FOGEL CAPITAL MANAGEMENT, INC. More: the full row for FOGEL CAPITAL MANAGEMENT, INC. 10,089 $1.88M 0.87% -106 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 10,054 $1.88M 0.43% +1,371 13F-HR Timeline Saudi Central Bank More: the full row for Saudi Central Bank 10,052 $1.87M 0.07% -19 13F-HR Timeline Wagner Wealth Management, Corp More: the full row for Wagner Wealth Management, Corp 10,051 $1.87M 1.85% 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 1,874,552 $1.87M 1.34% 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 10,043 $1.87M 1.74% +197 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 10,040 $1.87M 1.41% 13F-HR Timeline PURSUIT WEALTH STRATEGIES, LLC More: the full row for PURSUIT WEALTH STRATEGIES, LLC 10,028 $1.87M 2.62% 13F-HR Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 10,027 $1.87M 1.33% -14,800 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 10,014 $1.87M 1.62% 13F-HR Timeline DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 10,010 $1.87M 0.66% -859 13F-HR Timeline Grace & Mercy Foundation, Inc. More: the full row for Grace & Mercy Foundation, Inc. 10,000 $1.86M 0.42% 0 13F-HR Timeline Step Capital Management Pte. Ltd. More: the full row for Step Capital Management Pte. Ltd. 10,000 $1.86M 0.99% 13F-HR Timeline Eurizon Asset Management Hungary Ltd. More: the full row for Eurizon Asset Management Hungary Ltd. 10,000 $1.86M 26.41% 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 9,982 $1.86M 0.53% +505 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 9,948 $1.86M 0.95% 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 9,944 $1.85M 0.56% -14 13F-HR Timeline ACT Advisors, LLC. More: the full row for ACT Advisors, LLC. 9,934 $1.85M 0.73% +431 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 9,929 $1.85M 0.72% +90 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 9,926 $1.85M 1.13% +813 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 9,915 $1.85M 0.4% +125 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 9,909 $1.85M 1.16% 0 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 9,901 $1.85M 0.9% -35 13F-HR Timeline Sassicaia Capital Advisers LLC More: the full row for Sassicaia Capital Advisers LLC 9,880 $1.84M 4.04% -619,769 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 9,871 $1.84M 0.31% +363 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 9,857 $1.84M 0.59% +552 13F-HR Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 9,852 $1.84M 1.92% -317 13F-HR Timeline GoalFusion Wealth Management, LLC More: the full row for GoalFusion Wealth Management, LLC 9,836 $1.83M 0.85% +3,788 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 9,833 $1.83M 1.34% +112 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 9,833 $1.83M 0.1% -63 13F-HR Timeline Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 9,830 $1.83M 1.56% -127 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 9,910 $1.83M 0.28% -981 13F-HR Timeline ProCore Advisors, LLC More: the full row for ProCore Advisors, LLC 9,813 $1.83M 1.88% 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 9,797 $1.83M 0.31% +3,417 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 9,795 $1.83M 0.33% -7,879 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 9,789 $1.83M 1% +299 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 9,763 $1.82M 0.09% -777 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 9,756 $1.82M 0.04% -3,152 13F-HR Timeline 25 LLC More: the full row for 25 LLC 9,749 $1.82M 0.58% +341 13F-HR Timeline Keystone Financial Services, LLC More: the full row for Keystone Financial Services, LLC 9,731 $1.81M 1.24% -529 13F-HR Timeline KENNICOTT CAPITAL MANAGEMENT LLC More: the full row for KENNICOTT CAPITAL MANAGEMENT LLC 9,730 $1.81M 0.88% 0 13F-HR Timeline Monte Financial Group, LLC More: the full row for Monte Financial Group, LLC 9,730 $1.81M 0.68% -3,604 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 9,694 $1.81M 0.13% -951 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 9,682 $1.81M 1.19% -7,447 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 9,677 $1.8M 0.2% +4,972 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 9,672 $1.8M 0.89% -213 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 9,667 $1.8M 0.89% +485 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 9,660 $1.8M 0.6% +2,231 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 9,653 $1.8M 0.65% +127 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 9,650 $1.8M 1.02% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 9,628 $1.8M 1.71% 13F-HR Timeline WESTCO ADVISORY SERVICES INC /ADV More: the full row for WESTCO ADVISORY SERVICES INC /ADV 9,613 $1.79M 1.1% 13F-HR Timeline Spectrum Investment Advisors, Inc. More: the full row for Spectrum Investment Advisors, Inc. 9,603 $1.79M 0.9% +5,136 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 9,600 $1.79M 1.33% +70 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 9,589 $1.79M 0.96% +2,250 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 9,582 $1.79M 1% +238 13F-HR Timeline Kondo Wealth Advisors, Inc. More: the full row for Kondo Wealth Advisors, Inc. 9,580 $1.79M 0.68% -259 13F-HR Timeline Dala Group, LLC More: the full row for Dala Group, LLC 9,580 $1.79M 1.55% 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 9,564 $1.78M 0.38% +2,126 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 9,510 $1.77M 1.18% -1,742 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 9,503 $1.77M 0.13% +234 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 9,502 $1.77M 0.29% -1,347 13F-HR Timeline South Shore Capital Advisors More: the full row for South Shore Capital Advisors 9,492 $1.77M 1.29% 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 9,453 $1.77M 0.22% -1,229 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 9,489 $1.77M 0.07% +12 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 9,473 $1.77M 1.06% +1,164 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 9,472 $1.77M 0.67% +2,445 13F-HR Timeline PPS&V ASSET MANAGEMENT CONSULTANTS, INC. More: the full row for PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 9,458 $1.76M 1.02% -599 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 9,444 $1.76M 1.2% +1,053 13F-HR Timeline Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 9,438 $1.76M 0.31% -770 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 9,424 $1.76M 0.96% -1,536 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 9,420 $1.76M 0.43% +1,387 13F-HR Timeline Nicholson Meyer Capital Management, Inc. More: the full row for Nicholson Meyer Capital Management, Inc. 9,405 $1.75M 1.33% -4,848 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 9,396 $1.75M 0.3% -303 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 10,033 $1.75M 0.78% -730 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 9,365 $1.75M 0.12% new 13F-HR Timeline North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 9,354 $1.74M 1.03% -1,179 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 9,353 $1.74M 1.24% -3,267 13F-HR Timeline Northeast Financial Group, Inc. in group Northeast Financial Group, In… More: the full row for Northeast Financial Group, Inc. 9,341 $1.74M 0.44% -5,686 13F-HR Timeline Group WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 9,224 $1.74M 0.51% +249 13F-HR Timeline Serenity Investment Advisors More: the full row for Serenity Investment Advisors 9,406 $1.74M 1.02% 13F-HR Timeline Atwater Malick LLC More: the full row for Atwater Malick LLC 9,321 $1.74M 0.48% -177 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 9,299 $1.73M 0.61% 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 9,280 $1.73M 1.37% -417 13F-HR Timeline Split Rock Private Trading & Wealth Man… More: the full row for Split Rock Private Trading & Wealth Management, LLC 9,275 $1.73M 1.39% 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 9,260 $1.73M 1.23% -287 13F-HR Timeline Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 9,258 $1.73M 1.38% +1,098 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 9,240 $1.72M 0.26% -166 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 9,226 $1.72M 0.17% -77 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 9,224 $1.72M 0.19% +1,225 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 9,217 $1.72M 1.71% 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 9,210 $1.72M 0.25% 0 13F-HR Timeline Group Retirement Management Systems Inc. More: the full row for Retirement Management Systems Inc. 9,209 $1.72M 0.44% 13F-HR Timeline DEEPWATER ASSET MANAGEMENT, LLC More: the full row for DEEPWATER ASSET MANAGEMENT, LLC 9,202 $1.72M 0.5% -1,446 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 9,200 $1.72M 2.37% -13,400 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 9,195 $1.71M 0.39% +65 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 9,185 $1.71M 0.38% 0 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 9,184 $1.71M 0.69% -13 13F-HR Timeline William Allan Corp More: the full row for William Allan Corp 9,169 $1.71M 0.97% -934 13F-HR Timeline Brookmont Capital Management More: the full row for Brookmont Capital Management 9,168 $1.71M 0.99% +1 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 9,155 $1.71M 0.38% +439 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 9,145 $1.71M 0.15% -70 13F-HR Timeline Kellett Wealth Advisors, LLC More: the full row for Kellett Wealth Advisors, LLC 9,147 $1.71M 0.97% +749 13F-HR Timeline Veridan Wealth LLC More: the full row for Veridan Wealth LLC 9,146 $1.71M 0.57% +7 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 9,145 $1.71M 0.16% +2,974 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 9,147 $1.71M 0.74% +1,957 13F-HR Timeline ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 9,043 $1.7M 1.43% +228 13F-HR Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 9,125 $1.7M 0.32% -711 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 9,122 $1.7M 0.63% -965 13F-HR Timeline NINE MASTS CAPITAL Ltd More: the full row for NINE MASTS CAPITAL Ltd 9,121 $1.7M 0.29% new 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 9,120 $1.7M 0.31% +71 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 9,107 $1.7M 1.09% +1,254 13F-HR Timeline Prossimo Advisors, LLC More: the full row for Prossimo Advisors, LLC 9,095 $1.7M 10.92% +486 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 9,084 $1.69M 0.81% +1,417 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 9,080 $1.69M 0.53% -518 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 9,065 $1.69M 0.42% -549 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 9,064 $1.69M 0.35% +1,662 13F-HR Timeline MAIMON WEALTH MANAGEMENT LTD. More: the full row for MAIMON WEALTH MANAGEMENT LTD. 9,064 $1.69M 1.57% 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 9,050 $1.69M 0.9% 0 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 9,018 $1.69M 0.54% -548 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 9,035 $1.69M 0.39% -73 13F-HR Timeline PINCUS CAPITAL MANAGEMENT, LP More: the full row for PINCUS CAPITAL MANAGEMENT, LP 9,025 $1.68M 1.12% 13F-HR Timeline Black Swift Group, LLC More: the full row for Black Swift Group, LLC 7,825 $1.68M 0.28% +4,575 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 9,015 $1.68M 0.39% +188 13F-HR Timeline Mueller Wealth, LLC More: the full row for Mueller Wealth, LLC 9,001 $1.68M 1.39% 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 8,994 $1.68M 0.32% +100 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 8,993 $1.68M 0.56% +6 13F-HR Timeline PECAUT & CO. More: the full row for PECAUT & CO. 8,991 $1.68M 0.54% -11,081 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 8,980 $1.67M 1.02% -1,527 13F-HR Timeline Elevated Financial Group LLC More: the full row for Elevated Financial Group LLC 8,966 $1.67M 0.58% 13F-HR Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 8,951 $1.67M 1.03% 13F-HR Timeline Cedrus Wealth Group LLC More: the full row for Cedrus Wealth Group LLC 8,940 $1.67M 1.54% 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 8,916 $1.66M 0.43% -46 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 8,912 $1.66M 0.64% -211 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 8,894 $1.66M 1.46% 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 8,891 $1.66M 0.49% -14 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 8,888 $1.66M 1% +1,041 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 8,874 $1.66M 0.31% +94 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 8,863 $1.65M 0.72% -1,225 13F-HR Timeline Hartmann Taylor Wealth Management, LLC More: the full row for Hartmann Taylor Wealth Management, LLC 8,862 $1.65M 1.12% -850 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 8,860 $1.65M 1.13% +312 13F-HR Timeline Unify Financial Advisors More: the full row for Unify Financial Advisors 8,841 $1.65M 1.72% 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 8,832 $1.65M 1.06% +257 13F-HR Timeline Global Trust Wealth Management LLC More: the full row for Global Trust Wealth Management LLC 8,826 $1.65M 1.22% 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 8,827 $1.65M 0.9% -2,233 13F-HR Timeline WealthBridge Investment Counsel Inc. More: the full row for WealthBridge Investment Counsel Inc. 8,825 $1.65M 0.49% +175 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 8,814 $1.64M 0.17% +104 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 8,809 $1.64M 0.86% +69 13F-HR Timeline PeakShares LLC More: the full row for PeakShares LLC 8,808 $1.64M 1.6% 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 8,801 $1.64M 0.72% +1,573 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 8,786 $1.64M 0.25% +869 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 8,786 $1.64M 0.36% -1,449 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 8,781 $1.64M 0.26% -1,845 13F-HR Timeline BankChampaign, National Association More: the full row for BankChampaign, National Association 8,778 $1.64M 1.62% 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 8,775 $1.64M 0.19% 0 13F-HR Timeline Group Somerset Trust Co More: the full row for Somerset Trust Co 8,769 $1.64M 0.5% -939 13F-HR Timeline Sherman Wealth Management LLC More: the full row for Sherman Wealth Management LLC 8,768 $1.64M 1.42% 13F-HR/A Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 8,767 $1.64M 0.19% +90 13F-HR Timeline Group DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 8,757 $1.63M 0.18% +202 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 8,755 $1.63M 1.37% -845 13F-HR Timeline Johnson Wealth Management, LLC More: the full row for Johnson Wealth Management, LLC 8,750 $1.63M 0.81% -231 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 8,750 $1.63M 0.73% +395 13F-HR Timeline Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 8,707 $1.62M 0.04% +1,450 13F-HR Timeline Midwestern Financial, LLC /IA More: the full row for Midwestern Financial, LLC /IA 8,700 $1.62M 1.34% +1 13F-HR Timeline Select Asset Management & Trust More: the full row for Select Asset Management & Trust 8,695 $1.62M 0.5% +38 13F-HR Timeline Integrated Wealth Management More: the full row for Integrated Wealth Management 8,686 $1.62M 1.82% 13F-HR Timeline FISCHER INVESTMENT STRATEGIES, LLC More: the full row for FISCHER INVESTMENT STRATEGIES, LLC 8,683 $1.62M 0.94% -97 13F-HR Timeline WorthPointe, LLC More: the full row for WorthPointe, LLC 8,682 $1.62M 0.43% +2,619 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 8,716 $1.62M 1.13% -327 13F-HR Timeline Mandatum Life Insurance Co Ltd More: the full row for Mandatum Life Insurance Co Ltd 8,659 $1.61M 0.37% +1,813 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 8,658 $1.61M 1.11% +129 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 8,646 $1.61M 0.49% -1,972 13F-HR Timeline WealthPoint Financial, LLC More: the full row for WealthPoint Financial, LLC 8,643 $1.61M 1.4% 13F-HR Timeline Center for Wealth Management Advisory More: the full row for Center for Wealth Management Advisory 8,642 $1.61M 1.19% 13F-HR Timeline WMS Group LLC More: the full row for WMS Group LLC 8,636 $1.61M 2.05% 13F-HR Timeline BLVD Private Wealth, LLC More: the full row for BLVD Private Wealth, LLC 8,637 $1.61M 1.4% -178 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 8,629 $1.61M 2.26% -8 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 8,625 $1.61M 0.71% +2,945 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 8,616 $1.61M 0.79% -1,326 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 8,600 $1.6M 3.67% -2,900 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 8,591 $1.6M 0.82% +39 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 8,569 $1.6M 0.73% +2,806 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 8,563 $1.6M 0.25% -46 13F-HR Timeline Mosaic Advisors LLC More: the full row for Mosaic Advisors LLC 8,560 $1.6M 3.08% new 13F-HR Timeline Donoghue Forlines LLC More: the full row for Donoghue Forlines LLC 8,559 $1.6M 0.49% -3,831 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 8,549 $1.59M 1.67% -3,451 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 8,530 $1.59M 0.97% +2,673 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 8,494 $1.58M 0.14% -237 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 8,485 $1.58M 0.75% +2,877 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 8,470 $1.58M 0.16% +1,653 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 8,469 $1.58M 1.14% +275 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 8,610 $1.58M 0.8% +713 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 8,460 $1.58M 0.2% +190 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Kooman & Associates More: the full row for Kooman & Associates 8,451 $1.58M 0.47% -584 13F-HR Timeline O'Connor Financial Group LLC More: the full row for O'Connor Financial Group LLC 8,394 $1.58M 0.63% +330 13F-HR Timeline Foundry Financial LLC More: the full row for Foundry Financial LLC 8,438 $1.57M 0.83% 13F-HR Timeline Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 8,433 $1.57M 1.11% -212 13F-HR Timeline McAlister, Sweet & Associates, Inc. More: the full row for McAlister, Sweet & Associates, Inc. 8,432 $1.57M 1.19% +5,100 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 8,430 $1.57M 0.61% -1,271 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 8,428 $1.57M 0.79% +38 13F-HR Timeline