Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 2,527 $939K 0.03% -281 13F-HR Timeline Group OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 2,526 $939K 0.66% +141 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 2,524 $938K 0.43% -31 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 2,522 $938K 0.36% +2,024 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 2,637 $937K 0.8% +24 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 2,514 $935K 0.77% -262 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 2,510 $933K 0.07% -14,846 13F-HR Timeline Capstone Financial Advisors, Inc. 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LLC 2,472 $919K 0.63% +4 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 2,893 $919K 0.39% -7,112 13F-HR Timeline Pegasus Asset Management, Inc. 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Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 2,448 $910K 0.1% +10 13F-HR Timeline WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 2,438 $906K 0.19% -56 13F-HR Timeline Fortune 45 LLC More: the full row for Fortune 45 LLC 2,437 $906K 0.44% -1,794 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 2,433 $904K 0.05% -34 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 2,431 $904K 0.33% -407 13F-HR Timeline CTC Alternative Strategies, Ltd. More: the full row for CTC Alternative Strategies, Ltd. 2,430 $903K 2.05% -13,531 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 2,429 $903K 0.04% -441 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 2,555 $901K 0.2% -1,052 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 2,422 $900K 0.13% new 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 2,419 $899K 0.4% +3 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 2,417 $898K 0.05% -47 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 2,415 $898K 0.2% 0 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 2,411 $896K 0.07% +240 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 2,349 $896K 0.16% -135 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 2,404 $894K 0.1% -172 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 2,400 $892K 0.44% -1,145 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 2,398 $891K 0.18% +570 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 2,393 $890K 0.09% +270 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 2,391 $889K 0.56% -6 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 2,387 $887K 0.71% +799 13F-HR Timeline Vines Capital Management, LLC More: the full row for Vines Capital Management, LLC 2,387 $887K 0.88% +5 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 2,386 $887K 0.13% +155 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 2,384 $886K 0.05% -236 13F-HR Timeline Quattro Advisors LLC More: the full row for Quattro Advisors LLC 2,372 $882K 0.76% +400 13F-HR Timeline PARUS FINANCE (UK) Ltd More: the full row for PARUS FINANCE (UK) Ltd 2,370 $881K 0.26% +40 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 2,366 $880K 0.36% -110 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 2,361 $878K 0.39% +161 13F-HR Timeline Total Wealth Planning & Management, Inc. 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LLC 2,343 $871K 0.1% +1,053 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 2,342 $871K 0.35% +95 13F-HR/A Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 2,336 $868K 0.38% 0 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 2,334 $868K 0.23% +65 13F-HR Timeline Ducere Wealth Management LLC More: the full row for Ducere Wealth Management LLC 2,334 $868K 0.35% -66 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 2,331 $867K 0.13% +18 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 1,943 $865K 0.65% -2 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 2,491 $864K 0.44% +530 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 2,315 $861K 0.3% -650 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 2,315 $861K 0.24% -131 13F-HR Timeline Envision Financial Planning, LLC More: the full row for Envision Financial Planning, LLC 2,313 $860K 0.31% new 13F-HR Timeline Integrated Financial Solutions, Inc. 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Bainbridge & Co., Inc. 2,221 $826K 0.07% -2,191 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 2,220 $825K 0.21% +126 13F-HR Timeline Oxford Wealth Group, LLC More: the full row for Oxford Wealth Group, LLC 2,217 $824K 0.45% -379 13F-HR Timeline Stone Wealth Partners More: the full row for Stone Wealth Partners 2,211 $822K 0.74% +322 13F-HR Timeline DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 2,209 $821K 0.16% 0 13F-HR Timeline SATOVSKY ASSET MANAGEMENT LLC More: the full row for SATOVSKY ASSET MANAGEMENT LLC 2,208 $821K 0.14% +9 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 2,207 $820K 0.31% +496 13F-HR Timeline DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. in group DYMON ASIA CAPITAL (SINGAPORE… More: the full row for DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. 2,200 $818K 0.18% new 13F-HR Timeline Group Family Office Research LLC More: the full row for Family Office Research LLC 2,199 $818K 0.36% -3,550 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 2,198 $817K 0.16% +15 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 2,195 $816K 0.25% +785 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 2,188 $813K 0.14% +68 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 2,182 $811K 0.13% +310 13F-HR Timeline Three Arch Wealth Management LLC More: the full row for Three Arch Wealth Management LLC 2,182 $811K 0.15% new 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 2,178 $810K 0.22% +35 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 2,178 $810K 0.34% -1,085 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 2,178 $809K 0.25% +982 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 2,174 $808K 0.42% -29 13F-HR Timeline ALTA CAPITAL MANAGEMENT LLC/ More: the full row for ALTA CAPITAL MANAGEMENT LLC/ 2,174 $808K 0.06% 0 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 2,173 $808K 0.12% -8 13F-HR Timeline Headland Capital, LLC More: the full row for Headland Capital, LLC 2,165 $805K 0.23% +786 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 2,152 $800K 0.03% 0 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 2,150 $799K 0.59% -63 13F-HR Timeline Trask Adam Roland More: the full row for Trask Adam Roland 2,150 $799K 0.76% 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 2,149 $799K -41 Timeline Vilga Financial Planning LLC More: the full row for Vilga Financial Planning LLC 2,146 $798K 0.71% 0 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 2,144 $797K 0.09% +105 13F-HR Timeline TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 2,142 $796K 0.26% -60 13F-HR Timeline Peak Retirement Planning, Inc. 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