Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 2,666 $230K 0.08% +4 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 2,723 $230K 0.03% +151 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 2,718 $230K 0.91% -3 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 2,713 $230K 0.07% -1,215 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 2,713 $230K 0.04% +86 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 2,708 $229K 0.15% -7 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 2,706 $229K 0.09% +3 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 2,818 $229K 0.15% new 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 2,701 $229K 0.01% -372,335 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 2,700 $228K 0.01% -174 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 2,693 $228K 0.01% -284 13F-HR Timeline Group Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 2,690 $228K 0.05% -122 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 2,689 $227K 0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 2,687 $227K 0.06% +7 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 2,685 $227K 0.21% -827 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 2,675 $226K 0.02% -194 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 2,675 $226K 0.1% -712 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 2,671 $226K <0.01% new 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 2,667 $226K 0.16% 0 13F-HR Timeline EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 2,666 $226K 0.11% 0 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 2,666 $226K 0.04% -570 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 2,655 $225K 0.02% +132 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 2,643 $224K 0.01% -903 13F-HR Timeline Group BIP Wealth, LLC More: the full row for BIP Wealth, LLC 2,641 $223K 0.01% +400 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 2,639 $223K 0.02% -38 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 2,627 $222K 0.04% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 2,625 $222K 0.02% -319 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 2,624 $222K 0.03% +270 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 2,621 $222K 0.11% -83 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 2,608 $221K 0.01% +157 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 2,605 $220K 0.01% -547 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 2,602 $220K 0.07% +18 13F-HR Timeline BetterWealth, LLC More: the full row for BetterWealth, LLC 2,599 $220K 0.05% 0 13F-HR Timeline RPg Family Wealth Advisory, LLC More: the full row for RPg Family Wealth Advisory, LLC 2,594 $219K 0.05% new 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 2,594 $219K 0.18% +113 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 2,594 $219K 0.05% +7 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 2,590 $219K 0.01% new 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 2,580 $218K 0.02% -375 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 2,579 $218K 0.03% new 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 2,579 $218K 0.23% +288 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 2,574 $218K 0.04% -4,616 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 2,572 $218K 0.1% +8 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 2,570 $217K 0.01% new 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 2,562 $217K <0.01% -104,090 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 2,559 $217K 0.23% new 13F-HR/A Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 2,556 $216K 0.08% 0 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 2,556 $216K 0.07% 0 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 2,553 $216K 0.01% new 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 2,550 $216K 0.06% -243 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 2,550 $216K 0.15% +42 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 2,549 $216K 0.07% -168 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 2,542 $215K 0.02% -84 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 2,540 $215K 0.03% -199 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 2,539 $215K 0.02% +211 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 2,528 $214K 0.02% -885 13F-HR/A Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 2,611 $214K 0.04% -162 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 2,532 $214K 0.03% -105 13F-HR Timeline Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 2,530 $214K 0.06% -6,680 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 2,528 $214K 0.02% -70 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 2,519 $213K 0.16% -350 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 2,002 $212K 0.07% new 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 2,503 $212K 0.04% +3 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 2,501 $212K 0.05% +231 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 2,500 $212K 0.03% -285 13F-HR Timeline Wealth Advisors Northwest LLC More: the full row for Wealth Advisors Northwest LLC 2,484 $210K 0.1% 0 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 2,484 $210K 0.06% +2 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 2,474 $209K 0.03% 0 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 2,477 $209K 0.03% +1 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 2,470 $209K 0.06% -25 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 2,465 $209K -250 Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 2,461 $208K 0.03% -469 13F-HR Timeline Wernau Asset Management Inc. More: the full row for Wernau Asset Management Inc. 2,456 $208K 0.22% 0 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 2,455 $208K 0.07% -281 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 2,447 $207K 0.02% -312 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 2,448 $206K 0.11% -874 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 2,433 $206K 0.04% +155 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 2,428 $205K 0.06% -35 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 2,424 $205K 0.04% -750 13F-HR Timeline RICE HALL JAMES & ASSOCIATES, LLC More: the full row for RICE HALL JAMES & ASSOCIATES, LLC 2,424 $205K 0.01% -21 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 2,410 $204K 0.01% +134 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 2,409 $204K <0.01% -15 13F-HR Timeline Group Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 2,400 $203K 0.02% -13 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 2,400 $203K 0.05% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 2,399 $203K 0.08% +167 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 2,392 $202K 0.02% -2,560 13F-HR/A Timeline Group SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 2,387 $202K 0.03% -330 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 2,376 $201K <0.01% +567 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 2,377 $201K 0.05% new 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 2,375 $201K 0.13% -106 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 2,371 $201K 0.02% +112 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 2,360 $200K 0.05% -18,206 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 2,232 $189K 0.02% 0 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 2,212 $187K 0.04% -994 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 2,188 $185K 0.09% 0 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 2,148 $182K 0.16% 0 13F-HR Timeline INFRASTRUCTURE CAPITAL ADVISORS, LLC More: the full row for INFRASTRUCTURE CAPITAL ADVISORS, LLC 2,100 $178K 0.02% new 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 2,080 $176K 0.02% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 2,059 $174K 0.12% +14 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 2,052 $174K 0.04% -51 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 2,047 $173K 0.03% -1,358 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 2,041 $173K 0.03% -185 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 1,933 $164K 0.04% +123 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 1,900 $161K 0.08% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 1,899 $161K 0.05% 0 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 1,869 $158K 0.1% 0 13F-HR Timeline Brown Shipley& Co Ltd More: the full row for Brown Shipley& Co Ltd 1,832 $155K 0.08% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,831 $155K 0.01% +38 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 1,802 $152K 0.06% +829 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 1,802 $152K 0.08% +10 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 1,757 $149K <0.01% +865 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. ORG Partners LLC More: the full row for ORG Partners LLC 1,751 $148K 0.03% -32 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1,693 $143K 0.01% -2,116 13F-HR Timeline Group Advantage Trust Co More: the full row for Advantage Trust Co 1,690 $143K 0.06% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 1,680 $142K 0.05% +9 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,640 $138K 0.05% -195 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 1,635 $138K 0.24% +1,427 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1,629 $138K +412 Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 1,604 $136K <0.01% 0 13F-HR/A Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 1,600 $135K 0.05% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,597 $135K 0.01% +9 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 1,579 $134K 0.02% -57 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 1,569 $133K 0.04% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 1,558 $132K 0.05% +21 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,544 $131K 0.01% new 13F-HR Timeline Rakuten Group, Inc. group of 2 filers holding More: the full row for Rakuten Group, Inc. 2,562 $128K +2,013 Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 1,509 $128K 0.01% -187 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1,475 $127K 0.01% -312 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 1,502 $127K 0.07% 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1,497 $127K 0.01% -172 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 1,461 $124K 0.08% new 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 1,470 $123K 0.12% -6,700 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 1,438 $122K 0.01% -103 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 1,429 $121K <0.01% -15 13F-HR Timeline Group Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 1,417 $120K 0.01% +98 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 1,416 $120K 0.04% 0 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 1,402 $119K 0.01% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 1,369 $116K 0.01% -191 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 1,364 $115K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 1,358 $115K 0.13% -150 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 1,358 $114K 0.02% +325 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 1,345 $114K 0.04% +5 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 1,312 $111K 0.01% -757 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 1,308 $111K 0.07% 0 13F-HR Timeline TOBAM More: the full row for TOBAM 1,266 $107K 0.04% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Abich Financial Wealth Management LLC More: the full row for Abich Financial Wealth Management LLC 1,262 $107K 0.04% 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 1,239 $105K 0.02% new 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,239 $105K 0.02% -190 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 1,231 $104K 0.03% +773 13F-HR Timeline Group Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 1,214 $104K 0.01% +213 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,222 $103K 0.04% +235 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 1,192 $101K 0.04% 0 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 1,184 $100K 0.01% new 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 1,136 $96.1K 0.04% -4 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 1,133 $95.9K 0.02% +398 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 1,114 $94.4K 0.02% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 1,098 $92.9K 0.07% +243 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,095 $92.6K 0.01% +100 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 1,093 $92K 0.01% +52 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 1,071 $90.6K 0.02% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 1,029 $87.1K <0.01% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 1,014 $85.8K 0.01% 0 13F-HR Timeline Finley Financial, LLC More: the full row for Finley Financial, LLC 1,008 $85.3K 0.04% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 1,000 $84.6K 0.04% 0 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 1,000 $84.6K 1.21% new 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 997 $84.3K 0.07% -1,016 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 988 $83.6K 0.05% +426 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 978 $82.7K 0.06% +1 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 971 $82.1K 0.06% 0 13F-HR Timeline HOERTKORN RICHARD CHARLES More: the full row for HOERTKORN RICHARD CHARLES 950 $80.4K 0.03% 0 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 935 $79.1K 0.05% 0 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 889 $75.2K 0.01% -137 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 816 $69K 0.02% -5 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 810 $68.5K 0.03% +580 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 800 $67.7K 0.07% -525 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 798 $67.5K 0.01% +19 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 1,768 $67.5K 0.02% +975 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 793 $67.1K 0.05% 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 792 $67K 0.03% +505 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 780 $66K 0.01% -19 13F-HR Timeline Group GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 767 $65K <0.01% -68 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 745 $63K 0.01% 0 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 730 $61.8K 0.03% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 726 $61.4K 0.03% +187 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 715 $60.5K 0.04% new 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 707 $59.8K <0.01% new 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 696 $58.9K 0.01% new 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 686 $58K 0.04% -12 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 685 $58K <0.01% -235 13F-HR Timeline Group American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 679 $57.5K 0.03% +5 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 664 $57K 0.02% +4 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 665 $56.3K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 654 $55.3K 0.03% +71 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 652 $55.2K 0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 656 $55K 0.02% -99 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 650 $55K 0.01% new 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 645 $54.6K 0.02% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 641 $54.2K 0.02% -26 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 639 $54.1K 0.02% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 633 $53.5K 0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 630 $53.3K 0.01% -12 13F-HR Timeline