Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 4,572 $660K 0.14% -197 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 4,557 $658K 0.41% +120 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 4,553 $658K 0.26% -691 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 4,546 $657K 0.22% +118 13F-HR Timeline 4WEALTH ADVISORS, INC. 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COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 4,480 $646K 0.11% 0 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. 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More: the full row for MAIMON WEALTH MANAGEMENT LTD. 4,002 $579K 0.51% -145 13F-HR Timeline Guardian Financial Partners, LLC More: the full row for Guardian Financial Partners, LLC 4,007 $579K 0.24% +154 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 4,006 $579K 0.11% 0 13F-HR Timeline Piedmont Capital Management, LLC/NC More: the full row for Piedmont Capital Management, LLC/NC 4,002 $578K 0.39% -34 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 4,000 $578K 0.21% 0 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 3,933 $577K 0.04% +606 13F-HR Timeline NS Partners Ltd More: the full row for NS Partners Ltd 3,990 $576K 0.03% new 13F-HR Timeline Whalen Wealth Management Inc. 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More: the full row for Advance Capital Management, Inc. 3,961 $572K 0.02% -81 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 3,957 $572K 0.11% +800 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 3,945 $570K 0.44% +240 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 3,944 $570K 0.22% -93 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 3,943 $570K 0.27% +264 13F-HR Timeline Guidance Point Advisors, LLC More: the full row for Guidance Point Advisors, LLC 3,941 $569K 0.13% +18 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 3,937 $569K 0.02% +266 13F-HR Timeline DDD Partners, LLC More: the full row for DDD Partners, LLC 3,932 $568K 0.04% new 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. 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LLC 3,826 $553K 0.06% +41 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 3,828 $553K 0.08% +351 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 3,828 $553K 0.15% -63 13F-HR Timeline Hixon Zuercher, LLC More: the full row for Hixon Zuercher, LLC 3,808 $550K 0.17% 0 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 3,807 $550K 0.23% +149 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 3,807 $550K 0.01% -11,798 13F-HR Timeline Group GLR Partners, LLC More: the full row for GLR Partners, LLC 3,801 $549K 0.3% 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 3,800 $549K 0.02% 0 13F-HR Timeline Charter Capital Management, LLC\DE More: the full row for Charter Capital Management, LLC\DE 3,800 $549K 0.27% +828 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 3,799 $549K 0.19% -26 13F-HR Timeline Traynor Capital Management, Inc. 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Root & Company, LLC More: the full row for D.B. Root & Company, LLC 3,747 $541K 0.13% +451 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 3,741 $540K 0.03% -49 13F-HR Timeline Holland Advisory Services, Inc. More: the full row for Holland Advisory Services, Inc. 3,740 $540K 0.72% +1 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 3,757 $540K 0.15% +204 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 3,734 $539K 0.16% +1,610 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 3,723 $538K 0.1% +1,036 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 3,708 $536K 0.14% new 13F-HR Timeline XY Planning Network, Inc. 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