BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 17,834 $3.33M 2.41% +2,601 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 19,093 $3.33M 0.94% +403 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 17,811 $3.32M 0.17% -1,723 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 17,803 $3.32M 1.04% -900 13F-HR Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 17,794 $3.32M 0.97% +63 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 17,793 $3.32M 1.73% +746 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 17,786 $3.32M 1.11% +2,433 13F-HR Timeline IMZ Advisory Inc More: the full row for IMZ Advisory Inc 17,784 $3.32M 1.21% -61 13F-HR Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 17,780 $3.32M 1.37% +372 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 17,750 $3.31M 0.49% -360 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 17,716 $3.3M 1.14% -190 13F-HR Timeline QUATTRO FINANCIAL ADVISORS LLC More: the full row for QUATTRO FINANCIAL ADVISORS LLC 17,689 $3.3M 0.98% +3,004 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 17,644 $3.29M 1.17% -467 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 17,379 $3.28M 1.27% +71 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 17,595 $3.28M 1.36% -2,055 13F-HR Timeline Tailwinds Wealth, LLC More: the full row for Tailwinds Wealth, LLC 17,594 $3.28M 3.54% 13F-HR Timeline Palmer Knight Co More: the full row for Palmer Knight Co 17,557 $3.27M 1.72% -4,596 13F-HR Timeline Baer Investment Advisory LLC More: the full row for Baer Investment Advisory LLC 17,550 $3.27M 4.57% -115 13F-HR Timeline Alaska Permanent Capital Management, LLC group of 2 filers holding More: the full row for Alaska Permanent Capital Management, LLC 17,522 $3.27M +9,905 Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 17,519 $3.27M 0.69% +1,844 13F-HR Timeline Torrey Growth & Income Advisors More: the full row for Torrey Growth & Income Advisors 17,376 $3.27M 1.14% -568 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 17,503 $3.26M 0.57% +510 13F-HR Timeline Saiph Capital, LLC More: the full row for Saiph Capital, LLC 17,493 $3.26M 1.17% -231 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 148,123 $3.26M 2.27% +130,652 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 17,461 $3.26M 1% -1,600 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 17,438 $3.25M 0.66% +476 13F-HR Timeline Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 17,431 $3.25M 0.62% 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 17,426 $3.25M 0.62% -18,794 13F-HR Timeline Family Legacy, Inc. More: the full row for Family Legacy, Inc. 17,409 $3.25M 0.97% -16 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 17,402 $3.25M 1.02% -1,149 13F-HR Timeline Group Grange Capital, LLC More: the full row for Grange Capital, LLC 17,392 $3.24M 3.11% -4,689 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 17,344 $3.23M 0.48% -2,562 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 17,332 $3.23M 0.26% -1,329 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 17,314 $3.23M 1.65% 13F-HR Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 17,310 $3.23M 1.81% -308 13F-HR Timeline CLG LLC More: the full row for CLG LLC 17,234 $3.21M 0.8% -843 13F-HR Timeline Elite Life Management LLC More: the full row for Elite Life Management LLC 17,332 $3.21M 5.21% +3,256 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 17,230 $3.21M 1.16% -165 13F-HR Timeline BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 17,225 $3.21M 1.42% -525 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 17,210 $3.21M 1.15% +691 13F-HR Timeline Future Fund LLC More: the full row for Future Fund LLC 17,203 $3.21M 1.02% -12,653 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 17,193 $3.21M 3.67% -8,894 13F-HR Timeline NDVR, Inc. More: the full row for NDVR, Inc. 17,185 $3.21M 2.66% -198 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 17,182 $3.2M 1.8% 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 17,174 $3.2M 1.39% 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 17,124 $3.19M 1.43% -756 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 17,248 $3.19M 0.47% -1,084 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 17,080 $3.19M 0.63% -1,498 13F-HR/A Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 17,066 $3.18M 1.08% +2,881 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 17,055 $3.18M 0.2% +8,068 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 17,041 $3.18M 0.54% -369 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 17,040 $3.18M 1.61% -146 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 17,023 $3.17M 0.88% +11,795 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 17,014 $3.17M 0.35% 13F-HR Timeline Vienna Powszechne Towarzystwo Emerytaln… More: the full row for Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 17,000 $3.17M 1.55% 0 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 16,989 $3.17M 0.44% +8,547 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 16,983 $3.17M 1.03% +2,552 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 16,970 $3.16M 0.49% -1,214 13F-HR Timeline Momentum Wealth Planning, LLC More: the full row for Momentum Wealth Planning, LLC 16,908 $3.15M 2.46% -336 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 16,891 $3.15M 0.59% -459 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 16,882 $3.15M 0.14% new 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 16,846 $3.14M 0.44% +974 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 16,796 $3.13M 2.56% +820 13F-HR Timeline Vivid Wealth Management, LLC More: the full row for Vivid Wealth Management, LLC 16,795 $3.13M 1.22% +411 13F-HR Timeline PUFF WEALTH MANAGEMENT, LLC More: the full row for PUFF WEALTH MANAGEMENT, LLC 16,564 $3.13M 4.04% +318 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 16,771 $3.13M 0.31% +189 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 16,766 $3.13M 2.37% -190 13F-HR Timeline Torrey-Payne Wealth Management, LLC More: the full row for Torrey-Payne Wealth Management, LLC 16,768 $3.13M 2.8% 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 16,765 $3.13M 0.49% +293 13F-HR Timeline Vantus Wealth LLC More: the full row for Vantus Wealth LLC 16,684 $3.11M 2.29% 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 16,679 $3.11M 1.79% +159 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 16,648 $3.1M 0.34% -2,000 13F-HR Timeline Katamaran Capital LLP More: the full row for Katamaran Capital LLP 16,625 $3.1M 2.35% +5,997 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 16,616 $3.1M 0.59% +6,372 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 16,615 $3.1M 1.18% -1,318 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 16,614 $3.1M 0.62% -2,422 13F-HR Timeline Rezny Wealth Management, Inc. More: the full row for Rezny Wealth Management, Inc. 16,609 $3.1M 0.62% +24 13F-HR Timeline St. Louis Financial Planners Asset Mana… More: the full row for St. Louis Financial Planners Asset Management, LLC 16,573 $3.09M 1.9% -82 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 16,568 $3.09M 1.64% -945 13F-HR Timeline Berkshire Money Management, Inc. More: the full row for Berkshire Money Management, Inc. 16,551 $3.09M 0.29% +631 13F-HR Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 16,535 $3.08M 1.11% +102 13F-HR Timeline WealthSpring Partners, LLC More: the full row for WealthSpring Partners, LLC 16,529 $3.08M 3.16% 13F-HR Timeline Platt Wealth Management LLC More: the full row for Platt Wealth Management LLC 16,519 $3.08M 3.05% 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 16,508 $3.08M 1.93% +6,456 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 16,489 $3.08M 0.71% -1,710 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 16,489 $3.08M 1.62% 13F-HR Timeline S Harris Financial Group, LLC More: the full row for S Harris Financial Group, LLC 16,480 $3.07M 2.94% 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 16,478 $3.07M 1.03% +83 13F-HR Timeline Connective Portfolio Management, LLC More: the full row for Connective Portfolio Management, LLC 16,475 $3.07M 5.54% +5,000 13F-HR Timeline Schorn Wealth LLC More: the full row for Schorn Wealth LLC 16,466 $3.07M 0.93% -182 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 16,464 $3.07M 1.63% +1,782 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 16,400 $3.06M 1.34% +15,517 13F-HR Timeline Index Technologies Group LLC More: the full row for Index Technologies Group LLC 16,364 $3.05M 3.19% 13F-HR Timeline Persistent Asset Partners Ltd More: the full row for Persistent Asset Partners Ltd 16,342 $3.05M 1.47% +4,728 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 16,321 $3.04M 0.83% -49 13F-HR Timeline Cornerstone Capital, Inc. More: the full row for Cornerstone Capital, Inc. 16,320 $3.04M 0.3% -431 13F-HR Timeline RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 16,305 $3.04M 2.07% -62 13F-HR Timeline RICE HALL JAMES & ASSOCIATES, LLC More: the full row for RICE HALL JAMES & ASSOCIATES, LLC 16,288 $3.04M 0.17% -210 13F-HR Timeline SURIENCE PRIVATE WEALTH LLC More: the full row for SURIENCE PRIVATE WEALTH LLC 16,264 $3.03M 3.43% -6,795 13F-HR Timeline Corvex Management LP More: the full row for Corvex Management LP 16,250 $3.03M 0.1% 0 13F-HR Timeline MARTIN & CO INC /TN/ More: the full row for MARTIN & CO INC /TN/ 16,235 $3.03M 0.52% -2,346 13F-HR Timeline Fosun International Ltd More: the full row for Fosun International Ltd 16,235 $3.03M 0.7% +3,300 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 16,234 $3.03M 0.34% +3,513 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 16,223 $3.03M 1.44% -560 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 16,220 $3.02M 1.3% +489 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 16,210 $3.02M 2.24% +919 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 16,205 $3.02M 2.19% -237 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 16,195 $3.02M 0.73% -3,742 13F-HR Timeline Taproot Management LP More: the full row for Taproot Management LP 16,194 $3.02M 0.49% 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 16,126 $3.01M 2.04% -559 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 16,121 $3.01M 1.88% 13F-HR Timeline Cooper Capital Advisors LLC More: the full row for Cooper Capital Advisors LLC 16,116 $3.01M 1.89% +42 13F-HR Timeline Laidlaw Wealth Management LLC More: the full row for Laidlaw Wealth Management LLC 16,115 $3.01M 9.3% -4,450 13F-HR Timeline SACKS & ASSOCIATES, LLC More: the full row for SACKS & ASSOCIATES, LLC 16,087 $3M 2.2% 13F-HR Timeline Paragon Capital Management LLC More: the full row for Paragon Capital Management LLC 16,079 $3M 1.52% -267 13F-HR Timeline Genesis Financial Group, LLC More: the full row for Genesis Financial Group, LLC 16,077 $3M 1.74% 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 16,044 $2.99M 2.69% +1,546 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 16,034 $2.99M 1.08% -896 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 16,015 $2.99M 1.27% -19 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 15,948 $2.98M 0.78% +547 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 16,001 $2.98M 1.88% +745 13F-HR Timeline Pavaki Capital Management LLC More: the full row for Pavaki Capital Management LLC 16,000 $2.98M 2.08% 13F-HR/A Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 15,995 $2.98M 0.3% +1,125 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 15,981 $2.98M 2.39% -448 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 15,963 $2.98M 0.73% +9,102 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 15,956 $2.98M 0.9% -427 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 15,943 $2.97M 0.81% -39 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 15,622 $2.97M 0.62% -1,024 13F-HR Timeline Capital Squared Financial LLC More: the full row for Capital Squared Financial LLC 15,905 $2.97M 2.31% -137 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 15,870 $2.96M 0.3% -1,102 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 15,869 $2.96M 1.3% +857 13F-HR Timeline BOURNE LENT ASSET MANAGEMENT INC More: the full row for BOURNE LENT ASSET MANAGEMENT INC 15,865 $2.96M 0.98% -1,600 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 15,848 $2.96M 0.3% -36,094 13F-HR Timeline Group Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 15,838 $2.95M 2.12% +2 13F-HR Timeline SNOWWATER INVESTMENT PARTNERS, LLC More: the full row for SNOWWATER INVESTMENT PARTNERS, LLC 15,828 $2.95M 2.72% 13F-HR Timeline Pathfinder Wealth Consulting, Inc. More: the full row for Pathfinder Wealth Consulting, Inc. 15,756 $2.94M 1.86% 13F-HR Timeline MCDANIEL TERRY & CO More: the full row for MCDANIEL TERRY & CO 15,755 $2.94M 0.26% -8,991 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 15,691 $2.93M 1.78% +399 13F-HR Timeline Altar Rock LLC More: the full row for Altar Rock LLC 15,685 $2.93M 3.51% 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 15,684 $2.93M 0.46% +1,582 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 15,677 $2.92M 1.26% -187 13F-HR Timeline HITE Hedge Asset Management LLC More: the full row for HITE Hedge Asset Management LLC 15,673 $2.92M 0.19% -8,350 13F-HR Timeline Barbara Oil Co. More: the full row for Barbara Oil Co. 15,640 $2.92M 1.08% 0 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 15,612 $2.91M 1.34% -55 13F-HR Timeline LAWOOD & CO More: the full row for LAWOOD & CO 15,578 $2.91M 2.75% 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 15,574 $2.9M 2.01% -6,186 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 15,569 $2.9M 0.18% -5 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 15,537 $2.9M 0.91% +2,885 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 15,521 $2.89M 1.59% -89 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 15,481 $2.89M 1.45% -104 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 15,480 $2.89M 0.41% -3,272 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 15,391 $2.87M 1.49% +2,142 13F-HR Timeline ARMSTRONG HENRY H ASSOCIATES INC More: the full row for ARMSTRONG HENRY H ASSOCIATES INC 15,372 $2.87M 0.27% 0 13F-HR Timeline LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 15,369 $2.87M 1.02% +7,338 13F-HR Timeline Headland Capital, LLC More: the full row for Headland Capital, LLC 15,360 $2.86M 0.8% -237 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 15,356 $2.86M 1% -79 13F-HR/A Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 15,334 $2.86M 1.44% +148 13F-HR Timeline Gaddis Premier Wealth Advisors LLC More: the full row for Gaddis Premier Wealth Advisors LLC 15,326 $2.86M 2.17% 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 15,304 $2.85M 2.89% -1,721 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 15,292 $2.85M 0.35% -570 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 15,273 $2.85M 1.31% +2,320 13F-HR Timeline JW Asset Management, LLC More: the full row for JW Asset Management, LLC 15,250 $2.84M 0.93% 0 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 15,242 $2.84M 1.44% -945 13F-HR Timeline SAM Advisors, LLC More: the full row for SAM Advisors, LLC 15,185 $2.83M 0.9% +87 13F-HR Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 15,182 $2.83M 2.05% -1,925 13F-HR Timeline Yelin Lapidot Holdings Management Ltd. in group Yelin Lapidot Holdings Manage… More: the full row for Yelin Lapidot Holdings Management Ltd. 15,180 $2.83M 0.57% +18 13F-HR Timeline Group Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 15,175 $2.83M 1.91% -1,599 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 15,173 $2.83M 1.54% +439 13F-HR Timeline Presidio Capital Management, LLC More: the full row for Presidio Capital Management, LLC 15,137 $2.82M 0.85% +53 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 15,135 $2.82M 1.18% +11,482 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 15,127 $2.82M 1.45% +2,000 13F-HR Timeline Flavin Financial Services, Inc. More: the full row for Flavin Financial Services, Inc. 15,110 $2.82M 1.93% +628 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 15,068 $2.81M 0.27% -2,565 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 15,037 $2.8M 0.27% +144 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 15,035 $2.8M 0.38% +327 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 15,031 $2.8M 0.95% -32 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 15,022 $2.8M 1.86% -104 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 15,020 $2.8M 0.97% -798 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 15,018 $2.8M 0.53% 0 13F-HR Timeline EASTERLY INVESTMENT PARTNERS LLC More: the full row for EASTERLY INVESTMENT PARTNERS LLC 15,000 $2.8M 0.17% 0 13F-HR Timeline TLWM More: the full row for TLWM 14,980 $2.79M 0.51% +98 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 14,953 $2.79M 0.66% +371 13F-HR Timeline Morangie Management LLC More: the full row for Morangie Management LLC 14,946 $2.79M 2.22% +1,850 13F-HR Timeline LIGHTHOUSE FINANCIAL SERVICES INC /ADV More: the full row for LIGHTHOUSE FINANCIAL SERVICES INC /ADV 14,922 $2.78M 0.64% 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 14,917 $2.78M 0.51% -280 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 14,900 $2.78M 0.23% -2,863 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 14,876 $2.77M 1.27% -2,435 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 14,851 $2.77M 1.45% -317 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 14,830 $2.77M 0.24% +882 13F-HR Timeline Group CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 14,807 $2.76M 1.08% +2,111 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 14,796 $2.76M 0.33% -1,425 13F-HR Timeline Bienville Capital Management, LLC More: the full row for Bienville Capital Management, LLC 14,795 $2.76M 0.44% -254 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 14,795 $2.76M 1.17% 0 13F-HR Timeline Portus Wealth Advisors, LLC More: the full row for Portus Wealth Advisors, LLC 14,760 $2.75M 2.6% +532 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 14,747 $2.75M 2.56% +127 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 14,731 $2.75M 1.9% -538 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 14,727 $2.75M 0.52% -159 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 14,690 $2.74M 0.66% +3 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 14,677 $2.74M 1.27% +3,011 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 14,665 $2.73M 1.72% -19,529 13F-HR Timeline