Milestones Private Investment Advisors … More: the full row for Milestones Private Investment Advisors LLC 4,740 $679K 0.47% -134 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 4,737 $679K 0.11% +1 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 4,364 $678K 0.15% -425 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 4,720 $676K 0.19% -280 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 4,715 $676K 0.13% -315 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 4,711 $675K 0.13% -19 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 4,705 $674K 0.18% +123 13F-HR Timeline ALLEN WEALTH MANAGEMENT, LLC More: the full row for ALLEN WEALTH MANAGEMENT, LLC 4,704 $674K 0.41% +265 13F-HR Timeline Ridge Creek Global, Inc More: the full row for Ridge Creek Global, Inc 4,704 $674K 0.57% 13F-HR Timeline KW WEALTH MANAGEMENT LLC More: the full row for KW WEALTH MANAGEMENT LLC 4,697 $673K 1.02% -105 13F-HR Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 4,684 $671K 0.46% 0 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 4,684 $671K 0.11% -200 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 4,678 $670K 0.19% -1,075 13F-HR Timeline BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 4,664 $668K 0.14% 0 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 4,663 $668K 0.22% +48 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 4,662 $668K 0.29% -364 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 4,659 $668K 0.15% -486 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 4,649 $666K 0.1% +23 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 4,646 $666K 0.22% -384 13F-HR Timeline Torrey Growth & Income Advisors More: the full row for Torrey Growth & Income Advisors 4,636 $664K 0.23% +1,211 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 4,219 $664K 0.14% -2,866 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 4,631 $664K 0.03% +564 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 4,629 $663K 0.74% -2,235 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 4,626 $663K 0.13% 0 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 4,624 $663K 0.05% -135 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 4,607 $660K 0.12% -466 13F-HR Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 4,565 $660K 0.13% -207 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 4,583 $657K 0.28% +213 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 4,573 $655K 0.36% -6 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 4,569 $655K 0.21% +332 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 4,562 $654K 0.22% -1,960 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 4,556 $653K 0.11% -286 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 4,555 $653K 0.07% +32 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 4,553 $652K 0.28% +442 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 4,549 $652K 0.11% 0 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 4,540 $651K 0.17% +2 13F-HR Timeline Coquina Private Wealth LLC More: the full row for Coquina Private Wealth LLC 4,540 $651K 0.52% 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 4,521 $648K 0.24% -110 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 4,478 $647K 0.14% +860 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 4,510 $646K 0.28% +36 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 4,508 $646K 0.23% -921 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 4,507 $646K 0.04% -324 13F-HR Timeline SSA SWISS ADVISORS AG More: the full row for SSA SWISS ADVISORS AG 4,504 $645K 0.3% 0 13F-HR Timeline Asset Advisory Group, Inc. More: the full row for Asset Advisory Group, Inc. 4,497 $645K 0.32% 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 4,495 $644K 0.04% -55 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 4,493 $644K 0.13% -4 13F-HR Timeline America First Investment Advisors, LLC More: the full row for America First Investment Advisors, LLC 4,492 $644K 0.12% 0 13F-HR Timeline Nicholson Meyer Capital Management, Inc. More: the full row for Nicholson Meyer Capital Management, Inc. 4,489 $643K 0.49% -352 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 4,480 $642K 0.1% 0 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 4,471 $641K 0.64% +978 13F-HR Timeline Wheelhouse Advisory Group LLC More: the full row for Wheelhouse Advisory Group LLC 4,438 $639K 0.24% +71 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 4,461 $639K 0.15% 0 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 4,460 $639K 0.39% -23 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 4,454 $638K 0.19% -261 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 4,449 $638K 0.16% -198 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 4,437 $636K 0.38% -79 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 4,430 $635K 0.26% +29 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 4,429 $635K 0.34% +28 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 4,428 $635K 0.1% -12 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 4,428 $635K 0.21% -127 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 4,416 $633K 0.12% -2,831 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 4,398 $630K 0.14% -91 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 4,396 $630K 0.06% +66 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 4,388 $629K 0.45% -26 13F-HR Timeline WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 4,387 $629K 0.01% +391 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 4,386 $629K 0.12% -60 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 4,386 $629K 0.34% -177 13F-HR Timeline CORTLAND ASSOCIATES INC/MO More: the full row for CORTLAND ASSOCIATES INC/MO 4,383 $628K 0.08% -2,481 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 4,196 $627K 0.39% +8 13F-HR Timeline Sequent Asset Management, LLC More: the full row for Sequent Asset Management, LLC 4,374 $627K 0.28% -449 13F-HR Timeline Provident Living Financial Services, In… More: the full row for Provident Living Financial Services, Inc. 4,374 $627K 0.62% 13F-HR Timeline Pathfinder Wealth Consulting, Inc. More: the full row for Pathfinder Wealth Consulting, Inc. 4,368 $626K 0.4% 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 4,359 $625K 0.05% +354 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 4,359 $625K 0.44% +226 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 4,078 $625K 0.22% new 13F-HR Timeline Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 4,356 $624K 0.53% -538 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 4,356 $624K 0.06% +534 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 4,346 $623K 0.19% -15 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 4,341 $622K 0.14% -8 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 4,338 $622K 0.05% -350 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 4,337 $622K 0.11% -845 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 4,335 $621K 0.31% +55 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 4,326 $620K 0.06% -802 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 4,324 $620K 0.07% +310 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 4,322 $619K 0.4% -54 13F-HR Timeline Sicart Associates LLC More: the full row for Sicart Associates LLC 4,316 $619K 0.16% 0 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 4,316 $619K 0.39% +400 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 3,981 $618K 0.53% +1,020 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 4,308 $617K 0.21% -1,524 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 4,301 $616K 0.09% -87 13F-HR Timeline Timber Creek Capital Management LLC More: the full row for Timber Creek Capital Management LLC 4,300 $616K 0.14% -323 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 4,300 $616K 0.03% -22 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 4,295 $615K 0.09% +157 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 4,050 $615K 0.07% +1,004 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 4,288 $615K 0.18% 0 13F-HR Timeline Ridgeline Wealth Planning, LLC More: the full row for Ridgeline Wealth Planning, LLC 4,284 $614K 0.44% -686 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 4,272 $612K 0.02% 0 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 4,270 $612K 0.06% +1,765 13F-HR Timeline Oakmont Investment Advisors, Inc. More: the full row for Oakmont Investment Advisors, Inc. 4,266 $611K 0.45% 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 4,264 $611K 0.53% +419 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 4,261 $611K 0.11% -129 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 4,259 $610K 0.2% +32 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 4,247 $609K 0.18% -499 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 4,240 $608K 0.08% -1,248 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 58,683 $606K 0.47% +52,515 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 4,222 $605K 0.11% -14,860 13F-HR Timeline V. M. MANNING & CO., INC. More: the full row for V. M. MANNING & CO., INC. 4,214 $604K 0.61% -140 13F-HR Timeline Eurizon SLJ Capital Ltd More: the full row for Eurizon SLJ Capital Ltd 4,204 $602K 0.24% 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 4,204 $602K 0.06% +682 13F-HR/A Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 4,196 $601K 0.26% -104 13F-HR Timeline Prota Financial, LLC More: the full row for Prota Financial, LLC 4,192 $601K 0.43% 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 4,187 $600K 0.15% +611 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 4,185 $600K 0.14% 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 4,182 $599K 0.08% +544 13F-HR Timeline Cadia Private Client LLC More: the full row for Cadia Private Client LLC 4,172 $598K 0.47% 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 4,168 $597K 0.11% 0 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 4,165 $597K 0.25% -548 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 4,161 $596K 0.22% -115 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 4,161 $596K 0.07% -5,929 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 4,158 $596K 0.41% +109 13F-HR Timeline SNOWWATER INVESTMENT PARTNERS, LLC More: the full row for SNOWWATER INVESTMENT PARTNERS, LLC 4,152 $595K 0.55% 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 3,738 $595K 0.43% +1,695 13F-HR Timeline CAMPBELL NEWMAN ASSET MANAGEMENT INC More: the full row for CAMPBELL NEWMAN ASSET MANAGEMENT INC 4,150 $595K 0.04% 0 13F-HR Timeline MAIMON WEALTH MANAGEMENT LTD. More: the full row for MAIMON WEALTH MANAGEMENT LTD. 4,147 $594K 0.55% 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 4,146 $594K 0.47% +50 13F-HR Timeline Nationale-Nederlanden Powszechne Towarz… More: the full row for Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 4,140 $593K 0.05% -12 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 4,127 $591K 0.38% 0 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 4,122 $591K 0.03% +159 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 4,119 $590K 0.1% +286 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 4,115 $590K 0.08% -190 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 4,110 $589K 0.35% +209 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 4,103 $588K 0.22% -10 13F-HR Timeline Group Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 4,101 $588K 0.12% +410 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 4,100 $588K 0.17% 0 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 4,098 $587K 0.3% +7 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 4,091 $586K 0.11% -486 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 4,090 $586K 0.29% -1,994 13F-HR Timeline Marathon Wealth Advisors LLC More: the full row for Marathon Wealth Advisors LLC 4,076 $584K 0.23% 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 4,075 $584K 0.14% +14 13F-HR Timeline PENINSULA ASSET MANAGEMENT INC More: the full row for PENINSULA ASSET MANAGEMENT INC 4,072 $584K 0.3% -75 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 4,068 $583K 0.38% -3 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 4,067 $583K 0.09% +246 13F-HR Timeline Dupree Financial Group, LLC More: the full row for Dupree Financial Group, LLC 4,065 $583K 0.21% -45 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 4,059 $582K 0.21% -473 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 4,058 $582K 0.21% -49 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 4,054 $581K 0.37% 0 13F-HR Timeline Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 4,044 $580K 0.32% 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 4,043 $579K 0.09% +487 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 4,042 $579K 0.02% -187 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 4,038 $579K 0.1% +8 13F-HR Timeline Pollock Investment Advisors, LLC More: the full row for Pollock Investment Advisors, LLC 4,037 $579K 0.43% 0 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 4,037 $578K 0.21% +16 13F-HR Timeline Piedmont Capital Management, LLC/NC More: the full row for Piedmont Capital Management, LLC/NC 4,036 $578K 0.38% 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 4,030 $578K 0.17% +2 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 4,017 $576K 0.41% -375 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 4,015 $575K 0.38% +863 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 4,011 $575K 0.39% -579 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 4,006 $574K 0.1% 0 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 4,000 $573K 0.2% 0 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 3,996 $573K 0.05% new 13F-HR Timeline McLaughlin Asset Management, Inc. More: the full row for McLaughlin Asset Management, Inc. 3,980 $570K 0.51% 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 3,978 $570K 0.3% -172 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 3,977 $570K 0.17% +164 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 3,974 $570K 0.04% -100 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 3,664 $569K 0.16% +1,642 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 3,956 $567K 0.18% -2,323 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 3,952 $566K 0.09% -1 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 3,947 $566K 0.33% +428 13F-HR Timeline Seascape Capital Management More: the full row for Seascape Capital Management 3,943 $565K 0.16% -940 13F-HR Timeline Guidance Point Advisors, LLC More: the full row for Guidance Point Advisors, LLC 3,923 $562K 0.13% -79 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 3,911 $560K 0.12% new 13F-HR Timeline Bellevue Group AG in group Bellevue Group AG More: the full row for Bellevue Group AG 3,900 $559K 0.01% new 13F-HR Timeline Group Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 3,899 $559K 0.12% +35 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 3,891 $558K 0.15% -205 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 3,884 $557K 0.06% -171 13F-HR Timeline John Boyer, Inc. More: the full row for John Boyer, Inc. 3,869 $555K 0.57% -1,653 13F-HR Timeline Cedarwood Wealth LLC More: the full row for Cedarwood Wealth LLC 3,709 $554K 0.62% 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 3,868 $554K 0.63% -4,993 13F-HR Timeline Longview Financial Advisors, Inc. More: the full row for Longview Financial Advisors, Inc. 3,866 $554K 0.38% new 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 3,866 $554K 0.23% -90 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 3,865 $554K 0.06% +945 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 3,863 $554K 0.03% -577 13F-HR Timeline Guardian Financial Partners, LLC More: the full row for Guardian Financial Partners, LLC 3,853 $552K 0.23% +445 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 15,475 $552K 0.09% -135 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 3,847 $551K 0.27% -43 13F-HR Timeline WINSLOW ASSET MANAGEMENT INC More: the full row for WINSLOW ASSET MANAGEMENT INC 3,847 $551K 0.1% -220 13F-HR Timeline RPS ADVISORY SOLUTIONS LLC More: the full row for RPS ADVISORY SOLUTIONS LLC 3,844 $551K 0.26% -295 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 3,843 $551K 0.05% -1,066 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 3,878 $550K 0.11% -807 13F-HR Timeline Trust Co of Kansas More: the full row for Trust Co of Kansas 3,837 $550K 0.25% -737 13F-HR Timeline Aegis Wealth Management, Inc. More: the full row for Aegis Wealth Management, Inc. 3,826 $548K 0.43% 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 3,825 $548K 0.19% -137 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 3,591 $548K 0.11% -603 13F-HR Timeline Zinnia Wealth Advisory, LLC More: the full row for Zinnia Wealth Advisory, LLC 3,819 $547K 0.59% 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT INC More: the full row for NORTHSTAR ASSET MANAGEMENT INC 3,814 $547K 0.14% -377 13F-HR Timeline Hixon Zuercher, LLC More: the full row for Hixon Zuercher, LLC 3,808 $546K 0.17% -650 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 3,806 $545K <0.01% -5,033 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 3,803 $545K 0.05% +117 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 3,800 $545K 0.02% 0 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 3,799 $545K 0.14% -562 13F-HR Timeline