IronBridge Private Wealth, LLC More: the full row for IronBridge Private Wealth, LLC 11,870 $294K 0.09% 0 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 11,864 $294K 0.02% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 11,863 $294K 0.01% new 13F-HR Timeline Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 11,845 $293K 0.07% +60 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 11,777 $291K 0.03% new 13F-HR Timeline Odyssey Capital Advisors, Inc. More: the full row for Odyssey Capital Advisors, Inc. 11,747 $291K 0.26% -523 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 11,734 $290K 0.01% -336 13F-HR Timeline KILNER CAPITAL ADVISORS, LLC More: the full row for KILNER CAPITAL ADVISORS, LLC 11,700 $290K 0.28% +868 13F-HR Timeline Tribridge Partners Financial LLC More: the full row for Tribridge Partners Financial LLC 11,579 $289K 0.12% 0 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 11,662 $289K 0.08% +3,250 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 11,589 $287K 0.04% +2,588 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 11,529 $285K 0.01% +604 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 11,512 $285K 0.04% -631 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 11,479 $284K 0.06% 0 13F-HR Timeline Aquire Wealth Advisors, LLC More: the full row for Aquire Wealth Advisors, LLC 11,413 $282K 0.07% 0 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 11,361 $281K 0.02% 0 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 11,265 $279K 0.01% 0 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 11,229 $278K 0.04% +68 13F-HR Timeline RIVER'S EDGE WEALTH MANAGEMENT, LLC More: the full row for RIVER'S EDGE WEALTH MANAGEMENT, LLC 10,498 $276K 0.26% -279 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 11,109 $275K <0.01% -183 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 11,104 $275K 0.05% -542 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 11,103 $275K 0.01% +512 13F-HR Timeline ROFFMAN MILLER ASSOCIATES INC /PA/ More: the full row for ROFFMAN MILLER ASSOCIATES INC /PA/ 11,099 $275K 0.02% +748 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 11,073 $274K 0.05% +1,000 13F-HR Timeline REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 11,031 $273K 0.08% -2,143 13F-HR Timeline Phillip James Consulting Co. More: the full row for Phillip James Consulting Co. 5,590 $273K 0.21% new 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 11,008 $272K 0.14% +458 13F-HR Timeline Asset Advisory Group, Inc. More: the full row for Asset Advisory Group, Inc. 10,923 $270K 0.14% +2,401 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 10,908 $270K 0.09% 0 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 10,874 $269K 0.09% new 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 10,860 $269K <0.01% +2,021 13F-HR Timeline Group FCA CORP /TX More: the full row for FCA CORP /TX 10,858 $269K 0.08% -313 13F-HR Timeline ATLas Financial Planning LLC More: the full row for ATLas Financial Planning LLC 10,855 $269K 0.24% +50 13F-HR Timeline PRUDENT INVESTORS NETWORK, INC. More: the full row for PRUDENT INVESTORS NETWORK, INC. 10,822 $268K 0.06% 0 13F-HR Timeline Marathon Strategic Advisors, LLC More: the full row for Marathon Strategic Advisors, LLC 10,812 $268K 0.19% -293 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 10,794 $267K 0.11% -768 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 10,776 $267K 0.05% +640 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 10,768 $267K 0.04% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 10,745 $266K 0.03% +179 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 10,700 $265K 0.02% -68 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 10,686 $264K 0.02% -176 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 10,662 $264K 0.05% +104 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 10,659 $264K 0.05% -23 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 10,657 $264K 0.05% 0 13F-HR Timeline Summit Investment Advisory Services, LLC More: the full row for Summit Investment Advisory Services, LLC 10,643 $263K 0.1% 0 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 10,602 $262K 0.09% 0 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 10,593 $262K 0.03% +564 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 10,537 $261K 0.01% -59 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 10,524 $260K 0.01% +857 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 10,507 $260K 0.02% +1,890 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 10,093 $260K 0.07% +1,758 13F-HR Timeline NerdWallet Wealth Partners, LLC More: the full row for NerdWallet Wealth Partners, LLC 10,501 $260K 0.11% new 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 10,476 $259K 0.13% new 13F-HR Timeline Group Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 10,471 $259K 0.13% 0 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 10,451 $259K 0.05% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 10,399 $257K 0.04% 0 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 10,395 $257K 0.07% 0 13F-HR Timeline Strategic Equity Management More: the full row for Strategic Equity Management 10,391 $257K 0.1% -92 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 10,348 $256K 0.03% +94 13F-HR Timeline Group RETIREMITTEN FINANCIAL LLC More: the full row for RETIREMITTEN FINANCIAL LLC 10,312 $255K 0.12% 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 10,294 $255K 0.08% +1,484 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 10,283 $255K 0.06% +22 13F-HR Timeline Madison Park Capital Advisors, LLC More: the full row for Madison Park Capital Advisors, LLC 10,258 $254K 0.2% +115 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 10,217 $253K 0.02% +461 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 10,206 $253K 0.01% +600 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 10,161 $251K 0.04% -211 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 10,150 $251K 0.04% 0 13F-HR Timeline Robinhood Asset Management, LLC More: the full row for Robinhood Asset Management, LLC 10,137 $251K 0.02% -69,917 13F-HR Timeline Raub Brock Capital Management LP More: the full row for Raub Brock Capital Management LP 10,136 $251K 0.06% +400 13F-HR Timeline Hippocratic Financial Advisors, LLC More: the full row for Hippocratic Financial Advisors, LLC 10,130 $251K 0.11% new 13F-HR Timeline Ruggiero Investments, Inc. More: the full row for Ruggiero Investments, Inc. 10,092 $250K 0.24% 0 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 10,072 $249K 0.04% 0 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 10,051 $249K 0.01% -155 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 10,044 $249K 0.12% +5,382 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 10,036 $248K 0.01% 0 13F-HR Timeline Ironsides Asset Advisors, LLC More: the full row for Ironsides Asset Advisors, LLC 10,000 $248K 0.06% 0 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 10,000 $248K 0.17% -10,000 13F-HR Timeline Sound Portfolio Advisors, LLC More: the full row for Sound Portfolio Advisors, LLC 10,000 $248K 0.2% new 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 9,992 $247K 0.05% +1,388 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 11,081 $247K 0.13% new 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 9,900 $245K 0.08% -780 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 9,890 $245K 0.03% -225 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 9,857 $244K 0.04% +640 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 9,836 $243K 0.03% new 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 9,793 $242K 0.09% +714 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 9,787 $242K 0.04% +455 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 8,949 $242K 0.01% new 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 9,749 $241K 0.1% -418 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 9,706 $240K 0.07% new 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 9,676 $239K 0.1% +83 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 9,634 $238K 0.08% 0 13F-HR Timeline Constant Guidance Financial LLC More: the full row for Constant Guidance Financial LLC 9,618 $238K 0.16% new 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 9,616 $238K 0.11% -3,747 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 9,611 $238K 0.03% new 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 9,579 $237K 0.01% +23 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 9,569 $237K 0.11% -1,780 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 9,558 $237K 0.1% 0 13F-HR Timeline Ahara Advisors LLC More: the full row for Ahara Advisors LLC 9,499 $235K 0.2% -3,066 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 9,490 $235K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 9,489 $235K 0.01% 0 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 9,452 $234K 0.01% -311 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 9,743 $234K 0.02% -9,400 13F-HR Timeline NWK Group, Inc. More: the full row for NWK Group, Inc. 9,372 $232K 0.09% +5,274 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 9,371 $232K 0.15% +3,202 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 9,326 $231K 0.02% new 13F-HR Timeline DAHRING | CUSMANO LLC More: the full row for DAHRING | CUSMANO LLC 9,322 $231K 0.14% +320 13F-HR Timeline Leading Edge Financial Planning LLC More: the full row for Leading Edge Financial Planning LLC 9,284 $230K 0.05% +897 13F-HR Timeline Stephenson & Company, Inc. More: the full row for Stephenson & Company, Inc. 9,207 $228K 0.12% 0 13F-HR Timeline Xena Financial Planning, LLC More: the full row for Xena Financial Planning, LLC 9,154 $227K 0.26% -999 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 9,146 $226K 0.02% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 9,138 $226K 0.03% new 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 9,121 $226K 0.12% 0 13F-HR Timeline Briggs Wealth Management, Inc More: the full row for Briggs Wealth Management, Inc 9,115 $226K 0.24% 0 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 9,111 $225K 0.02% -750 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 8,532 $225K 0.07% new 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 9,064 $224K 0.02% new 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 9,022 $223K 0.05% 0 13F-HR Timeline Woodside Wealth Management LLC More: the full row for Woodside Wealth Management LLC 9,010 $223K 0.17% +200 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 8,522 $223K 0.03% +31 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 8,985 $222K 0.06% -34,080 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 8,972 $222K 0.03% -357 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 8,958 $222K 0.02% new 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 8,915 $221K 0.03% -926 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 8,893 $220K 0.03% new 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 8,891 $220K 0.08% new 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 8,887 $220K 0.02% new 13F-HR Timeline Financial Symmetry Inc More: the full row for Financial Symmetry Inc 8,254 $219K 0.08% new 13F-HR Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 8,846 $219K 0.05% 0 13F-HR Timeline CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 8,825 $218K 0.09% 0 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 8,823 $218K 0.03% -4,380 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 8,807 $218K 0.01% +240 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 8,758 $217K 0.06% -47 13F-HR Timeline TrustWell Financial Advisors, LLC More: the full row for TrustWell Financial Advisors, LLC 8,755 $217K 0.2% -148 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 8,722 $216K 0.01% 0 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 8,691 $215K 0.12% new 13F-HR Timeline MKD WEALTH COACHES, LLC More: the full row for MKD WEALTH COACHES, LLC 8,688 $215K 0.21% +98 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 8,672 $215K 0.04% new 13F-HR Timeline Stillwater Private Wealth, LLC More: the full row for Stillwater Private Wealth, LLC 8,621 $213K 0.18% 13F-HR Timeline STAGE HARBOR FINANCIAL, LLC More: the full row for STAGE HARBOR FINANCIAL, LLC 8,593 $213K 0.14% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 8,456 $213K 0.17% 0 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 8,589 $213K 0.03% -549 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 8,548 $212K 0.03% 0 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 8,545 $211K 0.01% 0 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 8,526 $211K 0.04% new 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 8,521 $211K 0.09% 0 13F-HR Timeline Cadence Wealth Management LLC More: the full row for Cadence Wealth Management LLC 8,484 $210K 0.09% +80 13F-HR Timeline Urban Financial Advisory Corp More: the full row for Urban Financial Advisory Corp 8,482 $210K 0.07% 0 13F-HR Timeline CDM FINANCIAL COUNSELING SERVICES, INC. More: the full row for CDM FINANCIAL COUNSELING SERVICES, INC. 8,459 $209K 0.2% 0 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 8,409 $208K 0.05% 0 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 8,393 $208K 0.04% new 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 8,373 $207K 0.04% -174 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 7,782 $207K 0.03% new 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 8,340 $206K 0.03% 0 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 8,340 $206K 0.08% 0 13F-HR Timeline Rock Point Advisors, LLC More: the full row for Rock Point Advisors, LLC 8,325 $206K 0.06% -139 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 8,316 $206K 0.11% new 13F-HR Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 8,285 $205K 0.11% new 13F-HR Timeline SeedSafe Financial LLC More: the full row for SeedSafe Financial LLC 8,269 $205K 0.17% new 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 8,241 $204K 0.19% new 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 8,222 $203K 0.01% new 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 8,192 $203K 0.05% new 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 8,191 $203K 0.06% new 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 7,467 $201K 0.13% new 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 8,112 $201K 0.06% new 13F-HR Timeline HERITAGE OAK WEALTH ADVISORS LLC More: the full row for HERITAGE OAK WEALTH ADVISORS LLC 8,104 $201K 0.06% -562 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 8,054 $199K 0.04% -1,033 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 7,767 $192K 0.1% +97 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 7,742 $192K 0.02% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 7,625 $189K 0.05% 0 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 7,298 $181K 0.08% +440 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 7,235 $179K 0.06% new 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 7,192 $178K 0.12% +6,139 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 7,084 $175K 0.01% 0 13F-HR Timeline Group Quantum Capital Management, LLC / NJ More: the full row for Quantum Capital Management, LLC / NJ 6,936 $172K 0.02% -140 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 6,910 $171K 0.01% +2,794 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 6,717 $166K 0.02% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 6,532 $162K 0.04% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 6,285 $158K 0.01% +1,237 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 6,253 $155K 0.07% new 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 6,202 $154K 0.12% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 6,120 $151K 0.23% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 6,052 $150K 0 Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 6,005 $149K 0.08% -400 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 5,922 $147K 0.06% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 5,707 $140K 0.01% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 5,441 $135K 0.04% 0 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 5,364 $133K 0.02% 0 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 5,277 $131K 0.05% -1,383 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 5,243 $130K 0.57% +5,096 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 5,236 $130K 0.02% 0 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 5,183 $128K 0.02% +22 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 5,016 $124K 0.05% +437 13F-HR/A Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 4,940 $122K 0.03% +641 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 4,913 $122K 0.04% -383 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 4,891 $121K 0.02% +92 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 4,877 $121K <0.01% +2,683 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 4,795 $119K 0.02% +44 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 4,634 $115K 0.06% -170 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 4,594 $114K 0.01% +7 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 4,544 $112K 0.1% -206 13F-HR Timeline