Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 2,686 $304K 0.13% 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 2,685 $304K 0.03% +100 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 2,684 $304K 0.06% -18 13F-HR Timeline GRAHAM CAPITAL WEALTH MANAGEMENT, LLC More: the full row for GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 2,683 $304K 0.23% -138 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 2,683 $304K 0.04% -271 13F-HR Timeline Carroll Investors, Inc More: the full row for Carroll Investors, Inc 2,654 $303K 0.13% 0 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 2,677 $303K 0.09% +50 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 2,676 $303K 0.01% +16 13F-HR Timeline Peck Wealth Management, LLC More: the full row for Peck Wealth Management, LLC 2,674 $303K 0.26% 0 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 2,670 $302K 0.17% -154 13F-HR Timeline Longaeva Partners L.P. More: the full row for Longaeva Partners L.P. 2,667 $302K 0.01% -37,333 13F-HR Timeline GARRISON BRADFORD & ASSOCIATES INC More: the full row for GARRISON BRADFORD & ASSOCIATES INC 2,664 $302K 0.33% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 2,661 $301K 0.04% -1 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 2,658 $301K 0.11% -1,084 13F-HR Timeline Griffith & Werner, Inc. More: the full row for Griffith & Werner, Inc. 2,651 $300K 0.14% -11 13F-HR Timeline Financial Symmetry Inc More: the full row for Financial Symmetry Inc 2,639 $299K 0.1% +171 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 2,639 $299K 0.13% -230 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 2,637 $299K 0.06% +598 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 2,633 $298K 0.03% +986 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 2,632 $298K 0.08% +21 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 2,626 $297K 0.21% 0 13F-HR Timeline Bedminster, LLC More: the full row for Bedminster, LLC 2,625 $297K 0.25% 0 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 2,621 $297K 0.09% -222 13F-HR Timeline Gambit Capital Management, LLC More: the full row for Gambit Capital Management, LLC 2,619 $297K 0.17% +137 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 2,616 $296K 0.24% +176 13F-HR/A Timeline Mittelman Wealth Management More: the full row for Mittelman Wealth Management 2,026 $296K 0.2% -1,834 13F-HR Timeline Citrine Capital LLC More: the full row for Citrine Capital LLC 2,613 $296K 0.11% +33 13F-HR Timeline MASTER'S WEALTH MANAGEMENT INC. More: the full row for MASTER'S WEALTH MANAGEMENT INC. 2,613 $296K 0.09% +285 13F-HR Timeline Carolina Wealth Management Inc More: the full row for Carolina Wealth Management Inc 2,611 $296K 0.14% 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 2,610 $296K 0.06% +756 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 2,608 $295K 0.16% +70 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 2,604 $295K 0.09% +2 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 2,603 $295K 0.22% -153 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 2,600 $294K 0.04% -68 13F-HR Timeline Meadowbrook Wealth Management, LLC More: the full row for Meadowbrook Wealth Management, LLC 2,704 $294K 0.32% -720 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 2,594 $294K 0.08% -28 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 2,593 $294K 0.19% -252 13F-HR Timeline Longview Financial Advisors, Inc. More: the full row for Longview Financial Advisors, Inc. 2,590 $293K 0.17% +4 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 2,588 $293K 0.08% +845 13F-HR Timeline MCDANIEL TERRY & CO More: the full row for MCDANIEL TERRY & CO 2,587 $293K 0.02% +1 13F-HR Timeline East Coast Asset Management, LLC. More: the full row for East Coast Asset Management, LLC. 2,568 $291K 0.09% -37 13F-HR Timeline Spectrum Advisors, Inc. More: the full row for Spectrum Advisors, Inc. 2,566 $291K 0.21% 0 13F-HR Timeline Sage Investment Advisers LLC More: the full row for Sage Investment Advisers LLC 2,564 $290K 0.2% +2 13F-HR Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 2,562 $290K 0.26% +57 13F-HR Timeline Tribridge Partners Financial LLC More: the full row for Tribridge Partners Financial LLC 2,594 $290K 0.11% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 2,558 $290K 0.04% +1,183 13F-HR Timeline Daviman Financial, LLC More: the full row for Daviman Financial, LLC 2,558 $290K 0.16% -528 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 2,551 $289K 0.17% +576 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 2,547 $288K 0.06% -3 13F-HR Timeline HighRoad Wealth Advisors, LLC More: the full row for HighRoad Wealth Advisors, LLC 2,542 $288K 0.24% 0 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 2,538 $288K 0.17% +3 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 2,538 $288K 0.06% 0 13F-HR Timeline ONE Advisory Partners, LLC More: the full row for ONE Advisory Partners, LLC 2,538 $287K 0.08% 0 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 2,538 $287K 0.11% +85 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 2,537 $287K 0.09% +69 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 2,536 $287K 0.05% +413 13F-HR Timeline Barton Investment Management More: the full row for Barton Investment Management 2,535 $287K 0.04% 0 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 2,534 $287K 0.01% -2,899 13F-HR Timeline Eaton-Cambridge Inc. More: the full row for Eaton-Cambridge Inc. 2,528 $286K 0.08% +98 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 2,528 $286K 0.08% -152 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 2,527 $286K <0.01% -23,722 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 2,522 $286K 0.04% +221 13F-HR Timeline Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 2,522 $286K 0.16% +151 13F-HR Timeline Independent Family Office, LLC More: the full row for Independent Family Office, LLC 2,520 $285K 0.11% 0 13F-HR Timeline SHARPEPOINT LLC More: the full row for SHARPEPOINT LLC 2,516 $285K 0.14% 0 13F-HR Timeline Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 2,513 $285K 0.2% -795 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 2,510 $284K 0.02% +60 13F-HR Timeline Group SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 2,505 $284K 0.2% -68 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 2,501 $283K 0.03% -173 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 2,603 $283K 0.03% -16,957 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 2,500 $283K <0.01% -230,973 13F-HR Timeline Vancity Investment Management Ltd More: the full row for Vancity Investment Management Ltd 2,500 $283K 0.04% new 13F-HR Timeline Custos Family Office, LLC More: the full row for Custos Family Office, LLC 2,498 $283K 0.17% -1,273 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 2,497 $283K 0.03% -180 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 2,497 $283K 0.25% -2,433 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 2,496 $283K 0.06% +1 13F-HR Timeline Mader & Shannon Wealth Management, Inc. More: the full row for Mader & Shannon Wealth Management, Inc. 2,492 $282K 0.13% +24 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 2,490 $282K 0.05% 0 13F-HR Timeline Cosner Financial Group, LLC More: the full row for Cosner Financial Group, LLC 2,488 $282K 0.14% -49 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 2,483 $281K 0.05% 0 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 2,480 $281K 0.03% +1 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 2,477 $281K 0.02% new 13F-HR Timeline RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 2,473 $280K 0.06% +32 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 2,424 $279K 0.04% new 13F-HR Timeline Connective Capital Management, LLC More: the full row for Connective Capital Management, LLC 2,451 $278K 0.2% 0 13F-HR Timeline Arta Finance Wealth Management LLC More: the full row for Arta Finance Wealth Management LLC 2,451 $278K 0.12% -50 13F-HR Timeline Financial Planning Navigators CORP More: the full row for Financial Planning Navigators CORP 2,451 $278K 0.1% -103 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 2,448 $277K 0.04% +17 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 2,445 $277K 0.13% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 2,528 $276K 0.03% -230 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 2,436 $276K 0.04% +31 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 2,429 $275K 0.02% -120,660 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 2,426 $275K 0.12% new 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 2,424 $275K 0.1% new 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 2,418 $274K 0.03% -852 13F-HR Timeline Global Wealth Management, LLC More: the full row for Global Wealth Management, LLC 2,410 $273K 0.14% +9 13F-HR Timeline Base Wealth Management LLC More: the full row for Base Wealth Management LLC 2,408 $273K 0.13% +11 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 2,405 $272K 0.15% -255 13F-HR Timeline Keeler Thomas Management LLC More: the full row for Keeler Thomas Management LLC 2,401 $272K 0.1% +87 13F-HR Timeline Milestones Private Investment Advisors … More: the full row for Milestones Private Investment Advisors LLC 2,400 $272K 0.22% 0 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 2,400 $272K 0.04% -300 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 2,375 $271K 0.05% 0 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 2,385 $270K 0.05% -430 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 2,372 $269K 0.1% -123 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 2,367 $268K 0.05% +7 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 2,366 $268K 0.03% -251 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 2,359 $267K 0.1% -15 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 2,356 $267K 0.07% +132 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 2,353 $266K 0.07% +96 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 2,378 $266K 0.31% 0 13F-HR Timeline A4 Wealth Advisors LLC More: the full row for A4 Wealth Advisors LLC 2,344 $265K 0.18% -64 13F-HR Timeline Kure Advisory, LLC More: the full row for Kure Advisory, LLC 2,343 $265K 0.13% -394 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 2,342 $265K 0.08% -1,419 13F-HR Timeline RESTON WEALTH MANAGEMENT LLC More: the full row for RESTON WEALTH MANAGEMENT LLC 2,342 $265K 0.07% +33 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 2,341 $265K 1.08% -18 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 2,339 $265K 0.05% -8 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 2,339 $265K 0.11% +6 13F-HR Timeline WOODLEY FARRA MANION PORTFOLIO MANAGEME… More: the full row for WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 2,338 $265K 0.01% new 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 2,335 $264K 0.07% -225 13F-HR Timeline Numerai GP LLC More: the full row for Numerai GP LLC 2,332 $264K 0.02% new 13F-HR Timeline Oceanside Advisors LLC More: the full row for Oceanside Advisors LLC 2,330 $264K 0.13% 0 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 2,323 $263K 0.06% -43 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 2,321 $263K 0.07% +36 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 2,320 $263K 0.11% +1 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 2,339 $262K 0.1% -646 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 2,314 $262K 0.16% +1 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 2,313 $262K 0.03% -32 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 2,309 $262K 0.21% +73 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 2,304 $261K 0.03% -100 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 2,302 $261K 0.09% +402 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 2,297 $260K 0.05% 0 13F-HR Timeline Richard Young Associates, Ltd. More: the full row for Richard Young Associates, Ltd. 2,296 $260K 0.17% +60 13F-HR Timeline Rubicon Advisors, GP More: the full row for Rubicon Advisors, GP 2,286 $259K 0.19% -84 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 2,283 $259K 0.01% -246 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 2,281 $258K 0.26% -316 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 2,280 $258K 0.2% +36 13F-HR Timeline Clientfirst Wealth Management, LLC More: the full row for Clientfirst Wealth Management, LLC 2,280 $258K 0.21% 0 13F-HR Timeline Strategic Financial Group, LLC More: the full row for Strategic Financial Group, LLC 2,280 $258K 0.25% 0 13F-HR Timeline DROMS STRAUSS ADVISORS INC /MO/ /ADV More: the full row for DROMS STRAUSS ADVISORS INC /MO/ /ADV 2,277 $258K 0.06% +6 13F-HR Timeline SAYBROOK CAPITAL /NC More: the full row for SAYBROOK CAPITAL /NC 2,275 $258K 0.06% 0 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 2,332 $257K 0.15% 0 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 2,272 $257K 0.06% new 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 2,269 $257K 0.08% +162 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 2,266 $257K 0.11% -44 13F-HR Timeline Cassilly Financial Group LLC More: the full row for Cassilly Financial Group LLC 2,264 $256K 0.19% +149 13F-HR/A Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 2,282 $256K 0.2% +103 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 2,233 $256K <0.01% +1,263 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 2,258 $256K 0.02% 0 13F-HR Timeline January Capital Advisors LLC More: the full row for January Capital Advisors LLC 2,256 $256K 0.21% -28 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 2,253 $255K 0.08% 0 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 2,250 $255K 0.02% 0 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 2,249 $255K 0.08% +317 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 2,248 $255K 0.02% -5,077 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 2,245 $254K 0.02% -43 13F-HR Timeline Kondo Wealth Advisors, Inc. More: the full row for Kondo Wealth Advisors, Inc. 2,243 $254K 0.08% +17 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 2,244 $254K 0.12% +71 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 2,243 $254K 0.06% +112 13F-HR Timeline Piedmont Capital Management, LLC More: the full row for Piedmont Capital Management, LLC 2,340 $254K 0.13% 0 13F-HR Timeline HRC WEALTH MANAGEMENT, LLC More: the full row for HRC WEALTH MANAGEMENT, LLC 2,241 $254K 0.1% +68 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 2,239 $254K 0.07% -111 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 2,239 $254K 0.02% +9 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 2,238 $253K 0.01% -44 13F-HR Timeline NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 2,237 $253K 0.04% 0 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 2,237 $253K 0.04% -7,496 13F-HR Timeline Peak Wealth Management LLC More: the full row for Peak Wealth Management LLC 2,237 $253K 0.18% +9 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 2,235 $253K 0.12% +135 13F-HR Timeline Andrews Advisory Associates, LLC More: the full row for Andrews Advisory Associates, LLC 2,235 $253K 0.12% -117 13F-HR Timeline DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 2,230 $253K 0.07% +359 13F-HR Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 2,227 $252K 0.18% -44 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 2,316 $252K 0.04% +164 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 2,225 $252K 0.06% +1,145 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 2,230 $252K 0.01% -896 13F-HR Timeline Group Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 2,208 $250K 0.11% -100 13F-HR Timeline PMG Family Office LLC More: the full row for PMG Family Office LLC 2,205 $250K 0.23% +261 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 2,203 $250K 0.05% +3 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 2,200 $249K 0.07% -36 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 2,199 $249K 0.04% +97 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 2,198 $249K 0.01% -240 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 2,198 $249K 0.03% +573 13F-HR Timeline Momentous Wealth Management, Inc. More: the full row for Momentous Wealth Management, Inc. 2,193 $248K 0.13% +76 13F-HR Timeline Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 2,188 $248K 0.15% +4 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 2,187 $248K 0.14% -275 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 2,185 $248K 0.08% +6 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 2,185 $247K 0.06% +4 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 2,183 $247K 0.03% +21 13F-HR Timeline Traction Financial Partners, LLC More: the full row for Traction Financial Partners, LLC 2,183 $247K 0.13% +9 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 2,182 $247K 0.09% -194 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 2,182 $247K 0.1% +47 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 2,179 $247K 0.05% +490 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 2,159 $247K 0.03% -88 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 2,175 $246K 0.13% -150 13F-HR Timeline Dempze Nancy E More: the full row for Dempze Nancy E 2,172 $246K 0.12% 0 13F-HR Timeline CORTLAND ASSOCIATES INC/MO More: the full row for CORTLAND ASSOCIATES INC/MO 2,171 $246K 0.04% +102 13F-HR Timeline LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 2,168 $246K 0.44% new 13F-HR Timeline PUFF WEALTH MANAGEMENT, LLC More: the full row for PUFF WEALTH MANAGEMENT, LLC 2,167 $245K 0.25% 13F-HR Timeline Axecap Investments, LLC More: the full row for Axecap Investments, LLC 2,163 $245K 0.14% -27,109 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 2,162 $245K 0.23% +4 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 2,142 $245K 0.03% +19 13F-HR Timeline Port Capital LLC More: the full row for Port Capital LLC 2,154 $244K 0.01% new 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 2,151 $244K 0.05% +125 13F-HR Timeline