D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 3,937 $1.25M 0.37% -430 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 3,931 $1.25M 0.71% +181 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 3,930 $1.25M 0.99% +580 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 3,927 $1.25M 0.19% +630 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 3,924 $1.25M 0.74% +488 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 3,921 $1.25M 1.07% 0 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 3,909 $1.24M 0.57% +141 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 3,908 $1.24M 0.45% +660 13F-HR Timeline ONTARIO TEACHERS PENSION PLAN BOARD in group ONTARIO TEACHERS PENSION PLAN… More: the full row for ONTARIO TEACHERS PENSION PLAN BOARD 3,892 $1.24M 0.03% new 13F-HR/A Timeline Group Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 3,882 $1.23M 0.53% +569 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 3,880 $1.23M 0.45% +515 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 3,876 $1.23M 0.24% +114 13F-HR Timeline Grassi Investment Management More: the full row for Grassi Investment Management 3,875 $1.23M 0.1% -65 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 3,875 $1.23M 0.49% +525 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 3,869 $1.23M 0.09% +123 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 3,859 $1.23M 0.19% -544 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 3,858 $1.23M 0.52% +584 13F-HR Timeline QVR LLC More: the full row for QVR LLC 3,847 $1.22M 1.23% new 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 3,839 $1.22M 0.28% +434 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 3,838 $1.22M 0.15% +488 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 3,829 $1.22M 0.15% +38 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 3,829 $1.22M 0.29% -447 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 3,827 $1.22M 0.53% +473 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 3,825 $1.22M 0.25% +200 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 3,821 $1.21M 0.44% +243 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 3,815 $1.21M 0.44% +245 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 3,815 $1.21M 0.37% +111 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 3,811 $1.21M 0.45% -788 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 3,810 $1.21M 0.56% +149 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 3,807 $1.21M 0.75% +52 13F-HR Timeline Consolidated Investment Group LLC More: the full row for Consolidated Investment Group LLC 3,800 $1.21M 0.16% 0 13F-HR Timeline Polianta Ltd More: the full row for Polianta Ltd 3,800 $1.21M 0.52% -500 13F-HR Timeline ABLES, IANNONE, MOORE & ASSOCIATES, INC. More: the full row for ABLES, IANNONE, MOORE & ASSOCIATES, INC. 3,797 $1.21M 0.75% -297 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 3,796 $1.21M 0.42% -170 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 3,786 $1.2M 0.74% +51 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 3,785 $1.2M 0.61% +807 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 3,784 $1.2M 0.42% +499 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 3,782 $1.2M 0.34% +2,207 13F-HR Timeline Womack Financial LLC More: the full row for Womack Financial LLC 3,778 $1.2M 1% +166 13F-HR/A Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 3,778 $1.2M 0.07% new 13F-HR/A Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 3,775 $1.2M 0.16% +581 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 4,077 $1.2M 0.47% +630 13F-HR Timeline Prosperitas Financial LLC More: the full row for Prosperitas Financial LLC 3,767 $1.2M 0.56% +334 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 3,763 $1.2M 0.51% 0 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 3,757 $1.19M 0.41% -158 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 3,756 $1.19M 0.1% +754 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 3,745 $1.19M 0.44% +1,752 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 3,788 $1.19M 0.43% -39 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 3,736 $1.19M 0.19% +588 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 3,732 $1.19M 0.26% 0 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 3,718 $1.18M 0.3% +1,007 13F-HR Timeline INTREPID CAPITAL MANAGEMENT INC More: the full row for INTREPID CAPITAL MANAGEMENT INC 3,717 $1.18M 0.48% +563 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 3,715 $1.18M 0.48% 0 13F-HR Timeline Friday Financial More: the full row for Friday Financial 3,715 $1.18M 0.6% +53 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 15,339 $1.18M 0.12% -5,953 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 3,710 $1.18M 0.09% -337 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 3,709 $1.18M 0.27% +856 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 3,709 $1.18M 0.15% +91 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 3,698 $1.17M 0.06% -709 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 3,696 $1.17M 0.2% -75 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 3,692 $1.17M 0.09% +28 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 3,691 $1.17M 0.9% +45 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 3,689 $1.17M 0.58% +119 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 3,682 $1.17M 0.24% +208 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 3,681 $1.17M 1.06% +1,803 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 3,675 $1.17M 0.11% +551 13F-HR Timeline Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 3,656 $1.16M 1.03% +92 13F-HR Timeline Choice Wealth Advisors LLC More: the full row for Choice Wealth Advisors LLC 3,650 $1.16M 0.52% 0 13F-HR Timeline Cornerstone Wealth Advisors, Inc. More: the full row for Cornerstone Wealth Advisors, Inc. 3,650 $1.16M 0.3% -913 13F-HR Timeline CV Advisors LLC More: the full row for CV Advisors LLC 3,644 $1.16M 0.36% +12 13F-HR Timeline Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 3,616 $1.15M 0.34% 0 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 3,614 $1.15M 0.06% +699 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 3,609 $1.15M 0.22% -2,505 13F-HR Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 3,597 $1.14M 0.51% -141 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 3,597 $1.14M 0.8% +929 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 3,593 $1.14M 0.16% -274 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 3,590 $1.14M 0.11% -351 13F-HR Timeline DURANTE & WATERS, LLC More: the full row for DURANTE & WATERS, LLC 3,565 $1.13M 0.89% +4 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 3,559 $1.13M 1.12% +405 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Centiva Capital, LP More: the full row for Centiva Capital, LP 3,555 $1.13M 0.07% +1,945 13F-HR Timeline Biltmore Wealth Management, LLC More: the full row for Biltmore Wealth Management, LLC 3,550 $1.13M 0.46% -179 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 3,542 $1.12M 0.24% -399 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 3,538 $1.12M 0.37% +520 13F-HR Timeline VISTA FINANCE, LLC More: the full row for VISTA FINANCE, LLC 3,536 $1.12M 0.97% 0 13F-HR Timeline OMC Financial Services LTD More: the full row for OMC Financial Services LTD 3,533 $1.12M 0.46% -1,328 13F-HR Timeline CLOUGH CAPITAL PARTNERS L P in group CLOUGH CAPITAL PARTNERS L P More: the full row for CLOUGH CAPITAL PARTNERS L P 3,531 $1.12M 0.11% new 13F-HR Timeline Group Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 3,530 $1.12M 0.15% +57 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 3,530 $1.12M 0.01% -174,526 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 3,526 $1.12M 0.04% +124 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 3,511 $1.11M 0.23% -141 13F-HR Timeline BetterWealth, LLC More: the full row for BetterWealth, LLC 3,510 $1.11M 0.29% 0 13F-HR Timeline NDWM LLC More: the full row for NDWM LLC 3,503 $1.11M 0.81% +41 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 3,438 $1.11M 0.4% +111 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 3,500 $1.11M 0.16% +1,151 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 3,487 $1.11M 0.67% +620 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 3,485 $1.11M 0.18% +52 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 3,484 $1.11M 0.14% +853 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 3,450 $1.1M 0.06% +2,356 13F-HR Timeline Strategic Planning, Inc. More: the full row for Strategic Planning, Inc. 3,445 $1.09M 0.66% +628 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 3,440 $1.09M 0.15% +1 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 3,439 $1.09M 0.26% +455 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 3,437 $1.09M 0.46% +357 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 3,431 $1.09M 0.52% +417 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 3,430 $1.09M 0.23% +301 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 3,430 $1.09M 0.44% -2,240 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 3,429 $1.09M 0.26% -66 13F-HR Timeline Prossimo Advisors, LLC More: the full row for Prossimo Advisors, LLC 3,427 $1.09M 0.87% -655 13F-HR Timeline SYMMETRY PEAK MANAGEMENT LLC More: the full row for SYMMETRY PEAK MANAGEMENT LLC 3,420 $1.09M 12.32% -3,927 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 3,418 $1.09M 0.34% +87 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 3,418 $1.09M 0.84% +2,272 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,413 $1.08M 0.09% -1,182 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 3,406 $1.08M 0.27% -8 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 3,405 $1.08M 0.75% +278 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 3,403 $1.08M 0.12% +500 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 3,394 $1.08M 0.05% +1,276 13F-HR Timeline Group REDW Wealth LLC More: the full row for REDW Wealth LLC 3,393 $1.08M 0.43% +5 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 3,389 $1.08M 0.05% +1,128 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 3,389 $1.08M 0.08% +164 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 3,388 $1.08M 0.14% +560 13F-HR Timeline TKG Advisors, LLC More: the full row for TKG Advisors, LLC 3,385 $1.08M 0.48% -314 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 3,380 $1.07M 0.5% -1 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 3,370 $1.07M 0.49% -13 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 3,369 $1.07M 0.05% +94 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 3,348 $1.06M 0.08% -4,925 13F-HR Timeline Group Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 3,343 $1.06M 0.01% 0 13F-HR Timeline Group Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 3,337 $1.06M 0.12% -46 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 3,329 $1.06M 0.32% 0 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 3,292 $1.05M 0.11% -962 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 3,289 $1.04M 0.49% +1,201 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 3,288 $1.04M 0.79% -89 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 3,284 $1.04M 0.12% +210 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 3,280 $1.04M 0.6% -68 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 3,278 $1.04M 0.16% +174 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 3,276 $1.04M 0.32% +136 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 3,271 $1.04M 0.36% +818 13F-HR Timeline NAPA WEALTH MANAGEMENT More: the full row for NAPA WEALTH MANAGEMENT 3,268 $1.04M 0.5% +1,387 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 3,267 $1.04M 0.55% +655 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 3,257 $1.03M 0.07% +142 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 3,255 $1.03M 0.19% +422 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 3,254 $1.03M 0.37% +695 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 3,251 $1.03M 0.13% +118 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 3,234 $1.03M 0.22% +554 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 3,230 $1.03M 0.29% +180 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 3,227 $1.03M 0.14% +383 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 3,219 $1.02M 0.09% +290 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 3,214 $1.02M 0.8% +461 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 3,213 $1.02M 0.08% +293 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 3,210 $1.02M 0.47% +870 13F-HR Timeline SOROS FUND MANAGEMENT LLC in group SOROS FUND MANAGEMENT LLC More: the full row for SOROS FUND MANAGEMENT LLC 3,209 $1.02M 0.02% new 13F-HR Timeline Group EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 3,208 $1.02M 0.13% -233 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 3,205 $1.02M 0.08% -294 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 3,203 $1.02M 0.43% -63 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 3,234 $1.01M 0.36% +307 13F-HR Timeline Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 3,190 $1.01M 0.8% 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 3,187 $1.01M 0.48% -81 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 3,186 $1.01M 0.06% +323 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 3,184 $1.01M 0.73% -703 13F-HR Timeline HBK INVESTMENTS L P More: the full row for HBK INVESTMENTS L P 3,183 $1.01M 0.02% +681 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Family CFO Inc More: the full row for Family CFO Inc 3,183 $1.01M 0.51% 0 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 3,182 $1.01M 0.28% +217 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 3,181 $1.01M 0.47% +33 13F-HR Timeline Attessa Capital LLC More: the full row for Attessa Capital LLC 3,176 $1.01M 0.65% +37 13F-HR Timeline Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 3,175 $1.01M 0.02% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 3,168 $1.01M 0.38% +68 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 3,168 $1.01M 0.22% -2,499 13F-HR Timeline Quantessence Capital LLC More: the full row for Quantessence Capital LLC 3,167 $1.01M 0.3% new 13F-HR Timeline Cyr Financial Inc. More: the full row for Cyr Financial Inc. 3,166 $1.01M 0.78% +1,274 13F-HR Timeline TRAN CAPITAL MANAGEMENT, L.P. More: the full row for TRAN CAPITAL MANAGEMENT, L.P. 3,164 $1.01M 0.12% 0 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 3,163 $1M 0.47% new 13F-HR Timeline RETIREMENT CAPITAL STRATEGIES More: the full row for RETIREMENT CAPITAL STRATEGIES 3,162 $1M 0.4% 0 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 3,157 $1M 0.16% +605 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 3,155 $1M 0.05% +114 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 3,154 $1M 0.26% +275 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 3,150 $1M 0.11% -974 13F-HR Timeline Hel Ved Capital Management Ltd More: the full row for Hel Ved Capital Management Ltd 3,147 $1000K 0.45% -1,057 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 3,147 $1000K 0.02% +14 13F-HR Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 3,145 $999K 0.8% +56 13F-HR Timeline Fortress Financial Solutions, LLC More: the full row for Fortress Financial Solutions, LLC 3,145 $999K 1.25% +229 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 3,184 $995K 0.18% +131 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 3,131 $995K 0.17% +245 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 3,130 $994K 0.03% new 13F-HR Timeline Custos Family Office, LLC More: the full row for Custos Family Office, LLC 3,129 $994K 0.32% +126 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 3,127 $993K 0.47% -259 13F-HR Timeline Crystal Rock Capital Management More: the full row for Crystal Rock Capital Management 3,125 $993K 0.57% -80 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 3,125 $993K 0.01% -4,650 13F-HR Timeline Group ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 3,124 $992K 0.29% +277 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 3,120 $991K 0.49% +348 13F-HR Timeline Private Capital Advisors, Inc. More: the full row for Private Capital Advisors, Inc. 3,120 $991K 0.12% +102 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 3,117 $990K 0.42% +554 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. 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