VICUS CAPITAL More: the full row for VICUS CAPITAL 2,772 $209K 0.02% -444 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 2,763 $209K 0.1% +998 13F-HR Timeline Monte Financial Group, LLC More: the full row for Monte Financial Group, LLC 2,765 $209K 0.08% new 13F-HR Timeline Wheelhouse Advisory Group LLC More: the full row for Wheelhouse Advisory Group LLC 2,764 $209K 0.09% new 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 2,760 $208K 0.01% 0 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 2,759 $208K 0.02% new 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 2,754 $208K 0.01% new 13F-HR/A Timeline Fosun International Ltd More: the full row for Fosun International Ltd 2,749 $208K 0.08% -8,031 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 2,755 $207K 0.03% -604 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 2,464 $207K 0.09% new 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 2,741 $207K 0.08% new 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 2,731 $206K 0.07% new 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 2,729 $206K 0.06% +60 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 2,725 $206K 0.02% new 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 2,724 $206K 0.06% new 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 2,721 $205K 0.09% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 2,611 $205K 0.04% -422 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 2,720 $205K 0.12% new 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 2,713 $205K 0.15% new 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 2,712 $205K 0.14% new 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 2,712 $205K 0.1% new 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 2,710 $205K 0.06% new 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 2,710 $205K 0.11% +1 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 2,703 $204K 0.02% new 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 2,702 $204K 0.02% +3 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 2,702 $204K 0.25% -5,105 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 2,701 $204K 0.1% new 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 2,699 $204K <0.01% -511 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 2,542 $204K 0.02% +741 13F-HR Timeline MONEYWISE, INC. More: the full row for MONEYWISE, INC. 2,696 $204K 0.09% new 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 2,691 $203K 0.11% 0 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 2,690 $203K 0.02% new 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 2,918 $203K 0.08% +1,976 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 2,687 $203K 0.04% new 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 2,685 $203K 0.04% new 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 2,676 $202K 0.09% new 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 2,667 $201K 0.05% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 2,655 $200K 0.09% +40 13F-HR Timeline WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 2,655 $200K 0.14% new 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 2,647 $200K 0.01% +424 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 2,621 $198K <0.01% new 13F-HR Timeline Group HEARTLAND ADVISORS INC More: the full row for HEARTLAND ADVISORS INC 2,600 $196K 0.01% new 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 2,600 $196K 0.1% -1,683 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,512 $190K 0.01% new 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 2,440 $184K 0.02% -59 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 2,430 $183K 0.04% +662 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 2,400 $181K 0.15% 0 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 2,396 $181K 0.05% -5,836 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 2,306 $174K 0.01% -225 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 2,280 $172K 0.11% -211 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 2,262 $171K <0.01% +441 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 2,242 $169K 0.05% -28 13F-HR Timeline CNB Bank More: the full row for CNB Bank 2,240 $169K 0.07% +1,271 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 2,237 $169K 0.02% +10 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 2,235 $169K 0.29% -80 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 2,218 $167K 0.04% +16 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 2,200 $166K 0.06% +296 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 2,163 $163K 0.07% +214 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 2,155 $163K 0.06% +100 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 2,127 $161K 0.04% +350 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 2,072 $156K 0.06% -11,460 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 2,065 $156K 0.06% +65 13F-HR/A Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2,044 $154K 0.02% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 2,005 $151K 0.01% -2,510 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 1,976 $149K 0.01% +1 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 1,958 $148K 0.1% +379 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 1,944 $147K 0.01% 0 13F-HR/A Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 1,920 $145K 0.07% +3 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 1,901 $144K 0.04% -271 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 1,890 $143K <0.01% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 1,849 $140K 0.02% +104 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,849 $140K 0.01% -293 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,845 $139K 0.03% +134 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1,826 $138K 0.01% -9 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 11,813 $136K 0.04% new 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 1,790 $135K 0.06% +12 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 1,725 $130K 0.04% +255 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,714 $129K 0.01% new 13F-HR Timeline Group Orion Capital Management LLC More: the full row for Orion Capital Management LLC 1,707 $129K 0.04% -823 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 1,701 $128K 0.05% -145 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 1,695 $128K 0.03% +375 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 1,663 $126K 0.01% -1,385 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 1,636 $124K 0.01% +55 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 1,618 $122K 0.08% 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 1,592 $120K 0.04% 0 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 1,586 $120K 0.02% new 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 1,578 $119K 0.05% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1,557 $118K 0.08% +1,550 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 1,554 $117K 0.14% 0 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 1,550 $117K 0.02% 0 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 1,520 $115K 0.02% new 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 1,489 $112K 0.07% -62 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 1,420 $107K 0.02% new 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 1,416 $107K 0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 1,400 $106K 0.07% -322 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 1,393 $105K 0.04% +1 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 1,392 $105K 0.01% 0 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 1,379 $104K 0.03% +154 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 1,350 $102K 0.07% -30 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 1,326 $100K 0.01% 0 13F-HR Timeline Group TSFG, LLC More: the full row for TSFG, LLC 1,323 $100K 0.02% +24 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 1,298 $98K 0.07% +10 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 1,271 $95.9K 0.07% +14 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 1,264 $95.4K 0.08% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 1,233 $93.1K 0.01% -80 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 1,225 $92.5K 0.06% 0 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 1,209 $91.3K 0.03% 0 13F-HR Timeline Boit C F David More: the full row for Boit C F David 1,200 $90.6K 0.04% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 1,155 $87.2K 0.01% -155 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 1,089 $82.2K 0.03% 0 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 1,080 $81.5K 0.03% new 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 1,076 $81.2K 0.05% -60 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 936 $79.8K 0.11% 13F-HR/A Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 1,030 $77.8K 0.05% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 1,024 $77.3K 0.07% +7 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 1,016 $76.7K 0.02% 0 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 1,000 $76K 0.02% 0 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 1,000 $75.5K 0.04% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 982 $74.2K 0.02% +2 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 976 $73.7K 0.03% -435 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 942 $71K 0.04% -177 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 910 $68.7K 0.04% -145 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 888 $67K 0.01% -270 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 872 $65.8K 0.08% new 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 859 $64.9K 0.04% +103 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 850 $64.2K 0.02% -124 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 840 $63.4K 0.05% 0 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 840 $63.4K 0.04% 0 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 804 $60.7K 0.04% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 800 $60.4K 0.04% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 783 $59.1K 0.01% +341 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 740 $55.9K 0.01% 0 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 729 $55K 0.02% -600 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 707 $53K <0.01% -3,137 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 700 $52.8K 0.06% -1,879 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 685 $51.7K 0.02% 0 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 661 $49.9K 0.03% 0 13F-HR Timeline Pilgrim Partners Asia Pte Ltd More: the full row for Pilgrim Partners Asia Pte Ltd 660 $49.8K 0.02% 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 586 $49.7K 0.01% +1 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 651 $49.2K 0.03% +4 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 639 $48.2K 0.02% new 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 630 $47.6K 0.03% -1 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 625 $47.2K 0.01% -12 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 622 $47K 0.04% -29 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 619 $46.7K 0.01% -16 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 618 $46.7K 0.02% 0 13F-HR Timeline Peck Wealth Management, LLC More: the full row for Peck Wealth Management, LLC 600 $45.3K 0.04% 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 591 $44.6K 0.02% +1 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 584 $44.1K 0.03% +80 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 570 $43K 0.01% -9 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 570 $43K 0.03% +120 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 561 $42.4K 0.01% +23 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 554 $41.8K <0.01% +511 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 547 $41.3K 0.01% -177 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 542 $40.9K 0.01% +51 13F-HR Timeline Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 540 $40.8K 0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 515 $38.9K <0.01% +9 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 512 $38.6K 0.02% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 500 $37.7K <0.01% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 496 $37.4K 0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 495 $37K 0.01% +10 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 494 $37K <0.01% +3 13F-HR Timeline Group HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 487 $36.8K 0.01% +194 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 483 $36.5K 0.03% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 460 $34.7K 0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 456 $34.4K 0.01% +237 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 455 $34.3K 0.01% 0 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 15,523 $33.8K 0.01% new 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 447 $33.7K <0.01% -300 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 446 $33.7K 0.01% +92 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 443 $33.4K 0.02% -1 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 434 $32.8K 0.02% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 428 $32.3K <0.01% -7 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 42,063 $31.8K 1.26% -1,050 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 404 $30.5K 0.01% -1 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 394 $30K 0.02% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 389 $29.4K 0.01% +3 13F-HR Timeline Strive Asset Management, LLC More: the full row for Strive Asset Management, LLC 386 $29.1K 0.02% new 13F-HR/A Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 385 $29.1K 0.01% +40 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 384 $29K 0.01% +40 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 384 $29K 0.02% -42 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 373 $28.2K 0.01% -44 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 373 $28.2K <0.01% 0 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 364 $27.5K 0.01% 0 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 354 $26.8K 0.02% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 352 $26.6K <0.01% -160 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 340 $25.7K 0.01% 0 13F-HR Timeline Rokos Capital Management LLP in group Rokos Capital Management LLP More: the full row for Rokos Capital Management LLP 333 $25.1K <0.01% new 13F-HR Timeline Group OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 330 $24.9K <0.01% 0 13F-HR Timeline Group Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 300 $24.9K 0.03% new 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 329 $24.9K <0.01% +1 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 324 $24.5K <0.01% +6 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 315 $23.8K 0.02% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 303 $22.9K <0.01% +5 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 167 $22.6K <0.01% -645 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 293 $22.1K 0.01% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 293 $22.1K 0.01% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 291 $22K 0.01% -23 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 288 $21.8K 0.01% +2 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 281 $21.2K <0.01% 0 13F-HR Timeline