Community Bank of Raymore More: the full row for Community Bank of Raymore 2,405 $202K 0.14% new 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 2,403 $202K 0.05% new 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 2,402 $202K 0.03% -1,825 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 2,402 $202K 0.08% new 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 2,401 $202K 0.09% new 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 2,400 $201K 0.09% new 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 2,400 $201K <0.01% 0 13F-HR Timeline Group Charter Capital Management, LLC\DE More: the full row for Charter Capital Management, LLC\DE 2,390 $201K 0.11% new 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 2,385 $200K 0.05% +2 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 2,383 $200K 0.07% new 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 2,383 $200K 0.03% +1,011 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 2,362 $198K 0.06% +164 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 238 $195K 0.15% -2,057 13F-HR Timeline Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 2,300 $193K 0.19% new 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 2,297 $193K 0.14% -92 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 2,267 $190K 0.06% 0 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 11,009 $190K 0.1% new 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 2,271 $190K 0.07% +2,130 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 2,080 $187K 0.06% -277 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 2,225 $187K 0.23% 0 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 2,156 $181K 0.08% -84 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 1,924 $179K 0.04% -110 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 2,068 $174K 0.13% +18 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 2,017 $169K 0.06% +201 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 2,016 $169K 0.11% +2 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,998 $168K 0.02% +1,182 13F-HR Timeline Corundum Trust Company, INC More: the full row for Corundum Trust Company, INC 1,963 $165K 0.36% new 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 1,971 $164K <0.01% +105 13F-HR Timeline Group 1248 Management, LLC More: the full row for 1248 Management, LLC 1,910 $162K 0.09% -8,399 13F-HR Timeline Goldstream Capital Management Ltd More: the full row for Goldstream Capital Management Ltd 1,838 $154K 0.05% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,833 $154K 0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 1,785 $150K 0.09% +1,479 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 1,778 $149K 0.02% +6 13F-HR Timeline Security National Bank More: the full row for Security National Bank 1,773 $149K 0.02% -287 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 1,764 $148K 0.03% +319 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 1,751 $147K 0.04% -118 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 1,708 $143K 0.12% -256 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 1,693 $142K 0.05% -1,156 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 1,672 $140K 0.03% +69 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 1,624 $136K 0.06% 0 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 1,602 $134K 0.06% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 1,486 $134K 0.05% +100 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 1,595 $134K 0.05% +65 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 1,582 $133K <0.01% -15,941 13F-HR Timeline Group GGM Financial LLC More: the full row for GGM Financial LLC 1,577 $132K 0.07% new 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 1,576 $132K 0.06% +360 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 1,576 $132K 0.02% +63 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 1,575 $132K 0.1% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 1,520 $128K 0.04% +503 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 1,519 $127K 0.07% -413 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 1,503 $126K 0.05% 0 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 1,478 $124K 0.1% -390 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 1,455 $122K 0.03% -1,465 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 1,442 $121K 0.02% -614 13F-HR Timeline Group Hara Capital LLC More: the full row for Hara Capital LLC 1,432 $120K 0.07% -550 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 1,400 $118K 0.06% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 1,394 $117K 0.03% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 1,361 $114K 0.03% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 1,358 $114K 0.12% +96 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 1,358 $114K 0.06% +13 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 1,344 $113K 0.04% +1 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 1,334 $112K 0.02% +2 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 1,320 $111K 0.06% 0 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 1,319 $111K 0.02% +119 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,318 $111K 0.03% 0 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 1,318 $111K 0.05% +105 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 1,256 $105K 0.07% 0 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 1,186 $99.5K 0.08% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 1,171 $99.3K 0.05% +161 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 1,174 $98.5K 0.03% -144 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 1,168 $98K 0.02% +8 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 1,163 $97.6K 0.02% 0 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 1,132 $95K 0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 1,131 $94.9K 0.03% -159 13F-HR/A Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 1,114 $93.5K 0.02% -45 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 1,113 $93.4K 0.03% -375 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1,108 $93K 0.07% -15 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 1,087 $91.2K 0.02% +5 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 1,043 $87.6K 0.06% -11 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 1,042 $87K 0.03% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 1,035 $86.9K 0.01% +6 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 1,034 $86.8K 0.02% +677 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 1,032 $86K 0.02% +183 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 987 $85.6K 0.01% -15 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 1,014 $85.1K 0.02% new 13F-HR Timeline American Wealth Advisors, LLC More: the full row for American Wealth Advisors, LLC 1,013 $85K 0.08% 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 1,000 $83.9K 0.03% 0 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 956 $80.3K 0.02% -11 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 957 $80K 0.06% -26 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 951 $79.8K 0.03% -78 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 948 $79.5K 0.05% +55 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 898 $75.4K 0.05% +87 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 888 $74.6K 0.05% +3 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 876 $73.5K 0.05% +1 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 869 $73.1K 0.01% -1 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 842 $70.7K 0.05% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 832 $69.8K <0.01% -6 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 808 $69.5K 0.04% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 813 $68.2K 0.14% -15,268 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 800 $67.1K 0.01% -7,954 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 790 $66.9K 0.05% 0 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 788 $66.1K 0.03% -77 13F-HR Timeline Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 770 $64.6K 0.01% 0 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 770 $64.6K 0.01% -43 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 769 $64.5K 0.01% +172 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 759 $63.7K 0.02% -439 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 750 $62.9K 0.04% +502 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 730 $61.3K <0.01% 0 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 718 $60.8K 0.03% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 724 $60.8K 0.1% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 720 $60.5K 0.02% -798 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 713 $59.9K 0.03% +4 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 712 $59.7K 0.06% +73 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 703 $59K 0.03% -110 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 697 $58.5K 0.01% -240 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 697 $58.5K 0.02% new 13F-HR/A Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 676 $56.7K 0.08% +317 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 675 $56.6K 0.04% -72 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 670 $56.2K 0.01% +646 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 659 $55.3K 0.01% +23 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 655 $55K 0.07% new 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 639 $53.7K 0.02% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 616 $51.7K 0.04% +33 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 612 $51.3K <0.01% +11 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 600 $50.4K <0.01% 0 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 597 $50.1K 0.03% 0 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 563 $47.3K 0.03% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 559 $46.9K 0.01% +440 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 559 $46.9K 0.02% +5 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 557 $46.8K 0.02% +106 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 557 $46.7K 0.04% +10 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 549 $46.5K <0.01% +202 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 553 $46.4K 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 512 $46.1K 0.03% new 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 546 $45.7K 0.03% +5 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 539 $45.2K <0.01% 0 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 537 $45.1K 0.03% -9 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 515 $43.3K 0.01% 13F-HR Timeline Group Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 501 $42.1K 0.02% -50 13F-HR Timeline Cape Investment Advisory, Inc. 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More: the full row for FIDUCIARY ADVISORS, INC. 453 $38K 0.03% 0 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 450 $37.8K <0.01% +157 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 445 $37.3K 0.01% -148 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 427 $35.8K <0.01% -4 13F-HR Timeline Group Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 420 $35.6K 0.01% 0 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 422 $35.4K <0.01% +260 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 421 $35.3K 0.01% +35 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 419 $35.2K 0.01% +190 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 418 $35.1K 0.03% -25 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 423 $35K <0.01% -82 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 417 $35K 0.01% -947 13F-HR Timeline Deane Retirement Strategies, Inc. More: the full row for Deane Retirement Strategies, Inc. 415 $34.8K 0.01% new 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 414 $34.8K 0.02% +17 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 410 $34.4K 0.01% new 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 407 $34K 0.02% 0 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 400 $33.6K 0.01% 0 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 374 $31.4K 0.45% -190 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 370 $31.1K <0.01% 0 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 374 $31K <0.01% -17 13F-HR Timeline Group Kilter Group LLC More: the full row for Kilter Group LLC 369 $31K 0.01% +27 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 369 $31K 0.02% 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 368 $30.9K 0.01% +2 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 363 $30.5K 0.01% +1 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 363 $30.5K 0.01% -320 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 354 $29.7K 0.03% +266 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 350 $29.7K 0.01% +18 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 345 $29K 0.01% -529 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 344 $28.9K 0.02% -27 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 342 $28.7K 0.02% 0 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 1,819 $28K <0.01% +1,277 13F-HR Timeline Group Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 327 $27.4K <0.01% -138 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 329 $27K 0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 307 $25.8K 0.01% +216 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 305 $25.6K 0.01% -16 13F-HR Timeline Group HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 301 $25.3K <0.01% -447 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 297 $25.2K 0.01% -81 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 300 $25.2K 0.02% -273 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 285 $23.9K 0.02% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 267 $22.4K 0.01% 0 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 263 $22.1K 0.02% 0 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 261 $21.9K 0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 261 $21.9K 0.01% 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 254 $21.3K <0.01% new 13F-HR Timeline PINNEY & SCOFIELD, INC. 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More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 245 $20.6K 0.02% -151 13F-HR/A Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 242 $20.3K <0.01% +70 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 237 $20K 0.01% new 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 234 $19.6K 0.06% 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 223 $18.7K 0.01% 0 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 222 $18.6K 0.03% -124 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 217 $18.2K 0.01% new 13F-HR Timeline Sellwood Investment Partners LLC More: the full row for Sellwood Investment Partners LLC 215 $18K 0.01% +15 13F-HR Timeline