Meredith Wealth Planning More: the full row for Meredith Wealth Planning 5,217 $3.12M 0.84% +18 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 5,212 $3.11M 0.8% +866 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 5,210 $3.11M 0.43% +87 13F-HR Timeline CPR Investments Inc. More: the full row for CPR Investments Inc. 5,183 $3.1M 2.07% -10,990 13F-HR Timeline Navigation Group, LLC More: the full row for Navigation Group, LLC 5,182 $3.1M 0.72% 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 5,180 $3.1M 0.16% -224 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 5,162 $3.08M 1.41% +692 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 4,723 $3.08M 0.21% -288 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 5,146 $3.07M 0.22% +425 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 5,139 $3.07M 0.18% +2,882 13F-HR Timeline Group Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 5,126 $3.06M 0.29% +382 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 5,126 $3.06M 0.14% +2,401 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 5,123 $3.06M 0.52% -645 13F-HR Timeline Goodwin Investment Advisory More: the full row for Goodwin Investment Advisory 5,118 $3.06M 3.64% -319 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 5,117 $3.06M 0.21% -149 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 5,079 $3.03M 0.3% +939 13F-HR Timeline Pine Ridge Advisers LLC More: the full row for Pine Ridge Advisers LLC 5,075 $3.03M 0.22% 0 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 5,074 $3.03M 0.87% 0 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 5,072 $3.03M <0.01% -336 13F-HR Timeline Group 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 5,062 $3.02M 0.34% +650 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 5,050 $3.02M 1.93% -32 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 5,036 $3.01M 0.06% +299 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 5,008 $2.99M 0.96% +546 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 4,991 $2.98M 0.54% +304 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 4,990 $2.98M 0.32% +68 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 4,968 $2.97M 0.38% +62 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 4,957 $2.96M 1.77% -1,917 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 4,952 $2.96M 0.08% +128 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 4,942 $2.95M 0.38% -65 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 4,336 $2.94M 0.29% +140 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 4,917 $2.94M 0.11% +197 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 4,916 $2.94M 0.32% +783 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 4,905 $2.93M 1.23% -11 13F-HR Timeline FOCUS Wealth Advisors, LLC More: the full row for FOCUS Wealth Advisors, LLC 4,902 $2.93M 1.43% +11 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 4,883 $2.92M 0.8% -48 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 4,863 $2.91M 1.78% -62 13F-HR Timeline PACK Private Wealth, LLC More: the full row for PACK Private Wealth, LLC 4,859 $2.9M 1.33% 0 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 4,849 $2.9M 0.53% -12,138 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 4,838 $2.89M 0.1% +1,033 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 4,832 $2.89M 0.61% -574 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 4,822 $2.88M 0.33% +392 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 4,804 $2.87M +11 Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 4,799 $2.87M 1.25% -5 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 4,792 $2.86M 1.63% -545 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 4,791 $2.86M 1.94% -452 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 4,786 $2.86M 1.14% -173 13F-HR Timeline Palatine Hill Wealth Management, LLC More: the full row for Palatine Hill Wealth Management, LLC 4,785 $2.86M 2.49% +4,156 13F-HR Timeline Cherry Creek Investment Advisors, Inc. 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More: the full row for Pacific Park Financial, Inc. 4,699 $2.81M 1.83% -1,280 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 4,697 $2.81M 0.31% -201 13F-HR Timeline DiPaolo Financial Group, Inc. More: the full row for DiPaolo Financial Group, Inc. 4,695 $2.81M 2.04% +1,098 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 4,694 $2.8M 1.52% 0 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 4,691 $2.8M 0.79% -882 13F-HR Timeline Clearview Wealth Management LLC More: the full row for Clearview Wealth Management LLC 4,685 $2.8M 1.98% 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 4,664 $2.79M 0.45% +360 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 4,659 $2.78M 1% +1,202 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 4,652 $2.78M 0.48% 0 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 4,650 $2.78M 0.51% +9 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 4,648 $2.78M 0.62% +402 13F-HR/A Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 4,623 $2.76M 1.8% +717 13F-HR Timeline MYECFO, LLC More: the full row for MYECFO, LLC 4,620 $2.76M 1.16% -265 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 4,618 $2.76M 0.66% -665 13F-HR Timeline FSA WEALTH PARTNERS, INC. More: the full row for FSA WEALTH PARTNERS, INC. 4,614 $2.76M 1.31% -514 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 4,588 $2.74M 1.05% -47 13F-HR Timeline Tumwater Wealth Management, LLC More: the full row for Tumwater Wealth Management, LLC 4,583 $2.74M 1.1% +120 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 4,583 $2.74M 1.77% -149 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 4,574 $2.73M 0.76% +81 13F-HR Timeline REICON WEALTH ADVISORS, LLC More: the full row for REICON WEALTH ADVISORS, LLC 4,558 $2.72M 2.09% +398 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 4,554 $2.72M 0.86% +213 13F-HR Timeline Ashurst Perkins Coie Trust Co More: the full row for Ashurst Perkins Coie Trust Co 4,553 $2.72M 0.52% +101 13F-HR Timeline DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 4,553 $2.72M 0.94% new 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 4,550 $2.72M 0.29% +55 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 4,525 $2.7M 0.24% +801 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 4,524 $2.7M 0.35% +678 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 4,519 $2.7M 0.42% -348 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 4,514 $2.7M 0.19% -532 13F-HR Timeline CANANDAIGUA NATIONAL CORP in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL CORP 4,503 $2.69M 0.24% 13F-HR Timeline Group Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 4,492 $2.68M 0.42% +202 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 4,489 $2.68M 0.15% +150 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 4,486 $2.68M 0.5% -185 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 4,482 $2.68M 0.8% -153 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 4,467 $2.67M 1.33% +16 13F-HR Timeline Gross & Hartman Investments LLC More: the full row for Gross & Hartman Investments LLC 4,463 $2.67M 1.39% +6 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 4,460 $2.67M 1.95% +1,562 13F-HR Timeline Capasso Planning Partners LLC More: the full row for Capasso Planning Partners LLC 4,459 $2.66M 1.44% -63 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 4,454 $2.66M 0.71% +182 13F-HR Timeline Group LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 4,247 $2.65M 0.03% +80 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 4,438 $2.65M 0.56% -422 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 4,432 $2.65M 0.01% +379 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 4,432 $2.65M 0.12% +430 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 4,428 $2.65M 0.45% -295 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 4,420 $2.64M 1.94% 0 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 4,418 $2.64M 1.9% +101 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 4,417 $2.64M 0.22% -94 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 4,403 $2.63M 1.42% +128 13F-HR/A Timeline CX Institutional More: the full row for CX Institutional 4,398 $2.63M 0.08% +1,764 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 4,405 $2.63M 1.22% +69 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 4,395 $2.63M 1.16% -80 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 4,392 $2.62M 0.69% +71 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 4,388 $2.62M 0.33% +32 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 4,373 $2.61M 0.05% -562 13F-HR Timeline LifeGuide Financial Advisors, LLC More: the full row for LifeGuide Financial Advisors, LLC 4,364 $2.61M 0.83% -15 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 4,360 $2.61M 0.78% +51 13F-HR Timeline Forthright Family Wealth Advisory LLC More: the full row for Forthright Family Wealth Advisory LLC 5,413 $2.6M 1.75% +2,988 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 4,350 $2.6M 0.54% +574 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 4,668 $2.6M 1.14% -1,504 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 4,342 $2.59M 1.01% +298 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 4,335 $2.59M 0.22% +402 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 4,320 $2.58M 0.79% +156 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 4,315 $2.58M 0.68% +314 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 4,305 $2.57M 0.46% -835 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 4,295 $2.57M 0.17% +836 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 4,292 $2.56M 0.79% -5,169 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 4,291 $2.56M 2.06% +577 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 4,289 $2.56M 0.51% +346 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 4,288 $2.56M 0.94% +143 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 4,282 $2.56M 0.15% +38 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 4,272 $2.55M 0.1% -24 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 4,271 $2.55M 0.53% +3,820 13F-HR Timeline KIECKHEFER GROUP LLC More: the full row for KIECKHEFER GROUP LLC 4,271 $2.55M 1.21% +1,864 13F-HR Timeline Robinhood Asset Management, LLC More: the full row for Robinhood Asset Management, LLC 4,267 $2.55M 0.18% +1,539 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 4,267 $2.55M 1.7% -1,876 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 4,266 $2.55M 0.33% +22 13F-HR Timeline Glaxis Capital Management, LLC More: the full row for Glaxis Capital Management, LLC 4,265 $2.55M 3.19% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 4,251 $2.54M 0.16% -2 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 4,236 $2.53M 0.22% +447 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 4,227 $2.53M 0.3% +78 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 4,226 $2.53M 0.65% +74 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 4,222 $2.52M 0.61% -1,206 13F-HR Timeline CFO CAPITAL MANAGEMENT LLC More: the full row for CFO CAPITAL MANAGEMENT LLC 4,342 $2.52M 2.08% +172 13F-HR Timeline R.H. Investment Group, LLC More: the full row for R.H. Investment Group, LLC 4,048 $2.52M 1.94% 0 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 4,206 $2.51M 0.33% 0 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 4,203 $2.51M 0.29% -280 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 4,190 $2.5M 1.1% -4,502 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 4,190 $2.5M 0.53% +397 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 4,184 $2.5M 0.87% -1,379 13F-HR Timeline Heirloom Wealth Management More: the full row for Heirloom Wealth Management 4,169 $2.49M 0.45% new 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 4,165 $2.49M 0.93% 0 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 4,164 $2.49M 0.4% +772 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 4,160 $2.49M 0.32% -3 13F-HR Timeline Seal Cove Capital, LLC More: the full row for Seal Cove Capital, LLC 4,132 $2.47M 2.16% 0 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 4,123 $2.46M 0.68% +434 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 4,108 $2.46M 0.13% +1,471 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 4,065 $2.43M 0.38% -8 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 4,043 $2.42M 0.04% +335 13F-HR Timeline Group Exit Wealth Advisors, LLC. More: the full row for Exit Wealth Advisors, LLC. 4,028 $2.41M 1.24% +331 13F-HR Timeline Sandhill Capital Partners LLC More: the full row for Sandhill Capital Partners LLC 4,025 $2.41M 0.21% -31 13F-HR Timeline GREAT OAK CAPITAL PARTNERS, LLC More: the full row for GREAT OAK CAPITAL PARTNERS, LLC 3,868 $2.4M 0.56% -34 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 4,018 $2.4M 0.2% -99 13F-HR Timeline KMT WEALTH MANAGEMENT, LLC More: the full row for KMT WEALTH MANAGEMENT, LLC 4,007 $2.39M 1.3% +315 13F-HR Timeline Dash Acquisitions Inc. More: the full row for Dash Acquisitions Inc. 3,674 $2.39M 0.5% +1,419 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 4,003 $2.39M 1.28% +35 13F-HR Timeline Zullo Investment Group, Inc. 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More: the full row for ARRIEN INVESTMENTS, INC. 3,975 $2.38M 1.29% -130 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 3,971 $2.37M 0.49% +1 13F-HR Timeline CrossGen Wealth, LLC More: the full row for CrossGen Wealth, LLC 3,970 $2.37M 2.08% -391 13F-HR Timeline Bucket List Wealth Management, LLC More: the full row for Bucket List Wealth Management, LLC 3,965 $2.37M 1.43% +13 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 3,964 $2.37M 0.79% +211 13F-HR Timeline CDM FINANCIAL COUNSELING SERVICES, INC. More: the full row for CDM FINANCIAL COUNSELING SERVICES, INC. 3,948 $2.36M 2.26% +377 13F-HR Timeline ADVISORY RESEARCH INC More: the full row for ADVISORY RESEARCH INC 3,945 $2.36M 0.29% -2 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 3,944 $2.36M 0.79% +1,114 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 3,941 $2.35M 0.1% 0 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 3,940 $2.35M 0.25% +1,684 13F-HR Timeline PTM WEALTH MANAGEMENT, LLC More: the full row for PTM WEALTH MANAGEMENT, LLC 3,886 $2.35M 1.25% -32 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 3,933 $2.35M 0.32% +8 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 3,872 $2.33M 0.52% -174 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 3,889 $2.32M 0.19% +30 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 3,884 $2.32M 0.08% -363 13F-HR Timeline Group Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 3,532 $2.32M 0.66% +377 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 3,873 $2.31M 0.79% +266 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 3,871 $2.31M 0.65% +5 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 3,861 $2.31M 0.66% 0 13F-HR Timeline DB&C Advisors, LLC More: the full row for DB&C Advisors, LLC 3,860 $2.31M 3% +387 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 3,849 $2.3M 0.19% +232 13F-HR Timeline ALPHA CAPITAL ADVISORS INC /ADV More: the full row for ALPHA CAPITAL ADVISORS INC /ADV 3,843 $2.3M 2.19% +172 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 3,840 $2.29M 0.22% +230 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 3,834 $2.29M 0.48% -755 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 3,834 $2.29M 0.31% +827 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 3,819 $2.28M 0.37% +269 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 3,814 $2.28M 0.94% -1,126 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 3,803 $2.27M 0.68% +128 13F-HR Timeline Mullaney, Keating & Wright, Inc. More: the full row for Mullaney, Keating & Wright, Inc. 3,801 $2.27M 1.23% +60 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 3,799 $2.27M 1.34% +202 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 3,799 $2.27M 0.09% -227 13F-HR Timeline Odyssey Capital Advisors, Inc. More: the full row for Odyssey Capital Advisors, Inc. 3,799 $2.27M 2.03% -208 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 3,793 $2.27M 0.07% +220 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 3,783 $2.26M 1.24% -5 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3,777 $2.26M 0.03% +689 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 3,776 $2.26M 0.38% -1,264 13F-HR Timeline Stillwater Wealth Management Group More: the full row for Stillwater Wealth Management Group 3,765 $2.25M 1.39% +838 13F-HR Timeline