Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 2,968 $473K 0.1% -375 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 2,962 $472K 0.29% -8,686 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 2,953 $470K 0.38% -546 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 2,952 $470K 0.15% +1,313 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 2,944 $469K 0.07% -221 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 2,941 $469K 0.14% +393 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 2,939 $468K 0.11% +483 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 2,938 $468K 0.06% +119 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 2,937 $468K 0.17% -107 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 2,937 $468K 0.37% 0 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 2,937 $468K 0.19% +23 13F-HR Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 2,935 $468K 0.08% +140 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 2,743 $467K 0.22% 0 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 2,933 $467K 0.32% -40 13F-HR/A Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 2,932 $467K 0.53% +318 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 2,931 $467K 0.23% +31 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 2,925 $466K 0.42% +156 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 2,920 $465K 0.11% 0 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 2,916 $465K 0.06% +1,465 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 2,917 $465K 0.17% +43 13F-HR Timeline Mullaney, Keating & Wright, Inc. More: the full row for Mullaney, Keating & Wright, Inc. 2,904 $463K 0.3% 0 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 2,881 $459K 0.21% 0 13F-HR Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 2,877 $458K 0.1% -4 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 2,872 $458K 0.15% -398 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 2,870 $457K 0.13% +54 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 2,973 $456K 0.46% -25 13F-HR Timeline CMH Wealth Management LLC More: the full row for CMH Wealth Management LLC 2,864 $456K 0.11% -200 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 2,861 $456K 0.28% -30 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 2,860 $456K 0.05% -33 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 2,855 $455K 0.12% +9 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 2,852 $454K 0.05% -585 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 2,852 $454K 0.14% +10 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 2,851 $454K 0.06% 0 13F-HR Timeline Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 2,850 $454K 0.03% new 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 2,835 $452K 0.04% -114 13F-HR Timeline AJ Advisors, LLC More: the full row for AJ Advisors, LLC 2,832 $451K 0.2% -155 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 2,829 $451K 0.07% -230 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 2,827 $450K 0.37% +42 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 2,825 $450K 0.07% +97 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 2,825 $450K 0.36% 0 13F-HR Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 2,825 $450K 0.39% +53 13F-HR Timeline Sara-Bay Financial More: the full row for Sara-Bay Financial 2,817 $449K 0.16% -268 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 2,816 $449K 0.17% +4 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 2,815 $448K 0.14% -215 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 2,807 $447K 0.22% -84 13F-HR Timeline PROVIDENT TRUST CO More: the full row for PROVIDENT TRUST CO 2,800 $446K 0.01% 0 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 2,798 $446K 0.3% +1 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 2,806 $446K 0.13% -239 13F-HR Timeline Clarity Wealth Development LLC More: the full row for Clarity Wealth Development LLC 2,796 $445K 0.44% new 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 2,786 $444K 0.11% +37 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 2,786 $444K 0.16% -35 13F-HR Timeline Bishop & Co Investment Management, LLC More: the full row for Bishop & Co Investment Management, LLC 2,782 $443K 0.16% 0 13F-HR Timeline O'Keefe Stevens Advisory, Inc. More: the full row for O'Keefe Stevens Advisory, Inc. 2,778 $443K 0.12% 0 13F-HR Timeline RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 2,775 $442K 0.39% +76 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 2,774 $442K 0.5% -19 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 2,769 $441K 0.1% -878 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 2,770 $441K 0.18% 0 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 2,762 $440K 0.17% +83 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 2,760 $440K 0.23% -445 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 2,726 $439K 0.25% +433 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 2,758 $439K 0.14% 0 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 2,758 $439K 0.33% -6 13F-HR Timeline BCWM, LLC More: the full row for BCWM, LLC 2,757 $439K 0.14% +100 13F-HR Timeline FMA Wealth Management, LLC More: the full row for FMA Wealth Management, LLC 2,755 $439K 0.32% 0 13F-HR Timeline RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 2,755 $439K 0.4% 0 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 2,754 $439K 0.11% -70 13F-HR Timeline TODD ASSET MANAGEMENT LLC More: the full row for TODD ASSET MANAGEMENT LLC 2,754 $439K 0.01% 0 13F-HR Timeline Gouws Capital LLC More: the full row for Gouws Capital LLC 2,750 $438K 0.27% +750 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 2,747 $438K 0.13% 0 13F-HR Timeline RFP Financial Group LLC More: the full row for RFP Financial Group LLC 2,744 $437K 0.18% 0 13F-HR Timeline R.H. Dinel Investment Counsel, Inc. More: the full row for R.H. Dinel Investment Counsel, Inc. 2,743 $437K 0.29% 0 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 2,743 $437K 0.18% -178 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 2,742 $437K 0.33% -74 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 2,738 $436K 0.12% -4 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 2,734 $436K 0.09% +58 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 2,732 $435K 0.09% new 13F-HR Timeline ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 2,729 $435K 0.19% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 2,719 $433K 0.54% -760 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 2,713 $432K 0.17% -21 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 2,711 $432K 0.04% -165 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 2,711 $432K 0.28% +15 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 2,709 $432K 0.12% -18 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 2,697 $431K 0.39% 0 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 2,705 $431K 0.06% +464 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 2,703 $431K 0.31% +700 13F-HR Timeline Wilkins Miller Wealth Management, LLC More: the full row for Wilkins Miller Wealth Management, LLC 2,698 $430K 0.29% +9 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 2,698 $430K 0.21% -52 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 2,696 $430K 0.21% 0 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 2,693 $429K 0.11% -6,500 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 2,722 $429K 0.04% +307 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 2,657 $428K 0.11% +76 13F-HR Timeline McGuire Investment Group, LLC More: the full row for McGuire Investment Group, LLC 2,687 $428K 0.05% 0 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 2,687 $428K 0.2% -45 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 2,674 $426K 0.37% -10 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 2,673 $426K 0.38% -1 13F-HR Timeline Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 2,669 $425K 0.35% -563 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 2,661 $424K 0.13% +4 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 2,660 $424K 0.12% +170 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 2,651 $422K 0.08% -311 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 2,649 $422K 0.24% -817 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 2,641 $421K 0.04% -485 13F-HR Timeline WEIK CAPITAL MANAGEMENT More: the full row for WEIK CAPITAL MANAGEMENT 2,640 $421K 0.17% -30 13F-HR Timeline LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 2,636 $420K 0.29% -171 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 2,463 $420K 0.26% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 2,604 $420K 0.04% -445 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 2,632 $419K 0.11% +1,348 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 2,621 $418K 0.18% -158 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 2,618 $417K 0.01% -455 13F-HR Timeline Group SSI INVESTMENT MANAGEMENT LLC More: the full row for SSI INVESTMENT MANAGEMENT LLC 2,618 $417K 0.03% -2,232 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 2,615 $417K 0.1% new 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 2,590 $416K 0.15% +71 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 2,607 $416K 0.12% -100 13F-HR Timeline Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 2,602 $415K 0.13% +918 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 2,600 $414K 0.02% -3,124 13F-HR Timeline FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 2,596 $414K 0.06% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 2,592 $413K 0.02% -21,824 13F-HR Timeline Base Wealth Management LLC More: the full row for Base Wealth Management LLC 2,591 $413K 0.26% -407 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 2,588 $412K 0.31% -9 13F-HR Timeline 1858 WEALTH MANAGEMENT, LLC More: the full row for 1858 WEALTH MANAGEMENT, LLC 2,587 $412K 0.3% -70 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 2,583 $412K 0.1% +698 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 2,565 $409K 0.21% +311 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 2,563 $408K 0.08% 0 13F-HR Timeline Lorne Steinberg Wealth Management Inc. More: the full row for Lorne Steinberg Wealth Management Inc. 2,555 $407K 0.11% 0 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 2,553 $407K 0.2% +5 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 2,551 $406K 0.12% -12 13F-HR Timeline Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 2,551 $406K 0.09% +17 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 2,550 $406K 0.14% 0 13F-HR Timeline Core Wealth Advisors, Inc. More: the full row for Core Wealth Advisors, Inc. 2,545 $405K 0.12% +877 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 2,520 $402K 0.16% +220 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 2,518 $401K 0.26% 0 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 2,514 $401K 0.15% +11 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 2,513 $400K 0.02% 0 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 2,507 $399K 0.2% +292 13F-HR Timeline Wiser Wealth Management, Inc More: the full row for Wiser Wealth Management, Inc 2,504 $399K 0.1% -161 13F-HR Timeline PARADIGM CAPITAL MANAGEMENT INC/NY More: the full row for PARADIGM CAPITAL MANAGEMENT INC/NY 2,500 $398K 0.02% -500 13F-HR Timeline BANTAMAC CAPITAL, LLC More: the full row for BANTAMAC CAPITAL, LLC 2,500 $398K 0.14% -223 13F-HR Timeline West Tower Group, LLC More: the full row for West Tower Group, LLC 2,500 $398K 0.86% new 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 2,487 $396K 0.34% -9 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 2,486 $396K 0.3% 0 13F-HR Timeline Pachira Investments Inc. More: the full row for Pachira Investments Inc. 2,482 $395K 0.3% +12 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 2,475 $394K 0.18% +708 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 2,474 $394K 0.1% -385 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 2,460 $392K 0.11% -40 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 2,459 $392K 0.08% +1,249 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 2,454 $391K 0.05% +386 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 2,452 $391K 0.19% +3 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 2,450 $390K 0.09% +185 13F-HR Timeline Avondale Wealth Management More: the full row for Avondale Wealth Management 2,450 $390K 0.22% 0 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 2,447 $390K 0.17% -932 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 2,440 $389K 0.14% 0 13F-HR Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 2,435 $388K 0.16% -396 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 2,435 $388K 0.11% +181 13F-HR Timeline Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 2,434 $388K 0.36% -92 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 2,432 $387K 0.52% -117 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 2,431 $387K 0.04% -71 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 2,430 $387K 0.25% +193 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 2,429 $387K 0.12% +266 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 2,426 $386K 0.13% +108 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 2,421 $386K 0.26% -1,093 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 2,416 $385K 0.14% +547 13F-HR Timeline Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 2,410 $384K 0.05% -3,306 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 2,407 $383K 0.14% -123 13F-HR Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 2,405 $383K 0.04% -90 13F-HR/A Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 2,404 $383K 0.35% 0 13F-HR Timeline United Super Pty Ltd in its capacity as… More: the full row for United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 2,400 $382K 0.01% -700 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 2,400 $382K 0.29% 0 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 2,398 $382K 0.17% +355 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 2,391 $381K 0.07% +4 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 2,521 $380K 0.14% +489 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 2,384 $380K 0.13% -176 13F-HR Timeline Clearview Wealth Advisors LLC More: the full row for Clearview Wealth Advisors LLC 2,383 $380K 0.26% -8 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 2,380 $379K 0.15% +35 13F-HR Timeline Defined Financial Planning LLC More: the full row for Defined Financial Planning LLC 2,483 $379K 0.34% -128 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 2,377 $379K 0.15% +540 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 2,377 $379K 0.2% -148 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 2,375 $378K 0.15% -56 13F-HR Timeline HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 2,343 $378K 0.09% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 2,369 $377K 0.07% -112 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 2,369 $377K 0.06% -371 13F-HR Timeline AMARILLO NATIONAL BANK More: the full row for AMARILLO NATIONAL BANK 2,368 $377K 0.07% 0 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 2,363 $377K 0.21% +38 13F-HR Timeline Beaumont Asset Management, L.L.C. More: the full row for Beaumont Asset Management, L.L.C. 2,358 $376K 0.2% +98 13F-HR Timeline Guardian Partners Inc. More: the full row for Guardian Partners Inc. 2,384 $376K 0.03% +268 13F-HR Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 2,327 $375K 0.07% +9 13F-HR Timeline Kooman & Associates More: the full row for Kooman & Associates 2,354 $375K 0.13% +6 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 2,354 $375K 0.3% 0 13F-HR Timeline Strive Asset Management, LLC More: the full row for Strive Asset Management, LLC 2,351 $375K 0.23% -1,702 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 2,480 $373K 0.01% +995 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 2,340 $373K 0.2% -538 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 2,339 $373K 0.29% -1,126 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 2,329 $371K 0.17% -1,271 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 2,328 $371K 0.03% 0 13F-HR Timeline Prairie Sky Financial Group LLC More: the full row for Prairie Sky Financial Group LLC 2,328 $371K 0.2% 0 13F-HR Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 2,321 $370K 0.41% +3 13F-HR/A Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 2,319 $369K 0.11% -14 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 2,310 $368K 0.26% +69 13F-HR Timeline Capital Market Strategies LLC More: the full row for Capital Market Strategies LLC 2,310 $368K 0.26% -173 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 2,308 $368K 0.14% -738 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 2,304 $367K 0.11% -335 13F-HR Timeline Provident Investment Management, Inc. More: the full row for Provident Investment Management, Inc. 2,295 $366K 0.03% 0 13F-HR Timeline