Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 1,083 $370K 0.06% -6 13F-HR Timeline William Howard & Co Financial Advisors … More: the full row for William Howard & Co Financial Advisors Inc 1,082 $369K 0.31% 0 13F-HR Timeline Pegasus Asset Management, Inc. More: the full row for Pegasus Asset Management, Inc. 1,079 $368K 0.12% +1 13F-HR/A Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 1,077 $368K 0.08% -2 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 1,074 $367K 0.06% -384 13F-HR Timeline Prossimo Advisors, LLC More: the full row for Prossimo Advisors, LLC 1,068 $365K 2.68% -17,369 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 1,066 $364K 0.17% +136 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 1,065 $364K 0.25% +5 13F-HR Timeline Terril Brothers, Inc. More: the full row for Terril Brothers, Inc. 1,064 $363K 0.11% new 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 1,062 $363K 0.04% +32 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 1,062 $363K 0.14% -79 13F-HR/A Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 1,059 $362K 0.06% -75 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 1,058 $361K 0.02% +101 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 1,058 $361K 0.24% 0 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 1,056 $360K 0.07% +101 13F-HR Timeline Kidder Stephen W More: the full row for Kidder Stephen W 1,055 $360K 0.1% -38 13F-HR Timeline First International Bank & Trust More: the full row for First International Bank & Trust 1,055 $360K 0.13% 0 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 1,054 $360K 0.05% -1 13F-HR Timeline Warner Group LLC More: the full row for Warner Group LLC 1,052 $359K 0.25% 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 1,050 $359K 0.02% -203 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 1,048 $358K 0.15% +161 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 1,046 $357K 0.06% +53 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 1,044 $357K 0.2% 0 13F-HR Timeline Avos Capital Management, LLC More: the full row for Avos Capital Management, LLC 1,044 $356K 0.17% new 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 1,043 $356K 0.08% -38 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 1,043 $356K 0.21% -19 13F-HR Timeline Cinctive Capital Management LP More: the full row for Cinctive Capital Management LP 1,042 $356K 0.02% new 13F-HR Timeline First Financial Group Corp More: the full row for First Financial Group Corp 1,041 $355K 0.31% +19 13F-HR Timeline Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 1,040 $355K 0.11% 0 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 1,037 $354K 0.14% +53 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 1,035 $353K 0.12% -1 13F-HR Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 1,035 $353K 0.18% 0 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 1,032 $352K 0.18% +23 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,030 $352K 0.26% +35 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 1,028 $351K 0.14% -662 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 1,028 $351K 0.05% -8 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 1,027 $351K 0.1% +33 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 1,024 $350K 0.21% new 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 1,024 $350K 0.13% 0 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 1,023 $349K 0.18% 0 13F-HR Timeline Swan Global Investments, LLC in group Swan Global Investments, LLC More: the full row for Swan Global Investments, LLC 1,022 $349K 0.02% -156 13F-HR Timeline Group SCRATCH CAPITAL LLC More: the full row for SCRATCH CAPITAL LLC 1,019 $348K 0.23% new 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 1,017 $347K 0.07% -53 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 1,016 $347K 0.14% +413 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 1,016 $347K 0.09% +79 13F-HR Timeline Client First Investment Management LLC More: the full row for Client First Investment Management LLC 1,015 $347K 0.18% 0 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 1,013 $346K 0.08% 0 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 1,013 $346K 0.15% 0 13F-HR Timeline STAGE HARBOR FINANCIAL, LLC More: the full row for STAGE HARBOR FINANCIAL, LLC 1,011 $345K 0.25% -79 13F-HR Timeline SWS Partners More: the full row for SWS Partners 1,009 $344K 0.08% -25 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 1,008 $344K 0.13% 0 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 1,006 $343K 0.11% new 13F-HR Timeline Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 1,005 $343K 0.23% +10 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 1,005 $343K 0.12% +67 13F-HR/A Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 1,005 $343K 0.24% 0 13F-HR Timeline BENDER ROBERT & ASSOCIATES More: the full row for BENDER ROBERT & ASSOCIATES 1,004 $343K 0.07% -47 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 1,004 $343K 0.04% -80 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 1,001 $342K 0.05% -130 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 1,000 $341K 0.2% 0 13F-HR Timeline ArchPoint Investors More: the full row for ArchPoint Investors 1,000 $341K 0.09% 0 13F-HR Timeline NIA IMPACT ADVISORS, LLC More: the full row for NIA IMPACT ADVISORS, LLC 1,000 $341K 0.11% -136 13F-HR Timeline 21 West Wealth Management LLC More: the full row for 21 West Wealth Management LLC 999 $341K 0.32% -6 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 996 $340K 0.17% 0 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 996 $340K 0.17% -702 13F-HR Timeline Alaska Wealth Advisors, LLC in group Alaska Permanent Capital Mana… More: the full row for Alaska Wealth Advisors, LLC 995 $340K 0.04% -7 13F-HR Timeline Group FOUNDERS CAPITAL MANAGEMENT, LLC More: the full row for FOUNDERS CAPITAL MANAGEMENT, LLC 995 $340K 0.05% 0 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 995 $340K 0.18% +10 13F-HR Timeline BLUE SQUARE ASSET MANAGEMENT, LLC More: the full row for BLUE SQUARE ASSET MANAGEMENT, LLC 993 $339K 0.15% 0 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 991 $338K 0.15% +5 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 969 $337K 0.13% -893 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 987 $337K 0.14% 0 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 986 $337K 0.07% 0 13F-HR Timeline HILLTOP WEALTH ADVISORS, LLC More: the full row for HILLTOP WEALTH ADVISORS, LLC 981 $335K 0.17% -14 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 979 $334K 0.05% +57 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 976 $333K 0.04% +1 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 974 $332K 0.09% -64 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 973 $332K 0.15% -24 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 973 $332K 0.06% +69 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 972 $332K 0.03% -62 13F-HR Timeline LOUNTZIS ASSET MANAGEMENT, LLC More: the full row for LOUNTZIS ASSET MANAGEMENT, LLC 970 $331K 0.11% 0 13F-HR Timeline Highland Financial Advisors, LLC More: the full row for Highland Financial Advisors, LLC 968 $330K 0.09% +47 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 967 $330K 0.16% +18 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 966 $330K 0.21% 0 13F-HR Timeline Headland Capital, LLC More: the full row for Headland Capital, LLC 964 $329K 0.09% +115 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 963 $329K 0.14% -216 13F-HR Timeline ATALANTA SOSNOFF CAPITAL, LLC in group ATALANTA SOSNOFF CAPITAL, LLC More: the full row for ATALANTA SOSNOFF CAPITAL, LLC 962 $328K 0.01% -15 13F-HR Timeline Group Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 959 $327K 0.08% 0 13F-HR Timeline Prodigy Asset Management LLC More: the full row for Prodigy Asset Management LLC 958 $327K 0.15% 0 13F-HR Timeline Thoma Capital Management LLC More: the full row for Thoma Capital Management LLC 958 $327K 0.19% -23 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 957 $327K 0.24% +37 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 955 $326K 0.21% +20 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 955 $326K 0.13% +6 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 953 $325K 0.27% -569 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 951 $325K 0.07% -15 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 951 $324K 0.12% +1 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 950 $324K 0.26% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bell & Brown Wealth Advisors, LLC More: the full row for Bell & Brown Wealth Advisors, LLC 949 $324K 0.11% 0 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 949 $324K 0.02% -212 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 946 $323K 0.19% -13 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 946 $323K 0.04% -346 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 944 $322K 0.16% -48 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 943 $322K <0.01% +91 13F-HR Timeline INSTRUMENTAL WEALTH, LLC More: the full row for INSTRUMENTAL WEALTH, LLC 932 $322K 0.23% +115 13F-HR Timeline AdviceOne Advisory Services, LLC More: the full row for AdviceOne Advisory Services, LLC 942 $321K 0.21% +1 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 938 $320K 0.22% -40 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 936 $320K 0.03% +48 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 936 $319K 0.02% +1 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 934 $319K 0.27% -35 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 932 $318K 0.02% +58 13F-HR Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 930 $318K 0.31% +128 13F-HR Timeline IFS Group,LLC More: the full row for IFS Group,LLC 912 $317K 0.28% 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 929 $317K 0.07% -35 13F-HR Timeline Foresight Global Investors, Inc. More: the full row for Foresight Global Investors, Inc. 924 $315K 0.19% new 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 923 $315K 0.2% 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 923 $315K 0.08% +5 13F-HR Timeline Apex Wealth Management, LLC More: the full row for Apex Wealth Management, LLC 922 $315K 0.23% +14 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 895 $314K 0.03% -317 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 920 $314K 0.04% 0 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 919 $314K 0.19% -342 13F-HR Timeline Ardent Capital Management, Inc. More: the full row for Ardent Capital Management, Inc. 917 $313K 0.13% 0 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 913 $312K 0.18% -255 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 909 $310K 0.03% +28 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 905 $309K 0.03% +129 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 905 $309K 0.06% +14 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 905 $309K 0.15% +3 13F-HR Timeline Sara-Bay Financial More: the full row for Sara-Bay Financial 903 $308K 0.09% -70 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 900 $307K 0.13% 0 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 900 $307K 0.1% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 900 $307K 0.1% new 13F-HR Timeline Grange Capital, LLC More: the full row for Grange Capital, LLC 900 $307K 0.3% 0 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 899 $307K 0.11% -19 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 898 $307K 0.12% -4,517 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 893 $305K 0.17% -38 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 892 $305K 0.04% -10 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 892 $305K 0.02% -19 13F-HR/A Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 891 $304K 0.03% -21,359 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 891 $304K 0.17% +126 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 890 $304K 0.06% -74 13F-HR Timeline Paul R. Ried Financial Group, LLC More: the full row for Paul R. Ried Financial Group, LLC 888 $303K 0.15% 0 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 888 $303K 0.18% -19 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 887 $303K 0.08% +136 13F-HR Timeline Presper Financial Architects, LLC More: the full row for Presper Financial Architects, LLC 886 $303K 0.18% +159 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 886 $302K 0.3% -1 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 886 $302K 0.14% -11 13F-HR Timeline Hilton Capital Management, LLC More: the full row for Hilton Capital Management, LLC 884 $302K 0.02% -27 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 883 $302K 0.07% +17 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 883 $301K 0.02% -122 13F-HR/A Timeline ODonnell Financial Services, LLC More: the full row for ODonnell Financial Services, LLC 882 $301K 0.11% +115 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 881 $301K 0.06% -28 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 879 $300K 0.11% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 879 $300K 0.08% +122 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 879 $300K 0.08% -7,004 13F-HR Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 876 $299K <0.01% +106 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 876 $299K 0.18% +32 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 874 $298K 0.1% -22 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 872 $298K 0.09% 0 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 870 $297K 0.09% 0 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 868 $296K 0.23% +22 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 867 $296K 0.06% +33 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 867 $296K 0.04% -19 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 866 $296K 0.16% -82 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 864 $295K 0.21% +1 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 864 $295K 0.08% -50 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 864 $295K 0.15% 0 13F-HR Timeline Defined Financial Planning LLC More: the full row for Defined Financial Planning LLC 839 $295K 0.24% -63 13F-HR Timeline AR ASSET MANAGEMENT INC More: the full row for AR ASSET MANAGEMENT INC 860 $294K 0.06% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 860 $294K 0.32% -66 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. 860 $294K 0.02% new 13F-HR Timeline Group Dodge & Cox More: the full row for Dodge & Cox 859 $293K <0.01% 0 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 74 $293K 0.22% -894 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 858 $293K 0.12% 0 13F-HR Timeline BANK OZK More: the full row for BANK OZK 858 $293K 0.1% +31 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 856 $292K 0.16% 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 856 $292K 0.03% -57 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 856 $292K 0.12% -2 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 855 $292K 0.16% +270 13F-HR Timeline Forbes Financial Planning, Inc. More: the full row for Forbes Financial Planning, Inc. 854 $292K 0.19% -50 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 853 $291K 0.05% -147 13F-HR Timeline Avid Wealth Partners LLC More: the full row for Avid Wealth Partners LLC 853 $291K 0.14% +6 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 851 $290K 0.04% new 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 849 $290K 0.11% -131 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 844 $288K 0.12% -932 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 841 $288K 0.07% -208 13F-HR Timeline Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 843 $288K 0.14% -65 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 842 $287K 0.11% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 840 $287K 0.08% +11 13F-HR Timeline PAR CAPITAL MANAGEMENT INC More: the full row for PAR CAPITAL MANAGEMENT INC 840 $287K 0.01% -2,000 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 839 $286K 0.05% +26 13F-HR Timeline GOLDEN ROAD ADVISORS LLC More: the full row for GOLDEN ROAD ADVISORS LLC 839 $286K 0.17% +128 13F-HR Timeline Artemis Wealth Advisors, LLC More: the full row for Artemis Wealth Advisors, LLC 836 $285K 0.05% 0 13F-HR Timeline Pachira Investments Inc. More: the full row for Pachira Investments Inc. 835 $285K 0.16% +106 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 835 $285K 0.1% 0 13F-HR Timeline Sensible Money, LLC More: the full row for Sensible Money, LLC 834 $285K 0.1% 0 13F-HR Timeline Collar Capital Management, LLC More: the full row for Collar Capital Management, LLC 833 $284K 0.2% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 832 $284K 0.09% -18 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 830 $283K 0.03% +11 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 829 $283K 0.05% +14 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 829 $283K 0.07% -254 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 826 $282K 0.11% -26 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 826 $282K 0.12% 0 13F-HR Timeline