Kagan Cocozza Asset Management More: the full row for Kagan Cocozza Asset Management 10,289 $523K 0.43% -25 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 10,262 $522K 0.41% 0 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 10,249 $521K 0.12% -909 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 10,228 $520K 0.01% -10,655 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 10,206 $519K 0.04% +4,750 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 10,121 $514K 0.12% -1,147 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 10,104 $514K 0.03% 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 10,089 $513K 0.14% -937 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 10,707 $512K 0.35% +6,788 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 10,033 $510K 0.17% -138,876 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 10,019 $509K 0.28% -1,246 13F-HR Timeline LOUISBOURG INVESTMENTS INC. 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Coons Advisors, LLC 8,370 $425K 0.11% +6 13F-HR Timeline MCDANIEL TERRY & CO More: the full row for MCDANIEL TERRY & CO 8,365 $425K 0.04% +993 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 8,340 $424K 0.06% +1,461 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 8,331 $423K 0.03% +432 13F-HR Timeline CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 8,304 $422K 0.44% -5,387 13F-HR Timeline Asset Management Group, Inc. 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More: the full row for Huntleigh Advisors, Inc. 6,775 $344K 0.08% -443 13F-HR/A Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 6,772 $344K 0.08% +303 13F-HR Timeline ACCREDITED INVESTOR SERVICES, LLC More: the full row for ACCREDITED INVESTOR SERVICES, LLC 6,760 $344K 0.29% new 13F-HR Timeline TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 6,753 $343K 0.3% -929 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 6,727 $342K 0.24% 0 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 6,712 $341K 0.06% new 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 6,701 $341K 0.05% +562 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 6,698 $340K 0.11% 0 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 6,697 $340K 0.34% +56 13F-HR Timeline Coordinated Financial Services, Inc./CO More: the full row for Coordinated Financial Services, Inc./CO 6,694 $340K 0.26% 13F-HR Timeline NWF Advisory Services Inc. 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More: the full row for ATLAS CAPITAL ADVISORS INC. 6,615 $336K 0.04% 0 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 6,614 $336K 0.08% -1,621 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 6,611 $336K 0.01% +35 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 6,607 $336K 0.07% +1,990 13F-HR Timeline JDH Wealth Management, LLC More: the full row for JDH Wealth Management, LLC 6,583 $335K 0.29% 0 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 6,569 $334K 0.05% new 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 6,554 $333K 0.02% -33 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 6,551 $333K 0.07% -3,554 13F-HR Timeline Arcadia Wealth Management, Inc. 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