CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 328 $224K 0.07% 0 13F-HR Timeline VELA Investment Management, LLC More: the full row for VELA Investment Management, LLC 327 $223K 0.06% +161 13F-HR/A Timeline Guilbault Capital LLC More: the full row for Guilbault Capital LLC 327 $223K 0.25% 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 325 $222K 0.04% +17 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 325 $222K 0.04% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. THOMAS STORY & SON LLC More: the full row for THOMAS STORY & SON LLC 325 $222K 0.08% 0 13F-HR Timeline Brookmont Capital Management More: the full row for Brookmont Capital Management 325 $222K 0.13% 0 13F-HR Timeline Fortress Financial Solutions, LLC More: the full row for Fortress Financial Solutions, LLC 325 $222K 0.23% 0 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 325 $222K 0.05% -25 13F-HR Timeline Fortune Financial Group, Inc. More: the full row for Fortune Financial Group, Inc. 311 $221K 0.22% 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 324 $221K 0.12% -17 13F-HR Timeline OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 323 $220K 0.07% -7 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 323 $220K 0.07% 0 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 322 $220K <0.01% new 13F-HR Timeline Group OUTFITTERS FINANCIAL LLC More: the full row for OUTFITTERS FINANCIAL LLC 322 $220K 0.17% 0 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 322 $220K 0.06% 0 13F-HR Timeline KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 319 $217K 0.17% 0 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 317 $216K 0.06% 0 13F-HR Timeline RCW Management, LLC More: the full row for RCW Management, LLC 317 $216K 0.22% 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 317 $216K 0.01% +1 13F-HR Timeline Group Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 316 $215K 0.21% 13F-HR Timeline Compass Wealth Management, LLC/GA More: the full row for Compass Wealth Management, LLC/GA 315 $215K 0.09% 0 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 314 $214K 0.08% new 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 314 $214K 0.06% new 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 314 $214K 0.22% 0 13F-HR Timeline Prosperity Advisers, LLC More: the full row for Prosperity Advisers, LLC 313 $214K 0.18% 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 313 $214K 0.07% 0 13F-HR Timeline PRUDENT INVESTORS NETWORK, INC. More: the full row for PRUDENT INVESTORS NETWORK, INC. 313 $213K 0.05% -8 13F-HR Timeline XY Capital Ltd More: the full row for XY Capital Ltd 311 $212K 0.22% new 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 310 $212K 0.15% 0 13F-HR Timeline MIRAMONTES CAPITAL, LLC More: the full row for MIRAMONTES CAPITAL, LLC 310 $212K 0.07% 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 310 $211K 0.22% +1 13F-HR Timeline CPR Investments Inc. More: the full row for CPR Investments Inc. 310 $211K 0.14% 0 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 310 $211K 0.09% new 13F-HR Timeline Cullen Capital Management, LLC More: the full row for Cullen Capital Management, LLC 309 $211K <0.01% 0 13F-HR Timeline MORGAN DEMPSEY CAPITAL MANAGEMENT LLC More: the full row for MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 308 $211K 0.1% +94 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 304 $209K 0.03% -963 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 306 $209K 0.1% -4 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 306 $209K 0.03% 0 13F-HR Timeline Vigil Wealth Management, LLC More: the full row for Vigil Wealth Management, LLC 306 $209K 0.17% 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 305 $209K 0.09% 0 13F-HR Timeline Cadence Wealth Management LLC More: the full row for Cadence Wealth Management LLC 303 $207K 0.1% +2 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 303 $207K 0.15% new 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 302 $206K 0.05% -41 13F-HR Timeline WIREGRASS INVESTMENT MANAGEMENT LLC More: the full row for WIREGRASS INVESTMENT MANAGEMENT LLC 300 $205K 0.17% 13F-HR Timeline HFR Wealth Management, LLC More: the full row for HFR Wealth Management, LLC 300 $205K 0.05% new 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 298 $203K 0.07% new 13F-HR Timeline SPG ADVISORS LLC More: the full row for SPG ADVISORS LLC 297 $203K 2.08% new 13F-HR Timeline COMMUNITY TRUST & INVESTMENT CO More: the full row for COMMUNITY TRUST & INVESTMENT CO 297 $203K 0.01% new 13F-HR Timeline RM Financial Services, LLC More: the full row for RM Financial Services, LLC 296 $202K 0.18% 13F-HR Timeline CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 294 $200K 0.17% +41 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 283 $193K 0.03% +68 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 280 $191K 0.03% +175 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 267 $182K 0.05% +1 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 262 $179K 0.13% -463 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 260 $177K 0.09% new 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 256 $175K 0.14% 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 251 $171K 0.07% -210 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 248 $169K 0.1% 0 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 248 $169K 0.11% -101 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 242 $165K 0.13% 0 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 236 $163K 0.12% 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 239 $163K 0.03% +9 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 237 $162K 0.04% 0 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 235 $161K <0.01% 0 13F-HR Timeline Group Tsai Capital Corp More: the full row for Tsai Capital Corp 235 $160K 0.11% +26 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 232 $158K 0.08% +1 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 227 $155K 0.05% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 227 $155K 0.16% -111 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 225 $154K 0.09% new 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 225 $153K 0.06% new 13F-HR/A Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 219 $149K 0.07% -1 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 218 $149K 0.07% new 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 211 $144K 0.1% 0 13F-HR Timeline Standard Family Office LLC More: the full row for Standard Family Office LLC 210 $143K 0.15% 0 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 207 $141K 0.18% 0 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 203 $138K 0.11% 0 13F-HR Timeline Brown Shipley& Co Ltd More: the full row for Brown Shipley& Co Ltd 202 $138K 0.07% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 201 $137K 0.07% -300 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 200 $136K 0.04% 0 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 196 $134K 0.06% -17 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 195 $133K 0.03% 0 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 192 $131K 0.07% 0 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 190 $129K 0.09% -9 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 189 $129K 0.04% -25 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 187 $128K 0.06% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 185 $126K 0.09% +23 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 181 $123K 0.08% -15 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 180 $123K 0.07% -253 13F-HR Timeline Beutel, Goodman & Co Ltd. More: the full row for Beutel, Goodman & Co Ltd. 180 $122K <0.01% 0 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 179 $122K 0.05% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 178 $121K 0.02% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 178 $121K 0.08% 0 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 178 $121K 0.04% new 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 175 $119K 0.06% +7 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 175 $119K 0.12% 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 173 $118K 0.03% 0 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 169 $115K 0.02% 0 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 167 $114K 0.08% 13F-HR Timeline Robbins Farley More: the full row for Robbins Farley 164 $112K 0.05% -19 13F-HR Timeline CrossGen Wealth, LLC More: the full row for CrossGen Wealth, LLC 163 $111K 0.1% 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 162 $110K 0.01% +34 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 160 $109K 0.1% 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 160 $109K 0.16% -5,537 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 151 $103K 0.04% +45 13F-HR Timeline American Wealth Advisors, LLC More: the full row for American Wealth Advisors, LLC 150 $103K 0.1% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 145 $98.9K 0.01% 0 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 145 $98.9K 0.07% -5 13F-HR Timeline GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 142 $97K 0.18% new 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 139 $95K 0.01% 0 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 137 $93.4K 0.09% 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 136 $92.5K 0.07% 0 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 124 $86.1K 0.08% 13F-HR Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 120 $81.9K 0.02% 0 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 119 $81.1K 0.05% 0 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 118 $80.5K 0.06% 0 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 117 $79.8K 0.05% 0 13F-HR Timeline Merited Wealth, LLC More: the full row for Merited Wealth, LLC 117 $79.8K 0.07% 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 117 $79.7K 0.03% +25 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 116 $79.1K 0.04% new 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 114 $77.7K 0.05% -115 13F-HR Timeline Capco Asset Management, LLC More: the full row for Capco Asset Management, LLC 113 $77.1K 0.02% 0 13F-HR Timeline ARCADIA INVESTMENT ADVISORS LLC More: the full row for ARCADIA INVESTMENT ADVISORS LLC 111 $75.6K 0.04% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 109 $74.3K 0.05% -9 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 107 $73K 0.03% new 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 106 $72.3K 0.04% 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 105 $71.6K 0.05% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 104 $70.9K 0.04% new 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 100 $68.2K <0.01% -145 13F-HR Timeline Skylands Capital, LLC More: the full row for Skylands Capital, LLC 100 $68.2K 0.01% 0 13F-HR Timeline Titiun Yejiel More: the full row for Titiun Yejiel 100 $68.2K 0.08% 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 100 $68.2K 0.04% 0 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 97 $66.1K 0.05% 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 94 $64.3K 0.01% +93 13F-HR Timeline Group Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 94 $64.1K 0.02% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 94 $64.1K 0.02% 0 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 93 $63.4K 1.86% +12 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 92 $62.9K 0.02% 0 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 85 $58K 0.01% new 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 85 $58K 0.03% 0 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 85 $58K 0.06% 0 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 83 $56.7K 0.07% -10 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 82 $56K 0.03% +8 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 81 $55.2K 0.04% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 80 $54.6K 0.07% 0 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 80 $54.6K 0.03% +2 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 75 $50.9K 0.01% -13 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 70 $48K 0.03% 0 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 70 $47.7K 0.02% -10 13F-HR Timeline ARK Investment Management LLC in group ARK Investment Management LLC More: the full row for ARK Investment Management LLC 68 $46.5K <0.01% new 13F-HR Timeline Group Quattro Advisors LLC More: the full row for Quattro Advisors LLC 65 $44.5K 0.04% 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 63 $43K 0.01% -12 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 63 $43K 0.02% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 60 $41.6K 0.03% -6 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 60 $40.9K 0.01% 0 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 58 $39.6K 0.02% -316 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 57 $38.8K 0.02% -27 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 55 $37.5K 0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 54 $36.8K 0.03% 0 13F-HR/A Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 53 $36.1K 0.02% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 52 $35.5K 0.02% 0 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 52 $35.5K 0.02% 0 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 45 $30.7K 0.02% -67 13F-HR Timeline BFI Infinity Ltd. More: the full row for BFI Infinity Ltd. 45 $30.7K 0.02% 0 13F-HR/A Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 42 $28.6K <0.01% -3 13F-HR Timeline Access Investment Management LLC More: the full row for Access Investment Management LLC 40 $26.6K 0.01% 0 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 39 $26.6K 0.02% 0 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 38 $25.9K 0.01% 0 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 35 $24.1K 0.03% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 34 $23.1K 0.02% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 32 $21.8K <0.01% +11 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 32 $21.8K 0.02% 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 31 $21.1K 0.01% 0 13F-HR Timeline Revere Asset Management, Inc More: the full row for Revere Asset Management, Inc 3 $21K 0.01% new 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 25 $17K 0.02% 0 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 25 $17K <0.01% 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 24 $16.4K 0.01% 0 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 23 $15.7K 0.07% 0 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 23 $15.7K 0.01% 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 21 $14K 0.01% -2,486 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 20 $13.6K <0.01% new 13F-HR Timeline JCIC Asset Management Inc. More: the full row for JCIC Asset Management Inc. 20 $13.6K <0.01% 0 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 20 $13.6K 0.01% 0 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 11 $7.5K <0.01% 0 13F-HR Timeline GS Investments, Inc. More: the full row for GS Investments, Inc. 10 $6.82K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 8 $5.52K <0.01% -23 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 7 $4.83K <0.01% new 13F-HR Timeline PMV Capital Advisers, LLC More: the full row for PMV Capital Advisers, LLC 6 $4.14K 0.01% new 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 5 $3.41K <0.01% 0 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 5 $3.41K <0.01% 13F-HR Timeline Group Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 5 $3.41K <0.01% new 13F-HR/A Timeline EQUITEC PROPRIETARY MARKETS, LLC More: the full row for EQUITEC PROPRIETARY MARKETS, LLC 2 $1.36K 0.01% 0 13F-HR Timeline Capitol Family Office, Inc. More: the full row for Capitol Family Office, Inc. 1 $682 <0.01% 0 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 0 $2 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. MARINER INVESTMENT GROUP LLC More: the full row for MARINER INVESTMENT GROUP LLC 0 $0 0% -38,422 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. UCLA Foundation More: the full row for UCLA Foundation 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 0 $0 0% 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. RedJay Asset Management Inc. More: the full row for RedJay Asset Management Inc. 0 $0 -880,681 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Turner Capital Investments, LLC More: the full row for Turner Capital Investments, LLC 2,416,147 $2.42M 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. Align Financial, LLC More: the full row for Align Financial, LLC 1,200,217 $1.2M 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.