CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 6,487 $2.42M 0.65% +671 13F-HR Timeline Archvest Wealth Advisors, Inc. More: the full row for Archvest Wealth Advisors, Inc. 6,481 $2.42M 1.4% +734 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 6,476 $2.42M 0.55% -201 13F-HR Timeline Elevation Advisory Partners LLC More: the full row for Elevation Advisory Partners LLC 6,004 $2.42M 2.47% -794 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 6,604 $2.41M 1.45% +111 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 6,272 $2.41M 0.45% -271 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 6,461 $2.41M 0.94% +96 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 6,271 $2.41M 0.28% -291 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 6,453 $2.41M 1.22% +246 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 6,452 $2.41M 0.39% -125 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 6,450 $2.41M 1.66% -231 13F-HR Timeline Riverstone Advisors, LLC More: the full row for Riverstone Advisors, LLC 6,441 $2.4M 1% +906 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 6,432 $2.4M 0.39% +2,831 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 6,432 $2.4M 1.45% +153 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 6,430 $2.4M 0.57% +16 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 6,425 $2.4M 0.9% +926 13F-HR Timeline Round Hill Asset Management More: the full row for Round Hill Asset Management 6,415 $2.39M 1.5% -73 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 6,414 $2.39M 1.48% -494 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 6,407 $2.39M 0.97% +574 13F-HR Timeline RETIREMENT CAPITAL STRATEGIES More: the full row for RETIREMENT CAPITAL STRATEGIES 6,405 $2.39M 0.83% +36 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 6,390 $2.38M 0.98% -416 13F-HR Timeline Warther Private Wealth, LLC More: the full row for Warther Private Wealth, LLC 6,390 $2.38M 0.52% +86 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 6,389 $2.38M 1.03% -163 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 6,384 $2.38M 0.83% -26 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 6,384 $2.38M 0.52% -48 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 6,386 $2.38M 0.19% +1 13F-HR Timeline PATHWAY WEALTH MANAGEMENT LLC More: the full row for PATHWAY WEALTH MANAGEMENT LLC 6,375 $2.38M 1.66% -65 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 6,366 $2.37M 1.38% +147 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 6,365 $2.37M 0.51% 0 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 6,364 $2.37M 0.46% +840 13F-HR Timeline TLWM More: the full row for TLWM 6,353 $2.37M 0.39% +1,255 13F-HR Timeline Donalies Financial Planning, LLC More: the full row for Donalies Financial Planning, LLC 6,341 $2.37M 1.74% -59 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 6,340 $2.37M 0.24% +567 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 6,335 $2.36M 0.33% +56 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 6,331 $2.36M 0.21% +153 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 6,325 $2.36M 1.32% +264 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 6,307 $2.35M 1.43% 0 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 6,294 $2.35M 0.06% -50 13F-HR Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 6,292 $2.35M 0.46% -8 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 6,336 $2.35M 0.4% 0 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 6,090 $2.35M 1.38% +586 13F-HR Timeline Whitford Management LLC More: the full row for Whitford Management LLC 6,273 $2.34M 2.09% -2,232 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 6,275 $2.34M 0.24% +223 13F-HR Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 6,267 $2.34M 0.4% -109 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 6,262 $2.34M 0.45% +1,153 13F-HR Timeline SK Wealth Management, LLC More: the full row for SK Wealth Management, LLC 4,614 $2.33M 0.53% -122 13F-HR Timeline CORRADO ADVISORS, LLC More: the full row for CORRADO ADVISORS, LLC 6,257 $2.33M 1.07% -57 13F-HR Timeline Shepherd Street Advisors LLC More: the full row for Shepherd Street Advisors LLC 5,899 $2.33M 2.05% -175 13F-HR Timeline ADVISORTRUST PARTNERS, LLC More: the full row for ADVISORTRUST PARTNERS, LLC 6,256 $2.33M 0.8% +866 13F-HR Timeline CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 6,256 $2.33M 0.49% +3,396 13F-HR Timeline INTREPID CAPITAL MANAGEMENT INC More: the full row for INTREPID CAPITAL MANAGEMENT INC 6,251 $2.33M 0.83% -591 13F-HR Timeline EIGHT 31 FINANCIAL, LLC More: the full row for EIGHT 31 FINANCIAL, LLC 6,251 $2.33M 1.39% -549 13F-HR Timeline Redwood Family Wealth LLC More: the full row for Redwood Family Wealth LLC 6,247 $2.33M 2.06% -61 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 6,243 $2.33M 1.53% +14 13F-HR Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 6,235 $2.33M 0.6% +147 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 6,235 $2.33M 0.26% +153 13F-HR Timeline Objectivity Squared, LLC More: the full row for Objectivity Squared, LLC 6,230 $2.32M 1.31% +685 13F-HR Timeline CHECK CAPITAL MANAGEMENT INC/CA More: the full row for CHECK CAPITAL MANAGEMENT INC/CA 6,229 $2.32M 0.13% +150 13F-HR/A Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 6,228 $2.32M 0.58% -266 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 6,220 $2.32M 1.04% -264 13F-HR Timeline Jeter Robert S II More: the full row for Jeter Robert S II 6,009 $2.31M 2.22% +1,120 13F-HR Timeline Junk Investment Group, LLC More: the full row for Junk Investment Group, LLC 6,203 $2.31M 1.02% -44 13F-HR Timeline Capstone Wealth Management Group, Inc. in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group, Inc. 6,202 $2.31M 1.39% 13F-HR Timeline Group Aspiring Ventures, LLC More: the full row for Aspiring Ventures, LLC 6,192 $2.31M 0.61% -8,885 13F-HR Timeline LITTLEJOHN FINANCIAL SERVICES, INC. More: the full row for LITTLEJOHN FINANCIAL SERVICES, INC. 6,188 $2.31M 1.68% +1,190 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 6,186 $2.31M 1.08% +490 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 6,183 $2.31M 0.73% +5 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 6,183 $2.31M 0.14% +230 13F-HR Timeline ARK Investment Management LLC in group ARK Investment Management LLC More: the full row for ARK Investment Management LLC 6,177 $2.3M 0.01% -222 13F-HR Timeline Group Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 6,165 $2.3M 1.09% -15 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 6,160 $2.3M 1.18% +562 13F-HR Timeline Rezny Wealth Management, Inc. More: the full row for Rezny Wealth Management, Inc. 6,141 $2.29M 0.4% +856 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 6,140 $2.29M 0.62% +487 13F-HR Timeline Prairiewood Capital, LLC More: the full row for Prairiewood Capital, LLC 6,137 $2.29M 0.59% +348 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 6,128 $2.29M 1.34% +526 13F-HR Timeline FORMULATE FINANCIAL LLC More: the full row for FORMULATE FINANCIAL LLC 6,124 $2.28M 2.4% -25 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 6,123 $2.28M 1.58% -148 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 6,116 $2.28M 1.38% -30 13F-HR Timeline WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 6,113 $2.28M 1.23% -120 13F-HR Timeline CORTLAND ASSOCIATES INC/MO More: the full row for CORTLAND ASSOCIATES INC/MO 6,102 $2.28M 0.33% -12 13F-HR Timeline Sun Group Wealth Partners More: the full row for Sun Group Wealth Partners 6,098 $2.27M 1.55% +406 13F-HR Timeline Meadowbrook Wealth Management, LLC More: the full row for Meadowbrook Wealth Management, LLC 6,091 $2.27M 2.45% -931 13F-HR Timeline LSP Investment Advisors, LLC in group LSP Investment Advisors, LLC More: the full row for LSP Investment Advisors, LLC 6,088 $2.27M 2.09% -2,192 13F-HR Timeline Group PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 6,083 $2.27M 0.51% -57 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 6,083 $2.27M 1.13% +672 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 6,081 $2.27M 0.65% -48 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 6,074 $2.27M 0.85% +541 13F-HR Timeline PROVIDENT TRUST CO More: the full row for PROVIDENT TRUST CO 6,072 $2.26M 0.05% -3,000 13F-HR Timeline Core Capital Management & Research, inc. More: the full row for Core Capital Management & Research, inc. 4,652 $2.26M 1.19% 13F-HR Timeline George Kaiser Family Foundation More: the full row for George Kaiser Family Foundation 6,062 $2.26M 0.22% +5,024 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 6,055 $2.26M 1.53% 0 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 6,042 $2.25M 1.49% +70 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 4,603 $2.25M 1.77% -1 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 6,034 $2.25M 0.84% -223 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 6,033 $2.25M 0.32% -2 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 6,033 $2.25M 0.47% -136 13F-HR Timeline Palacios Wealth Management, LLC More: the full row for Palacios Wealth Management, LLC 6,030 $2.25M 1.33% +168 13F-HR Timeline Paradigm Capital Management, LLC/NV More: the full row for Paradigm Capital Management, LLC/NV 6,029 $2.25M 1.93% -131 13F-HR Timeline Legend Capital Advisors LLC More: the full row for Legend Capital Advisors LLC 6,029 $2.25M 1.22% 0 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 6,025 $2.25M 1.21% -1,391 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 6,019 $2.25M 0.19% new 13F-HR Timeline Elevate Capital Advisors, LLC More: the full row for Elevate Capital Advisors, LLC 6,016 $2.24M 1.24% +428 13F-HR Timeline Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 6,015 $2.24M 1.66% +21 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 6,010 $2.24M <0.01% -3,475 13F-HR Timeline CPWA, LLC More: the full row for CPWA, LLC 6,011 $2.24M 2.6% -1 13F-HR Timeline Evansbrook LLC More: the full row for Evansbrook LLC 6,008 $2.24M 1.34% -52 13F-HR Timeline MONETTA FINANCIAL SERVICES INC More: the full row for MONETTA FINANCIAL SERVICES INC 6,000 $2.24M 1.51% -2,000 13F-HR Timeline VIKING FUND MANAGEMENT LLC More: the full row for VIKING FUND MANAGEMENT LLC 6,000 $2.24M 0.2% 0 13F-HR Timeline PING CAPITAL MANAGEMENT, INC. More: the full row for PING CAPITAL MANAGEMENT, INC. 6,000 $2.24M 0.73% +3,000 13F-HR Timeline Timelo Investment Management Inc. in group Timelo Investment Management … More: the full row for Timelo Investment Management Inc. 6,000 $2.24M 2.8% -3,000 13F-HR Timeline Group Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 5,983 $2.23M 1.07% -5,187 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 5,981 $2.23M 1.22% +425 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 5,981 $2.23M 1.26% -162 13F-HR Timeline CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 5,976 $2.23M 0.58% +201 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 5,968 $2.23M 1.44% +424 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 5,933 $2.21M 0.42% +9 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 5,927 $2.21M 0.41% +317 13F-HR Timeline Elevated Private Wealth, LLC More: the full row for Elevated Private Wealth, LLC 5,921 $2.21M 2.1% 13F-HR Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 5,908 $2.2M 0.75% -182 13F-HR Timeline Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 5,906 $2.2M 0.36% -466 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 5,905 $2.2M 0.57% +1,226 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 5,904 $2.2M 0.19% +102 13F-HR Timeline Connecticut Capital Management Group, L… More: the full row for Connecticut Capital Management Group, LLC 5,901 $2.2M 1.77% +290 13F-HR Timeline Castellan Group More: the full row for Castellan Group 5,900 $2.2M 0.24% -300 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 5,893 $2.2M 0.31% +17 13F-HR Timeline Chokshi & Queen Wealth Advisors, Inc More: the full row for Chokshi & Queen Wealth Advisors, Inc 5,892 $2.2M 1.02% +400 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 5,885 $2.2M 0.02% +5,099 13F-HR Timeline Group COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 5,884 $2.19M 0.45% -421 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 5,881 $2.19M 1.38% -4,468 13F-HR Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 5,880 $2.19M 1.85% -832 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 5,880 $2.19M 0.51% -92 13F-HR Timeline Artemis Wealth Advisors, LLC More: the full row for Artemis Wealth Advisors, LLC 5,878 $2.19M 0.26% -594 13F-HR/A Timeline ARWA LLC More: the full row for ARWA LLC 5,464 $2.19M 0.91% -722 13F-HR Timeline Coquina Private Wealth LLC More: the full row for Coquina Private Wealth LLC 5,874 $2.19M 1.49% +47 13F-HR Timeline RESTON WEALTH MANAGEMENT LLC More: the full row for RESTON WEALTH MANAGEMENT LLC 5,870 $2.19M 0.59% +241 13F-HR Timeline Cravens & Co Advisors, LLC More: the full row for Cravens & Co Advisors, LLC 5,865 $2.19M 1.47% +918 13F-HR Timeline Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 5,861 $2.19M 1.27% -6 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 5,854 $2.18M 1.13% -26 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 5,851 $2.18M 0.43% -474 13F-HR Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 5,851 $2.18M 0.77% +1,070 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 5,843 $2.18M 0.87% -189 13F-HR Timeline Cardinal Strategic Wealth Guidance More: the full row for Cardinal Strategic Wealth Guidance 5,837 $2.18M 0.49% -25 13F-HR Timeline ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 5,658 $2.18M 2.14% -543 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 5,828 $2.17M 0.37% +484 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 5,826 $2.17M 0.23% +880 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 5,824 $2.17M 0.29% -148 13F-HR Timeline Noble Wealth Partners LLC More: the full row for Noble Wealth Partners LLC 5,822 $2.17M 1.89% 13F-HR Timeline Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 5,812 $2.17M -178 Timeline CARLSON FINANCIAL, INC. More: the full row for CARLSON FINANCIAL, INC. 5,807 $2.17M 1.11% +117 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 5,809 $2.17M 1.07% +174 13F-HR Timeline Markin Asset Management, LP group of 2 filers holding More: the full row for Markin Asset Management, LP 5,803 $2.16M +892 Timeline BDFS Capital LLC More: the full row for BDFS Capital LLC 5,794 $2.16M 0.94% +771 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 5,780 $2.16M 0.4% -64 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 5,779 $2.16M 0.54% -274 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 5,774 $2.15M 1.23% +782 13F-HR Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 5,766 $2.15M 0.66% +2,566 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 5,765 $2.15M 0.83% -31 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 5,763 $2.15M 0.12% -3,702 13F-HR Timeline Silverberg Bernstein Capital Management… More: the full row for Silverberg Bernstein Capital Management LLC 5,762 $2.15M 0.82% 0 13F-HR Timeline AtlasMark Financial, Inc More: the full row for AtlasMark Financial, Inc 5,761 $2.15M 1.06% 0 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 5,749 $2.14M 0.67% +238 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 5,746 $2.14M 0.56% +100 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 5,745 $2.14M 1.03% +20 13F-HR Timeline Center for Wealth Management Advisory More: the full row for Center for Wealth Management Advisory 5,734 $2.14M 1.34% +576 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 5,727 $2.14M 0.48% +2,551 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 5,724 $2.14M 0.18% +56 13F-HR Timeline Atlas Wealth Partners, LLC More: the full row for Atlas Wealth Partners, LLC 5,724 $2.14M 2.33% -10 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 5,722 $2.13M 0.94% -614 13F-HR Timeline Pachira Investments Inc. More: the full row for Pachira Investments Inc. 5,717 $2.13M 0.8% +348 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 5,716 $2.13M 0.88% +229 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 5,715 $2.13M 0.77% +28 13F-HR Timeline Apex Wealth Management, LLC More: the full row for Apex Wealth Management, LLC 5,714 $2.13M 1.3% +25 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 5,713 $2.13M 0.6% +842 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 5,711 $2.13M 0.51% -34 13F-HR Timeline A. D. Beadell Investment Counsel, Inc. More: the full row for A. D. Beadell Investment Counsel, Inc. 5,710 $2.13M 1.36% -125 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 5,697 $2.13M 0.62% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 5,690 $2.12M 0.49% +2,186 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 5,687 $2.12M 0.92% +707 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 5,716 $2.12M 1.51% +2,213 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 5,665 $2.11M 1.81% -56 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 5,664 $2.11M 0.45% +13 13F-HR Timeline Lipe & Dalton More: the full row for Lipe & Dalton 5,653 $2.11M 0.98% +70 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 5,652 $2.11M 0.61% +299 13F-HR Timeline Avail Investment Partners, LLC More: the full row for Avail Investment Partners, LLC 5,648 $2.11M 1.62% +2,170 13F-HR Timeline Guided Capital Wealth Management, LLC More: the full row for Guided Capital Wealth Management, LLC 5,648 $2.11M 1.23% -285 13F-HR Timeline Ark Wealth Advisors LLC More: the full row for Ark Wealth Advisors LLC 5,648 $2.11M 1.87% +1,140 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 5,645 $2.11M 0.31% -22,942 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 5,645 $2.11M 1.68% -75 13F-HR Timeline Elite Life Management LLC More: the full row for Elite Life Management LLC 4,311 $2.1M 2.46% +145 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 5,629 $2.1M 0.15% +1,459 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 5,374 $2.1M 0.68% -75 13F-HR Timeline Lord & Richards Wealth Management, LLC More: the full row for Lord & Richards Wealth Management, LLC 5,613 $2.09M 1.64% +134 13F-HR Timeline Capitol Family Office, Inc. 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