DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 4,088 $1.15M 0.67% +33 13F-HR Timeline Sylvest Advisors, LLC More: the full row for Sylvest Advisors, LLC 4,088 $1.15M 0.62% new 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 4,088 $1.15M 0.5% -46 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 4,087 $1.15M 0.14% +270 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 4,086 $1.15M 0.33% 0 13F-HR Timeline Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 4,084 $1.15M 0.39% new 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 4,068 $1.14M 0.03% -17,985 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 4,066 $1.14M 0.14% 0 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 4,066 $1.14M 0.09% new 13F-HR Timeline Group Syverson Strege & Co More: the full row for Syverson Strege & Co 4,062 $1.14M 0.27% +1,388 13F-HR Timeline STONERIDGE INVESTMENT PARTNERS LLC More: the full row for STONERIDGE INVESTMENT PARTNERS LLC 4,062 $1.14M 0.78% new 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 4,049 $1.14M 0.13% +2,400 13F-HR Timeline Griffith & Werner, Inc. More: the full row for Griffith & Werner, Inc. 4,724 $1.14M 0.59% 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 4,045 $1.14M 0.01% +2,735 13F-HR/A Timeline Group Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 4,040 $1.14M 0.53% 0 13F-HR Timeline Group L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 4,030 $1.13M 1.36% -14,399 13F-HR Timeline Touchstone Capital, Inc. More: the full row for Touchstone Capital, Inc. 4,027 $1.13M 0.58% 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 4,026 $1.13M 0.07% 0 13F-HR Timeline Maxi Investments CY Ltd More: the full row for Maxi Investments CY Ltd 4,020 $1.13M 0.24% -18,780 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 4,019 $1.13M 0.39% -1,347 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 4,007 $1.13M 0.2% -243 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 4,002 $1.13M 0.58% -43 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 4,000 $1.12M 0.42% 0 13F-HR Timeline Carmignac Gestion More: the full row for Carmignac Gestion 4,000 $1.12M 0.02% -51,808 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 3,998 $1.12M 0.01% +746 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 3,994 $1.12M 0.3% +175 13F-HR Timeline Group Seneca House Advisors More: the full row for Seneca House Advisors 3,988 $1.12M 0.45% +46 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 3,963 $1.11M 0.28% +3,929 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 3,959 $1.11M 0.42% +90 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 3,958 $1.11M 0.31% +493 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 3,958 $1.11M 0.69% +80 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 3,957 $1.11M 0.15% +321 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 3,955 $1.11M 0.18% +278 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 3,943 $1.11M 0.47% +42 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 3,941 $1.11M 0.11% +54 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 3,940 $1.11M 0.09% -123 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 3,936 $1.11M 0.82% -1,391 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 3,931 $1.11M 0.14% +21 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 3,928 $1.1M 0.4% +2,049 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 4,398 $1.1M 0.23% -212 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 3,906 $1.1M 0.08% 0 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 3,899 $1.1M 0.07% +27 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 3,886 $1.09M 0.15% 0 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 3,885 $1.09M 0.06% +13 13F-HR Timeline TITAN GLOBAL CAPITAL MANAGEMENT USA LLC More: the full row for TITAN GLOBAL CAPITAL MANAGEMENT USA LLC 3,877 $1.09M 0.16% -199 13F-HR Timeline Quarry LP More: the full row for Quarry LP 3,876 $1.09M 0.27% -250 13F-HR Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 3,862 $1.09M 0.37% +255 13F-HR Timeline Group Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 3,859 $1.09M 0.43% 0 13F-HR Timeline Group Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 3,857 $1.08M 0.43% -3,756 13F-HR Timeline Lumbard & Kellner, LLC More: the full row for Lumbard & Kellner, LLC 3,840 $1.08M 0.4% -27,725 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 3,836 $1.08M 0.34% 0 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 3,836 $1.08M 0.06% +2,473 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 3,827 $1.08M 0.39% +390 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 3,825 $1.08M 0.05% 0 13F-HR Timeline HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 3,824 $1.08M 0.11% -21 13F-HR Timeline Greater Midwest Financial Group, LLC More: the full row for Greater Midwest Financial Group, LLC 3,819 $1.07M 0.69% +7 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 3,423 $1.07M 0.71% +611 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 3,805 $1.07M 0.33% +181 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 3,803 $1.07M 0.18% +527 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 3,803 $1.07M 0.2% +64 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 3,790 $1.07M 0.07% 0 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 3,782 $1.06M 0.13% +1,338 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. 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More: the full row for Tilson Financial Group, Inc. 3,435 $966K 0.32% 0 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 3,421 $962K 0.32% +139 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 3,419 $962K 0.18% -1,377 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 3,413 $960K 0.14% -310 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 3,410 $959K 0.1% -470 13F-HR Timeline Milestones Private Investment Advisors … More: the full row for Milestones Private Investment Advisors LLC 3,405 $958K 0.65% 0 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 3,401 $956K 0.03% -93 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 3,400 $956K 0.12% 0 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 3,395 $955K 0.61% -20 13F-HR Timeline Royal Harbor Partners, LLC More: the full row for Royal Harbor Partners, LLC 3,394 $955K 0.32% -5 13F-HR Timeline True Freedom Investing, LLC More: the full row for True Freedom Investing, LLC 3,381 $951K 0.34% new 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 3,381 $951K 0.13% +608 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 3,380 $951K 0.32% +87 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 3,379 $950K 0.24% -64 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 3,377 $950K 0.18% -134 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 3,377 $950K 0.15% +42 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 3,364 $946K 0.06% 0 13F-HR Timeline MANGROVE PARTNERS IM, LLC More: the full row for MANGROVE PARTNERS IM, LLC 3,352 $943K 0.07% new 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 3,349 $942K 0.42% +1,196 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 3,344 $940K 0.11% +232 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 3,346 $940K 0.1% -369 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 3,338 $939K 0.22% 0 13F-HR Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 3,336 $938K 0.04% new 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 3,336 $938K 0.08% +1,358 13F-HR Timeline FMA Wealth Management, LLC More: the full row for FMA Wealth Management, LLC 3,329 $936K 0.64% -575 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 3,324 $935K 0.15% -33 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 3,319 $934K 0.11% +864 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 3,318 $933K 0.14% -91 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 3,317 $933K 0.32% +149 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 3,305 $930K 0.74% +352 13F-HR Timeline Level Wealth Management LLC More: the full row for Level Wealth Management LLC 3,304 $929K 0.49% -464 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 3,302 $929K 0.03% +219 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 3,307 $926K 0.01% -81 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 3,281 $923K 0.24% -1 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 3,277 $922K 0.49% -50 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 3,276 $921K 0.09% +41 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 3,275 $921K 0.27% 0 13F-HR Timeline Cambria Investment Management, L.P. 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