Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 4,205 $785K 0.32% -107 13F-HR Timeline WEALTHCARE CAPITAL MANAGEMENT LLC More: the full row for WEALTHCARE CAPITAL MANAGEMENT LLC 4,195 $783K 0.08% +97 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 4,183 $780K 0.12% +785 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 4,181 $780K 0.33% +9 13F-HR Timeline Chicago Wealth Management, Inc. More: the full row for Chicago Wealth Management, Inc. 4,173 $779K 0.34% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 4,166 $777K 0.51% -6 13F-HR Timeline Lauer Wealth, LLC More: the full row for Lauer Wealth, LLC 4,320 $777K 0.57% +755 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 4,156 $776K 0.43% +232 13F-HR Timeline Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 4,145 $773K 0.33% +465 13F-HR Timeline Group Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 4,218 $773K 0.45% 0 13F-HR Timeline Capstone Wealth Management, LLC More: the full row for Capstone Wealth Management, LLC 4,135 $772K 0.59% -10 13F-HR Timeline Clearview Wealth Advisors LLC More: the full row for Clearview Wealth Advisors LLC 4,134 $771K 0.49% -82 13F-HR Timeline FWG Investments, LLC. More: the full row for FWG Investments, LLC. 4,114 $768K 0.53% -90 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 4,100 $765K 0.16% -676 13F-HR Timeline Beacon Harbor Wealth Advisors, Inc. More: the full row for Beacon Harbor Wealth Advisors, Inc. 4,098 $765K 0.18% new 13F-HR Timeline Intrinsic Value Partners, LLC More: the full row for Intrinsic Value Partners, LLC 4,095 $764K 0.62% -1,300 13F-HR Timeline Capasso Planning Partners LLC More: the full row for Capasso Planning Partners LLC 4,082 $762K 0.47% -257 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 4,080 $761K 0.62% -43 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 4,078 $760K 0.2% -175 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 4,063 $758K 0.75% -7,939 13F-HR Timeline ORBA Wealth Advisors, L.L.C. More: the full row for ORBA Wealth Advisors, L.L.C. 4,061 $758K 0.62% -23 13F-HR Timeline Advanced Asset Management Advisors Inc More: the full row for Advanced Asset Management Advisors Inc 4,061 $758K 0.2% -389 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 4,035 $753K 0.34% +2,140 13F-HR/A Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 4,032 $752K 0.66% -22 13F-HR Timeline KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 4,032 $752K 0.57% -284 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 4,029 $752K 0.11% -1,259 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 4,012 $749K 0.16% +902 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 4,011 $748K 0.43% 0 13F-HR Timeline Gray Private Wealth, LLC More: the full row for Gray Private Wealth, LLC 4,009 $748K 0.38% 0 13F-HR Timeline Woodward Financial Advisors, Inc. More: the full row for Woodward Financial Advisors, Inc. 4,002 $747K 0.28% -204 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 4,002 $747K 0.09% 0 13F-HR Timeline K2 PRINCIPAL FUND, L.P. More: the full row for K2 PRINCIPAL FUND, L.P. 4,000 $746K 0.08% 0 13F-HR Timeline Prism Advisors, Inc. More: the full row for Prism Advisors, Inc. 3,984 $743K 0.2% +88 13F-HR Timeline Ameraudi Asset Management, Inc. More: the full row for Ameraudi Asset Management, Inc. 3,980 $743K 0.45% -5,000 13F-HR/A Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 3,976 $742K 0.3% -638 13F-HR Timeline Santori & Peters, Inc. More: the full row for Santori & Peters, Inc. 3,960 $739K 0.26% +234 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 3,959 $739K 0.22% +266 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 3,958 $738K 0.81% +582 13F-HR Timeline CAPITAL COUNSEL LLC/NY More: the full row for CAPITAL COUNSEL LLC/NY 3,950 $737K 0.03% +185 13F-HR Timeline SEARCY FINANCIAL SERVICES INC /ADV More: the full row for SEARCY FINANCIAL SERVICES INC /ADV 3,947 $736K 0.28% +176 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 3,940 $735K 0.23% +80 13F-HR Timeline DEFINE FINANCIAL, LLC More: the full row for DEFINE FINANCIAL, LLC 3,931 $734K 0.44% +31 13F-HR Timeline Barton Investment Management More: the full row for Barton Investment Management 3,920 $731K 0.07% 0 13F-HR Timeline Sensible Money, LLC More: the full row for Sensible Money, LLC 3,918 $731K 0.25% -303 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 3,908 $729K 0.14% +83 13F-HR Timeline New Jersey Better Educational Savings T… More: the full row for New Jersey Better Educational Savings Trust 3,908 $729K 1.24% 0 13F-HR Timeline Wills Financial Group LLC More: the full row for Wills Financial Group LLC 3,905 $729K 0.3% +267 13F-HR Timeline Jordan Park Trust Co LLC More: the full row for Jordan Park Trust Co LLC 3,878 $724K 0.7% -175 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 3,875 $723K 0.24% +83 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 3,876 $723K 0.44% +504 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 3,862 $720K 0.05% -621 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 3,856 $719K 0.56% +207 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 3,990 $719K 0.3% +80 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 3,853 $719K 0.33% +18 13F-HR Timeline ODonnell Financial Services, LLC More: the full row for ODonnell Financial Services, LLC 3,852 $719K 0.26% +1,728 13F-HR Timeline RED CRANE WEALTH MANAGEMENT, LLC More: the full row for RED CRANE WEALTH MANAGEMENT, LLC 3,845 $717K 0.61% +1,227 13F-HR Timeline Capital CS Group, LLC More: the full row for Capital CS Group, LLC 3,840 $716K 1.18% -1,353 13F-HR Timeline Farnam Financial LLC More: the full row for Farnam Financial LLC 3,837 $716K 0.56% +46 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 3,824 $713K 0.54% +216 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 3,820 $713K 0.48% +54 13F-HR Timeline Higgins & Schmidt Wealth Strategies LLC More: the full row for Higgins & Schmidt Wealth Strategies LLC 3,819 $713K 0.36% +277 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 3,808 $711K 0.33% -2,918 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 3,807 $710K 0.18% -462 13F-HR Timeline CAUSEWAY CAPITAL MANAGEMENT LLC More: the full row for CAUSEWAY CAPITAL MANAGEMENT LLC 3,805 $710K 0.01% +174 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 3,802 $709K 0.34% -100 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 3,425 $709K 0.14% +541 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 3,796 $708K 0.45% 13F-HR Timeline Wernau Asset Management Inc. More: the full row for Wernau Asset Management Inc. 3,769 $703K 0.73% -121 13F-HR Timeline KELLY FINANCIAL GROUP LLC More: the full row for KELLY FINANCIAL GROUP LLC 3,767 $703K 0.19% +588 13F-HR Timeline MYECFO, LLC More: the full row for MYECFO, LLC 3,766 $703K 0.32% +479 13F-HR Timeline Constant Guidance Financial LLC More: the full row for Constant Guidance Financial LLC 3,761 $702K 0.56% -8,850 13F-HR Timeline Seneca Financial Advisors LLC More: the full row for Seneca Financial Advisors LLC 3,758 $701K 0.23% -127 13F-HR Timeline BANYAN CAPITAL MANAGEMENT, INC. More: the full row for BANYAN CAPITAL MANAGEMENT, INC. 3,754 $700K 0.32% new 13F-HR Timeline Strid Group, LLC More: the full row for Strid Group, LLC 3,752 $700K 0.09% +605 13F-HR Timeline Boulder Wealth Advisors, LLC More: the full row for Boulder Wealth Advisors, LLC 3,746 $699K 0.32% 13F-HR Timeline LongView Asset Management LLC More: the full row for LongView Asset Management LLC 3,743 $698K 0.48% -87 13F-HR Timeline Constellation Investimentos e Participa… More: the full row for Constellation Investimentos e Participacoes Ltda 3,740 $698K 1.49% +20 13F-HR Timeline CROSSPOINT FINANCIAL, LLC More: the full row for CROSSPOINT FINANCIAL, LLC 3,737 $697K 1.71% +60 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 3,721 $694K 0.59% -68 13F-HR Timeline New England Professional Planning Group… More: the full row for New England Professional Planning Group Inc. 3,719 $694K 0.32% -301 13F-HR Timeline NavPoint Financial, Inc. More: the full row for NavPoint Financial, Inc. 3,719 $694K 0.36% -1,736 13F-HR Timeline Dynamic Financial Group More: the full row for Dynamic Financial Group 3,712 $693K 0.6% -96 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 3,703 $691K 0.2% -225 13F-HR Timeline Quarry LP More: the full row for Quarry LP 3,702 $691K 0.17% -2,508 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 3,697 $690K 0.3% -235 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 3,692 $689K 0.16% +516 13F-HR Timeline MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 3,680 $687K 0.14% +80 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 3,667 $684K 0.06% +724 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 3,660 $683K 0.33% +308 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 3,654 $682K 0.46% -976 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 3,653 $682K 0.26% -12,303 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 3,653 $682K 0.26% 0 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 3,653 $682K 0.25% -37 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 3,649 $680K 0.27% -874 13F-HR Timeline FSA Investment Group, LLC More: the full row for FSA Investment Group, LLC 3,630 $680K 0.42% +2,213 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 3,640 $679K 0.34% -7,374 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 3,629 $677K 0.26% -10,302 13F-HR Timeline True Vision MN LLC More: the full row for True Vision MN LLC 3,628 $677K 0.35% -8 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 3,628 $677K 0.21% -1,254 13F-HR Timeline Delta Accumulation, LLC More: the full row for Delta Accumulation, LLC 5,541 $673K 3.8% 0 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 3,596 $671K 0.27% -181 13F-HR Timeline Ridgeline Wealth Planning, LLC More: the full row for Ridgeline Wealth Planning, LLC 3,592 $670K 0.5% +357 13F-HR Timeline Axim Planning & Wealth More: the full row for Axim Planning & Wealth 3,587 $669K 0.53% +1,739 13F-HR Timeline CONTINUUM WEALTH ADVISORS, LLC More: the full row for CONTINUUM WEALTH ADVISORS, LLC 3,578 $668K 0.28% +417 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 3,568 $666K 0.22% -133 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 3,550 $662K 0.28% -26 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 3,529 $658K 0.22% +441 13F-HR Timeline Latko Wealth Management, Ltd. More: the full row for Latko Wealth Management, Ltd. 3,527 $658K 0.33% -1,341 13F-HR Timeline Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 3,527 $658K 0.07% 0 13F-HR Timeline George Kaiser Family Foundation More: the full row for George Kaiser Family Foundation 3,527 $658K 0.09% 0 13F-HR Timeline Argyle Capital Management, LLC More: the full row for Argyle Capital Management, LLC 3,500 $653K 0.23% 0 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 3,500 $653K 0.04% -661 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 3,490 $651K 0.45% 0 13F-HR Timeline RMR Capital Management, LLC More: the full row for RMR Capital Management, LLC 3,487 $651K 0.45% 0 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 3,481 $650K 0.37% -185 13F-HR Timeline A. D. Beadell Investment Counsel, Inc. More: the full row for A. D. Beadell Investment Counsel, Inc. 3,480 $649K 0.44% -59 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 3,472 $648K 0.11% -28 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 3,471 $648K 0.24% +393 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 3,465 $646K 0.09% -176 13F-HR Timeline STEPHEN J. GARRY & ASSOCIATES, LLC More: the full row for STEPHEN J. GARRY & ASSOCIATES, LLC 3,450 $644K 0.51% +27 13F-HR Timeline Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 3,401 $635K 0.21% -139 13F-HR Timeline Dodge & Cox More: the full row for Dodge & Cox 3,400 $634K <0.01% new 13F-HR Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 3,397 $634K 0.24% +79 13F-HR Timeline Bryce Point Capital, LLC More: the full row for Bryce Point Capital, LLC 3,397 $634K 0.77% -3,388 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 3,383 $633K 0.15% +103 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 3,383 $631K 0.18% new 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 3,378 $630K 0.12% +693 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 3,376 $630K 0.1% +1,477 13F-HR Timeline Mullaney, Keating & Wright, Inc. More: the full row for Mullaney, Keating & Wright, Inc. 3,362 $627K 0.35% -1,000 13F-HR Timeline MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 3,361 $627K 0.36% +11 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 3,388 $627K 0.09% -115 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 3,349 $625K 0.27% +2,526 13F-HR Timeline Guidance Point Advisors, LLC More: the full row for Guidance Point Advisors, LLC 3,344 $624K 0.15% -232 13F-HR Timeline Schwallier Wealth Management LLC More: the full row for Schwallier Wealth Management LLC 3,343 $624K 0.39% -84 13F-HR Timeline CORRADO ADVISORS, LLC More: the full row for CORRADO ADVISORS, LLC 3,340 $623K 0.33% +2 13F-HR Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 3,341 $623K 0.18% -45 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 3,339 $623K 0.09% +102 13F-HR Timeline BCR Wealth Strategies, LLC More: the full row for BCR Wealth Strategies, LLC 3,338 $622K 0.22% +83 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 3,333 $622K 0.62% -1,650 13F-HR Timeline McAlister, Sweet & Associates, Inc. More: the full row for McAlister, Sweet & Associates, Inc. 3,332 $622K 0.41% -10,500 13F-HR Timeline ALBERT D MASON INC More: the full row for ALBERT D MASON INC 3,324 $620K 0.4% +111 13F-HR Timeline TORTOISE CAPITAL ADVISORS, L.L.C. More: the full row for TORTOISE CAPITAL ADVISORS, L.L.C. 3,324 $620K 0.01% new 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 3,321 $620K 0.33% -25 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 3,313 $618K 0.4% -80 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 3,311 $618K 0.36% -100 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 3,310 $618K 0.48% -700 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 3,305 $617K 0.37% -49 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 3,303 $616K 0.37% -145 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 3,300 $616K 0.83% -15,376 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 3,298 $615K 0.42% +1,060 13F-HR Timeline Brown Financial Advisory More: the full row for Brown Financial Advisory 3,298 $615K 0.32% -550 13F-HR Timeline RETIREMENT FINANCIAL SOLUTIONS, LLC More: the full row for RETIREMENT FINANCIAL SOLUTIONS, LLC 3,287 $613K 0.19% +138 13F-HR/A Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 3,284 $613K 0.46% +122 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 3,282 $612K 0.31% 0 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 3,271 $610K 0.41% +264 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 3,265 $609K 0.48% 0 13F-HR Timeline PRUDENT INVESTORS NETWORK, INC. More: the full row for PRUDENT INVESTORS NETWORK, INC. 3,261 $608K 0.15% -58 13F-HR Timeline Black Swift Group, LLC More: the full row for Black Swift Group, LLC 3,250 $606K 0.11% -35,094 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 3,248 $606K 0.22% +621 13F-HR Timeline Alpha Advisors, LLC/VA More: the full row for Alpha Advisors, LLC/VA 3,246 $606K 0.46% +274 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 3,236 $604K 0.12% 13F-HR Timeline Group Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 3,229 $602K 0.3% +1,822 13F-HR Timeline ASSET PLANNING CORPORATION More: the full row for ASSET PLANNING CORPORATION 3,223 $601K 0.29% +20 13F-HR Timeline Mittelman Wealth Management More: the full row for Mittelman Wealth Management 3,218 $600K 0.39% -406 13F-HR Timeline Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 3,309 $600K 0.38% -1,203 13F-HR Timeline WIN ADVISORS, INC More: the full row for WIN ADVISORS, INC 3,210 $599K 0.29% new 13F-HR Timeline Marest Capital, LLC More: the full row for Marest Capital, LLC 3,182 $594K 0.36% +36 13F-HR Timeline Davis Wealth Advisors, LLC More: the full row for Davis Wealth Advisors, LLC 3,177 $593K 0.53% +1,722 13F-HR Timeline TRUEFG, LLC More: the full row for TRUEFG, LLC 3,175 $592K 0.16% -1,388 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 3,169 $591K 0.33% -223 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 3,166 $591K 0.19% +454 13F-HR Timeline RBA Wealth Management, LLC More: the full row for RBA Wealth Management, LLC 3,166 $591K 0.2% -385 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 3,163 $590K 0.04% +250 13F-HR Timeline CEERA INVESTMENTS, LLC More: the full row for CEERA INVESTMENTS, LLC 3,162 $590K 0.18% -595 13F-HR Timeline HOME FEDERAL BANK OF TENNESSEE More: the full row for HOME FEDERAL BANK OF TENNESSEE 3,150 $588K 0.16% +400 13F-HR Timeline Total Wealth Planning, LLC More: the full row for Total Wealth Planning, LLC 3,147 $587K 0.07% +922 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 3,145 $587K 0.18% -489 13F-HR Timeline Hollow Brook Wealth Management LLC More: the full row for Hollow Brook Wealth Management LLC 3,125 $583K 0.14% new 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 3,118 $582K 0.52% -100 13F-HR Timeline Delta Wealth Advisors LLC More: the full row for Delta Wealth Advisors LLC 3,115 $581K 0.45% 0 13F-HR Timeline Atlas Wealth Partners, LLC More: the full row for Atlas Wealth Partners, LLC 3,111 $581K 0.59% +12 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 3,107 $580K 0.32% +130 13F-HR Timeline Soundwatch Capital LLC More: the full row for Soundwatch Capital LLC 3,106 $580K 0.09% -14,984 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 3,100 $578K 0.19% 0 13F-HR Timeline Boyd Wealth Management, LLC More: the full row for Boyd Wealth Management, LLC 3,097 $578K 0.25% +132 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 3,073 $573K 0.43% +374 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 3,057 $570K 0.19% +318 13F-HR Timeline Torray Investment Partners LLC More: the full row for Torray Investment Partners LLC 3,055 $570K 0.08% +680 13F-HR Timeline Hutchinson Financial Advisors, INC More: the full row for Hutchinson Financial Advisors, INC 3,055 $570K 0.56% +80 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 3,050 $569K 0.21% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 3,049 $569K 0.24% -694 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 3,038 $567K 0.24% -10 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 3,034 $566K 0.24% -2,307 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 3,018 $563K 0.19% +40 13F-HR Timeline Paradigm, Strategies in Wealth Manageme… More: the full row for Paradigm, Strategies in Wealth Management, LLC 3,007 $561K 0.36% +25 13F-HR Timeline PEAK FINANCIAL ADVISORS LLC More: the full row for PEAK FINANCIAL ADVISORS LLC 3,006 $561K 0.27% -41 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 3,005 $561K 0.13% +598 13F-HR Timeline Core Wealth Management, Inc. More: the full row for Core Wealth Management, Inc. 3,004 $560K 0.18% +298 13F-HR Timeline Parkside Investments, LLC More: the full row for Parkside Investments, LLC 3,000 $560K 0.07% +500 13F-HR Timeline Attessa Capital LLC More: the full row for Attessa Capital LLC 2,996 $559K 0.33% -100 13F-HR Timeline