Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 5,500 $375K 0.32% -15,200 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 5,490 $374K 0.05% -1,581 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 5,489 $374K <0.01% +2,006 13F-HR Timeline Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 5,461 $372K 0.21% +1,276 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 5,458 $372K 0.08% -298,101 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 5,430 $370K 0.04% 0 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 5,426 $370K 0.01% -20,364 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 5,421 $369K 0.32% -3,841 13F-HR Timeline Kelsey Financial, LLC More: the full row for Kelsey Financial, LLC 5,397 $368K 0.32% +225 13F-HR Timeline August Group Capital Ltd More: the full row for August Group Capital Ltd 5,396 $368K 0.43% -1,698 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 5,390 $367K 0.06% 0 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 5,352 $365K 0.16% +756 13F-HR/A Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 5,344 $364K 0.06% +3,644 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 5,325 $363K 0.06% 0 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 5,321 $363K 0.07% new 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 5,270 $359K 0.04% +720 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $359K 0.16% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Dedeker Financial LLC More: the full row for Dedeker Financial LLC 5,253 $358K 0.31% new 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 5,250 $358K 0.05% -2,599 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 5,250 $358K 0.1% +27 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 5,248 $358K 0.12% +31 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 5,195 $354K 0.06% -805 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 5,194 $354K 0.14% -71 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 5,160 $352K 0.27% -716 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 4,879 $351K 0.11% -1,395 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 5,104 $348K 0.2% -735 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 5,087 $347K 0.13% 0 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 5,079 $346K 0.06% +64 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 5,066 $345K 0.13% 0 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 5,062 $345K 0.08% -588 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 5,054 $344K 0.05% +1,895 13F-HR Timeline Cordoba Advisory Partners LLC More: the full row for Cordoba Advisory Partners LLC 5,020 $342K 0.09% -60,460 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 5,008 $341K 0.16% +1,086 13F-HR Timeline G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 5,000 $341K 0.08% 0 13F-HR Timeline Kure Advisory, LLC More: the full row for Kure Advisory, LLC 4,961 $338K 0.18% 0 13F-HR Timeline Midwest Financial Partners Investments,… More: the full row for Midwest Financial Partners Investments, Inc. 4,950 $337K 0.18% new 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 4,936 $336K 0.03% -600 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 4,934 $336K 0.06% 0 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 4,908 $334K 0.01% new 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 4,892 $333K 0.09% new 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 4,888 $333K 0.02% new 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 4,877 $332K 0.12% -3,403 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 4,869 $332K 0.19% -1,005 13F-HR Timeline United Capital Management of KS, Inc. More: the full row for United Capital Management of KS, Inc. 4,855 $331K 0.05% -2,141 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 4,838 $330K 0.14% +4,601 13F-HR Timeline ExodusPoint Capital Management, LP More: the full row for ExodusPoint Capital Management, LP 4,829 $329K <0.01% new 13F-HR Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 4,813 $329K 0.05% +1,516 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 4,813 $328K 0.04% +1,057 13F-HR Timeline GRAHAM CAPITAL WEALTH MANAGEMENT, LLC More: the full row for GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 4,804 $327K 0.29% -175 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 4,798 $327K 0.17% -2,054 13F-HR Timeline Bannerstone Capital Management, LLC More: the full row for Bannerstone Capital Management, LLC 4,795 $327K 0.3% -15 13F-HR Timeline TIAA group of 2 filers holding More: the full row for TIAA 4,789 $326K +364 Timeline Sherry Group, Inc. More: the full row for Sherry Group, Inc. 4,786 $326K 0.36% -465 13F-HR Timeline Oath Planning, LLC More: the full row for Oath Planning, LLC 4,781 $326K 0.29% new 13F-HR Timeline Hunter Perkins Capital Management, LLC More: the full row for Hunter Perkins Capital Management, LLC 4,763 $325K 0.08% -6,400 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 4,755 $324K 0.07% +463 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 4,736 $323K 0.01% +764 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 4,724 $322K 0.1% 0 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 4,712 $321K 0.2% +925 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 4,711 $321K 0.03% +279 13F-HR Timeline Group James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 4,705 $321K 0.04% +950 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 4,695 $320K 0.19% new 13F-HR Timeline Straight Path Wealth Management More: the full row for Straight Path Wealth Management 4,692 $320K 0.09% -1,999 13F-HR Timeline TritonPoint Partners, LLC in group TritonPoint Partners, LLC More: the full row for TritonPoint Partners, LLC 4,689 $320K 0.12% new 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 4,663 $318K 0.05% -12 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 4,660 $318K 0.05% -24,586 13F-HR Timeline Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 4,650 $317K 0.05% -2,382 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 4,648 $317K 0.03% -73,457 13F-HR Timeline BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 4,631 $316K 0.15% -660 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 4,622 $315K 0.05% -4,372 13F-HR Timeline Five Pine Wealth Management More: the full row for Five Pine Wealth Management 4,595 $313K 0.19% -590 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 4,588 $313K 0.07% +207 13F-HR Timeline Opus Financial Solutions LLC More: the full row for Opus Financial Solutions LLC 4,579 $312K 0.29% new 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 4,575 $312K 0.07% +1,360 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 4,555 $310K 0.01% new 13F-HR Timeline 360 Financial, Inc. More: the full row for 360 Financial, Inc. 4,554 $310K 0.09% +139 13F-HR Timeline Global Wealth Management, LLC More: the full row for Global Wealth Management, LLC 4,548 $310K 0.17% 0 13F-HR Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 4,535 $309K 0.29% -140 13F-HR Timeline Rockport Wealth LLC More: the full row for Rockport Wealth LLC 4,528 $309K 0.06% new 13F-HR Timeline Security National Bank More: the full row for Security National Bank 4,521 $308K 0.04% -404 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 4,510 $307K 0.1% 0 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 4,504 $307K 0.01% +550 13F-HR/A Timeline Group EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 4,503 $307K 0.18% -3,155 13F-HR Timeline Ferguson Shapiro LLC More: the full row for Ferguson Shapiro LLC 4,500 $307K 0.09% 0 13F-HR Timeline Fiscal Wisdom Wealth Management, LLC More: the full row for Fiscal Wisdom Wealth Management, LLC 4,500 $307K 0.29% +107 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 4,476 $305K 0.03% -550 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 4,436 $302K 0.05% new 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 4,425 $302K 0.06% +876 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 4,410 $300K 0.08% -200 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 4,403 $300K 0.08% -55 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 4,400 $300K 0.01% -1,634 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 4,398 $300K 0.08% +236 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 4,396 $300K 0.08% new 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 4,382 $299K 0.09% -1,200 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 4,381 $299K 0.03% new 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 4,380 $298K 0.02% -2,935 13F-HR Timeline Cedrus Wealth Group LLC More: the full row for Cedrus Wealth Group LLC 4,374 $298K 0.33% +156 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 4,369 $298K 0.04% new 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 4,366 $297K 0.19% +427 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 4,345 $296K 0.01% -1,715 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 4,334 $295K 0.07% -229 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 4,328 $295K 0.1% new 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 4,328 $295K <0.01% +16 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 4,325 $295K 0.03% +315 13F-HR Timeline T3 Companies, LLC in group T3 Companies, LLC More: the full row for T3 Companies, LLC 4,317 $294K 0.4% -11,034 13F-HR Timeline Group Inscription Capital, LLC More: the full row for Inscription Capital, LLC 4,304 $293K 0.03% +764 13F-HR Timeline Ionic Capital Management LLC More: the full row for Ionic Capital Management LLC 4,300 $293K 0.25% new 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 4,284 $292K -50 Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 4,279 $292K 0.01% new 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 4,276 $291K 0.06% -1,770 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 4,254 $290K 0.05% +54 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 4,243 $289K 0.03% +65 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 4,243 $289K 0.28% +414 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 4,501 $289K 0.24% +1,000 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 4,228 $288K 0.04% new 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 4,213 $287K 0.03% -1,318 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 4,213 $287K 0.12% +78 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 4,214 $287K 0.04% +2,264 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 4,208 $287K 0.01% new 13F-HR Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 4,200 $286K 0.27% 0 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 4,188 $285K 0.1% -3,305 13F-HR Timeline Allianz SE in group Allianz SE More: the full row for Allianz SE 4,153 $283K <0.01% -1,635 13F-HR Timeline Group Cannon Advisors, Inc. More: the full row for Cannon Advisors, Inc. 4,150 $283K 0.21% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 4,147 $283K 0.01% +75 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 4,140 $282K 0.19% new 13F-HR Timeline S&A Financial Services, Inc. More: the full row for S&A Financial Services, Inc. 4,140 $282K 0.19% 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 4,125 $281K 0.1% -105 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 4,108 $280K 0.14% -4,717 13F-HR Timeline Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 4,107 $280K 0.04% +665 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 4,101 $279K 0.07% new 13F-HR Timeline Hillcrest Wealth Advisors - NY, LLC More: the full row for Hillcrest Wealth Advisors - NY, LLC 4,100 $279K 0.11% new 13F-HR Timeline Oceanside Advisors LLC More: the full row for Oceanside Advisors LLC 4,100 $279K 0.16% 0 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 4,065 $278K 0.02% -3,572 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 4,068 $277K 0.07% +265 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 4,066 $277K 0.01% -874 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 4,064 $277K 0.05% 0 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 4,061 $277K 0.19% +18 13F-HR Timeline Schwallier Wealth Management LLC More: the full row for Schwallier Wealth Management LLC 4,049 $276K 0.2% 0 13F-HR Timeline Rolek Wealth Management LLC More: the full row for Rolek Wealth Management LLC 4,047 $276K 0.2% +533 13F-HR Timeline Tandem Financial, LLC More: the full row for Tandem Financial, LLC 4,034 $275K 0.09% new 13F-HR Timeline Mills Wealth Advisors LLC More: the full row for Mills Wealth Advisors LLC 4,025 $274K 0.1% new 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 4,025 $274K 0.05% +287 13F-HR Timeline BURRUS FINANCIAL SERVICES, INC. More: the full row for BURRUS FINANCIAL SERVICES, INC. 4,020 $274K 0.13% new 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 4,014 $274K 0.21% 0 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 4,008 $273K 0.02% +272 13F-HR Timeline Axecap Investments, LLC More: the full row for Axecap Investments, LLC 4,006 $273K 0.19% 0 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 3,998 $272K 0.1% -803 13F-HR Timeline Advanced Asset Management Advisors Inc More: the full row for Advanced Asset Management Advisors Inc 3,997 $272K 0.08% -242 13F-HR Timeline Lee, Kelleher & Klein Wealth Management More: the full row for Lee, Kelleher & Klein Wealth Management 3,979 $271K 0.16% -16 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 3,975 $271K 0.13% new 13F-HR Timeline ACCREDITED INVESTOR SERVICES, LLC More: the full row for ACCREDITED INVESTOR SERVICES, LLC 3,964 $270K 0.17% -692 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 3,947 $269K <0.01% +604 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 3,934 $268K <0.01% -2,659 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 3,927 $268K 0.15% 0 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 3,882 $265K 0.02% +53 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 3,877 $264K 0.02% -8,203 13F-HR Timeline Daiichi Life International Holdings LLC in group Daiichi Life Insurance Co., L… More: the full row for Daiichi Life International Holdings LLC 3,864 $263K 17.27% 13F-HR Timeline Group INTEGRITY WEALTH ADVISORS, INC. More: the full row for INTEGRITY WEALTH ADVISORS, INC. 3,860 $263K 0.16% -1,240 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 3,840 $262K 0.08% 0 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 3,830 $261K 0.03% -36 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 3,826 $261K 0.04% -4,496 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 3,826 $261K 0.04% +25 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 3,800 $259K 0.12% new 13F-HR Timeline Axim Planning & Wealth More: the full row for Axim Planning & Wealth 3,774 $257K 0.31% new 13F-HR Timeline Geneva Partners, LLC More: the full row for Geneva Partners, LLC 3,771 $257K 0.12% -762 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 3,752 $256K 0.05% +411 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 3,736 $255K <0.01% +1,548 13F-HR Timeline Marin Bay Wealth Advisors, LLC More: the full row for Marin Bay Wealth Advisors, LLC 3,735 $255K 0.15% new 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 3,729 $254K <0.01% new 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 3,714 $253K 0.18% 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 3,837 $252K 0.05% new 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 3,702 $252K 0.03% new 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 3,694 $252K 0.03% -715 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 3,689 $251K 0.03% -993 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 3,689 $251K 0.09% 0 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 3,686 $251K 0.09% new 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 3,677 $251K 0.1% +330 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 3,673 $250K 0.01% 0 13F-HR Timeline HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 3,670 $250K 0.06% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 3,660 $249K 0.12% -4,349 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 3,653 $249K 0.04% -738 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 3,651 $249K 0.08% +115 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 3,644 $248K 0.1% new 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 3,637 $248K 0.06% -348 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 4,632 $248K 0.15% -882 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 3,631 $247K 0.13% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 3,619 $247K 0.13% -26,656 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 3,616 $246K 0.04% -2,437 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 3,615 $246K 0.04% new 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 3,613 $246K 0.03% 0 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 3,613 $246K 0.02% -3,011 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 3,606 $246K 0.06% -1,235 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 3,598 $245K 0.02% -3,533 13F-HR Timeline Lauer Wealth, LLC More: the full row for Lauer Wealth, LLC 3,600 $243K 0.19% +201 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 3,561 $243K 0.04% +191 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 3,556 $242K 0.06% -679 13F-HR Timeline KITCHING PARTNERS, LLC More: the full row for KITCHING PARTNERS, LLC 3,555 $242K 0.22% 0 13F-HR Timeline PENN DAVIS MCFARLAND INC More: the full row for PENN DAVIS MCFARLAND INC 3,550 $242K 0.02% -450 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 3,550 $242K 0.04% -1,322 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 3,550 $242K 0.02% +379 13F-HR Timeline