GAGNON SECURITIES LLC in group GAGNON SECURITIES LLC More: the full row for GAGNON SECURITIES LLC 4,038 $339K 0.07% -2 13F-HR Timeline Group Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 4,034 $339K 0.12% +1 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 3,994 $338K 0.23% 0 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 3,988 $338K 0.14% -73 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 4,021 $337K 0.04% 0 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 4,018 $337K 0.2% +463 13F-HR/A Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 4,016 $337K 0.19% +746 13F-HR Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 4,012 $337K 0.24% -532 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 4,012 $337K 0.12% -26 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 4,011 $337K 0.07% +478 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 4,004 $336K 0.15% +13 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 4,004 $336K 0.05% -722 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 3,960 $336K 0.08% new 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 3,989 $335K 0.07% +6 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 3,972 $333K 0.2% 0 13F-HR Timeline Broyhill Asset Management, LLC More: the full row for Broyhill Asset Management, LLC 3,963 $333K 0.29% 0 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 3,961 $332K 0.1% 0 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 3,952 $332K 0.11% +140 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 3,942 $331K 0.03% -152 13F-HR Timeline RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 3,896 $330K 0.25% +528 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 3,926 $330K 0.08% +773 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 3,926 $330K 0.11% +2,573 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 3,925 $329K 0.11% 0 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 3,925 $329K 0.08% -56 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 3,923 $329K 0.03% -230 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 3,918 $329K 0.04% -5,201 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 3,911 $328K 0.14% -18 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 3,910 $328K 0.11% +1 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 3,905 $328K 0.08% +5 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 3,903 $328K 0.22% -72 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 3,897 $327K 0.13% 0 13F-HR Timeline Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 3,868 $325K 0.24% +205 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 3,867 $325K 0.23% -12 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 3,866 $324K 0.03% +419 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 3,861 $324K 0.04% 0 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 3,858 $324K 0.11% +93 13F-HR Timeline Womack Financial LLC More: the full row for Womack Financial LLC 3,848 $323K 0.25% +354 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 3,844 $323K 0.13% +291 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 3,842 $322K 0.21% -45 13F-HR Timeline Warm Springs Advisors Inc. More: the full row for Warm Springs Advisors Inc. 3,838 $322K 0.24% +54 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 3,799 $322K 0.04% +551 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 3,835 $322K 0.05% -88 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 3,743 $322K 0.15% new 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 3,619 $321K 0.07% +76 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 3,828 $321K 0.02% -55 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 3,791 $321K 0.03% +47 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 3,819 $321K 0.1% -99 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 3,813 $320K 0.02% +156 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 3,791 $318K 0.14% +2,017 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 3,790 $318K 0.19% +2 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 3,852 $318K 0.06% -17 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 3,781 $317K 0.04% 0 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 3,774 $317K 0.05% -350 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 3,772 $317K 0.16% +50 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 3,771 $316K 0.09% -10,466 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 3,766 $316K 0.08% 0 13F-HR Timeline Advanced Portfolio Management, LLC More: the full row for Advanced Portfolio Management, LLC 4,021 $316K 0.82% 0 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 3,763 $316K 0.11% -574 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 3,762 $316K 0.2% -236 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 3,758 $315K 0.04% +292 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 4,376 $315K 0.1% +130 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 3,661 $315K 0.07% new 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 3,745 $314K 0.17% -539 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 3,740 $314K 0.11% +31 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 3,739 $314K 0.03% +375 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 3,736 $314K 0.04% -108 13F-HR Timeline Nexus Investment Management ULC More: the full row for Nexus Investment Management ULC 3,735 $313K 0.04% 0 13F-HR Timeline Aufman Associates Inc More: the full row for Aufman Associates Inc 3,733 $313K 0.18% +29 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 3,729 $313K 0.03% 0 13F-HR Timeline SEIZERT CAPITAL PARTNERS, LLC More: the full row for SEIZERT CAPITAL PARTNERS, LLC 3,720 $312K 0.01% 0 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 3,719 $312K 0.06% -175 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 3,717 $312K 0.04% -184 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 3,714 $312K 0.13% -230 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 3,711 $311K 0.04% +883 13F-HR Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 3,711 $311K 0.32% +3 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 3,674 $311K 0.03% +127 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 3,707 $311K 0.15% -919 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 3,702 $311K 0.17% -120 13F-HR Timeline Wilkins Miller Wealth Management, LLC More: the full row for Wilkins Miller Wealth Management, LLC 3,699 $311K 0.19% +8 13F-HR Timeline Bell Bank More: the full row for Bell Bank 3,669 $308K 0.01% +34 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 3,668 $308K 0.04% +53 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 3,634 $308K 0.09% -176 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 3,666 $308K 0.04% 0 13F-HR Timeline Peck Wealth Management, LLC More: the full row for Peck Wealth Management, LLC 3,659 $307K 0.29% 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 3,653 $307K 0.12% -1,440 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 3,643 $306K 0.11% +150 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 3,641 $306K 0.05% -2,881 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 3,641 $306K 0.05% 0 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 3,635 $305K 0.04% +63 13F-HR Timeline First Long Island Investors, LLC More: the full row for First Long Island Investors, LLC 3,628 $304K 0.02% -54 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 3,623 $304K 0.05% -90 13F-HR Timeline Somerset Group LLC More: the full row for Somerset Group LLC 3,613 $303K 0.24% 0 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 3,611 $303K 0.11% -358 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 3,611 $303K 0.14% 0 13F-HR Timeline Core Wealth Advisors, Inc. More: the full row for Core Wealth Advisors, Inc. 3,606 $303K 0.08% -793 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 3,571 $303K 0.22% -1,600 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 3,604 $302K 0.04% +100 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 3,595 $302K 0.06% +916 13F-HR Timeline GARLAND CAPITAL MANAGEMENT INC More: the full row for GARLAND CAPITAL MANAGEMENT INC 3,590 $301K 4.15% -10,035 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 3,579 $300K 0.07% +388 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 3,544 $300K 0.04% 13F-HR Timeline Riverstone Advisors, LLC More: the full row for Riverstone Advisors, LLC 3,578 $300K 0.15% -391 13F-HR Timeline Berkeley, Inc More: the full row for Berkeley, Inc 3,573 $300K 0.1% -8,586 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 3,572 $300K 0.08% -754 13F-HR/A Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 3,571 $300K 0.13% +32 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 3,569 $300K 0.03% +63 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 3,566 $299K 1.18% +116 13F-HR Timeline Sonoma Allocations LLC More: the full row for Sonoma Allocations LLC 3,566 $299K 0.11% 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 3,562 $299K 0.02% +167 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 3,559 $299K 0.04% +792 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 3,559 $299K 0.08% 0 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 3,266 $299K 0.28% 0 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 3,558 $299K 0.31% -10,530 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 3,557 $299K 0.18% new 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 3,510 $297K 0.13% -340 13F-HR Timeline Illumine Investment Management, LLC More: the full row for Illumine Investment Management, LLC 3,540 $297K 0.21% -100 13F-HR Timeline Burt Wealth Advisors More: the full row for Burt Wealth Advisors 3,539 $297K 0.07% -4 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 3,532 $296K 0.07% +294 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 3,525 $296K 0.09% 0 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 3,517 $295K 0.11% +478 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 3,540 $295K 0.04% -217 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 3,511 $295K 0.03% -95 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 3,510 $295K 0.16% +457 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 3,498 $294K 0.11% -226 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 3,496 $293K 0.07% 0 13F-HR Timeline IRONWOOD INVESTMENT MANAGEMENT LLC More: the full row for IRONWOOD INVESTMENT MANAGEMENT LLC 3,494 $293K 0.13% 0 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 3,485 $292K 0.04% +9 13F-HR Timeline INSTRUMENTAL WEALTH, LLC More: the full row for INSTRUMENTAL WEALTH, LLC 3,388 $292K 0.21% +182 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 3,482 $292K 0.05% +500 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 3,442 $292K 0.05% -1,553 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 3,475 $292K 0.08% +80 13F-HR Timeline ARGENT CAPITAL MANAGEMENT LLC More: the full row for ARGENT CAPITAL MANAGEMENT LLC 3,475 $292K 0.01% 0 13F-HR Timeline Strategent Financial, LLC More: the full row for Strategent Financial, LLC 3,475 $292K 0.21% 0 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 3,464 $291K 0.08% +111 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 3,462 $291K 0.02% new 13F-HR Timeline Group Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 3,460 $290K 0.05% +50 13F-HR Timeline Group Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 3,457 $290K 0.03% -1,468 13F-HR Timeline Accuvest Global Advisors More: the full row for Accuvest Global Advisors 3,454 $290K 0.18% +701 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 3,448 $289K 0.07% 0 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 3,443 $289K 0.2% +301 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 3,425 $287K 0.01% -2,166 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 3,416 $287K 0.11% -154 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 3,415 $287K 0.09% -7,356 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 3,322 $287K 0.05% +420 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 3,414 $287K 0.03% -3,292 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 3,412 $286K 0.25% -17 13F-HR Timeline High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 3,405 $286K 0.06% -62 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 3,404 $286K 0.05% -24,872 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 3,403 $286K 0.03% new 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 3,402 $286K 0.19% +119 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 3,390 $284K 0.12% -117 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 3,352 $284K 0.23% +53 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 3,377 $283K 0.13% +243 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 3,363 $282K 0.06% +12 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 3,350 $281K 0.09% -80 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 3,578 $281K 0.03% +92 13F-HR Timeline Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 3,349 $281K 0.2% 0 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 3,349 $281K 0.09% +403 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 3,348 $281K 0.15% -13 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 3,358 $281K 0.04% +239 13F-HR Timeline JACOBS LEVY EQUITY MANAGEMENT, INC More: the full row for JACOBS LEVY EQUITY MANAGEMENT, INC 3,346 $281K <0.01% -48,795 13F-HR Timeline PZENA INVESTMENT MANAGEMENT LLC More: the full row for PZENA INVESTMENT MANAGEMENT LLC 3,324 $279K <0.01% 0 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 3,315 $278K 0.02% -48 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 3,312 $278K 0.06% -238 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 3,174 $278K 0.1% +139 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 3,302 $277K 0.02% -2,868 13F-HR Timeline Highlander Partners, L.P. More: the full row for Highlander Partners, L.P. 3,300 $277K 0.1% 0 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 3,291 $276K 0.07% -327 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 3,264 $276K 0.07% -115 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 3,287 $276K 0.04% +691 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 3,282 $275K 0.1% -254 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 3,280 $275K 0.05% -7 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 3,276 $275K 0.33% -4,383 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 3,274 $275K 0.05% +219 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 3,257 $274K 0.13% 0 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 3,244 $273K 0.2% new 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 3,248 $273K 0.2% +248 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 3,246 $272K 0.03% -223 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 3,236 $272K 0.06% -524 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 3,235 $272K 0.17% new 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 3,227 $271K 0.08% +500 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 3,225 $271K 0.05% -200 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 3,218 $270K 0.04% +395 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 3,216 $270K 0.12% +294 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 3,210 $269K 0.1% +41 13F-HR Timeline AGP FRANKLIN, LLC More: the full row for AGP FRANKLIN, LLC 3,203 $269K 0.13% 0 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 3,202 $269K 0.21% 0 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 3,202 $269K 0.24% 0 13F-HR Timeline FORTRESS FINANCIAL GROUP, LLC More: the full row for FORTRESS FINANCIAL GROUP, LLC 3,190 $268K 0.21% +31 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 3,182 $267K 0.02% +397 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 15,168 $267K 0.02% -300 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 3,181 $267K 0.03% -140 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 3,180 $267K 0.1% -622 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 3,164 $266K 0.16% +600 13F-HR Timeline Olympiad Research LP More: the full row for Olympiad Research LP 3,160 $265K 0.37% -638 13F-HR Timeline Milestones Private Investment Advisors … More: the full row for Milestones Private Investment Advisors LLC 3,159 $265K 0.18% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 3,152 $265K 0.16% +154 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 3,146 $264K 0.07% -302 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 3,143 $264K 0.27% 0 13F-HR Timeline REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 3,143 $264K 0.08% +26 13F-HR Timeline