,588 $1.71M 0.21% +244 13F-HR Timeline Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 2,586 $1.71M 0.17% new 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 2,580 $1.7M 0.67% +521 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 2,579 $1.7M 0.93% +55 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 2,573 $1.7M 0.58% +115 13F-HR Timeline