Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 9,927 $263K 0.04% -3,847 13F-HR Timeline ABSHER WEALTH MANAGEMENT, LLC More: the full row for ABSHER WEALTH MANAGEMENT, LLC 9,906 $263K 0.03% -16,001 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 9,943 $263K 0.09% new 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 9,892 $262K 0.02% -2,015 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 9,863 $262K 0.08% -365 13F-HR Timeline Port Capital LLC More: the full row for Port Capital LLC 9,839 $261K 0.01% +1,881 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 9,824 $261K 0.1% -648 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 9,803 $260K 0.03% +1,319 13F-HR Timeline Credit Capital Investments LLC More: the full row for Credit Capital Investments LLC 9,800 $260K 0.34% new 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 9,795 $260K 0.02% 0 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 9,745 $259K 0.26% 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 9,735 $258K 0.13% -855 13F-HR Timeline RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 9,733 $258K 0.28% 13F-HR Timeline Barton Investment Management More: the full row for Barton Investment Management 9,731 $258K 0.03% +16 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 9,734 $258K 0.05% -8,214 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 9,679 $258K 0.23% -958 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 9,710 $258K 0.08% -3,286 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 9,704 $257K 0.01% -1,892 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 9,698 $257K 0.04% -8,489 13F-HR Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 9,678 $257K 0.22% +261 13F-HR Timeline Trace Wealth Advisors, LLC More: the full row for Trace Wealth Advisors, LLC 9,640 $256K 0.23% 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 9,628 $255K 0.1% -368 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 9,626 $255K 0.07% -178 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 9,627 $255K 0.02% -310 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 9,563 $254K 0.11% +535 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 9,550 $253K 0.01% 0 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 9,536 $253K 0.05% -546 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 9,503 $252K 0.11% -2,477 13F-HR Timeline ELKHORN PARTNERS LIMITED PARTNERSHIP in group ELKHORN PARTNERS LIMITED PART… More: the full row for ELKHORN PARTNERS LIMITED PARTNERSHIP 9,500 $252K 0.17% +3,400 13F-HR Timeline Group SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 9,497 $252K 0.02% +508 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 9,493 $252K 0.06% 0 13F-HR Timeline Gray Wealth Management Inc. More: the full row for Gray Wealth Management Inc. 9,461 $251K 0.1% -1,531 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 9,439 $250K 0.04% -62 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 9,434 $250K 0.05% -57 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 9,428 $250K 0.04% -852 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 9,407 $250K 0.12% +1,791 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 9,379 $249K 0.16% -2,747 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 9,347 $249K 0.07% +729 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 9,292 $248K 0.03% -225 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 9,347 $248K 0.03% +3,184 13F-HR Timeline Insight Inv LLC More: the full row for Insight Inv LLC 9,340 $248K 0.17% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 9,337 $248K 0.05% -726 13F-HR/A Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 9,332 $248K <0.01% new 13F-HR Timeline Group PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 9,317 $247K 0.12% +1,217 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 9,314 $247K 0.23% -900 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 16,311 $247K 0.27% 13F-HR Timeline MCDANIEL TERRY & CO More: the full row for MCDANIEL TERRY & CO 9,316 $247K 0.02% +660 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 9,303 $247K 4.7% 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 9,301 $247K 0.03% -7,114 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 9,288 $246K 0.04% +2,292 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 9,248 $245K 0.06% new 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 9,232 $245K 0.06% +594 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 9,202 $245K 0.13% +1,086 13F-HR/A Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 9,209 $244K 0.19% -53 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 9,208 $244K 0.01% -744 13F-HR Timeline FIRST WILSHIRE SECURITIES MANAGEMENT INC More: the full row for FIRST WILSHIRE SECURITIES MANAGEMENT INC 9,184 $244K 0.07% new 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 9,191 $244K 0.08% +1,823 13F-HR Timeline Valley Financial Group, Inc. More: the full row for Valley Financial Group, Inc. 9,186 $244K 0.17% -33 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 9,161 $243K 0.04% 0 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 9,156 $243K 0.02% -9,240 13F-HR Timeline Drum Hill Capital, LLC More: the full row for Drum Hill Capital, LLC 9,147 $243K 0.3% 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 9,140 $242K 0.09% -200 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 9,130 $242K 0.06% -1,000 13F-HR Timeline NIA IMPACT ADVISORS, LLC More: the full row for NIA IMPACT ADVISORS, LLC 9,111 $242K 0.08% +642 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 9,100 $241K 0.11% -800 13F-HR Timeline Group Convergence Financial, LLC More: the full row for Convergence Financial, LLC 9,092 $241K 0.05% -1,810 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 9,090 $241K 0.15% -913 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 9,085 $241K 0.01% -862 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 9,075 $241K 0.02% new 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 9,074 $241K 0.06% +19 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 9,073 $241K 0.05% -599 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 9,068 $241K 0.06% -1,260 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 9,066 $241K 0.02% -382 13F-HR Timeline First International Bank & Trust More: the full row for First International Bank & Trust 9,062 $240K 0.08% new 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 9,058 $240K 0.12% -184 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 9,050 $240K 0.26% -1,950 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 9,031 $240K 0.09% new 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 9,377 $240K 0.07% -3,533 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 9,028 $240K 0.08% -3,150 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 8,999 $239K 0.11% 0 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 8,990 $239K 0.14% -149 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 8,989 $238K 0.02% 0 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 8,989 $238K 0.05% -3,375 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 8,978 $238K 0.1% -1,086 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 8,960 $238K 0.22% 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 8,954 $238K 0.09% -870 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 8,900 $236K 0.01% -22,823 13F-HR Timeline Group Aveo Capital Partners, LLC More: the full row for Aveo Capital Partners, LLC 8,896 $236K 0.03% +351 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 8,894 $236K 0.11% -4,839 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 8,889 $236K 0.19% -1,264 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 8,875 $235K 0.22% 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 8,869 $235K 0.11% +1,844 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 8,835 $234K 0.05% -926 13F-HR Timeline Bonfire Financial More: the full row for Bonfire Financial 8,827 $234K 0.21% 13F-HR Timeline MTM FINANCIAL GROUP, LLC More: the full row for MTM FINANCIAL GROUP, LLC 8,822 $234K 0.14% 0 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 8,815 $234K 0.09% -10 13F-HR/A Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 8,803 $234K 0.04% 0 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 8,798 $233K 0.07% -312 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 8,789 $233K 0.15% -1,418 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 8,784 $233K 0.15% 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 8,783 $233K 0.17% 0 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 8,782 $233K 0.12% -517 13F-HR Timeline Group LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 8,755 $232K 0.05% -2,119 13F-HR Timeline East Coast Asset Management, LLC. More: the full row for East Coast Asset Management, LLC. 8,741 $232K 0.08% 0 13F-HR Timeline Summit Place Financial Advisors, LLC More: the full row for Summit Place Financial Advisors, LLC 8,724 $231K 0.13% 0 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 8,710 $231K 0.07% new 13F-HR Timeline Broyhill Asset Management, LLC More: the full row for Broyhill Asset Management, LLC 8,700 $231K 0.2% 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 8,682 $230K 0.1% -1,733 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 8,681 $230K 0.04% -251 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 8,678 $230K 0.11% 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 8,652 $230K 0.03% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 8,630 $229K 0.05% -29 13F-HR/A Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 8,616 $229K 0.05% new 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 8,603 $228K 0.12% new 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 8,602 $228K 0.02% new 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 8,595 $228K 0.01% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 8,585 $228K 0.06% -23 13F-HR Timeline Masso Torrence Wealth Management Inc. More: the full row for Masso Torrence Wealth Management Inc. 8,583 $228K 0.12% -6,060 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 8,566 $227K 0.05% -2,185 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 8,566 $227K 0.17% 13F-HR/A Timeline Group Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 8,556 $227K 0.01% -1,711 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 8,545 $227K 0.11% 0 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 8,534 $226K 0.13% -900 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 8,528 $226K 0.1% +1,500 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 8,523 $226K <0.01% new 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 8,505 $226K 0.07% -529 13F-HR Timeline Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 8,517 $226K 0.05% +500 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 8,515 $226K 0.08% -750 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 8,506 $226K 0.03% +265 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 8,503 $226K 0.02% -1,334 13F-HR/A Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 8,502 $226K 0.16% 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 8,474 $225K 0.02% -12,071 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 8,459 $224K 0.08% -602 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 8,427 $224K 0.11% -2,270 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 8,422 $223K 0.07% +83 13F-HR Timeline Wallace Capital Management Inc. More: the full row for Wallace Capital Management Inc. 8,412 $223K 0.03% -2,100 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 8,410 $223K 0.06% -860 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 8,377 $222K 0.02% -15,904 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 8,361 $222K 0.13% -5,102 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 8,331 $221K 0.12% +31 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 8,328 $221K 0.03% +127 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 8,294 $220K 0.1% -1,143 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 8,274 $220K 0.2% 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 8,272 $219K 0.1% -340 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 8,256 $219K 0.01% -693 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 8,247 $219K 0.11% +215 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 8,204 $218K 0.07% -125 13F-HR Timeline Silverberg Bernstein Capital Management… More: the full row for Silverberg Bernstein Capital Management LLC 8,200 $218K 0.19% -500 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 8,188 $217K 0.15% 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 8,181 $217K 0.05% 0 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 8,093 $217K 0.04% +536 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 8,158 $216K 0.02% 0 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 8,127 $216K 0.14% -4,377 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 8,160 $216K 0.21% -834 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 8,095 $215K 0.03% 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 8,093 $214K 0.11% new 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 8,050 $214K 0.09% -565 13F-HR Timeline Buckingham Capital Management, Inc. More: the full row for Buckingham Capital Management, Inc. 8,030 $213K 0.02% -5,270 13F-HR Timeline Long Road Investment Counsel, LLC More: the full row for Long Road Investment Counsel, LLC 8,035 $213K 0.09% 0 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 8,013 $213K 0.28% 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 8,013 $213K 0.02% -6,659 13F-HR Timeline Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 7,992 $212K 0.11% new 13F-HR Timeline WINSLOW ASSET MANAGEMENT INC More: the full row for WINSLOW ASSET MANAGEMENT INC 7,981 $212K 0.04% -216 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 7,982 $212K 0.16% -788 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 7,971 $211K 0.03% -895 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 7,946 $211K 0.04% new 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 7,938 $211K 0.03% -1,432 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 7,926 $210K 0.07% -105 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 7,925 $210K 0.08% -3,072 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 7,925 $210K 0.18% 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 7,920 $210K 0.02% +614 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 7,915 $210K 0.02% -127 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 7,912 $210K 0.07% -510 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 15,766 $209K 0.03% -1,266 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 7,848 $208K 0.13% -3,187 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 7,856 $208K 0.15% new 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 7,840 $208K 0.02% -6,778 13F-HR Timeline GenWealth Group, Inc. More: the full row for GenWealth Group, Inc. 7,829 $208K 0.05% -1,781 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 7,819 $207K 0.09% +194 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 7,815 $207K 0.05% new 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 7,803 $207K 0.15% -209 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 7,801 $207K 0.01% -3,298 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 7,793 $207K 0.02% -69,094 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 7,793 $207K 0.02% -14,728 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 7,791 $207K 0.16% 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 7,786 $207K 0.16% 0 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 7,785 $207K 0.09% 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 7,686 $206K 0.04% -4,851 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 7,779 $206K 0.12% new 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 7,765 $206K 0.02% +5 13F-HR Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 7,760 $206K 0.23% 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 7,757 $206K 0.07% -473 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 7,751 $206K 0.03% -8 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 7,729 $205K 0.14% 0 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 7,726 $205K 0.03% new 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 7,714 $205K 0.07% new 13F-HR Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 7,714 $205K 0.2% 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 7,706 $204K 0.07% -1,976 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 7,693 $204K 0.12% -67 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 7,679 $204K 0.05% -194 13F-HR Timeline