L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 2,908 $460K 0.05% -218 13F-HR Timeline Calamos Advisors LLC group of 2 filers holding More: the full row for Calamos Advisors LLC 2,903 $459K -2,783 Timeline PTM WEALTH MANAGEMENT, LLC More: the full row for PTM WEALTH MANAGEMENT, LLC 2,819 $457K 0.21% +22 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 2,888 $456K 0.26% 0 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 2,888 $456K 0.1% +15 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 2,884 $456K 0.04% +1,140 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 2,875 $454K 0.05% 0 13F-HR Timeline PALLADIEM, LLC More: the full row for PALLADIEM, LLC 2,840 $449K 0.44% new 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 2,797 $448K 0.02% +29 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 2,826 $447K 0.08% 0 13F-HR Timeline Kagan Cocozza Asset Management More: the full row for Kagan Cocozza Asset Management 2,826 $447K 0.28% -88 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 2,806 $444K 0.21% -924 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 2,799 $442K 0.19% -489 13F-HR Timeline SEMITAM BONAM LLC More: the full row for SEMITAM BONAM LLC 2,797 $442K 0.32% 0 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 2,791 $441K 0.13% -3,046 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 2,785 $440K 0.02% 0 13F-HR Timeline Group Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 2,784 $440K 0.04% new 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 2,780 $439K 0.05% -228 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,779 $439K 0.01% -286 13F-HR Timeline Group Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 2,764 $437K 0.01% 0 13F-HR Timeline Carroll Advisory Group, LLC More: the full row for Carroll Advisory Group, LLC 2,746 $434K 0.14% +553 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 2,742 $433K 0.13% -24 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 2,742 $433K 0.06% 0 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 2,738 $433K 0.12% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,733 $432K 0.01% +2,722 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 2,723 $430K <0.01% +16 13F-HR Timeline Group Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 2,721 $430K 0.02% -242 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 2,720 $430K 0.02% 0 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 2,682 $430K 0.11% +1 13F-HR Timeline Breachway Investments LLC More: the full row for Breachway Investments LLC 2,717 $429K 0.65% -634 13F-HR Timeline Cabana LLC More: the full row for Cabana LLC 2,715 $429K 3.23% +17 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 2,712 $429K 0.04% +122 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 2,696 $426K 0.17% +16 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 2,696 $426K 0.16% +4 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 2,682 $424K 0.02% new 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 2,659 $424K 0.05% +5 13F-HR Timeline ATLANTIC FAMILY WEALTH, LLC More: the full row for ATLANTIC FAMILY WEALTH, LLC 2,675 $423K 0.27% -261 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 2,672 $422K 0.02% +1 13F-HR/A Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 2,671 $422K 0.09% -24 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 2,662 $421K 0.04% 0 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 2,651 $419K 0.12% +2 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 2,650 $419K 0.16% 0 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 2,646 $418K 0.14% 0 13F-HR Timeline RMR Capital Management, LLC More: the full row for RMR Capital Management, LLC 2,643 $418K 0.29% 0 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 2,635 $416K 0.1% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 2,635 $416K 0.21% -65 13F-HR Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 2,633 $416K 0.09% 0 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 2,601 $412K 0.04% -435 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 2,602 $411K <0.01% +365 13F-HR Timeline Group FIRST WILSHIRE SECURITIES MANAGEMENT INC More: the full row for FIRST WILSHIRE SECURITIES MANAGEMENT INC 2,600 $411K 0.08% 0 13F-HR Timeline Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 2,600 $411K 0.08% 0 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 2,592 $410K 0.12% -463 13F-HR Timeline Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 2,549 $407K 0.26% 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 2,578 $407K 0.12% 0 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 2,575 $407K 0.16% -260 13F-HR Timeline Guardian Capital, LLC More: the full row for Guardian Capital, LLC 2,574 $407K 0.33% -851 13F-HR Timeline Brightwater Advisory LLC More: the full row for Brightwater Advisory LLC 2,572 $406K 0.26% 0 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 2,563 $405K 0.01% +68 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 2,555 $404K 0.05% 0 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 2,555 $404K <0.01% 0 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 2,553 $404K 0.02% +75 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 2,548 $403K 0.05% +15 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 2,547 $403K 0.02% +240 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 2,537 $401K 0.19% new 13F-HR Timeline SPROTT INC. More: the full row for SPROTT INC. 2,537 $401K 0.01% new 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 2,528 $399K 0.03% +206 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 2,525 $399K 0.02% +84 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 2,520 $398K 0.03% -14 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 2,519 $398K 0.02% -36 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 2,517 $398K 0.05% +104 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 2,516 $398K 0.02% -1,119 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 2,515 $397K <0.01% -1,949 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 2,510 $397K 0.1% +215 13F-HR Timeline Blom & Howell Financial Planning, Inc. More: the full row for Blom & Howell Financial Planning, Inc. 2,505 $396K 0.33% -291 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 2,500 $395K 0.05% +500 13F-HR Timeline Wealth Management Strategies, Inc. More: the full row for Wealth Management Strategies, Inc. 2,499 $395K 0.15% -4 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 2,488 $393K 0.13% 0 13F-HR/A Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 2,485 $393K 0.08% 0 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 2,484 $393K 0.05% -2,050 13F-HR Timeline Group Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 2,481 $392K 0.05% -136 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 2,480 $392K 0.17% +1 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 2,475 $391K 0.07% +11 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 2,442 $391K 0.08% +2 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,469 $390K 0.04% -737 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 2,465 $390K 0.03% 0 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 2,462 $389K 0.04% 0 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 2,453 $388K 0.08% -51 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,447 $387K <0.01% -66 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 2,444 $386K 0.03% 0 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 2,442 $386K 0.02% -85 13F-HR Timeline Northwest Wealth Advisors, LLC More: the full row for Northwest Wealth Advisors, LLC 2,440 $386K 0.22% +4 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 2,438 $385K 0.1% -73 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 2,432 $384K 0.03% 0 13F-HR Timeline Group Veridan Wealth LLC More: the full row for Veridan Wealth LLC 2,427 $384K 0.13% -244 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 365,939 $382K 0.16% +363,524 13F-HR Timeline DRAVO BAY LLC More: the full row for DRAVO BAY LLC 2,411 $381K 0.13% -403 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 2,400 $379K 0.02% 0 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 2,400 $379K 0.04% -355 13F-HR Timeline Group COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 2,392 $378K 0.16% new 13F-HR Timeline Timbuktu Capital Management, LLC More: the full row for Timbuktu Capital Management, LLC 2,379 $376K 0.57% 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 2,377 $376K 0.04% 0 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 2,370 $375K <0.01% -1,637 13F-HR Timeline Group PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 2,360 $373K 0.02% +3 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 2,358 $373K 0.04% +10 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 2,349 $371K 0.05% -42 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 2,348 $371K 0.25% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 2,341 $370K 0.02% +13 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 2,338 $370K 0.03% 0 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 2,338 $369K 0.04% +368 13F-HR Timeline Rezny Wealth Management, Inc. More: the full row for Rezny Wealth Management, Inc. 2,330 $368K 0.06% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 2,310 $365K 0.03% 0 13F-HR Timeline Approach Retirement Advisors, LLC More: the full row for Approach Retirement Advisors, LLC 2,307 $365K 0.26% +28 13F-HR Timeline Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 2,304 $364K 0.04% +170 13F-HR Timeline S Harris Financial Group, LLC More: the full row for S Harris Financial Group, LLC 2,302 $364K 0.28% -29 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 2,298 $363K 0.03% -122 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 2,287 $361K 0.04% 0 13F-HR Timeline GHE, LLC More: the full row for GHE, LLC 2,285 $361K 0.14% 0 13F-HR Timeline Ruggiero Investments, Inc. More: the full row for Ruggiero Investments, Inc. 2,271 $359K 0.3% +2 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 2,269 $359K 0.03% +369 13F-HR Timeline STEINBERGANNA WEALTH MANAGEMENT More: the full row for STEINBERGANNA WEALTH MANAGEMENT 2,266 $358K 0.15% -143 13F-HR Timeline PERSPECTIVE WEALTH ADVISORS LLC More: the full row for PERSPECTIVE WEALTH ADVISORS LLC 2,258 $357K 0.2% +47 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 2,241 $354K 0.06% 0 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 2,238 $354K 0.02% -73 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 2,237 $354K 0.03% 0 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 2,234 $353K 0.04% +116 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 2,231 $353K 0.04% +557 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 2,228 $352K 0.1% +14 13F-HR Timeline Advus Financial Partners, LLC More: the full row for Advus Financial Partners, LLC 2,227 $352K 0.1% new 13F-HR/A Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 2,223 $351K 0.12% 0 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 2,222 $351K <0.01% -21 13F-HR Timeline RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 2,221 $351K 0.19% +6 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 2,220 $351K 0.06% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 2,213 $350K 0.05% -24 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 2,213 $350K <0.01% -333 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 2,147 $349K 0.13% +105 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 2,207 $349K 0.13% +94 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 2,203 $348K 0.02% +40 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 2,203 $348K 0.05% 0 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 2,203 $348K 0.08% -257 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 2,190 $346K 0.02% +48 13F-HR Timeline Kroeger Financial Partners More: the full row for Kroeger Financial Partners 2,180 $345K 0.33% 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 2,177 $344K 0.08% +8 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 2,175 $344K 0.12% new 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 2,172 $343K 0.06% 0 13F-HR Timeline Vantus Wealth LLC More: the full row for Vantus Wealth LLC 2,172 $343K 0.18% 13F-HR Timeline Gray Private Wealth, LLC More: the full row for Gray Private Wealth, LLC 2,172 $343K 0.15% 0 13F-HR Timeline Ballast Financial Advisors LLC More: the full row for Ballast Financial Advisors LLC 2,170 $343K 0.31% -125 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 2,166 $342K 0.15% +35 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 2,164 $342K 0.03% +273 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 2,164 $342K 0.06% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 2,153 $340K 0.07% +11 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 2,151 $340K 0.05% new 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 2,151 $340K 0.19% 0 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 2,150 $340K 0.21% -33 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 2,137 $338K 0.16% +13 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 2,134 $337K 0.09% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 2,130 $337K 0.01% 0 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 2,123 $335K <0.01% -100 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 2,116 $334K 0.04% -270 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 2,116 $334K 0.07% -6 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 2,113 $334K 0.02% 0 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 2,113 $334K 0.03% -271 13F-HR Timeline BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 2,107 $333K 0.22% 0 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 2,107 $333K 0.21% 13F-HR Timeline Vigil Wealth Management, LLC More: the full row for Vigil Wealth Management, LLC 2,105 $333K 0.24% -330 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 2,102 $332K 0.03% +1 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 2,101 $332K <0.01% -2,990 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 2,093 $331K 0.08% +122 13F-HR Timeline Wheelhouse Advisory Group LLC More: the full row for Wheelhouse Advisory Group LLC 2,091 $330K 0.09% +6 13F-HR Timeline HOME FEDERAL BANK OF TENNESSEE More: the full row for HOME FEDERAL BANK OF TENNESSEE 2,087 $330K 0.07% 0 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 2,085 $330K 0.04% +4 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 2,083 $329K 0.12% +7 13F-HR Timeline Arta Finance Wealth Management LLC More: the full row for Arta Finance Wealth Management LLC 2,082 $329K 0.14% -141 13F-HR Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 2,082 $329K 0.23% 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 2,082 $329K 0.04% -2 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 2,077 $328K 0.04% +1 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 2,069 $327K 0.03% 0 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 2,026 $325K 0.24% -32 13F-HR Timeline Brick & Kyle, Associates More: the full row for Brick & Kyle, Associates 2,197 $325K 0.11% 0 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 2,059 $325K 0.01% 0 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 2,059 $325K 0.01% +49 13F-HR Timeline Cascade Investment Advisors, Inc. More: the full row for Cascade Investment Advisors, Inc. 2,050 $324K 0.18% -200 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 2,040 $322K 0.12% 0 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 2,038 $322K 0.08% +12 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 2,033 $321K 0.06% 0 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 2,022 $320K 0.2% +167 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 2,022 $319K 0.04% +3 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 2,020 $319K 0.03% +64 13F-HR Timeline Merited Wealth, LLC More: the full row for Merited Wealth, LLC 2,014 $318K 0.23% -2,566 13F-HR Timeline BANK OZK More: the full row for BANK OZK 2,010 $318K 0.09% 0 13F-HR Timeline Campbell Deegan Wealth Management, LLC More: the full row for Campbell Deegan Wealth Management, LLC 2,005 $317K 0.23% +12 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 2,002 $316K 0.15% 0 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 2,001 $316K 0.02% -309 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 2,000 $316K 0.12% 0 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 1,980 $316K 0.36% 0 13F-HR Timeline MY Wealth Management Inc. More: the full row for MY Wealth Management Inc. 1,996 $315K 0.22% -754 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 1,990 $314K 0.17% 0 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 1,985 $314K 0.08% 0 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 1,980 $313K 0.09% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 1,975 $312K 0.03% 0 13F-HR Timeline