Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 1,414 $421K 0.12% -624 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 1,413 $421K 0.13% 0 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 1,411 $421K 0.03% -333 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 1,408 $420K 0.14% +71 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,407 $419K 0.01% +2 13F-HR Timeline Group UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 1,405 $419K 0.07% +44 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 1,401 $418K 0.04% +42 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 1,400 $417K 0.08% 0 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 1,399 $417K 0.09% +29 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 1,536 $417K 0.03% -611 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 1,395 $416K 0.12% +67 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 1,391 $415K 0.09% new 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 1,388 $414K 0.18% +130 13F-HR Timeline General Partner, Inc. 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ALLISON & CO., INC. 1,213 $362K 0.21% 0 13F-HR Timeline Vines Capital Management, LLC More: the full row for Vines Capital Management, LLC 1,212 $361K 0.3% -33 13F-HR/A Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 1,200 $358K 0.06% -300 13F-HR Timeline Drum Hill Capital, LLC More: the full row for Drum Hill Capital, LLC 1,200 $358K 0.36% 0 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 0 $357K 0.08% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Holistic Financial Partners More: the full row for Holistic Financial Partners 1,198 $357K 0.22% -479 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 1,198 $357K 0.05% +75 13F-HR Timeline TL Private Wealth More: the full row for TL Private Wealth 1,214 $356K 0.13% 0 13F-HR Timeline MOKAN Wealth Management Inc. 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Brown & Associates Inc. 1,144 $341K 0.2% 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 1,144 $341K 0.07% 0 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 1,143 $341K 0.03% +6 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 1,141 $340K 0.04% +19 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 1,137 $339K 0.11% +5 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 1,155 $339K 0.16% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 1,133 $338K 0.01% new 13F-HR Timeline Group Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 1,133 $338K 0.09% +62 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. 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