SARD WEALTH MANAGEMENT GROUP, LLC More: the full row for SARD WEALTH MANAGEMENT GROUP, LLC 16,362 $463K 0.31% +119 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 16,285 $461K 0.12% +1,659 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 16,274 $460K 0.12% -1,846 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 16,245 $459K 0.06% +792 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 17,130 $459K 0.18% new 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 16,218 $459K 0.08% -2,460 13F-HR Timeline BANK OZK More: the full row for BANK OZK 16,174 $457K 0.19% -3,294 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 16,167 $457K 0.05% -1,348 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 16,156 $457K 0.19% 0 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 16,100 $455K 0.08% new 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 16,071 $454K 0.14% -1,968 13F-HR Timeline Citadel Investment Advisory, Inc. More: the full row for Citadel Investment Advisory, Inc. 16,037 $454K 0.22% -500 13F-HR Timeline Yelin Lapidot Holdings Management Ltd. in group Yelin Lapidot Holdings Manage… More: the full row for Yelin Lapidot Holdings Management Ltd. 15,991 $452K 0.09% -1,661 13F-HR Timeline Group Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 15,975 $452K 0.33% +59 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 15,974 $452K 0.08% -2,500 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 15,929 $450K 0.2% -50 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 15,917 $450K 0.42% 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 15,884 $449K 0.08% -3,119 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 15,889 $449K 0.15% -3,736 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 15,876 $449K 0.53% +27 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 15,808 $447K 0.42% 0 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 15,792 $447K 0.27% +438 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 15,781 $446K 0.4% +1,675 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 15,777 $446K 0.01% +1,080 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 15,764 $446K 0.34% 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 15,763 $446K 0.13% +53 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 15,739 $445K 0.37% +34 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 15,699 $444K 0.24% -1,511 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 15,693 $444K 0.03% +3,349 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 15,688 $443K 0.22% 0 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 15,665 $443K 0.28% new 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 15,661 $443K 0.26% -808 13F-HR Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 15,631 $442K 0.39% 0 13F-HR Timeline STONERIDGE INVESTMENT PARTNERS LLC More: the full row for STONERIDGE INVESTMENT PARTNERS LLC 15,625 $442K 0.37% -20,894 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 15,597 $441K 0.26% new 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 15,569 $440K 0.08% +47 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 15,567 $440K 0.06% -353 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 15,454 $437K 0.08% +180 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 15,420 $436K 0.04% new 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 15,419 $436K 0.14% +5 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 15,359 $434K 0.05% +565 13F-HR Timeline Cohen Investment Advisors LLC More: the full row for Cohen Investment Advisors LLC 15,357 $434K 0.25% -183 13F-HR/A Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 15,350 $434K 0.13% +1,374 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 15,343 $434K 0.1% -1,877 13F-HR Timeline Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 15,331 $434K 0.02% +454 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 15,319 $433K 0.08% +453 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 15,312 $433K 0.11% -1,107 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 15,285 $432K 0.22% -873 13F-HR Timeline Group Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 15,268 $432K 0.16% -2,625 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 15,246 $431K 0.04% +408 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 15,226 $431K 0.06% -4,401 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 15,224 $431K 0.04% +2,342 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 15,197 $430K 0.07% +1,769 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 15,185 $429K 0.16% +25 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 15,148 $428K 0.28% -1,011 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 15,138 $428K 0.11% +115 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 15,130 $428K 0.02% -1,237 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 15,099 $427K 0.05% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 15,093 $427K 0.03% -250 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 15,083 $427K 0.06% -900 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 15,060 $426K 0.04% +2,272 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 15,048 $426K 0.26% -4,201 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 18,673 $425K 0.14% 0 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 15,027 $425K 0.27% +380 13F-HR Timeline Barbara Oil Co. More: the full row for Barbara Oil Co. 15,000 $424K 0.17% 0 13F-HR Timeline PARAGON CAPITAL MANAGEMENT INC More: the full row for PARAGON CAPITAL MANAGEMENT INC 15,000 $424K 0.34% 0 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 14,999 $424K 0.23% +1,875 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 14,976 $424K 0.05% +417 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 14,943 $423K 0.06% -11 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 14,903 $421K 0.09% 0 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 14,895 $421K 0.04% -2,897 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 14,849 $420K 0.09% +1,372 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 14,837 $420K 0.05% +5,082 13F-HR Timeline MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 14,836 $420K 0.12% -500 13F-HR Timeline RK Capital Management, LLC/FL More: the full row for RK Capital Management, LLC/FL 14,800 $419K 0.4% new 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 14,788 $418K 0.05% new 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 14,786 $418K 0.34% new 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 14,767 $418K 0.03% -95 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 14,721 $416K 0.09% +2,179 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 14,688 $415K 0.04% +2,452 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 14,673 $415K 0.17% -2,338 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 14,540 $414K 0.23% -252 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 14,620 $413K 0.21% +1,516 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 14,613 $413K 0.17% -7,740 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 14,608 $413K 0.13% -1,478 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 14,602 $413K 0.45% +100 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 14,586 $412K 0.23% -347 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 14,569 $412K 0.13% +1,149 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 14,546 $411K 0.03% +1,904 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 14,465 $409K 0.12% +3 13F-HR Timeline Penbrook Management LLC More: the full row for Penbrook Management LLC 14,455 $409K 0.31% 0 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 14,445 $409K 0.02% -1,814 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 14,412 $408K 0.18% +223 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 14,401 $407K 0.11% -26,586 13F-HR Timeline SATOVSKY ASSET MANAGEMENT LLC More: the full row for SATOVSKY ASSET MANAGEMENT LLC 14,394 $407K 0.09% +2,247 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 14,390 $407K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 15,404 $407K 0.18% 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 14,358 $406K 0.32% +239 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 14,299 $404K 0.22% +407 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 14,298 $404K 0.35% -513 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 14,285 $404K 0.02% -8,288 13F-HR Timeline Group Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 14,278 $404K 0.1% -356 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 14,270 $404K 0.08% 0 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 14,263 $403K 0.19% -3 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 14,232 $402K 0.09% new 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 14,220 $402K 0.1% -7,836 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 14,207 $402K 0.11% -16,545 13F-HR Timeline JAG CAPITAL MANAGEMENT, LLC More: the full row for JAG CAPITAL MANAGEMENT, LLC 14,128 $400K 0.05% -702 13F-HR Timeline Martin Worley Group More: the full row for Martin Worley Group 14,114 $399K 0.23% -2,002 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 14,080 $398K 0.49% 13F-HR Timeline SHEPHERD KAPLAN KROCHUK, LLC in group SHEPHERD KAPLAN KROCHUK, LLC More: the full row for SHEPHERD KAPLAN KROCHUK, LLC 14,076 $398K 0.34% 0 13F-HR Timeline Group PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 14,076 $398K 0.14% +876 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 14,067 $398K 0.11% -5,621 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 14,044 $397K 0.03% +1,091 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 14,043 $397K 0.08% -135 13F-HR Timeline AMES NATIONAL CORP in group AMES NATIONAL CORP More: the full row for AMES NATIONAL CORP 14,037 $397K 0.27% 0 13F-HR Timeline Group Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 14,035 $397K 0.02% +2,725 13F-HR Timeline GenWealth Group, Inc. More: the full row for GenWealth Group, Inc. 13,972 $395K 0.09% +74 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 13,930 $394K 0.01% +2,991 13F-HR Timeline Group Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 13,910 $393K 0.05% new 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 13,901 $393K 0.34% +43 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 13,873 $392K 0.21% 0 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 13,871 $392K 0.11% +2 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 13,862 $392K 0.16% +4,981 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 13,796 $390K 0.1% +1,046 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 13,793 $390K 0.29% +1 13F-HR Timeline TradeLink Capital LLC More: the full row for TradeLink Capital LLC 13,800 $390K 2.41% new 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 13,829 $390K 0.05% +284 13F-HR Timeline Santori & Peters, Inc. More: the full row for Santori & Peters, Inc. 13,777 $390K 0.16% +426 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 13,768 $389K 0.08% -250 13F-HR Timeline CLG LLC More: the full row for CLG LLC 13,762 $389K 0.14% +59 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 13,751 $389K 0.24% -2,984 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 13,747 $389K 0.03% -3,044 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 13,728 $388K 0.07% 0 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 13,720 $388K 0.21% +4 13F-HR/A Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 13,717 $388K 0.11% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 13,587 $387K 0.1% +760 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 14,856 $386K 0.11% +3,331 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 13,659 $386K 0.04% +65 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 13,654 $386K 0.05% 0 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 13,651 $386K 0.26% +130 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 14,021 $386K 0.25% -1,240 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 13,610 $385K 0.26% -764 13F-HR Timeline HOME FEDERAL BANK OF TENNESSEE More: the full row for HOME FEDERAL BANK OF TENNESSEE 13,570 $384K 0.11% -416 13F-HR Timeline MOTCO More: the full row for MOTCO 13,567 $384K 0.04% +2,004 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 13,554 $383K 0.25% +432 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 13,552 $383K 0.16% -1,295 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 13,512 $382K 0.3% -1,600 13F-HR Timeline Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 13,500 $382K 0.12% +109 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 13,480 $381K 0.12% new 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 13,469 $381K 0.05% -8,526 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 13,442 $380K 0.03% +784 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 13,411 $379K 0.12% -1,551 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 13,733 $379K 0.43% -371 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 13,393 $379K 0.06% +800 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 13,385 $379K 0.01% -417 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 13,304 $376K 0.19% +694 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 16,500 $376K 0.07% 0 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 13,276 $375K 0.14% -558 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 13,271 $375K 0.09% +33 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 13,271 $375K 0.05% +199 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 13,260 $375K 0.24% new 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 13,242 $374K 0.1% +72 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 13,237 $374K 0.1% -4,392 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 13,229 $374K 0.02% +13 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 13,205 $373K 0.03% new 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 13,195 $373K 0.1% -155 13F-HR Timeline Clear Point Advisors Inc. More: the full row for Clear Point Advisors Inc. 13,188 $373K 0.34% +43 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 13,084 $370K 0.1% +839 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 13,064 $369K 0.13% +58 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 13,040 $369K 0.1% +266 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 13,007 $368K 0.03% -167 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 13,002 $368K 0.09% -102 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 13,002 $368K 0.02% 0 13F-HR Timeline St. Louis Financial Planners Asset Mana… More: the full row for St. Louis Financial Planners Asset Management, LLC 12,975 $367K 0.27% new 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 12,969 $367K 0.19% 0 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 12,935 $366K 0.04% +1,062 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 12,911 $365K 0.02% +1,502 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 12,910 $365K 0.15% -3,473 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 12,892 $365K 0.03% +2,367 13F-HR Timeline Group Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 12,880 $364K 0.05% -1,236 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 12,863 $364K 0.08% +111 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 12,828 $363K 0.12% -113 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 12,800 $362K 0.16% -4,321 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 12,785 $362K 0.01% -315 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 12,779 $361K 0.2% -476 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 12,750 $361K 0.09% 0 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 12,750 $361K 0.03% -9,500 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 12,711 $359K 0.08% -36,785 13F-HR/A Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 12,662 $358K 0.08% -11 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 12,653 $358K 0.04% +948 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 12,641 $357K 0.04% -720 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 12,637 $357K 0.21% +7 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 12,633 $357K 0.18% -409 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 13,546 $357K 0.01% -58,894 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 12,596 $356K 0.14% +281 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 12,596 $356K 0.37% -24 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 12,581 $356K 0.13% +343 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 12,566 $355K 0.06% new 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 12,552 $355K 0.08% -4,275 13F-HR Timeline