One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 3,796 $544K 0.14% -85 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 3,790 $543K 0.27% -18 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 3,790 $543K 0.03% +10 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 3,785 $542K 0.06% -161 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 3,782 $542K 0.24% -5,702 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 3,779 $542K 0.04% new 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 3,778 $541K 0.21% -5,407 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 3,774 $541K 0.13% -275 13F-HR Timeline Adalta Capital Management LLC More: the full row for Adalta Capital Management LLC 3,770 $540K 0.24% -19 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 3,770 $540K 0.43% -96 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Creekside Partners More: the full row for Creekside Partners 3,768 $540K 0.23% -69 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 3,767 $540K 0.07% +249 13F-HR Timeline Connective Portfolio Management, LLC More: the full row for Connective Portfolio Management, LLC 3,760 $539K 0.97% 0 13F-HR Timeline BANYAN CAPITAL MANAGEMENT, INC. More: the full row for BANYAN CAPITAL MANAGEMENT, INC. 3,751 $538K 0.23% 0 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 3,751 $538K 0.29% new 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 3,749 $537K 0.21% -415 13F-HR Timeline Hodges Capital Management Inc. More: the full row for Hodges Capital Management Inc. 3,744 $537K 0.05% -1,495 13F-HR Timeline WealthPoint Financial, LLC More: the full row for WealthPoint Financial, LLC 3,740 $536K 0.47% 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 3,740 $536K 0.06% +884 13F-HR Timeline Holland Advisory Services, Inc. More: the full row for Holland Advisory Services, Inc. 3,739 $536K 0.72% +1 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 3,738 $536K 0.07% +1,351 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 3,734 $535K 0.36% -100 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 3,731 $535K 0.09% -939 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 3,730 $534K 0.15% -539 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 3,725 $534K 0.09% +738 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 3,861 $533K 0.18% +2 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 3,718 $533K 0.02% +7 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 3,717 $533K 0.07% +473 13F-HR Timeline AGP FRANKLIN, LLC More: the full row for AGP FRANKLIN, LLC 3,716 $533K 0.25% -59 13F-HR Timeline Presper Financial Architects, LLC More: the full row for Presper Financial Architects, LLC 3,712 $532K 0.3% +74 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 3,712 $532K 0.18% -13,814 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 3,710 $532K 0.13% -198 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 3,705 $531K 0.43% -175 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 3,703 $531K 0.33% 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 3,679 $529K 0.09% -125 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 3,679 $527K 0.26% -438 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 3,679 $527K 0.06% +190 13F-HR/A Timeline Citadel Investment Advisory, Inc. More: the full row for Citadel Investment Advisory, Inc. 3,675 $527K 0.23% -337 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 3,671 $526K 0.02% -570 13F-HR Timeline WMS Group LLC More: the full row for WMS Group LLC 3,664 $525K 0.67% 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 3,658 $524K 0.23% -143 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 3,656 $524K 0.12% -3 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 3,654 $524K 0.11% -274 13F-HR Timeline Boyd Wealth Management, LLC More: the full row for Boyd Wealth Management, LLC 3,652 $523K 0.22% -134 13F-HR Timeline Gray Private Wealth, LLC More: the full row for Gray Private Wealth, LLC 3,640 $522K 0.25% +1,950 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 3,632 $521K 0.14% +351 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 3,669 $520K 0.08% 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 3,612 $518K <0.01% +385 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 3,602 $516K 0.19% -1,561 13F-HR Timeline First Growth Capital LLC More: the full row for First Growth Capital LLC 3,222 $516K 0.46% 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 3,597 $515K 0.32% 0 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 3,581 $513K 0.03% +35 13F-HR Timeline HEARTLAND ADVISORS INC More: the full row for HEARTLAND ADVISORS INC 3,580 $513K 0.03% 0 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 3,580 $513K 0.33% -100 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 3,579 $513K 0.24% -3,937 13F-HR Timeline Lesa Sroufe & Co More: the full row for Lesa Sroufe & Co 3,570 $512K 0.38% 0 13F-HR Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 3,571 $512K 0.15% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 3,570 $512K 0.04% -43 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 3,567 $511K 0.28% +603 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 3,567 $511K 0.35% +8 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 3,566 $511K 0.14% -53 13F-HR Timeline Chatterton & Associates Inc. More: the full row for Chatterton & Associates Inc. 3,564 $511K 0.44% 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 3,559 $510K 0.07% -357 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 3,553 $509K 0.14% -43 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 3,552 $509K 0.21% +2 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 3,538 $507K 0.12% -1,433 13F-HR Timeline Foyston, Gordon & Payne Inc More: the full row for Foyston, Gordon & Payne Inc 3,532 $506K 0.11% 0 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 3,523 $505K 0.06% -35 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 3,522 $505K 0.12% -975 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 3,520 $504K 0.27% 13F-HR Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 3,513 $503K 0.02% -4 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 3,509 $503K 0.03% +713 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 3,505 $502K 0.01% new 13F-HR Timeline Group Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 3,503 $502K 0.13% -20 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 3,500 $502K 0.19% -300 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 3,498 $501K 0.09% -1,171 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 3,497 $501K 0.15% -124 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 3,492 $500K 0.2% +8 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 3,487 $500K 0.31% +204 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 3,486 $500K 0.42% 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 3,483 $499K 0.23% -1,380 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 3,483 $499K 0.16% +62 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 3,478 $498K 0.12% -734 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 3,477 $498K 0.07% +7 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 3,473 $498K 0.09% +1,359 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 3,473 $498K 0.22% +380 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 3,542 $497K 0.17% +18 13F-HR Timeline CMH Wealth Management LLC More: the full row for CMH Wealth Management LLC 3,468 $497K 0.11% +615 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 3,467 $497K 0.25% -190 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 3,464 $496K 0.18% +231 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 3,460 $496K 0.05% -468 13F-HR Timeline Eagle Wealth Advisors LLC More: the full row for Eagle Wealth Advisors LLC 3,448 $494K 0.42% 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 3,440 $493K 0.07% -1,334 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 3,439 $493K 0.12% -405 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 3,437 $493K 0.13% -33 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 3,435 $492K 0.09% -260 13F-HR Timeline GREENBERG FINANCIAL GROUP More: the full row for GREENBERG FINANCIAL GROUP 3,414 $489K 0.2% 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 3,412 $489K 0.06% +1,693 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 3,410 $489K 0.26% 0 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 3,409 $488K 0.13% -114 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 3,408 $488K 0.07% +230 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 3,408 $488K 0.03% -55 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 3,406 $488K 0.04% +589 13F-HR Timeline Todd Wealth Management, LLC More: the full row for Todd Wealth Management, LLC 3,405 $488K 0.44% 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 3,401 $487K 0.13% 0 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 3,394 $486K 0.24% -67 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 3,390 $486K 0.08% -500 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 3,386 $485K 0.27% -2,155 13F-HR Timeline Rockport Wealth LLC More: the full row for Rockport Wealth LLC 3,383 $485K 0.09% -7 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 3,379 $484K 0.21% -60 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 3,372 $483K 0.12% +18 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 3,361 $482K 0.11% 0 13F-HR Timeline Sage Investment Advisers LLC More: the full row for Sage Investment Advisers LLC 3,360 $481K 0.36% 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 3,359 $481K 0.12% -418 13F-HR Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 3,358 $481K 0.25% -97 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 3,358 $481K 0.32% 0 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 3,356 $481K 0.17% -14,653 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 3,353 $481K 0.23% -40 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 3,349 $480K 0.21% -45 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 3,347 $480K 0.13% -249 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 3,344 $479K 0.07% +52 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 3,342 $479K 0.13% -213 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 3,342 $479K 0.16% +79 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 3,342 $479K 0.45% 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 3,342 $479K 0.37% -256 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 3,341 $479K 0.29% -536 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 3,339 $478K 0.27% +182 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 3,335 $478K 0.41% +393 13F-HR/A Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 3,327 $477K 0.04% -1,015 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. 3,327 $477K 0.04% +82 13F-HR Timeline Group Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 3,327 $477K 0.04% -61 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 3,313 $475K 0.15% -60 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 3,382 $475K 0.04% -262 13F-HR Timeline MASTER'S WEALTH MANAGEMENT INC. More: the full row for MASTER'S WEALTH MANAGEMENT INC. 3,310 $474K 0.17% new 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 3,300 $473K 0.32% +5 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 3,296 $472K 0.12% +184 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 3,294 $472K 0.19% -196 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 3,202 $472K 0.01% +316 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 3,290 $471K 0.18% -1,090 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 3,289 $471K 0.14% +3,113 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 3,288 $471K 0.29% -284 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 3,288 $471K 0.1% -97 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 3,288 $471K 0.05% +113 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 3,287 $471K 0.26% new 13F-HR Timeline Cardinal Strategic Wealth Guidance More: the full row for Cardinal Strategic Wealth Guidance 3,286 $471K 0.12% -875 13F-HR Timeline Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 3,280 $470K 0.26% 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 3,280 $470K 0.1% +2 13F-HR Timeline DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 3,275 $469K 0.08% 13F-HR Timeline Worthington Financial Partners, LLC More: the full row for Worthington Financial Partners, LLC 3,267 $468K 0.41% 13F-HR Timeline Williamson Legacy Group, LLC More: the full row for Williamson Legacy Group, LLC 3,266 $468K 0.37% -36 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 3,261 $467K 0.12% +1 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 3,076 $467K 0.21% +71 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 3,255 $466K 0.23% +183 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 3,241 $464K 0.35% -50 13F-HR Timeline Orca Investment Management, LLC More: the full row for Orca Investment Management, LLC 3,232 $463K 0.36% +35 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 3,231 $463K 0.05% -1,347 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 3,223 $462K 0.31% +800 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 3,221 $462K 0.09% -70 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 3,211 $460K 0.14% 0 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 3,215 $460K 0.14% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 3,208 $460K 0.02% -2,698 13F-HR Timeline Rare Wolf Capital LLC More: the full row for Rare Wolf Capital LLC 3,208 $460K 0.29% 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 3,200 $459K 0.05% +22 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 3,199 $458K 0.25% -913 13F-HR Timeline Climber Capital SA More: the full row for Climber Capital SA 3,200 $458K 0.3% 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 3,196 $458K 0.17% 0 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 3,193 $458K 0.05% -93 13F-HR Timeline KilterHowling LLC More: the full row for KilterHowling LLC 3,188 $457K 0.23% +61 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 3,186 $457K 0.34% 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 3,183 $456K 0.12% +1,866 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 3,183 $456K 0.05% -663 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 3,181 $456K 0.03% +48 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 3,177 $455K 0.09% -148 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 3,177 $455K 0.26% new 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 3,173 $455K 0.15% +253 13F-HR Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 3,171 $454K 0.06% +301 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 3,169 $454K 0.14% 0 13F-HR Timeline Burkett Asset Management Ltd More: the full row for Burkett Asset Management Ltd 3,165 $454K 0.46% 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 3,164 $453K 0.37% +165 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 3,163 $453K 0.17% -642 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 3,157 $452K 0.09% -4,700 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 3,145 $451K 0.06% -307 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 3,145 $451K 0.1% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 3,144 $451K 0.07% -147 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 3,144 $451K 0.09% +306 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 3,131 $449K 0.14% -225 13F-HR Timeline Trust Co More: the full row for Trust Co 3,129 $448K 0.04% +1,604 13F-HR Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 3,123 $448K 0.1% 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 3,121 $447K 0.13% +849 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 3,120 $447K 0.14% +1 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 3,119 $447K 0.19% -1 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 3,112 $446K 0.03% +62 13F-HR Timeline East Coast Asset Management, LLC. More: the full row for East Coast Asset Management, LLC. 3,107 $445K 0.13% -1 13F-HR Timeline Savior LLC More: the full row for Savior LLC 3,105 $445K 1.61% -811 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 3,101 $444K 0.4% 0 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 3,100 $444K 0.13% -1,395 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 3,095 $443K 0.04% +1,105 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 3,088 $443K 0.07% 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 3,081 $442K 0.16% -300 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 3,073 $440K 0.13% +570 13F-HR Timeline