Artemis Wealth Advisors, LLC More: the full row for Artemis Wealth Advisors, LLC 4,165 $790K 0.09% +15 13F-HR/A Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 4,117 $790K 0.34% +1,722 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 4,156 $789K 0.13% -63 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 4,149 $787K 0.05% +2 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 4,149 $787K 0.05% -8,900 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 4,140 $785K 0.05% +394 13F-HR Timeline WESTPORT ASSET MANAGEMENT INC More: the full row for WESTPORT ASSET MANAGEMENT INC 4,127 $783K 0.32% 0 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 4,119 $781K 0.24% -25 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 4,118 $781K 0.39% -583 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 4,108 $779K 0.5% -225 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 4,106 $779K 0.46% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 4,097 $777K 0.13% -323 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 4,095 $777K 0.17% +6 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 4,088 $776K 0.21% -6 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 4,038 $774K 10.58% -257 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 4,080 $774K 0.49% -1 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 4,072 $773K 0.56% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 3,587 $772K 0.21% -180 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 4,064 $771K 0.04% +556 13F-HR Timeline Shepherd Street Advisors LLC More: the full row for Shepherd Street Advisors LLC 3,931 $770K 0.68% +66 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 4,050 $768K 0.22% +235 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 4,047 $768K 0.32% +284 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 4,043 $767K 0.37% -2,450 13F-HR Timeline Golden Reserve Retirement LLC More: the full row for Golden Reserve Retirement LLC 4,020 $763K 0.12% +2,552 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 4,020 $763K 0.3% +121 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 4,019 $763K 0.05% -803 13F-HR Timeline Group SL ADVISORS, LLC More: the full row for SL ADVISORS, LLC 4,016 $762K 1.33% -331 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 4,012 $761K 0.01% 0 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 4,011 $761K 0.13% +11 13F-HR Timeline Alessandra Capital Management, LLC More: the full row for Alessandra Capital Management, LLC 4,002 $759K 0.54% +108 13F-HR Timeline Womack Financial LLC More: the full row for Womack Financial LLC 4,002 $759K 0.5% +135 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 3,999 $759K 0.16% -368 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 3,996 $758K 0.15% +24 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 3,985 $756K 0.14% +100 13F-HR Timeline BankChampaign, National Association More: the full row for BankChampaign, National Association 3,977 $755K 0.58% -926 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 3,976 $754K 0.07% +864 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 3,958 $751K 0.16% +47 13F-HR Timeline JM2 Capital Inc. More: the full row for JM2 Capital Inc. 3,954 $750K 0.51% -28 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 3,954 $750K 0.04% +259 13F-HR Timeline Vantus Wealth LLC More: the full row for Vantus Wealth LLC 3,941 $748K 0.4% 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 3,940 $748K 0.23% -362 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 3,934 $746K 0.29% -45 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 3,928 $745K 0.21% +768 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 3,927 $745K 0.19% +310 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 3,908 $742K 0.13% -351 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 3,906 $741K 0.34% 0 13F-HR Timeline LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 3,900 $740K <0.01% 0 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 3,900 $740K 0.17% -159 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 3,900 $740K 0.2% -696 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 3,884 $737K 0.05% -278 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 6,275 $737K 0.76% +800 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 3,879 $736K 0.09% -157 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 3,865 $734K 0.22% +657 13F-HR Timeline Cravens & Co Advisors, LLC More: the full row for Cravens & Co Advisors, LLC 3,866 $733K 0.49% -4,727 13F-HR Timeline Tortuga Wealth Management, Inc More: the full row for Tortuga Wealth Management, Inc 3,861 $733K 0.56% -7 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 3,859 $732K 0.25% 0 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 3,850 $731K 0.11% +162 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 3,850 $730K 0.08% -525 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 3,848 $730K 0.33% +1 13F-HR/A Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 3,841 $729K 0.14% +947 13F-HR Timeline Lumbard & Kellner, LLC More: the full row for Lumbard & Kellner, LLC 3,836 $728K 0.22% +102 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 3,790 $727K 0.11% +80 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 3,831 $727K 0.12% -68 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 3,830 $727K 0.08% new 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 3,825 $726K 0.01% -40,232 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 3,824 $726K 0.05% +126 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 3,824 $726K 0.25% -51 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 3,822 $725K 0.02% -500 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 3,819 $725K 0.13% +996 13F-HR Timeline WMS Group LLC More: the full row for WMS Group LLC 3,813 $723K 0.93% new 13F-HR Timeline Counterweight Ventures, LLC More: the full row for Counterweight Ventures, LLC 3,810 $723K 0.36% 0 13F-HR Timeline Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 3,809 $723K 0.13% +4 13F-HR Timeline RS CRUM INC. 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Prosperity Capital Advisors 3,772 $716K 0.04% -161 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 3,769 $715K 0.06% -104 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 3,763 $714K 0.18% -206 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 3,759 $713K 0.27% +113 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 3,748 $711K 0.27% -71 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 3,747 $711K 0.13% +78 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 3,745 $711K 0.4% +45 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 3,744 $710K 0.25% -14 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 3,738 $709K 0.33% -129 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 3,734 $709K 0.08% -10 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 3,732 $708K 0.16% +31 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 3,727 $707K 0.22% 0 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 3,722 $706K 0.06% -162 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 3,709 $704K 0.3% +1,062 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 3,705 $703K 0.08% 0 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 3,702 $702K 0.12% -5 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 3,702 $702K 0.15% 0 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 3,700 $702K 0.34% -1,000 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 3,698 $702K 0.08% +89 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 3,696 $701K 0.11% +1,536 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 3,693 $701K 0.09% 0 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 3,691 $700K 0.13% -96 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 3,686 $699K 0.06% +231 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 3,683 $699K 0.11% -664 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 3,683 $699K 0.04% -13 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 3,679 $698K 0.04% +1,356 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 3,678 $698K 0.19% -568 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 3,675 $697K 0.15% 0 13F-HR Timeline Clarion Wealth Managment Partners, LLC More: the full row for Clarion Wealth Managment Partners, LLC 3,673 $697K 0.56% +16 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 3,670 $696K 0.4% -17 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 3,669 $696K 0.14% 0 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 3,668 $696K 0.04% -77 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 3,660 $694K 0.09% -1 13F-HR Timeline Group Canopy Partners, LLC More: the full row for Canopy Partners, LLC 3,656 $694K 0.21% -59 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 3,654 $693K 0.25% +77 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 3,644 $691K 0.19% new 13F-HR Timeline Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 3,641 $691K 0.34% 0 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 3,638 $690K 0.02% +249 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 3,638 $690K 0.13% -1,740 13F-HR/A Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 3,634 $689K 0.14% +143 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 3,634 $689K 0.05% 0 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 3,633 $689K 0.01% -151 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 3,619 $687K 0.06% -4,002 13F-HR Timeline Group Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 3,597 $682K 0.04% +141 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 3,255 $681K 0.42% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 3,575 $678K 0.07% +131 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 3,572 $678K 0.01% +18 13F-HR Timeline Group Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 3,562 $676K 0.08% +609 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 3,556 $675K 0.12% -5 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 3,555 $674K 0.04% +17 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 3,547 $673K 0.07% +13 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 3,542 $672K 0.09% -100 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 3,538 $671K 0.05% +281 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 3,536 $671K 0.35% +3 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 3,536 $671K 0.17% -64 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 3,531 $670K 0.28% -34 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 3,531 $670K 0.08% +10 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 3,527 $669K 0.44% -113 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 3,526 $669K 0.1% -77 13F-HR Timeline Arlington Trust Co LLC group of 2 filers holding More: the full row for Arlington Trust Co LLC 3,525 $669K +14 Timeline Eurizon SLJ Capital Ltd More: the full row for Eurizon SLJ Capital Ltd 3,523 $668K 0.25% 0 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 3,517 $667K 0.13% +65 13F-HR/A Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 3,514 $667K 0.4% +1 13F-HR Timeline GUARDIAN INVESTMENT MANAGEMENT More: the full row for GUARDIAN INVESTMENT MANAGEMENT 3,510 $666K 0.43% +1,410 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 3,510 $666K 0.15% -7 13F-HR Timeline Odyssean, LLC More: the full row for Odyssean, LLC 3,502 $664K 0.11% +509 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 3,500 $664K 0.05% +44 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 3,500 $664K 0.13% new 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 3,492 $663K 0.11% -201 13F-HR Timeline CHECK CAPITAL MANAGEMENT INC/CA More: the full row for CHECK CAPITAL MANAGEMENT INC/CA 3,489 $662K 0.04% 0 13F-HR/A Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 3,485 $661K 0.02% +42 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 3,485 $661K 0.3% +87 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 3,477 $660K 0.17% -2,761 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 3,460 $656K 0.13% -419 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 3,453 $655K 0.46% -587 13F-HR Timeline Navigation Group, LLC More: the full row for Navigation Group, LLC 3,445 $654K 0.13% +5 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 3,440 $653K 0.26% 0 13F-HR Timeline Group Financial Life Planners More: the full row for Financial Life Planners 3,426 $650K 0.42% +14 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 3,011 $648K 0.04% -1,202 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 3,411 $647K 0.16% new 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 3,408 $647K 0.07% +79 13F-HR Timeline Thoma Capital Management LLC More: the full row for Thoma Capital Management LLC 3,403 $646K 0.34% +1,086 13F-HR Timeline CORSAIR CAPITAL MANAGEMENT, L.P. More: the full row for CORSAIR CAPITAL MANAGEMENT, L.P. 3,396 $644K 0.08% 0 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 3,394 $644K 0.17% +140 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 3,379 $641K 0.17% 0 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 3,378 $641K 0.04% -233 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 3,377 $641K 0.08% -33 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 3,311 $640K 0.03% -210 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 3,372 $640K 0.16% +511 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 3,368 $639K 0.01% -7 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 3,368 $639K 0.12% +59 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 3,360 $637K 0.29% -15 13F-HR Timeline BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 3,345 $635K 0.27% -55 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 3,340 $634K 0.23% -175 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 3,332 $632K 0.05% +7 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 3,325 $631K 0.45% 0 13F-HR Timeline MIRAMONTES CAPITAL, LLC More: the full row for MIRAMONTES CAPITAL, LLC 3,319 $630K 0.2% +6 13F-HR Timeline RASP WEALTH SOLUTIONS, LLC More: the full row for RASP WEALTH SOLUTIONS, LLC 3,319 $630K 0.21% 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 3,312 $628K 0.18% -239 13F-HR Timeline Onex Canada Asset Management Inc. More: the full row for Onex Canada Asset Management Inc. 3,302 $626K 0.1% 0 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 3,296 $625K 0.14% -69 13F-HR Timeline LANGLEY WEALTH MANAGEMENT, LLC More: the full row for LANGLEY WEALTH MANAGEMENT, LLC 3,296 $625K 0.61% 13F-HR/A Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 3,295 $625K 0.13% +97 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 3,291 $624K 0.06% +270 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 3,287 $624K 0.22% +968 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 3,278 $622K 0.03% +37 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 3,274 $621K 0.12% +679 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 3,252 $617K 0.03% +13 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 3,251 $617K 0.17% -125 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 3,251 $617K 0.21% -83 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 3,245 $616K 0.12% -14 13F-HR Timeline True Freedom Investing, LLC More: the full row for True Freedom Investing, LLC 3,191 $616K 0.05% 0 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 3,240 $615K 0.18% -342 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 3,234 $614K 0.05% +795 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 3,121 $613K 0.01% -2,277 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 3,229 $613K 0.04% +959 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 3,228 $612K 0.34% -150 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 3,218 $611K 0.07% -102 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 3,217 $610K 0.06% +3 13F-HR Timeline