Atlas Wealth LLC More: the full row for Atlas Wealth LLC 4,251 $610K 0.19% -15 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 4,247 $610K 0.19% -92 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 4,239 $608K 0.17% +1,405 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 11,405 $608K 0.12% -639 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 4,225 $606K 0.22% -61 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 4,219 $606K 0.08% -180 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 4,141 $605K 0.17% +1,206 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 4,209 $604K 0.31% -362 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 4,205 $604K 0.22% -142 13F-HR Timeline Trust Co of Kansas More: the full row for Trust Co of Kansas 4,201 $603K 0.28% -34 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 4,163 $603K 0.05% +3 13F-HR Timeline Delaney Dennis R More: the full row for Delaney Dennis R 4,190 $601K 0.3% -1,150 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 4,189 $601K 0.14% -3 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 4,186 $601K 0.04% -185 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 4,175 $599K 0.22% -1,669 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 4,173 $599K 0.05% -1,026 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 4,166 $598K 0.26% +103 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 4,164 $598K 0.02% +1,102 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 4,154 $596K 0.14% +278 13F-HR Timeline SB Capital Management Inc More: the full row for SB Capital Management Inc 4,152 $596K 0.22% 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 4,149 $595K 0.12% -347 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 4,148 $595K 0.14% -2,976 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 4,249 $595K 0.05% +209 13F-HR Timeline Marin Bay Wealth Advisors, LLC More: the full row for Marin Bay Wealth Advisors, LLC 4,133 $593K 0.34% 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 4,129 $593K 0.29% -165 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 4,128 $592K 0.09% -287 13F-HR Timeline First Growth Capital LLC More: the full row for First Growth Capital LLC 3,496 $591K 0.52% 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 4,120 $591K 0.03% 0 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 4,115 $591K 0.12% -15 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 4,113 $590K 0.11% +1,469 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 4,110 $590K 0.38% 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 4,109 $590K 0.11% +667 13F-HR Timeline LYNX CAPITAL GROUP LTD /ADV More: the full row for LYNX CAPITAL GROUP LTD /ADV 4,100 $588K 0.27% -400 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 4,096 $588K 0.04% +262 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 4,201 $588K 0.3% -17 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 4,088 $587K 0.25% -45 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 4,078 $585K 0.06% +256 13F-HR Timeline COMPASS CAPITAL MANAGEMENT, INC More: the full row for COMPASS CAPITAL MANAGEMENT, INC 4,072 $584K 0.03% +284 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 4,062 $583K 0.05% +56 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 4,062 $583K 0.05% -2,602 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 4,022 $583K 0.13% +747 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 4,061 $583K 0.11% 0 13F-HR Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 4,056 $582K 0.17% +1,992 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 4,048 $581K 0.34% -242 13F-HR Timeline Spectrum Strategic Capital Management, … More: the full row for Spectrum Strategic Capital Management, LLC 4,045 $581K 0.31% -413 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 4,045 $580K 0.2% 0 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 4,034 $579K 0.11% +1 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 4,025 $578K 0.31% -27 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 4,014 $576K 0.1% -185 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 4,012 $576K 0.14% +15 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 4,009 $575K 0.26% +60 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 4,008 $575K 0.08% -3 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 4,005 $575K 0.28% 0 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 3,970 $574K 0.04% +71 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 3,995 $573K 0.08% +50 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 3,983 $572K 0.15% +9 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 3,982 $571K 0.34% +203 13F-HR Timeline MAVERICK CAPITAL LTD More: the full row for MAVERICK CAPITAL LTD 3,976 $571K 0.01% -12,091 13F-HR Timeline Griffith & Werner, Inc. More: the full row for Griffith & Werner, Inc. 3,975 $571K 0.29% 0 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 3,975 $571K 0.08% -42 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 3,973 $570K 0.04% +106 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 3,971 $570K 0.06% +82 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 3,925 $569K 0.11% -334 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 3,962 $569K 0.4% new 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 3,961 $568K 0.19% 13F-HR/A Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 3,957 $568K 0.49% 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 3,951 $567K 0.13% 0 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 3,950 $567K <0.01% +401 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 3,949 $567K 0.11% +55 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 3,943 $566K 0.25% +3,315 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 3,904 $566K 0.11% +1,937 13F-HR Timeline Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 3,942 $566K 0.13% 0 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 3,938 $565K 0.18% +457 13F-HR Timeline Cresta Advisors, Ltd. More: the full row for Cresta Advisors, Ltd. 3,933 $564K 0.24% -317 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 3,931 $564K 0.07% new 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 3,921 $563K 0.1% +174 13F-HR Timeline REIK & CO., LLC More: the full row for REIK & CO., LLC 3,920 $563K 0.15% -385 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 3,891 $562K 0.15% +21 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 3,913 $562K 0.07% +27 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 3,911 $561K 0.05% +20 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 3,910 $561K 0.16% -1,385 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 3,905 $560K 0.08% +626 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 3,884 $557K 0.37% 0 13F-HR Timeline Orca Investment Management, LLC More: the full row for Orca Investment Management, LLC 3,875 $556K 0.44% +3 13F-HR Timeline LAWOOD & CO More: the full row for LAWOOD & CO 3,872 $556K 0.53% 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 3,870 $555K 0.18% -198 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 3,866 $555K 0.02% new 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 3,860 $554K 0.06% -74 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 3,854 $553K 0.16% -605 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 3,847 $552K 0.09% -251 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 3,835 $550K 0.07% +2,377 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 3,833 $550K 0.03% new 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 3,828 $549K 0.03% -23 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 3,828 $549K 0.09% -125 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 3,825 $549K 0.09% -100 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 3,788 $549K 0.04% +428 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT INC More: the full row for NORTHSTAR ASSET MANAGEMENT INC 3,819 $548K 0.14% +668 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 3,813 $547K 0.11% -26 13F-HR Timeline October Effect Ltd More: the full row for October Effect Ltd 3,812 $547K 0.6% -600 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 3,810 $547K 0.07% +95 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 3,809 $547K 0.05% -1,233 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 3,808 $546K 0.02% +231 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 3,781 $546K 0.44% -140 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 3,243 $546K 0.12% +1,552 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 3,796 $545K 0.09% +1,299 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 3,794 $545K 0.21% +493 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 3,821 $543K 0.08% -17,100 13F-HR/A Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 3,786 $543K 0.12% +78 13F-HR Timeline COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 3,777 $542K 0.38% -262 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 3,773 $542K 0.04% -473 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 3,770 $541K 0.15% -1,627 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 3,766 $541K 0.19% 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 3,765 $540K 0.06% +292 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 3,762 $540K 0.13% -550 13F-HR Timeline Vantus Wealth LLC More: the full row for Vantus Wealth LLC 3,762 $540K 0.4% 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 3,755 $539K 0.05% -122 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 3,753 $539K 0.19% -1,406 13F-HR Timeline GUARDIAN INVESTMENT MANAGEMENT More: the full row for GUARDIAN INVESTMENT MANAGEMENT 3,780 $538K 0.42% 0 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 3,722 $534K 0.06% +274 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 3,717 $533K 0.05% -29,160 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 3,704 $532K 0.3% +240 13F-HR Timeline Cohen Investment Advisors LLC More: the full row for Cohen Investment Advisors LLC 3,699 $531K 0.24% -350 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 3,658 $530K 0.13% -6 13F-HR Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 3,686 $529K 0.19% 0 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 3,684 $529K 0.1% -1 13F-HR Timeline Sandro Wealth Management LLC More: the full row for Sandro Wealth Management LLC 3,683 $529K 0.44% 13F-HR Timeline Aurora Investment Managers, LLC. More: the full row for Aurora Investment Managers, LLC. 3,673 $527K 0.3% 0 13F-HR Timeline TRIGLAV INVESTMENTS, D.O.O. More: the full row for TRIGLAV INVESTMENTS, D.O.O. 3,668 $526K 0.03% -10,924 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 3,660 $525K 0.21% +79 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 3,576 $524K 0.04% +211 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 3,644 $523K 0.03% 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 3,638 $522K 0.07% +1,362 13F-HR Timeline Rock Point Advisors, LLC More: the full row for Rock Point Advisors, LLC 3,635 $522K 0.13% -27 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 3,625 $520K 0.05% -1,012 13F-HR Timeline Quattro Advisors LLC More: the full row for Quattro Advisors LLC 3,621 $520K 0.42% 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 3,614 $519K 0.28% new 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 3,605 $518K 0.11% new 13F-HR Timeline FinDec Wealth Services, Inc. More: the full row for FinDec Wealth Services, Inc. 3,608 $518K 0.56% 0 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 3,600 $517K 0.08% 0 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 3,599 $517K 0.41% +125 13F-HR Timeline JM2 Capital Inc. More: the full row for JM2 Capital Inc. 3,591 $515K 0.41% 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 3,590 $515K 0.27% 0 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 3,582 $514K 0.3% +260 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 3,577 $513K 0.34% +143 13F-HR Timeline Lesa Sroufe & Co More: the full row for Lesa Sroufe & Co 3,572 $513K 0.38% -155 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 3,539 $513K 0.12% +238 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 3,571 $513K 0.32% -804 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 3,568 $512K 0.02% -827 13F-HR Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 3,567 $512K 0.35% 0 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 3,564 $512K 0.43% -260 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 3,564 $512K 0.22% -300 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 3,559 $511K 0.05% 0 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 3,549 $509K 0.07% +44 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 3,549 $509K 0.01% -318 13F-HR Timeline Group Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 3,543 $509K 0.06% -99 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 3,543 $508K 0.01% +38 13F-HR Timeline Group Prota Financial, LLC More: the full row for Prota Financial, LLC 3,534 $507K 0.37% 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 3,522 $505K 0.34% -1 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 3,482 $504K 0.04% +130 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 3,501 $502K 0.16% -403 13F-HR Timeline Alamar Capital Management, LLC More: the full row for Alamar Capital Management, LLC 3,463 $502K 0.28% new 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 3,496 $502K 0.11% +49 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 3,490 $501K 0.02% new 13F-HR Timeline Group GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 3,486 $500K 0.1% -332 13F-HR Timeline Capital Investment Services of America,… More: the full row for Capital Investment Services of America, Inc. 3,486 $500K 0.05% 0 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 3,479 $499K 0.02% -405 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 3,478 $499K 0.02% -25 13F-HR Timeline Group Michael Brady & Co., LLC More: the full row for Michael Brady & Co., LLC 3,475 $499K 0.5% 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 3,470 $498K 0.36% -1 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 3,454 $496K 0.02% -262 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 3,453 $496K 0.32% +529 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 3,453 $496K 0.07% -282 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 3,441 $494K 0.04% +854 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 3,439 $494K 0.14% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 3,430 $492K 0.07% -74 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 3,429 $492K 0.1% 0 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 3,429 $492K 0.38% -182 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 3,428 $492K 0.01% -5,540 13F-HR Timeline Group Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 3,391 $492K 0.09% -4,189 13F-HR Timeline Ground Swell Capital, LLC More: the full row for Ground Swell Capital, LLC 3,424 $491K 1.01% new 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 3,371 $488K 0.23% 13F-HR/A Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 3,403 $488K 0.49% +5 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 3,395 $487K 0.19% 0 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 3,393 $487K 0.22% 0 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 3,386 $486K 0.19% -98 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 3,378 $485K 0.02% +258 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 3,366 $483K 0.35% +50 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 3,363 $483K 0.03% +57 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 3,352 $481K 0.07% -1,740 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 3,346 $480K 0.2% -98 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 3,344 $480K 0.06% -103 13F-HR Timeline Winthrop Partners - WNY, LLC More: the full row for Winthrop Partners - WNY, LLC 3,340 $479K 0.26% 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 3,330 $478K 0.08% +8 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 3,284 $476K 0.08% +89 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 3,312 $475K 0.22% -203 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 3,419 $475K 0.07% +1,331 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 3,294 $473K 0.12% +328 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 3,294 $473K 0.2% -130 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 3,293 $473K 0.02% -400 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 3,292 $472K 0.34% -75 13F-HR Timeline