Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 7,118 $426K 0.25% +36 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 7,117 $426K 0.02% 0 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 7,111 $426K 0.04% +658 13F-HR Timeline Group Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 7,105 $426K 0.29% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 7,101 $425K 0.02% +8 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 7,089 $425K 0.55% 0 13F-HR Timeline Mascagni Wealth Management, Inc. 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More: the full row for Bright Futures Wealth Management, LLC. 6,370 $382K 0.3% 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 6,348 $380K 0.06% +11 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 6,340 $380K 0.05% 0 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 6,337 $380K 0.08% -560 13F-HR Timeline ACCREDITED INVESTOR SERVICES, LLC More: the full row for ACCREDITED INVESTOR SERVICES, LLC 6,333 $379K 0.26% -1,097 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 6,329 $379K 0.21% +3,780 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 6,319 $379K 0.06% -361 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 6,289 $377K 0.14% +1,965 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 6,281 $376K 0.13% -1,403 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 6,246 $374K 0.13% new 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 6,229 $373K 0.16% +544 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 6,221 $373K 0.12% 0 13F-HR Timeline Morangie Management LLC More: the full row for Morangie Management LLC 6,217 $373K 0.32% 0 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 6,204 $372K 0.02% new 13F-HR Timeline BCM ADVISORS, LLC More: the full row for BCM ADVISORS, LLC 6,018 $371K 0.07% new 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 6,187 $371K 0.24% +1,937 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 6,187 $371K 0.06% -371 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 6,139 $371K 0.12% +504 13F-HR Timeline Guidance Point Advisors, LLC More: the full row for Guidance Point Advisors, LLC 6,181 $371K 0.09% +52 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 6,167 $370K 0.22% -3,193 13F-HR Timeline CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 6,159 $369K 0.35% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 6,152 $369K 0.03% +164 13F-HR Timeline S&CO INC More: the full row for S&CO INC 6,150 $368K 0.02% 0 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 6,126 $367K 0.08% -11,570 13F-HR Timeline Atwater Malick LLC More: the full row for Atwater Malick LLC 6,121 $367K 0.11% 0 13F-HR Timeline BANK OZK More: the full row for BANK OZK 6,101 $366K 0.13% -179 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 6,053 $363K 0.03% +225 13F-HR Timeline Persium Advisors, LLC More: the full row for Persium Advisors, LLC 6,057 $363K 0.27% 0 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 6,047 $362K 0.08% +87 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 6,046 $362K 0.1% -433 13F-HR/A Timeline Aristotle Capital Management, LLC in group ARISTOTLE INVESTMENT SERVICES… More: the full row for Aristotle Capital Management, LLC 6,021 $361K <0.01% +651 13F-HR Timeline Group Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 6,021 $361K 0.06% +831 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 5,961 $357K 0.26% -209 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 5,955 $357K 0.01% 0 13F-HR Timeline Group Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 5,941 $356K 0.11% 0 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 5,934 $356K 0.04% +1,913 13F-HR Timeline Tribridge Partners Financial LLC More: the full row for Tribridge Partners Financial LLC 5,858 $354K 0.16% +114 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 5,911 $354K 0.03% 0 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 5,884 $353K 0.03% +388 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 5,776 $352K 0.17% 0 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 5,878 $352K 0.02% -72 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 5,869 $352K 0.22% 0 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 5,844 $350K 0.07% +25 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 5,815 $348K 0.04% +438 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 5,814 $348K 0.2% 0 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 5,799 $347K 0.05% -52 13F-HR Timeline Tull Financial Group, Inc. More: the full row for Tull Financial Group, Inc. 5,787 $347K 0.15% -45 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 5,776 $346K 0.06% +50 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 5,763 $345K 0.2% -7,550 13F-HR Timeline Base Wealth Management LLC More: the full row for Base Wealth Management LLC 5,762 $345K 0.2% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 5,752 $345K 0.02% +549 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 5,748 $344K 0.02% -27 13F-HR Timeline Lee, Kelleher & Klein Wealth Management More: the full row for Lee, Kelleher & Klein Wealth Management 5,740 $344K 0.21% 0 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 5,737 $344K 0.18% +155 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 5,701 $342K 0.04% new 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 5,649 $341K 0.22% 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 5,684 $341K 0.22% new 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 5,647 $338K 0.01% -268 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 5,635 $338K 0.15% +2,014 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 5,629 $337K 0.06% -179 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 5,623 $337K 0.12% -68 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 5,605 $336K 0.06% +276 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 5,584 $335K 0.15% -5 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 5,570 $334K 0.07% +175 13F-HR Timeline Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 5,561 $333K 0.71% 0 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. 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More: the full row for Clarity Asset Management, Inc. 5,491 $329K 0.18% +1,193 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 5,493 $328K 0.02% new 13F-HR Timeline Hollow Brook Wealth Management LLC More: the full row for Hollow Brook Wealth Management LLC 5,482 $328K 0.08% new 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 5,480 $328K 0.02% +1,027 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 5,477 $328K 0.03% +152 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 5,471 $328K 0.27% +1,909 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 5,459 $327K 0.08% -11,700 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 5,440 $326K 0.14% +12 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 5,423 $325K 0.09% 0 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 5,423 $325K 0.22% 0 13F-HR Timeline Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 5,416 $325K 0.07% 0 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 5,406 $324K 0.05% 0 13F-HR/A Timeline GREAT OAK CAPITAL PARTNERS, LLC More: the full row for GREAT OAK CAPITAL PARTNERS, LLC 5,380 $323K 0.08% new 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 5,385 $323K 0.06% 0 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 5,373 $322K 0.07% +32 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 5,365 $321K 0.23% -10 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 5,348 $320K 0.07% -234 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 5,337 $320K 0.13% new 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 5,322 $319K 0.03% -304 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 5,318 $319K 0.05% 0 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 5,289 $317K 0.2% 0 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 5,277 $316K 0.22% new 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 5,275 $316K 0.1% 0 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 5,247 $314K 0.03% +3 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 5,222 $313K 0.09% +779 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 5,204 $312K 0.03% -1,128 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. 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More: the full row for Wallace Capital Management Inc. 4,928 $295K 0.04% -500 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 4,926 $295K 0.05% +4 13F-HR Timeline Black Swift Group, LLC More: the full row for Black Swift Group, LLC 4,926 $295K 0.05% -1,125 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 4,920 $295K 0.06% +23 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 4,916 $295K 0.04% +8 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 4,900 $294K 0.03% +199 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 4,868 $292K 0.16% 0 13F-HR Timeline Colorado Capital Management, Inc. 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More: the full row for DHJJ Financial Advisors, Ltd. 4,827 $289K 0.1% +1 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 4,821 $289K 0.18% new 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 4,817 $289K 0.21% -1,121 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 4,787 $287K 0.07% 0 13F-HR Timeline Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 4,764 $285K 0.38% +49 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 4,764 $285K 0.03% +20 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 4,753 $285K 0.03% 0 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 4,750 $285K 0.23% 0 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 4,750 $285K 0.23% +277 13F-HR/A Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 4,747 $284K 0.14% +4,007 13F-HR Timeline Brightwater Advisory LLC More: the full row for Brightwater Advisory LLC 4,747 $284K 0.2% 0 13F-HR Timeline SATOVSKY ASSET MANAGEMENT LLC More: the full row for SATOVSKY ASSET MANAGEMENT LLC 4,731 $284K 0.06% +21 13F-HR Timeline OMNI 360 Wealth, Inc. 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