Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $551K 0.23% -805 13F-HR Timeline Amount filed as zero, left out of ratios. WJ Wealth Management, LLC More: the full row for WJ Wealth Management, LLC 809 $551K 0.24% +53 13F-HR Timeline Avid Wealth Partners LLC More: the full row for Avid Wealth Partners LLC 805 $549K 0.27% +49 13F-HR Timeline INSTRUMENTAL WEALTH, LLC More: the full row for INSTRUMENTAL WEALTH, LLC 796 $549K 0.33% +150 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 793 $547K 0.19% -87 13F-HR Timeline New Capital Management LP More: the full row for New Capital Management LP 802 $547K 0.14% -19 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 800 $546K 0.01% 0 13F-HR Timeline HC Advisors, LLC More: the full row for HC Advisors, LLC 800 $546K 0.38% 0 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 800 $545K 0.19% +1 13F-HR Timeline ASSET PLANNING SERVICES INC /LA/ /ADV More: the full row for ASSET PLANNING SERVICES INC /LA/ /ADV 799 $545K 0.24% -40 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 798 $544K 0.36% -30 13F-HR Timeline KDK Private Wealth Management, LLC More: the full row for KDK Private Wealth Management, LLC 795 $542K 0.47% 0 13F-HR/A Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 794 $541K 0.16% 0 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 793 $541K 0.42% -28 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 2,678 $540K 0.17% +1,898 13F-HR Timeline Farrow Financial, Inc. More: the full row for Farrow Financial, Inc. 792 $540K 0.31% -8 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 789 $538K 0.05% +27 13F-HR Timeline Boulder Wealth Advisors, LLC More: the full row for Boulder Wealth Advisors, LLC 787 $536K 0.23% 0 13F-HR Timeline BLUESTEM FINANCIAL ADVISORS, LLC More: the full row for BLUESTEM FINANCIAL ADVISORS, LLC 786 $536K 0.21% -70 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 786 $536K 0.17% +226 13F-HR Timeline Group Parkway Wealth Management Group, LLC More: the full row for Parkway Wealth Management Group, LLC 784 $535K 0.07% 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 784 $535K 0.03% 0 13F-HR Timeline AMJ Financial Wealth Management More: the full row for AMJ Financial Wealth Management 784 $535K 0.13% +2 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 782 $534K 0.52% 0 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 782 $533K 0.09% 0 13F-HR/A Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 782 $533K 0.34% 0 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 781 $533K 0.09% +170 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 781 $533K 0.32% -47 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 780 $532K 0.01% 0 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 780 $532K 0.18% 0 13F-HR Timeline FULCRUM WEALTH ADVISORS, LLC More: the full row for FULCRUM WEALTH ADVISORS, LLC 780 $532K 0.44% 13F-HR Timeline SACHEM HILL LLC More: the full row for SACHEM HILL LLC 777 $530K 0.1% +33 13F-HR Timeline STRATEGIC PLANNING GROUP, LLC More: the full row for STRATEGIC PLANNING GROUP, LLC 776 $530K 0.07% +38 13F-HR Timeline Trace Wealth Advisors, LLC More: the full row for Trace Wealth Advisors, LLC 775 $528K 0.38% -25 13F-HR Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 774 $528K 0.1% 0 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 774 $528K 0.17% 0 13F-HR Timeline Alliance Wealth Strategies, LLC d/b/a B… More: the full row for Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 773 $527K 0.49% 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 773 $527K 0.16% 0 13F-HR Timeline Vannoy Advisory Group, Inc. More: the full row for Vannoy Advisory Group, Inc. 771 $526K 0.33% 0 13F-HR Timeline RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 764 $523K 0.36% +2 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 765 $522K 0.36% +4 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 765 $522K 0.29% 0 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 765 $522K 0.35% +162 13F-HR Timeline Brown Financial Advisory More: the full row for Brown Financial Advisory 765 $522K 0.26% -3 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 764 $521K 0.12% 0 13F-HR Timeline COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 764 $521K 0.37% +185 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 763 $520K 0.06% -37 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 762 $519K 0.49% 0 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 761 $519K 0.08% +134 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 760 $518K 0.14% 13F-HR Timeline STAGE HARBOR FINANCIAL, LLC More: the full row for STAGE HARBOR FINANCIAL, LLC 757 $516K 0.35% 0 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 756 $516K 0.2% 0 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 756 $516K 0.19% -97 13F-HR Timeline Elite Financial, Inc. More: the full row for Elite Financial, Inc. 750 $513K 0.23% -33 13F-HR Timeline RMR Capital Management, LLC More: the full row for RMR Capital Management, LLC 750 $512K 0.37% +404 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 750 $511K 0.08% 0 13F-HR Timeline Atwater Malick LLC More: the full row for Atwater Malick LLC 750 $511K 0.14% 0 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 749 $511K 0.06% -11 13F-HR Timeline Kensington Investment Counsel, LLC More: the full row for Kensington Investment Counsel, LLC 747 $510K 0.21% 0 13F-HR Timeline Triton Financial Group Inc More: the full row for Triton Financial Group Inc 745 $508K 0.34% -17 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 745 $508K 0.28% +66 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 745 $508K 0.24% -256 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 744 $507K 0.28% +1 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 743 $506K 0.06% +155 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 742 $506K 0.03% -216 13F-HR Timeline Premier Financial Group More: the full row for Premier Financial Group 738 $506K 0.13% 0 13F-HR Timeline Seascape Capital Management More: the full row for Seascape Capital Management 742 $506K 0.14% +6 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 739 $504K 0.43% 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 735 $503K 0.15% 0 13F-HR/A Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 737 $503K 0.21% 0 13F-HR Timeline MORTON COMMUNITY BANK More: the full row for MORTON COMMUNITY BANK 725 $502K 0.11% -235 13F-HR Timeline Kondo Wealth Advisors, Inc. More: the full row for Kondo Wealth Advisors, Inc. 734 $501K 0.19% -3 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 733 $500K 0.3% +40 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 732 $499K 0.6% 0 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 731 $499K 0.12% 0 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 727 $496K 0.15% new 13F-HR Timeline Dynamic Financial Group More: the full row for Dynamic Financial Group 727 $495K 0.42% -18 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 724 $494K 0.25% +56 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 724 $494K 0.2% -21 13F-HR Timeline REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 723 $493K 0.14% +2 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 722 $492K 0.11% 13F-HR Timeline David Kennon Inc More: the full row for David Kennon Inc 722 $492K 0.17% +1 13F-HR Timeline Centennial Advisors, LLC More: the full row for Centennial Advisors, LLC 721 $492K 0.64% 13F-HR Timeline HWG Holdings LP More: the full row for HWG Holdings LP 721 $492K 0.12% 0 13F-HR Timeline Parker Financial LLC More: the full row for Parker Financial LLC 721 $492K 0.2% 0 13F-HR Timeline JACOBS LEVY EQUITY MANAGEMENT, INC More: the full row for JACOBS LEVY EQUITY MANAGEMENT, INC 720 $491K <0.01% -60 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 720 $491K 0.21% -42 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 718 $490K 0.13% -65 13F-HR Timeline Timonier Family Office, LTD. More: the full row for Timonier Family Office, LTD. 715 $489K 0.16% 0 13F-HR Timeline MONTGOMERY INVESTMENT MANAGEMENT INC More: the full row for MONTGOMERY INVESTMENT MANAGEMENT INC 716 $488K 0.18% 0 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 716 $488K 0.48% 13F-HR Timeline Crabel Capital Management, LLC More: the full row for Crabel Capital Management, LLC 715 $488K 0.37% new 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 714 $487K 0.35% -145 13F-HR Timeline Hoffman, Alan N Investment Management More: the full row for Hoffman, Alan N Investment Management 712 $486K 0.27% -1 13F-HR Timeline Benson Investment Management Company, I… More: the full row for Benson Investment Management Company, Inc. 712 $485K 0.17% 0 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 711 $485K 0.14% -126 13F-HR Timeline Spectrum Investment Advisors, Inc. More: the full row for Spectrum Investment Advisors, Inc. 707 $482K 0.24% +21 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 705 $481K 0.09% 0 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 705 $481K 0.4% +1 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 704 $480K 0.08% -166 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 704 $480K 0.13% -303 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 695 $480K 0.35% 0 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 698 $477K 0.15% 0 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 700 $477K 0.71% 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 697 $475K 1.13% new 13F-HR/A Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 692 $475K 0.27% 13F-HR Timeline Cooper Capital Advisors LLC More: the full row for Cooper Capital Advisors LLC 695 $474K 0.3% 0 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 694 $473K 0.26% -9 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 694 $473K 0.12% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 692 $472K 0.13% +4 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 690 $471K 0.18% +1 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 688 $469K 0.08% +2 13F-HR Timeline Topel & Distasi Wealth Management, LLC More: the full row for Topel & Distasi Wealth Management, LLC 687 $469K 0.23% -23 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 687 $468K 0.01% -637,845 13F-HR Timeline Group AG Asset Advisory, LLC More: the full row for AG Asset Advisory, LLC 687 $468K 0.4% +330 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 684 $466K 0.01% +13 13F-HR Timeline MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 684 $466K 0.1% 0 13F-HR Timeline WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 684 $466K 0.33% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 684 $466K 0.22% +1 13F-HR Timeline Great Point Wealth Advisors, LLC More: the full row for Great Point Wealth Advisors, LLC 684 $466K 0.09% -19 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 683 $466K 0.12% +65 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 681 $464K 0.34% 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 676 $461K 0.33% -9 13F-HR Timeline CLG LLC More: the full row for CLG LLC 676 $461K 0.11% -70 13F-HR Timeline Gilbert Capital Group, Inc. More: the full row for Gilbert Capital Group, Inc. 675 $460K 0.35% 0 13F-HR Timeline CCM INVESTMENT ADVISERS LLC More: the full row for CCM INVESTMENT ADVISERS LLC 674 $460K 0.04% +11 13F-HR Timeline Ballast Financial Advisors LLC More: the full row for Ballast Financial Advisors LLC 674 $460K 0.47% 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 673 $459K 0.29% +1 13F-HR Timeline MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 672 $458K 0.17% +2 13F-HR/A Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 669 $456K 0.05% -10 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 666 $455K 0.18% +1 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 666 $454K 0.11% -88 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 678 $453K 0.17% -69 13F-HR Timeline Mill Capital Management, LLC More: the full row for Mill Capital Management, LLC 664 $453K 0.03% +76 13F-HR Timeline TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 663 $452K 0.15% -65 13F-HR Timeline LITTLEJOHN FINANCIAL SERVICES, INC. More: the full row for LITTLEJOHN FINANCIAL SERVICES, INC. 663 $452K 0.33% 0 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 662 $451K 0.23% +149 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 662 $451K 0.07% -130 13F-HR Timeline Corundum Trust Company, INC More: the full row for Corundum Trust Company, INC 662 $451K 1.03% -954 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 661 $451K 0.03% -41 13F-HR Timeline Capital Squared Financial LLC More: the full row for Capital Squared Financial LLC 660 $450K 0.35% +49 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 660 $450K 0.1% -52 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 660 $450K 0.23% 0 13F-HR Timeline CORNERSTONE ENTERPRISES, LLC More: the full row for CORNERSTONE ENTERPRISES, LLC 660 $450K 0.22% 0 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 656 $447K 0.07% 0 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 654 $446K 0.12% new 13F-HR Timeline Brick & Kyle, Associates More: the full row for Brick & Kyle, Associates 653 $445K 0.16% 0 13F-HR Timeline ACUTE INVESTMENT ADVISORY, LLC More: the full row for ACUTE INVESTMENT ADVISORY, LLC 652 $445K 4.31% -109 13F-HR Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 652 $445K 0.12% +320 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 651 $444K 0.09% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 649 $443K 0.2% -38 13F-HR Timeline STONE LOFT WEALTH MANAGEMENT LLC More: the full row for STONE LOFT WEALTH MANAGEMENT LLC 650 $443K 0.42% 13F-HR Timeline Mittelman Wealth Management More: the full row for Mittelman Wealth Management 645 $440K 0.29% -4 13F-HR Timeline Davidson Capital Management Inc. More: the full row for Davidson Capital Management Inc. 645 $440K 0.1% 0 13F-HR Timeline Eliot Finkel Investment Counsel, LLC More: the full row for Eliot Finkel Investment Counsel, LLC 645 $440K 0.27% 0 13F-HR Timeline Templeton & Phillips Capital Management… More: the full row for Templeton & Phillips Capital Management, LLC 645 $440K 0.29% 0 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 642 $438K 0.13% +2 13F-HR Timeline Troutman Wealth Management, LLC More: the full row for Troutman Wealth Management, LLC 642 $438K 0.36% 13F-HR Timeline Baugh & Associates, LLC More: the full row for Baugh & Associates, LLC 719 $438K 0.22% +53 13F-HR Timeline JIM SAULNIER & ASSOCIATES, LLC More: the full row for JIM SAULNIER & ASSOCIATES, LLC 640 $436K 0.23% +132 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 635 $435K 0.01% 0 13F-HR/A Timeline Group Greenland Capital Management LP More: the full row for Greenland Capital Management LP 638 $435K 0.06% new 13F-HR Timeline Merrithew & Thorsten Inc More: the full row for Merrithew & Thorsten Inc 639 $435K 0.46% 13F-HR Timeline GRAHAM CAPITAL WEALTH MANAGEMENT, LLC More: the full row for GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 638 $435K 0.4% -208 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 637 $434K <0.01% -740 13F-HR Timeline Group Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 637 $434K 0.1% -1 13F-HR Timeline O'Brien Greene & Co. Inc More: the full row for O'Brien Greene & Co. Inc 634 $433K 0.13% +8 13F-HR Timeline Eaton-Cambridge Inc. More: the full row for Eaton-Cambridge Inc. 634 $432K 0.14% -25 13F-HR Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 634 $432K 0.15% -44 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 633 $432K 0.12% -8 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 633 $432K 0.07% 0 13F-HR Timeline Coquina Private Wealth LLC More: the full row for Coquina Private Wealth LLC 632 $431K 0.35% 13F-HR Timeline Avondale Wealth Management More: the full row for Avondale Wealth Management 632 $431K 0.22% -110 13F-HR Timeline New England Professional Planning Group… More: the full row for New England Professional Planning Group Inc. 631 $430K 0.18% 0 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 2,024 $429K 0.21% -7,455 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 626 $427K 0.08% +38 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 1,109 $427K 0.11% +543 13F-HR Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 625 $426K 0.45% -12 13F-HR Timeline INTERACTIVE FINANCIAL ADVISORS, INC. More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 624 $426K 0.28% -63 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 624 $426K 0.14% +2 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 623 $425K 0.15% +13 13F-HR Timeline Cascade Investment Advisors, Inc. More: the full row for Cascade Investment Advisors, Inc. 622 $424K 0.25% -25 13F-HR Timeline Gallagher Capital Advisors, LLC More: the full row for Gallagher Capital Advisors, LLC 675 $424K 0.27% +4 13F-HR Timeline HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 620 $423K 0.09% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 620 $423K 0.18% -194 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 618 $421K 0.18% +22 13F-HR Timeline Strategent Financial, LLC More: the full row for Strategent Financial, LLC 617 $421K 0.27% 0 13F-HR Timeline Trajan Wealth LLC More: the full row for Trajan Wealth LLC 616 $420K 0.02% +88 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 614 $419K 0.11% -14 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 614 $418K 0.03% 0 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 600 $417K 0.06% 0 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 611 $417K 0.18% 0 13F-HR Timeline DeLarme Wealth Management, Inc. More: the full row for DeLarme Wealth Management, Inc. 609 $415K 0.29% 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 608 $415K 0.03% +198 13F-HR Timeline RF&L WEALTH MANAGEMENT, LLC More: the full row for RF&L WEALTH MANAGEMENT, LLC 607 $414K 0.23% -150 13F-HR Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 607 $414K 0.11% new 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 599 $413K 0.64% -38,806 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 606 $413K 0.06% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 604 $412K 0.31% +2 13F-HR Timeline HERITAGE OAK WEALTH ADVISORS LLC More: the full row for HERITAGE OAK WEALTH ADVISORS LLC 602 $412K 0.15% new 13F-HR Timeline