SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 4,246 $819K 0.28% -277 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 4,240 $818K 0.41% 0 13F-HR Timeline Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 4,237 $817K 0.08% -100 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 4,224 $815K 0.04% +246 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 4,222 $814K 0.06% -4 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 4,219 $814K 0.15% +75 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 4,213 $813K 0.06% -24 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 4,200 $810K 0.2% +1,099 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 4,190 $808K 0.06% +258 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 4,188 $808K 0.16% -3,952 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 4,180 $806K 0.35% -157 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 4,173 $805K 0.06% new 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 4,162 $803K 0.06% +437 13F-HR Timeline ION Fund Management Ltd in group ION Fund Management Ltd More: the full row for ION Fund Management Ltd 4,150 $801K 0.12% 0 13F-HR Timeline Group Artemis Wealth Advisors, LLC More: the full row for Artemis Wealth Advisors, LLC 4,150 $800K 0.12% +13 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 4,147 $800K 0.06% -52 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 4,144 $799K 0.27% +330 13F-HR Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 4,136 $798K <0.01% -443 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 4,135 $798K 0.03% new 13F-HR/A Timeline Group Catalyst Investment Management LLC More: the full row for Catalyst Investment Management LLC 4,053 $796K 0.88% -689 13F-HR Timeline WESTPORT ASSET MANAGEMENT INC More: the full row for WESTPORT ASSET MANAGEMENT INC 4,127 $796K 0.35% 0 13F-HR Timeline OMC Financial Services LTD More: the full row for OMC Financial Services LTD 4,123 $795K 0.31% 0 13F-HR Timeline BNB Wealth Management, LLC More: the full row for BNB Wealth Management, LLC 4,122 $795K 0.51% +505 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 4,115 $794K 0.01% -657 13F-HR Timeline Group WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 4,107 $792K 0.08% 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 4,106 $792K 0.54% +100 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 4,094 $790K 0.23% 0 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 4,089 $789K 0.19% +2,089 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 4,087 $788K 0.47% -1,034 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 4,081 $787K 0.58% -253 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 4,073 $786K 0.13% +59 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 4,069 $785K 0.03% -45 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 4,068 $784K 0.14% -254 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 4,059 $783K 0.21% -224 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 4,056 $782K 0.62% -35 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 4,055 $782K 0.08% -202 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 4,046 $781K 0.06% +92 13F-HR Timeline SK Wealth Management, LLC More: the full row for SK Wealth Management, LLC 3,928 $779K 0.22% +13 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 4,040 $779K 0.58% -469 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 4,036 $778K 0.11% -464 13F-HR Timeline Tuttle Capital Management, LLC More: the full row for Tuttle Capital Management, LLC 4,019 $775K 1.27% new 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 4,012 $774K 0.01% +629 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 4,011 $774K 0.06% +186 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 4,006 $773K 0.04% +569 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 4,000 $772K 0.15% -400 13F-HR Timeline JM2 Capital Inc. More: the full row for JM2 Capital Inc. 3,982 $768K 0.64% 0 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 3,979 $768K 0.34% +108 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 3,972 $766K 0.16% -2,081 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 3,969 $766K 0.21% +102 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 4,400 $766K 0.25% -302 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 3,949 $762K 0.22% -225 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 3,933 $759K 0.04% +237 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 3,912 $755K 0.15% -271 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 3,911 $754K 0.19% +18 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 3,906 $753K 0.37% -50 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 3,902 $753K 0.04% -163 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 3,899 $752K 0.35% +16 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 3,899 $752K 0.15% +305 13F-HR Timeline LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 3,900 $752K <0.01% 0 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 3,896 $752K 0.13% -1,724 13F-HR Timeline Alessandra Capital Management, LLC More: the full row for Alessandra Capital Management, LLC 3,894 $751K 0.64% -158 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 3,886 $750K 0.08% -84 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 3,885 $749K 0.16% new 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 3,884 $749K 0.08% +384 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 3,879 $748K 0.16% -105 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 3,875 $747K 0.29% -340 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 3,876 $747K 0.01% -1,941 13F-HR Timeline Group Certified Advisory Corp More: the full row for Certified Advisory Corp 3,873 $747K 0.07% +230 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 4,072 $747K 0.56% 0 13F-HR Timeline Tortuga Wealth Management, Inc More: the full row for Tortuga Wealth Management, Inc 3,868 $746K 0.7% +852 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 3,867 $746K 0.42% -311 13F-HR Timeline Womack Financial LLC More: the full row for Womack Financial LLC 3,867 $746K 0.55% 0 13F-HR Timeline Shepherd Street Advisors LLC More: the full row for Shepherd Street Advisors LLC 3,865 $746K 0.73% +298 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 3,859 $744K 0.28% 0 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 3,847 $742K 0.38% +1 13F-HR/A Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 3,845 $742K 0.67% +2,862 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 3,844 $742K 0.48% -514 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 3,838 $740K 0.01% -1,448 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 3,819 $737K 0.31% -64 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 3,818 $736K 0.06% +328 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 3,815 $736K 0.23% +282 13F-HR Timeline Counterweight Ventures, LLC More: the full row for Counterweight Ventures, LLC 3,810 $735K 0.41% 0 13F-HR Timeline Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 3,805 $734K 0.15% new 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 3,794 $732K 0.55% 0 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 3,787 $730K 0.15% +744 13F-HR Timeline TODD ASSET MANAGEMENT LLC More: the full row for TODD ASSET MANAGEMENT LLC 3,785 $730K 0.01% 0 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 3,784 $730K 0.01% -13,306 13F-HR Timeline Group Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 3,767 $727K 0.21% +82 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 3,766 $726K 0.04% +798 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 3,763 $726K 0.14% 0 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 3,763 $726K 0.33% +1,240 13F-HR Timeline Silver Lake Advisory, LLC More: the full row for Silver Lake Advisory, LLC 3,761 $725K 0.29% +12 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 3,758 $725K 0.28% 0 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 3,755 $724K 0.13% +415 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 3,746 $723K 0.06% +38 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 3,745 $722K 0.04% +298 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 3,710 $722K 0.13% +662 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 3,744 $722K 0.1% 0 13F-HR Timeline Lumbard & Kellner, LLC More: the full row for Lumbard & Kellner, LLC 3,734 $720K 0.25% 0 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 3,730 $719K 0.09% +81 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 3,727 $719K 0.25% 0 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $719K 0.31% 0 13F-HR Timeline Amount filed as zero, left out of ratios. CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 3,687 $718K 0.46% -158 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 3,715 $717K 0.25% -31 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 3,707 $715K 0.13% +5 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 3,705 $715K 0.1% -85 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 3,702 $714K 0.17% -14 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 3,521 $714K 0.04% -26 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 3,701 $714K 0.19% +20 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 3,700 $714K 0.46% -298 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 3,698 $713K 0.06% +149 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 3,696 $713K 0.05% -15 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 3,695 $713K 0.04% +1,393 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 3,693 $712K 0.15% +920 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 3,693 $712K 0.11% 0 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 3,688 $711K 0.14% +7 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 3,681 $710K 0.05% +2,407 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 3,678 $709K 0.17% +845 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 3,675 $709K 0.17% -79 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 3,642 $709K 0.11% -46 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 3,672 $708K 0.35% -100 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 3,669 $708K 0.15% +96 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 $708K 0.15% -432 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 3,661 $706K 0.1% +1 13F-HR Timeline Group Clarion Wealth Managment Partners, LLC More: the full row for Clarion Wealth Managment Partners, LLC 3,657 $705K 0.64% +340 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 3,650 $704K 0.22% +255 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 3,648 $704K 0.15% -2,735 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 3,646 $703K 0.3% +410 13F-HR Timeline Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 3,641 $702K 0.38% -30 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 3,640 $702K 0.59% 0 13F-HR Timeline Good Harbor Advisors, Inc. More: the full row for Good Harbor Advisors, Inc. 3,639 $702K 0.77% -100 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 3,635 $701K 0.16% new 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 3,634 $701K 0.06% -33 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 3,632 $701K 0.04% +18 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 3,618 $698K 0.5% -48 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 3,617 $698K 0.21% -17 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 3,611 $697K 0.04% -311 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 3,609 $696K 0.09% +251 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 3,603 $695K 0.12% +5 13F-HR Timeline Colter Lewis Investment Partners LLC More: the full row for Colter Lewis Investment Partners LLC 3,600 $694K 0.65% +2,373 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 3,600 $694K 0.2% +1 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 3,597 $694K 0.4% +30 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 3,582 $691K 0.23% -89 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 3,577 $690K 0.28% 0 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 3,565 $688K 0.32% -101 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 3,561 $687K 0.13% -25 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 3,554 $686K 0.01% +2,415 13F-HR Timeline Group Sunpointe, LLC More: the full row for Sunpointe, LLC 3,551 $685K 0.22% -88 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 3,538 $682K 0.05% -135 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 3,533 $682K 0.4% +19 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 3,534 $681K 0.09% -19 13F-HR Timeline Eurizon SLJ Capital Ltd More: the full row for Eurizon SLJ Capital Ltd 3,523 $680K 0.32% +2,662 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 3,521 $679K 0.38% +266 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 3,521 $679K 0.09% +103 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 3,521 $679K 0.1% +18 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 3,517 $678K 0.17% +19 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 3,515 $678K 0.27% +1,321 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 3,513 $678K 0.48% -399 13F-HR Timeline Arlington Trust Co LLC group of 2 filers holding More: the full row for Arlington Trust Co LLC 3,511 $677K +1,322 Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 3,508 $677K 0.04% +277 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 3,491 $673K 0.17% +234 13F-HR Timeline CHECK CAPITAL MANAGEMENT INC/CA More: the full row for CHECK CAPITAL MANAGEMENT INC/CA 3,489 $673K 0.04% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 3,481 $671K 0.25% 0 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 3,478 $671K 0.04% -1,793 13F-HR Timeline AXA S.A. in group AXA S.A. More: the full row for AXA S.A. 3,465 $668K 0.26% +85 13F-HR Timeline Group RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 3,456 $667K 0.06% +135 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 3,456 $667K 0.05% +419 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 3,455 $666K 0.06% 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 3,452 $666K 0.14% +1,075 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 3,444 $664K 0.08% +151 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 3,443 $664K 0.02% -85 13F-HR Timeline Navigation Group, LLC More: the full row for Navigation Group, LLC 3,440 $664K 0.16% 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 3,440 $664K 0.32% 0 13F-HR Timeline Group a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 3,418 $659K 0.05% 0 13F-HR Timeline Group Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 3,417 $659K 0.05% +1,046 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 3,415 $659K 0.07% +2 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 3,412 $658K 0.5% +11 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 3,410 $658K 0.09% -154 13F-HR Timeline BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 3,400 $656K 0.3% +254 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 3,398 $656K 0.38% +15 13F-HR Timeline CORSAIR CAPITAL MANAGEMENT, L.P. More: the full row for CORSAIR CAPITAL MANAGEMENT, L.P. 3,396 $655K 0.1% 0 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 3,389 $654K 0.02% +248 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 3,379 $652K 0.2% 0 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 3,378 $652K 0.43% -340 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 3,376 $651K 0.2% 0 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 3,375 $651K 0.12% -28,321 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 3,375 $651K 0.34% -41 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 3,375 $651K 0.01% -30 13F-HR Timeline TSG Advice Partners, LLC More: the full row for TSG Advice Partners, LLC 3,374 $651K 0.1% +72 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 3,372 $650K 0.16% +8 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 3,372 $650K 0.75% +394 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 3,365 $649K 0.17% -193 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 3,363 $649K 0.08% +14 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 3,358 $648K 0.37% 0 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 3,255 $646K 0.42% 0 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 3,334 $643K 0.25% +5 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 3,329 $642K 0.08% -1,193 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 3,325 $641K 0.51% -90 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 3,325 $641K 0.06% +48 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 3,320 $640K 0.08% +243 13F-HR Timeline