CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 3,288 $372K 0.1% +4 13F-HR Timeline Leslie Global Wealth, LLC More: the full row for Leslie Global Wealth, LLC 3,286 $372K 0.14% +1 13F-HR Timeline Wheels Up Wealth, Inc. More: the full row for Wheels Up Wealth, Inc. 3,285 $372K 0.32% 0 13F-HR Timeline RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 3,283 $372K 0.05% 0 13F-HR Timeline Nolet Wealth Management, LLC More: the full row for Nolet Wealth Management, LLC 3,273 $371K 0.2% +27 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 3,268 $370K 0.07% +198 13F-HR Timeline INSTRUMENTAL WEALTH, LLC More: the full row for INSTRUMENTAL WEALTH, LLC 3,260 $369K 0.19% +287 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 3,257 $369K 0.06% +1,071 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 3,255 $369K 0.03% 0 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 3,254 $369K 0.15% +1,932 13F-HR Timeline Alley Investment Management Company, LLC More: the full row for Alley Investment Management Company, LLC 3,251 $368K 0.04% 0 13F-HR Timeline Tumwater Wealth Management, LLC More: the full row for Tumwater Wealth Management, LLC 3,240 $367K 0.13% 0 13F-HR Timeline Mission Financial Group, LLC More: the full row for Mission Financial Group, LLC 3,237 $367K 0.3% 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 3,233 $366K 0.03% +17 13F-HR Timeline E-Wealth Partners, LLC More: the full row for E-Wealth Partners, LLC 3,232 $366K 0.26% -89 13F-HR Timeline Financial Concepts Unlimited, Inc. More: the full row for Financial Concepts Unlimited, Inc. 3,228 $366K 0.29% +6 13F-HR Timeline Runnymede Capital Advisors, Inc. More: the full row for Runnymede Capital Advisors, Inc. 3,224 $365K 0.22% 0 13F-HR Timeline Artesa Financial Group, LLC More: the full row for Artesa Financial Group, LLC 3,222 $365K 0.31% -100 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 3,222 $365K 0.13% 0 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 3,222 $365K 0.15% -27 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 3,219 $365K 0.06% +51 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 3,214 $364K 0.26% -195 13F-HR Timeline Arch Global Advisors, LLC More: the full row for Arch Global Advisors, LLC 3,201 $363K 0.16% +108 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 3,197 $362K 0.09% +1,077 13F-HR Timeline Northern Lights Advisors, Inc. More: the full row for Northern Lights Advisors, Inc. 3,193 $362K 0.2% new 13F-HR Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 3,191 $361K 0.03% 0 13F-HR Timeline TICINO WEALTH More: the full row for TICINO WEALTH 3,183 $361K 0.11% -39 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 3,179 $360K 0.13% +224 13F-HR Timeline MANE GLOBAL CAPITAL MANAGEMENT LP More: the full row for MANE GLOBAL CAPITAL MANAGEMENT LP 3,170 $359K 0.03% 0 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 3,166 $359K 0.11% new 13F-HR Timeline PRAIRIE ADVISORY, LLC More: the full row for PRAIRIE ADVISORY, LLC 3,165 $359K 0.09% 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 3,165 $358K 0.06% -98 13F-HR Timeline Darrow Company, Inc. More: the full row for Darrow Company, Inc. 3,154 $357K 0.14% -5 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 3,151 $357K 0.02% -190 13F-HR/A Timeline LAWSON KROEKER INVESTMENT MANAGEMENT IN… More: the full row for LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE 3,150 $357K 0.1% 0 13F-HR Timeline J. Team Financial, Inc. More: the full row for J. Team Financial, Inc. 3,143 $356K 0.35% -42 13F-HR Timeline RESOLUTE CAPITAL, LLC More: the full row for RESOLUTE CAPITAL, LLC 3,140 $356K 0.12% +1,379 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 3,136 $355K 0.08% -750 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 3,135 $355K 0.06% +580 13F-HR Timeline E6 Portfolios, LLC More: the full row for E6 Portfolios, LLC 3,132 $355K 0.28% +1,368 13F-HR Timeline Templeton & Phillips Capital Management… More: the full row for Templeton & Phillips Capital Management, LLC 3,117 $353K 0.26% 0 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 3,115 $353K 0.07% +1 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 3,106 $352K 0.08% -1,335 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 3,104 $352K 0.1% -159 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 3,103 $351K 0.04% +463 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 3,101 $351K 0.06% +276 13F-HR Timeline MUSTICO FINANCIAL GROUP, INC. More: the full row for MUSTICO FINANCIAL GROUP, INC. 2,348 $351K 0.23% +235 13F-HR Timeline Pioneer Family Office, LLC More: the full row for Pioneer Family Office, LLC 3,097 $351K 0.18% 0 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 3,092 $350K 0.05% +5 13F-HR Timeline Wright Wealth LLC More: the full row for Wright Wealth LLC 3,083 $349K 0.21% -671 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 3,082 $349K 0.17% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Eurizon SLJ Capital Ltd More: the full row for Eurizon SLJ Capital Ltd 3,076 $348K 0.13% 0 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 3,075 $348K 0.03% +1 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 3,072 $348K 0.02% 0 13F-HR Timeline Group Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 3,070 $348K 0.16% 0 13F-HR Timeline Fiscal Wisdom Wealth Management, LLC More: the full row for Fiscal Wisdom Wealth Management, LLC 3,063 $347K 0.29% 0 13F-HR Timeline VILLERE ST DENIS J & CO LLC More: the full row for VILLERE ST DENIS J & CO LLC 3,056 $346K 0.04% +59 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 3,054 $346K 0.09% 0 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 3,051 $346K 0.11% 0 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 3,048 $345K 0.03% -2,387 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 3,047 $345K 0.13% +22 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 3,046 $345K 0.1% +156 13F-HR Timeline Trace Wealth Advisors, LLC More: the full row for Trace Wealth Advisors, LLC 3,044 $345K 0.23% 0 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 3,043 $345K 0.12% 0 13F-HR Timeline BOYUM WEALTH ARCHITECTS LLC More: the full row for BOYUM WEALTH ARCHITECTS LLC 3,002 $345K 0.14% 0 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 3,038 $344K 0.07% -1 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 3,036 $344K 0.2% -290 13F-HR Timeline Cannon Advisors, Inc. More: the full row for Cannon Advisors, Inc. 3,024 $344K 0.21% -139 13F-HR Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 3,035 $344K 0.22% +1,411 13F-HR Timeline truNorth Financial Services, Inc. More: the full row for truNorth Financial Services, Inc. 3,035 $344K 0.31% +225 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 3,034 $344K 0.19% +18 13F-HR Timeline Notis-McConarty Edward More: the full row for Notis-McConarty Edward 3,030 $343K 0.15% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 3,022 $342K 0.17% +179 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 3,021 $342K 0.05% 0 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 3,055 $342K 0.09% -3,856 13F-HR Timeline First Financial Group Corp More: the full row for First Financial Group Corp 3,016 $342K 0.25% +26 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 3,015 $341K 0.13% +4 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 3,013 $341K 0.07% 0 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 3,012 $341K <0.01% 0 13F-HR Timeline Group Dynamic Financial Group More: the full row for Dynamic Financial Group 3,008 $341K 0.26% +2 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 3,006 $340K 0.11% 0 13F-HR Timeline SPWM Advisors LLC More: the full row for SPWM Advisors LLC 2,976 $340K 0.31% +68 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 3,000 $340K 0.03% -141 13F-HR Timeline NWK Group, Inc. 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More: the full row for Palisades Hudson Asset Management, L.P. 2,990 $339K 0.12% 0 13F-HR Timeline Sovereign's Capital Management, LLC More: the full row for Sovereign's Capital Management, LLC 2,987 $338K 0.23% -3,238 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 2,985 $338K 0.09% +323 13F-HR Timeline Henderson Brothers Financial Partners, … More: the full row for Henderson Brothers Financial Partners, LLC 2,983 $338K 0.16% -2,902 13F-HR Timeline Portfolio Strategies, Inc. More: the full row for Portfolio Strategies, Inc. 2,981 $338K 0.03% 0 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 2,975 $337K 0.05% +1 13F-HR Timeline BCU Wealth Advisors, LLC More: the full row for BCU Wealth Advisors, LLC 2,971 $337K 0.11% -7 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 2,971 $336K 0.23% +50 13F-HR Timeline CPWA, LLC More: the full row for CPWA, LLC 2,970 $336K 0.39% -40 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 2,970 $336K 0.13% 0 13F-HR Timeline Veridan Wealth LLC More: the full row for Veridan Wealth LLC 2,966 $336K 0.12% +329 13F-HR Timeline Palatine Hill Wealth Management, LLC More: the full row for Palatine Hill Wealth Management, LLC 2,963 $336K 0.27% +15 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 2,963 $336K 0.08% +205 13F-HR Timeline HARRIS ASSOCIATES L P More: the full row for HARRIS ASSOCIATES L P 2,962 $335K <0.01% +882 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 2,961 $335K 0.05% +291 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 2,960 $335K 0.1% +3 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 2,960 $335K 0.17% 0 13F-HR Timeline Rare Wolf Capital LLC More: the full row for Rare Wolf Capital LLC 2,951 $334K 0.21% 0 13F-HR Timeline SCHWARTZ INVESTMENT COUNSEL INC More: the full row for SCHWARTZ INVESTMENT COUNSEL INC 2,950 $334K 0.01% 0 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 2,949 $334K 0.25% +1,179 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 2,950 $334K 0.04% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Ridgeline Wealth Planning, LLC More: the full row for Ridgeline Wealth Planning, LLC 2,948 $334K 0.21% -28 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 2,947 $334K 0.19% +344 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 2,946 $334K 0.07% +472 13F-HR Timeline ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 2,946 $334K 0.11% +3 13F-HR Timeline Altar Rock LLC More: the full row for Altar Rock LLC 2,942 $333K 0.49% -240 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 2,680 $333K 0.06% +450 13F-HR Timeline Windsor Advisory Group, LLC More: the full row for Windsor Advisory Group, LLC 2,938 $333K 0.24% new 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 2,936 $333K 0.13% +187 13F-HR Timeline Karras Company, Inc. 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More: the full row for Prudent Man Investment Management, Inc. 2,969 $331K 0.11% 0 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 2,919 $331K 0.18% +1 13F-HR Timeline Alaska Wealth Advisors, LLC in group Alaska Permanent Capital Mana… More: the full row for Alaska Wealth Advisors, LLC 2,918 $330K 0.04% +126 13F-HR Timeline Group HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 2,917 $330K 0.07% -61 13F-HR Timeline Sollinda Capital Management LLC More: the full row for Sollinda Capital Management LLC 2,914 $330K 0.07% +615 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 2,912 $330K 1.02% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 2,907 $329K 0.17% +175 13F-HR Timeline NORTHLAND SECURITIES, INC. More: the full row for NORTHLAND SECURITIES, INC. 2,902 $329K 0.19% +125 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 2,897 $328K 0.13% -6,000 13F-HR Timeline Journey Beyond Wealth, LLC More: the full row for Journey Beyond Wealth, LLC 2,891 $327K 0.26% 0 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 2,890 $327K 0.45% 0 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 2,886 $327K 0.16% new 13F-HR Timeline Counterweight Ventures, LLC More: the full row for Counterweight Ventures, LLC 2,882 $326K 0.16% 0 13F-HR Timeline MAIMON WEALTH MANAGEMENT LTD. More: the full row for MAIMON WEALTH MANAGEMENT LTD. 2,878 $326K 0.25% +34 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 2,875 $326K 0.12% -106 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 2,870 $325K 0.03% +10 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 2,869 $325K 0.13% +584 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 2,983 $325K 0.03% -116 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 2,866 $325K 0.14% 0 13F-HR Timeline ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 2,859 $324K 0.08% 0 13F-HR Timeline Amicus Financial Advisors, LLC More: the full row for Amicus Financial Advisors, LLC 2,856 $323K 0.08% -83 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 2,854 $323K 0.04% +647 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 2,853 $323K 0.05% +129 13F-HR Timeline AdviceOne Advisory Services, LLC More: the full row for AdviceOne Advisory Services, LLC 2,853 $323K 0.18% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 2,852 $323K 0.09% -88 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 2,850 $323K 0.05% 0 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 2,850 $323K 0.21% 0 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 2,849 $323K 0.08% -14 13F-HR Timeline BCM ADVISORS, LLC More: the full row for BCM ADVISORS, LLC 2,938 $322K 0.06% -18 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 2,825 $320K 0.17% +11 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 2,810 $318K 0.09% -16 13F-HR Timeline DAHRING | CUSMANO LLC More: the full row for DAHRING | CUSMANO LLC 2,807 $318K 0.17% +11 13F-HR Timeline LANE BROTHERS & CO INC More: the full row for LANE BROTHERS & CO INC 2,806 $318K 0.21% +1 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 2,802 $317K 0.18% +252 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 2,800 $317K 0.08% +146 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 2,800 $317K 0.32% -78 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 2,795 $317K 0.08% +45 13F-HR Timeline TrustWell Financial Advisors, LLC More: the full row for TrustWell Financial Advisors, LLC 2,791 $316K 0.27% -744 13F-HR Timeline Security National Bank More: the full row for Security National Bank 2,788 $316K 0.04% +18 13F-HR Timeline Orca Wealth Management, LLC More: the full row for Orca Wealth Management, LLC 2,781 $315K 0.19% new 13F-HR Timeline Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 2,836 $315K 0.1% 0 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 2,777 $315K 0.01% -89 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 2,777 $315K 0.26% -134 13F-HR Timeline GuidedMoney, LLC More: the full row for GuidedMoney, LLC 2,775 $314K 0.15% 0 13F-HR Timeline Old Peak Finance LLC More: the full row for Old Peak Finance LLC 2,764 $313K 0.15% -30 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 2,758 $312K 0.13% -51 13F-HR Timeline Aviso Financial Inc. 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More: the full row for ACT Advisors, LLC. 2,739 $310K 0.1% +291 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 2,737 $310K 0.07% +2 13F-HR Timeline MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 2,736 $310K 0.13% 0 13F-HR/A Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 2,734 $310K 0.2% 0 13F-HR Timeline PENN DAVIS MCFARLAND INC More: the full row for PENN DAVIS MCFARLAND INC 2,720 $308K 0.03% 0 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 2,723 $308K 0.11% +8 13F-HR Timeline Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 2,716 $308K 0.18% new 13F-HR Timeline Millington Financial Advisors, LLC More: the full row for Millington Financial Advisors, LLC 2,694 $308K 0.12% +120 13F-HR Timeline John Boyer, Inc. More: the full row for John Boyer, Inc. 2,715 $307K 0.27% +9 13F-HR Timeline Curry Webb Wealth Management LLC More: the full row for Curry Webb Wealth Management LLC 2,714 $307K 0.13% -72 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 2,713 $307K 0.17% -268 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 2,712 $307K 0.06% +1 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 2,754 $307K 0.14% 0 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 2,710 $307K 0.11% +160 13F-HR Timeline Retirement Solution LLC More: the full row for Retirement Solution LLC 2,707 $307K 0.06% new 13F-HR Timeline Verdad Advisers, LP More: the full row for Verdad Advisers, LP 2,704 $306K 0.29% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 2,702 $306K 0.11% 0 13F-HR Timeline REIK & CO., LLC More: the full row for REIK & CO., LLC 2,700 $306K 0.08% 0 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 2,695 $305K 0.13% -1,126 13F-HR Timeline Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 2,695 $305K 0.17% +112 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 2,691 $305K 0.01% -321 13F-HR Timeline Intrinsic Value Partners, LLC More: the full row for Intrinsic Value Partners, LLC 2,691 $305K 0.21% 0 13F-HR Timeline Dash Acquisitions Inc. More: the full row for Dash Acquisitions Inc. 2,625 $305K 0.06% +130 13F-HR Timeline