Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 3,026 $273K 0.06% +138 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 3,019 $273K 0.24% new 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 3,006 $272K 0.13% 0 13F-HR Timeline Runnymede Capital Advisors, Inc. More: the full row for Runnymede Capital Advisors, Inc. 3,009 $272K 0.24% 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 3,004 $271K 0.01% new 13F-HR Timeline MONTAG & CALDWELL, LLC More: the full row for MONTAG & CALDWELL, LLC 3,000 $271K 0.06% 0 13F-HR Timeline CUMBERLAND ADVISORS INC More: the full row for CUMBERLAND ADVISORS INC 3,000 $271K 0.11% 0 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 3,000 $271K 0.03% 0 13F-HR Timeline NWK Group, Inc. More: the full row for NWK Group, Inc. 3,000 $271K 0.1% 0 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 3,000 $271K 0.06% 0 13F-HR Timeline Counterweight Ventures, LLC More: the full row for Counterweight Ventures, LLC 3,000 $271K 0.19% 0 13F-HR Timeline Trace Wealth Advisors, LLC More: the full row for Trace Wealth Advisors, LLC 3,000 $271K 0.24% 13F-HR Timeline A. D. Beadell Investment Counsel, Inc. More: the full row for A. D. Beadell Investment Counsel, Inc. 3,000 $271K 0.22% -750 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 2,999 $271K 0.25% 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 2,998 $271K 0.04% new 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 2,989 $271K 0.15% new 13F-HR Timeline Northeast Financial Group, Inc. in group Northeast Financial Group, In… More: the full row for Northeast Financial Group, Inc. 2,990 $270K 0.1% +29 13F-HR Timeline Group DAHRING | CUSMANO LLC More: the full row for DAHRING | CUSMANO LLC 2,989 $270K 0.24% 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 2,984 $270K 0.12% 0 13F-HR Timeline Atlas Wealth Partners, LLC More: the full row for Atlas Wealth Partners, LLC 2,984 $270K 0.34% 0 13F-HR Timeline SARD WEALTH MANAGEMENT GROUP, LLC More: the full row for SARD WEALTH MANAGEMENT GROUP, LLC 2,988 $270K 0.18% -100 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 2,984 $270K 0.22% 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 2,976 $269K 0.1% new 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 2,972 $269K 0.08% -7 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 2,962 $268K 0.13% -601 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 2,955 $267K 0.29% 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 2,954 $267K 0.05% +1,730 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 2,946 $266K 0.07% 0 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 2,942 $266K 0.1% +1 13F-HR Timeline Security National Bank More: the full row for Security National Bank 2,943 $266K 0.04% +600 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 2,942 $266K 0.1% -1 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 2,934 $266K 0.01% -508 13F-HR Timeline Asio Capital, LLC More: the full row for Asio Capital, LLC 2,933 $266K 0.05% -100 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 3,018 $265K 0.26% 13F-HR/A Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 2,925 $264K 0.12% new 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 2,924 $264K 0.11% +147 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 2,919 $264K 0.1% +126 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 2,917 $264K 0.05% 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 2,914 $263K 0.06% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 2,914 $263K 0.16% +187 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 2,910 $263K 0.06% +89 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 2,908 $263K 0.04% -8,503 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 2,905 $262K 0.03% new 13F-HR/A Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 2,904 $262K 0.02% new 13F-HR Timeline Mader & Shannon Wealth Management, Inc. More: the full row for Mader & Shannon Wealth Management, Inc. 2,885 $261K 0.16% new 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 2,880 $260K 0.07% +237 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 2,879 $260K 1.24% +110 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 2,878 $260K 0.03% +9 13F-HR Timeline Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 2,877 $260K 0.18% +89 13F-HR Timeline SAYBROOK CAPITAL /NC More: the full row for SAYBROOK CAPITAL /NC 2,875 $260K 0.07% new 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 2,868 $260K 0.19% +35 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 2,874 $260K 0.1% 0 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 2,868 $259K 0.01% new 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 2,867 $259K 0.01% -64 13F-HR Timeline Heron Bay Capital Management More: the full row for Heron Bay Capital Management 2,862 $259K 0.05% -97 13F-HR Timeline ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 2,859 $258K 0.08% 0 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 2,855 $258K 0.03% +217 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 2,850 $257K 0.14% +750 13F-HR Timeline Phil A. Younker & Associates, Ltd. More: the full row for Phil A. Younker & Associates, Ltd. 2,850 $257K 0.26% 13F-HR Timeline Prairiewood Capital, LLC More: the full row for Prairiewood Capital, LLC 2,849 $257K 0.11% 0 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 2,766 $257K 0.06% -96 13F-HR Timeline Brueske Advisory Services, LLC More: the full row for Brueske Advisory Services, LLC 2,847 $257K 0.23% 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 2,845 $257K 0.2% +12 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 2,850 $257K 0.04% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MONTCHANIN ASSET MANAGEMENT, LLC More: the full row for MONTCHANIN ASSET MANAGEMENT, LLC 2,850 $257K 0.25% 0 13F-HR Timeline WASHBURN CAPITAL MANAGEMENT, INC. More: the full row for WASHBURN CAPITAL MANAGEMENT, INC. 2,836 $256K 0.16% new 13F-HR Timeline Wallington Asset Management, LLC More: the full row for Wallington Asset Management, LLC 2,836 $256K 0.04% -179 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 2,834 $256K <0.01% +26 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 2,830 $256K 0.15% +74 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 2,826 $255K 0.16% +7 13F-HR Timeline O'Dell Group, LLC More: the full row for O'Dell Group, LLC 2,825 $255K 0.06% 0 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 2,824 $255K 0.11% 0 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 2,817 $255K 0.06% 0 13F-HR Timeline Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 2,815 $254K 0.08% 0 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 2,811 $254K 0.07% new 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 2,807 $254K 0.21% -227 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 2,804 $253K 0.06% 0 13F-HR Timeline Vista Cima Wealth Management LLC More: the full row for Vista Cima Wealth Management LLC 2,804 $253K 0.26% 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 2,799 $253K 0.1% -244 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 2,808 $253K 0.11% new 13F-HR Timeline Ridgeline Wealth Planning, LLC More: the full row for Ridgeline Wealth Planning, LLC 2,795 $253K 0.24% 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 2,785 $252K 0.05% new 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 2,800 $252K 0.24% 13F-HR Timeline LGL PARTNERS, LLC More: the full row for LGL PARTNERS, LLC 2,784 $252K 0.04% new 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 4,150 $250K 0.08% -27 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 2,763 $250K 0.18% 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 2,760 $249K 0.04% -57 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 2,759 $249K 0.25% 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 2,755 $249K 0.28% 13F-HR Timeline SELDON CAPITAL LP More: the full row for SELDON CAPITAL LP 2,754 $249K 0.1% 0 13F-HR Timeline Darrow Company, Inc. More: the full row for Darrow Company, Inc. 2,754 $249K 0.14% 0 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 2,750 $248K 0.13% -324 13F-HR Timeline Talbot Financial, LLC More: the full row for Talbot Financial, LLC 2,745 $248K 0.03% 0 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 2,741 $248K 0.14% 0 13F-HR Timeline Group MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 2,736 $247K 0.13% 0 13F-HR Timeline Flagstone Financial Management More: the full row for Flagstone Financial Management 2,735 $247K 0.08% -80 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 2,733 $247K 0.07% 0 13F-HR/A Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 2,729 $247K 0.09% -732 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 2,726 $246K 0.24% 13F-HR Timeline LYNX CAPITAL GROUP LTD /ADV More: the full row for LYNX CAPITAL GROUP LTD /ADV 2,722 $246K 0.14% 0 13F-HR Timeline PENN DAVIS MCFARLAND INC More: the full row for PENN DAVIS MCFARLAND INC 2,720 $246K 0.03% new 13F-HR Timeline Sterling Manor Financial, LLC More: the full row for Sterling Manor Financial, LLC 2,714 $245K 0.17% 0 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 2,711 $245K 0.12% 0 13F-HR Timeline StoneCrest Wealth Management, Inc. More: the full row for StoneCrest Wealth Management, Inc. 2,711 $245K 0.16% -173 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 2,709 $245K 0.08% -228 13F-HR Timeline Banque de Luxembourg S.A. More: the full row for Banque de Luxembourg S.A. 2,697 $245K 0.13% 13F-HR Timeline REIK & CO., LLC More: the full row for REIK & CO., LLC 2,700 $244K 0.06% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 2,691 $243K 0.06% 0 13F-HR Timeline HILLTOP WEALTH ADVISORS, LLC More: the full row for HILLTOP WEALTH ADVISORS, LLC 2,688 $243K 0.12% -469 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 2,686 $243K 0.22% 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 2,682 $242K 0.16% 0 13F-HR Timeline Intrinsic Value Partners, LLC More: the full row for Intrinsic Value Partners, LLC 2,670 $241K 0.24% 0 13F-HR Timeline GARRISON BRADFORD & ASSOCIATES INC More: the full row for GARRISON BRADFORD & ASSOCIATES INC 2,664 $241K 0.25% 0 13F-HR Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 2,666 $241K 0.13% 0 13F-HR Timeline Carroll Investors, Inc More: the full row for Carroll Investors, Inc 2,654 $240K 0.14% 0 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 2,651 $240K 0.08% -124 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 2,649 $239K 0.05% -157 13F-HR Timeline Community Bank of Raymore More: the full row for Community Bank of Raymore 2,646 $239K 0.19% 0 13F-HR Timeline Meredith Wealth Planning More: the full row for Meredith Wealth Planning 2,628 $237K 0.11% new 13F-HR Timeline LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 2,627 $237K 0.16% +48 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 2,911 $237K 0.22% 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 2,615 $236K 0.01% -39 13F-HR/A Timeline Hill Investment Group Partners, LLC More: the full row for Hill Investment Group Partners, LLC 2,613 $236K 0.03% new 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 2,612 $236K 0.02% -115 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 2,606 $235K 0.27% 13F-HR Timeline OBERWEIS ASSET MANAGEMENT INC/ More: the full row for OBERWEIS ASSET MANAGEMENT INC/ 2,604 $235K 0.01% -390 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 2,604 $235K 0.03% -1,077 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 2,604 $235K 0.25% 0 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 2,604 $235K 0.03% 0 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 2,603 $235K 0.21% 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 2,592 $234K 0.09% +5 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 2,590 $234K 0.16% -75 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 2,589 $234K 0.07% new 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 2,589 $234K 0.13% 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 2,588 $234K 0.06% new 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 2,580 $233K 0.24% 0 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 2,582 $233K 0.03% 0 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 2,573 $233K 0.13% -473 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 2,578 $233K 0.19% 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 2,567 $232K 0.02% -973 13F-HR Timeline Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 2,335 $232K 0.2% new 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 2,571 $232K <0.01% new 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 2,571 $232K 0.1% 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 2,570 $232K 0.13% 13F-HR Timeline Riverstone Advisors, LLC More: the full row for Riverstone Advisors, LLC 2,562 $231K 0.13% 0 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 2,560 $231K 0.1% +24 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 2,559 $231K 0.3% -6 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 2,559 $231K 0.2% 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 2,557 $231K 0.12% +50 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 2,557 $231K 0.14% 0 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 2,229 $231K 0.18% 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 2,553 $231K 0.04% -39,932 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 2,553 $231K 1.16% new 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 2,550 $230K 0.1% 0 13F-HR Timeline Barton Investment Management More: the full row for Barton Investment Management 2,535 $229K 0.02% 0 13F-HR Timeline Traction Financial Partners, LLC More: the full row for Traction Financial Partners, LLC 2,535 $229K 0.18% -311 13F-HR Timeline Millington Financial Advisors, LLC More: the full row for Millington Financial Advisors, LLC 2,299 $229K 0.13% new 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 2,531 $229K 0.06% new 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 2,527 $228K 0.02% 0 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 2,524 $228K 0.12% -737 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 2,517 $228K 0.02% 0 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 2,521 $228K 0.13% -782 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 2,518 $228K 0.03% new 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 2,518 $228K 0.02% -169 13F-HR Timeline Granite Investment Partners, LLC More: the full row for Granite Investment Partners, LLC 2,517 $227K 0.01% new 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 2,515 $227K 0.25% 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 2,331 $227K 0.06% +46 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 2,516 $227K 0.09% +333 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 2,511 $227K 0.05% 0 13F-HR Timeline Longview Financial Advisors, Inc. More: the full row for Longview Financial Advisors, Inc. 2,511 $227K 0.18% new 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 2,507 $227K 0.06% -13 13F-HR Timeline PRUDENT INVESTORS NETWORK, INC. More: the full row for PRUDENT INVESTORS NETWORK, INC. 2,506 $226K 0.07% new 13F-HR Timeline TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 2,505 $226K 0.1% new 13F-HR Timeline SCOPUS ASSET MANAGEMENT, L.P. More: the full row for SCOPUS ASSET MANAGEMENT, L.P. 2,500 $226K 0.01% new 13F-HR Timeline Gouws Capital LLC More: the full row for Gouws Capital LLC 2,500 $226K 0.15% 0 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 2,496 $226K 0.04% 0 13F-HR/A Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 2,493 $225K 0.06% 0 13F-HR Timeline Householder Group Estate & Retirement S… More: the full row for Householder Group Estate & Retirement Specialist, LLC 2,499 $225K 0.17% -12,506 13F-HR Timeline Cosner Financial Group, LLC More: the full row for Cosner Financial Group, LLC 2,484 $224K 0.14% 0 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 2,472 $224K 0.05% new 13F-HR Timeline BCU Wealth Advisors, LLC More: the full row for BCU Wealth Advisors, LLC 2,480 $224K 0.13% 0 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 2,475 $224K 0.15% new 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 2,469 $223K 0.04% new 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 2,465 $223K 0.09% new 13F-HR Timeline INSTRUMENTAL WEALTH, LLC More: the full row for INSTRUMENTAL WEALTH, LLC 2,350 $223K 0.21% new 13F-HR Timeline Lighthouse Wealth Management Inc. More: the full row for Lighthouse Wealth Management Inc. 2,464 $223K 0.2% 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 2,460 $222K 0.09% 0 13F-HR Timeline Miramar Capital, LLC More: the full row for Miramar Capital, LLC 2,442 $221K 0.05% new 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 2,854 $220K 0.08% -585 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 2,729 $220K 0.02% 0 13F-HR Timeline Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 2,436 $220K 0.08% new 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 2,433 $220K 0.03% -758 13F-HR Timeline Momentous Wealth Management, Inc. More: the full row for Momentous Wealth Management, Inc. 2,429 $219K 0.18% 13F-HR Timeline Obsidian Personal Planning Solutions LLC More: the full row for Obsidian Personal Planning Solutions LLC 2,235 $219K 0.11% new 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 2,428 $219K 0.09% new 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 2,426 $219K 0.03% new 13F-HR Timeline Defined Financial Planning LLC More: the full row for Defined Financial Planning LLC 2,423 $219K 0.23% 13F-HR Timeline Grunden Financial Advisory, Inc. More: the full row for Grunden Financial Advisory, Inc. 2,421 $219K 0.11% new 13F-HR Timeline Aristotle Capital Management, LLC in group ARISTOTLE INVESTMENT SERVICES… More: the full row for Aristotle Capital Management, LLC 2,415 $218K <0.01% new 13F-HR Timeline Group Oceanside Advisors LLC More: the full row for Oceanside Advisors LLC 2,410 $218K 0.16% new 13F-HR Timeline