Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 6,720 $291K 0.06% -1,370 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 6,712 $290K 0.1% +67 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 6,709 $290K 0.14% new 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 6,692 $290K 0.07% -253 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 6,691 $290K 0.13% -114 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 6,686 $289K 0.17% +866 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 6,682 $289K 0.02% -252 13F-HR/A Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 6,675 $289K 0.1% +1,319 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 6,647 $288K 0.11% +300 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 6,639 $287K 0.02% -1,432 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 6,634 $287K 0.03% -239 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 6,628 $287K 0.03% +1 13F-HR Timeline JAG CAPITAL MANAGEMENT, LLC More: the full row for JAG CAPITAL MANAGEMENT, LLC 6,613 $286K 0.03% -158 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 6,608 $286K 0.18% +634 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 6,607 $286K 0.06% +1,662 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 6,596 $285K 0.04% +1,442 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 6,595 $285K 0.03% -878 13F-HR Timeline CORNERSTONE ENTERPRISES, LLC More: the full row for CORNERSTONE ENTERPRISES, LLC 6,592 $285K 0.15% -3,743 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 6,592 $285K 0.26% +413 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 6,589 $285K 0.01% +1,136 13F-HR Timeline BOURNE LENT ASSET MANAGEMENT INC More: the full row for BOURNE LENT ASSET MANAGEMENT INC 6,587 $285K 0.11% +280 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 6,572 $284K 0.12% -68 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 6,564 $284K 0.14% -100 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 6,547 $283K 0.06% new 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 6,539 $283K 0.28% +832 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 6,532 $283K 0.03% +90 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 6,517 $282K <0.01% -1,052 13F-HR Timeline Group Westmount Partners, LLC More: the full row for Westmount Partners, LLC 6,500 $281K 0.08% +118 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 6,497 $281K 0.05% new 13F-HR Timeline WAYCROSS PARTNERS, LLC More: the full row for WAYCROSS PARTNERS, LLC 6,494 $281K 0.03% new 13F-HR Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 6,487 $281K 0.11% +6 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 6,485 $281K 0.09% +1,300 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 6,484 $281K 0.4% +881 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 6,475 $280K 0.1% -735 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 6,475 $280K 0.09% +97 13F-HR Timeline Jentner Corp More: the full row for Jentner Corp 6,474 $280K 0.08% 0 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 6,472 $280K 0.1% -358 13F-HR Timeline Strategic Financial Services, Inc. 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More: the full row for Mystic Asset Management, Inc. 6,354 $275K 0.07% -50 13F-HR Timeline Crabel Capital Management, LLC More: the full row for Crabel Capital Management, LLC 6,348 $275K 0.17% +201 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 6,343 $274K 0.06% +1,339 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 6,340 $274K 0.09% -22 13F-HR Timeline ALLEN WEALTH MANAGEMENT, LLC More: the full row for ALLEN WEALTH MANAGEMENT, LLC 6,337 $274K 0.19% +600 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 6,336 $274K 0.02% +1,653 13F-HR/A Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 6,334 $274K 0.03% -500 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 6,467 $274K 0.04% -658 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 6,337 $273K 0.08% +1,246 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 17,234 $273K 0.05% +10,119 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 6,296 $272K 0.03% +268 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 6,283 $272K 0.03% -739 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 6,247 $270K 0.03% -378 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 6,233 $270K 0.12% -18,132 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 6,231 $270K 0.13% +8 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 6,228 $269K 0.07% -7,056 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 6,225 $269K 0.02% -1,470 13F-HR Timeline EWG Elevate Inc. 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More: the full row for FDx Advisors, Inc. 6,140 $266K 0.08% -211 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 6,140 $266K 0.01% +859 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 6,123 $265K 0.11% +140 13F-HR Timeline ArrowMark Colorado Holdings LLC More: the full row for ArrowMark Colorado Holdings LLC 6,108 $264K <0.01% 0 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 6,086 $263K 0.07% -457 13F-HR Timeline RFP Financial Group LLC More: the full row for RFP Financial Group LLC 6,068 $263K 0.11% +1 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 6,058 $262K 0.01% 0 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 6,052 $262K 0.04% +1,018 13F-HR/A Timeline Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 6,050 $262K 0.03% +529 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 6,045 $262K 0.19% +749 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 6,027 $261K 0.03% -1,353 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 6,026 $261K 0.13% -310 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 6,021 $261K 1.17% -334 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 6,006 $260K 0.14% +258 13F-HR Timeline Hapanowicz & Associates Financial Servi… More: the full row for Hapanowicz & Associates Financial Services, Inc 6,005 $260K 0.13% new 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 6,005 $260K 0.01% new 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 6,005 $260K 0.02% -934 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 6,004 $260K 0.14% -1,120 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 5,978 $259K 0.16% -481 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 5,977 $259K 0.03% -240 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 5,976 $259K 0.1% -410 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 5,975 $259K 0.01% +229 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 5,972 $258K 0.02% -809 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 5,964 $258K 0.1% -355 13F-HR Timeline Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 5,954 $258K 0.1% -732,719 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 5,933 $257K 0.05% +849 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 5,925 $256K 0.08% -1,361 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 5,919 $256K 0.08% -121 13F-HR/A Timeline WINSLOW ASSET MANAGEMENT INC More: the full row for WINSLOW ASSET MANAGEMENT INC 5,927 $256K 0.05% 0 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 5,913 $256K 0.07% -6 13F-HR/A Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 5,912 $256K 0.11% -443 13F-HR Timeline Community Bank of Raymore More: the full row for Community Bank of Raymore 5,879 $254K 0.19% 0 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 5,871 $254K 0.12% +1,354 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 5,864 $254K 0.2% +89 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 5,855 $253K 0.08% -172 13F-HR Timeline Group FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 5,846 $253K 0.16% -600 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 5,846 $253K 0.13% +611 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 5,840 $253K 0.04% -50 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 5,839 $253K 0.16% -254 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 5,793 $252K 0.05% +51 13F-HR Timeline CHECK CAPITAL MANAGEMENT INC/CA More: the full row for CHECK CAPITAL MANAGEMENT INC/CA 5,822 $252K 0.02% +17 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 5,821 $252K 0.02% -26 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 5,821 $252K 0.13% +14 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 5,806 $251K 0.07% -2 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 5,787 $250K 0.02% new 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 5,786 $250K 0.08% -2,259 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 5,715 $250K 0.12% -2,241 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. 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More: the full row for Santori & Peters, Inc. 5,707 $247K 0.09% +615 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 5,688 $246K 0.16% -265 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 5,643 $246K 0.02% -373 13F-HR Timeline FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 5,683 $246K 0.16% +1,481 13F-HR/A Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 5,674 $246K 0.08% -59 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 5,667 $245K 0.08% +168 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 5,666 $245K 0.04% +248 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 5,666 $245K 0.09% -613 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 5,656 $245K 0.06% 0 13F-HR Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 5,656 $245K 0.18% +11 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 5,644 $244K 0.05% +132 13F-HR Timeline SALZHAUER MICHAEL in group SALZHAUER MICHAEL More: the full row for SALZHAUER MICHAEL 5,628 $244K 0.15% new 13F-HR Timeline Group Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 5,615 $243K 0.13% +750 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 5,614 $243K 0.25% -1,015 13F-HR/A Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 5,613 $243K 0.08% +534 13F-HR Timeline GenWealth Group, Inc. More: the full row for GenWealth Group, Inc. 5,606 $243K 0.05% -7 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 5,606 $243K 0.02% 0 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 5,589 $242K 0.07% +176 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 5,588 $242K 0.15% +81 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 5,578 $241K 0.02% -104 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 5,577 $241K 0.09% -50 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 5,574 $241K 0.02% -233 13F-HR Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 5,572 $241K 0.03% new 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 5,568 $241K 0.15% +163 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 5,642 $240K 0.09% -625 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 5,553 $240K 0.05% -84 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 5,547 $240K 0.01% +32 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 5,654 $239K 0.02% +1,134 13F-HR Timeline Group Addison Advisors LLC More: the full row for Addison Advisors LLC 5,525 $239K 0.06% +367 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 5,523 $239K 0.24% +215 13F-HR Timeline Kapitalo Investimentos Ltda More: the full row for Kapitalo Investimentos Ltda 5,522 $239K 0.05% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 5,519 $239K 0.08% -3,899 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 5,634 $239K 0.05% -504 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 5,508 $238K 0.04% -954 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 5,504 $238K 0.04% new 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 5,502 $238K 0.06% +194 13F-HR/A Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 5,501 $238K 0.05% new 13F-HR Timeline Dodge & Cox More: the full row for Dodge & Cox 5,500 $238K <0.01% -154 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 5,495 $238K 0.04% +7 13F-HR/A Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 5,485 $237K 0.08% -532 13F-HR Timeline Tiller Private Wealth, Inc. More: the full row for Tiller Private Wealth, Inc. 5,455 $237K 0.09% +4 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 5,429 $236K 0.08% -39 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 5,454 $236K 0.13% -106 13F-HR Timeline Presper Financial Architects, LLC More: the full row for Presper Financial Architects, LLC 5,456 $236K 0.18% 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 5,449 $236K 0.04% +437 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 5,434 $235K 0.04% +634 13F-HR Timeline Independence Financial Advisors, LLC More: the full row for Independence Financial Advisors, LLC 5,433 $235K 0.09% +36 13F-HR Timeline Warburton Capital Management, LLC More: the full row for Warburton Capital Management, LLC 5,516 $235K 0.14% +106 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 5,420 $235K 0.04% -2,675 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 5,418 $234K 0.07% -87 13F-HR Timeline Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 5,407 $234K 0.05% new 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 5,395 $233K 0.02% 0 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 5,390 $233K 0.07% -3,672 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 5,389 $233K 0.15% +650 13F-HR/A Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 5,380 $233K 0.04% new 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 5,375 $233K 0.1% 0 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 5,372 $232K 0.06% -23 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 5,488 $232K 0.21% 0 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 5,356 $232K 0.17% new 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 5,350 $231K 0.15% 0 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 5,340 $231K 0.03% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 5,336 $231K 0.08% new 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 5,335 $231K 0.17% new 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 5,327 $231K 0.04% +31 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 5,325 $230K 0.08% -767 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 5,316 $230K 0.07% -793 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 5,315 $230K 0.13% new 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 5,312 $230K 0.02% +378 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 5,305 $230K 0.04% 0 13F-HR Timeline Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 5,299 $229K 0.08% -281 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 5,289 $229K 0.15% 0 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 5,288 $229K 0.03% +51 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 5,281 $229K 0.2% 0 13F-HR Timeline