Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 2,161 $1.25M 1.07% +106 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 2,160 $1.24M 0.61% +221 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 2,159 $1.24M 0.67% -16 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 2,123 $1.24M 0.39% 0 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 2,156 $1.24M 1.55% +249 13F-HR/A Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 2,155 $1.24M 0.3% +83 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 2,154 $1.24M 0.67% +1,654 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 2,150 $1.24M 1.07% 0 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 2,148 $1.24M 0.31% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,147 $1.24M 0.08% +56 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 2,146 $1.24M 1.23% -286 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 2,141 $1.23M 0.12% 0 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 2,136 $1.23M 0.56% +25 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 2,133 $1.23M 0.89% +188 13F-HR/A Timeline Strive Asset Management, LLC More: the full row for Strive Asset Management, LLC 2,131 $1.23M 0.85% +50 13F-HR/A Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 2,127 $1.23M 0.09% -2,636 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 2,113 $1.22M 0.25% -5 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 2,111 $1.22M 1.17% +160 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 2,106 $1.21M 0.03% +13 13F-HR Timeline Group CSS LLC/IL More: the full row for CSS LLC/IL 2,105 $1.21M 0.08% +70 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 2,103 $1.21M 0.02% new 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 2,101 $1.21M 0.55% +218 13F-HR Timeline My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 2,097 $1.21M 0.47% +67 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 2,097 $1.21M 0.59% -68 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 2,091 $1.21M 0.49% -106 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 2,087 $1.2M 1.23% -141 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 2,087 $1.2M 0.27% +232 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 2,084 $1.2M 0.08% +234 13F-HR Timeline Gator Capital Management, LLC More: the full row for Gator Capital Management, LLC 2,080 $1.2M 0.46% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 2,080 $1.2M 0.51% 0 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 2,079 $1.2M 0.58% +506 13F-HR/A Timeline Chokshi & Queen Wealth Advisors, Inc More: the full row for Chokshi & Queen Wealth Advisors, Inc 2,076 $1.2M 0.79% -1,350 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 2,075 $1.2M 0.27% +1 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 2,071 $1.19M 0.6% -622 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 2,071 $1.19M 0.86% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 2,070 $1.19M 0.92% +354 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 2,068 $1.19M 0.03% +2 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 2,068 $1.19M 0.33% +57 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 2,065 $1.19M 0.76% -42 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 2,063 $1.19M 0.24% +415 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 2,062 $1.19M 0.26% +454 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 2,061 $1.19M 0.59% +4 13F-HR Timeline Masso Torrence Wealth Management Inc. More: the full row for Masso Torrence Wealth Management Inc. 2,061 $1.19M 0.63% +460 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 2,058 $1.19M 0.13% +283 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 2,055 $1.18M 0.17% +290 13F-HR Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 2,052 $1.18M 0.4% +348 13F-HR/A Timeline R Squared Ltd More: the full row for R Squared Ltd 2,050 $1.18M 1.26% +1,140 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Wolf Group Capital Advisors More: the full row for Wolf Group Capital Advisors 2,049 $1.18M 0.4% new 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 2,045 $1.18M 0.14% +52 13F-HR Timeline Cyrus J. Lawrence, LLC More: the full row for Cyrus J. Lawrence, LLC 2,045 $1.18M 4.46% -40,765 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 2,042 $1.18M 0.36% 0 13F-HR Timeline Permanens Capital L.P. More: the full row for Permanens Capital L.P. 2,035 $1.17M 0.21% +49 13F-HR Timeline Ascent Capital Management, LLC More: the full row for Ascent Capital Management, LLC 2,034 $1.17M 1.18% +40 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 2,002 $1.17M 0.75% 0 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 2,032 $1.17M 0.65% +1,146 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 2,027 $1.17M 0.34% -85 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 2,023 $1.17M 0.15% +64 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 1,988 $1.16M 0.62% +175 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 2,018 $1.16M 0.89% -376 13F-HR Timeline Centerline Wealth Advisors, LLC More: the full row for Centerline Wealth Advisors, LLC 2,016 $1.16M 0.69% -40 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 2,015 $1.16M 0.64% -20 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 2,014 $1.16M 1.05% 0 13F-HR Timeline Cadence Wealth Management LLC More: the full row for Cadence Wealth Management LLC 2,008 $1.16M 0.86% +1 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 2,007 $1.16M 0.14% -43 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 2,005 $1.16M 0.15% 0 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 2,003 $1.15M 0.25% +23 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 2,000 $1.15M 1.05% -1,764 13F-HR Timeline Anson Funds Management LP in group Anson Funds Management LP More: the full row for Anson Funds Management LP 2,000 $1.15M 0.27% new 13F-HR/A Timeline Group Aristides Capital LLC More: the full row for Aristides Capital LLC 2,000 $1.15M 0.43% -9,768 13F-HR Timeline Parkside Investments, LLC More: the full row for Parkside Investments, LLC 2,000 $1.15M 0.17% +200 13F-HR Timeline DCF Advisers, LLC More: the full row for DCF Advisers, LLC 2,000 $1.15M 0.62% 0 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 1,996 $1.15M 0.57% -30 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 1,995 $1.15M 0.2% -160 13F-HR Timeline Sassicaia Capital Advisers LLC More: the full row for Sassicaia Capital Advisers LLC 1,992 $1.15M 4.16% new 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 1,991 $1.15M 0.66% +238 13F-HR Timeline MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 1,986 $1.14M 0.24% 0 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 1,986 $1.14M 0.08% -42 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 1,985 $1.14M 0.38% +139 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 1,985 $1.14M 0.44% +54 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 1,984 $1.14M 0.22% +46 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 1,983 $1.14M 0.66% +109 13F-HR Timeline Gouws Capital LLC More: the full row for Gouws Capital LLC 1,980 $1.14M 0.75% +1,380 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 1,976 $1.14M 0.57% -43 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 1,972 $1.14M 0.67% -701 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 1,971 $1.14M 0.47% +65 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 1,970 $1.14M 0.15% +195 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 1,969 $1.14M 0.24% +428 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 1,968 $1.13M 1.17% +111 13F-HR Timeline HT Partners LLC More: the full row for HT Partners LLC 1,964 $1.13M 0.39% -3 13F-HR Timeline Cassia Capital Partners, LLC More: the full row for Cassia Capital Partners, LLC 1,959 $1.13M 0.7% +13 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 1,955 $1.13M 0.31% +1 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 1,954 $1.13M 0.97% +50 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 1,922 $1.13M 0.37% +104 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 1,950 $1.12M 0.35% -496 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 1,950 $1.12M 0.06% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,945 $1.12M 0.75% -441 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 1,942 $1.12M 0.19% +202 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 1,940 $1.12M 0.22% +265 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 1,933 $1.11M 0.69% +3 13F-HR Timeline Maytree Asset Management Ltd More: the full row for Maytree Asset Management Ltd 1,930 $1.11M 2% 0 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 1,916 $1.1M 0.2% +1 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 1,914 $1.1M 0.55% -276 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 1,909 $1.1M 0.11% +699 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 1,903 $1.1M 0.4% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 1,903 $1.1M 0.37% +1,264 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 1,900 $1.1M 0.08% -3,453 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 1,896 $1.09M 0.34% +6 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 1,892 $1.09M 0.05% -710 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 1,891 $1.09M 0.31% +89 13F-HR Timeline SFM, LLC d/b/a Sweeney Financial Adviso… More: the full row for SFM, LLC d/b/a Sweeney Financial Advisors 1,889 $1.09M 0.8% +331 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 1,880 $1.08M 0.07% -468 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 1,876 $1.08M 0.21% 0 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 1,876 $1.08M 0.35% +60 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 1,874 $1.08M 0.81% -462 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 1,873 $1.08M 0.82% -49 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 1,870 $1.08M 0.18% +10 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 1,869 $1.08M 0.66% +1,091 13F-HR Timeline Meredith Wealth Planning More: the full row for Meredith Wealth Planning 1,867 $1.08M 0.47% -6 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 1,866 $1.08M 0.71% -108 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 1,866 $1.08M 0.77% 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 1,968 $1.08M 0.23% -55 13F-HR Timeline City State Bank More: the full row for City State Bank 1,865 $1.07M 0.35% +20 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 1,860 $1.07M 1.28% -4,301 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 1,859 $1.07M 0.13% -286 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 1,830 $1.07M 0.35% 0 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 1,858 $1.07M 0.57% -391 13F-HR Timeline ISTHMUS PARTNERS, LLC More: the full row for ISTHMUS PARTNERS, LLC 1,858 $1.07M 0.13% -150 13F-HR Timeline Berry Wealth Group, LP More: the full row for Berry Wealth Group, LP 1,857 $1.07M 0.84% +365 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 1,856 $1.07M 0.6% -31 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 1,856 $1.07M 0.07% +5 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 1,854 $1.07M 0.35% -177 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 1,854 $1.07M 0.61% +40 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 1,854 $1.07M 0.45% -66 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 1,853 $1.07M 0.24% 0 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 2,067 $1.07M 0.24% -135 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 1,848 $1.06M 0.73% +226 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 1,847 $1.06M 0.41% 0 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 1,847 $1.06M 0.83% +223 13F-HR Timeline Thoma Capital Management LLC More: the full row for Thoma Capital Management LLC 1,846 $1.06M 0.74% -27 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 1,841 $1.06M 0.32% +79 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 1,836 $1.06M 0.22% -5 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 1,835 $1.06M 0.14% +260 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 1,835 $1.06M 0.52% -13 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 1,835 $1.06M 0.11% +1,054 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 1,832 $1.06M 0.7% +38 13F-HR Timeline Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 1,829 $1.05M 0.4% +872 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 1,828 $1.05M 0.27% -13 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 1,827 $1.05M 0.56% +147 13F-HR Timeline Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 1,821 $1.05M 0.24% new 13F-HR Timeline Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 1,818 $1.05M 0.05% 0 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 1,817 $1.05M 1.11% -92 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 1,817 $1.05M 0.05% -100 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,821 $1.05M 0.47% +58 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 1,813 $1.04M 0.33% +53 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 1,813 $1.04M 0.29% +256 13F-HR Timeline PRENTISS SMITH & CO INC More: the full row for PRENTISS SMITH & CO INC 1,810 $1.04M 0.68% 0 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 1,957 $1.04M 0.21% +186 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 1,809 $1.04M 0.27% +743 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 1,809 $1.04M 0.52% +424 13F-HR Timeline Group Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 1,807 $1.04M 0.27% +71 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 1,806 $1.04M 0.29% -133 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 1,807 $1.04M 0.21% +281 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 1,806 $1.04M 1.1% +103 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 1,805 $1.04M 0.52% -28 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 1,805 $1.04M 0.6% +512 13F-HR Timeline CACTI ASSET MANAGEMENT LLC More: the full row for CACTI ASSET MANAGEMENT LLC 1,800 $1.04M 0.08% 0 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 1,797 $1.04M 0.28% +138 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 1,794 $1.03M 0.11% -210 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 1,794 $1.03M 0.35% -144 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 1,793 $1.03M 0.4% +51 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 1,793 $1.03M 0.07% -5 13F-HR Timeline CALTON & ASSOCIATES, INC. 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