WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 2,230 $425K 0.08% +62 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 2,221 $423K 0.11% 0 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 2,202 $420K 0.1% -16 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 2,200 $419K 0.16% 0 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 2,198 $419K 0.26% +3 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 2,193 $418K 0.28% -200 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 2,192 $418K 0.07% 0 13F-HR Timeline Horrell Capital Management, Inc. 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Safra Sarasin Holding AG 2,000 $381K 0.01% new 13F-HR Timeline Group SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 2,000 $381K 0.16% 0 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 2,000 $381K 0.07% 0 13F-HR Timeline Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 2,000 $381K 0.2% 0 13F-HR Timeline VALICENTI ADVISORY SERVICES INC More: the full row for VALICENTI ADVISORY SERVICES INC 1,994 $380K 0.07% 0 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 1,994 $380K 0.06% 0 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 1,992 $380K 0.08% 0 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 1,991 $379K 0.1% -131 13F-HR Timeline S&A Financial Services, Inc. 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More: the full row for OmniStar Financial Group, Inc. 1,684 $321K 0.15% new 13F-HR Timeline Tandem Financial, LLC More: the full row for Tandem Financial, LLC 1,682 $320K 0.1% -840 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 1,680 $320K 0.02% 13F-HR Timeline JIM SAULNIER & ASSOCIATES, LLC More: the full row for JIM SAULNIER & ASSOCIATES, LLC 1,675 $319K 0.13% new 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 1,674 $319K 0.13% new 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 1,672 $319K 0.12% 0 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 1,785 $319K 0.2% -628 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 1,666 $317K 0.18% -45 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 1,666 $317K 0.03% -176 13F-HR Timeline SK Wealth Management, LLC More: the full row for SK Wealth Management, LLC 1,700 $317K 0.07% -218 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 1,662 $317K 0.04% 0 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 1,660 $316K 0.17% +84 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 1,660 $316K 0.09% +2 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 1,660 $316K 0.18% -20 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 1,656 $316K 0.16% -499 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT INC More: the full row for NORTHSTAR ASSET MANAGEMENT INC 1,654 $315K 0.09% 0 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 1,652 $315K 0.11% 0 13F-HR Timeline Elevation Advisory Partners LLC More: the full row for Elevation Advisory Partners LLC 1,780 $313K 0.32% -4,267 13F-HR Timeline Select Asset Management & Trust More: the full row for Select Asset Management & Trust 1,640 $312K 0.09% 0 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 1,637 $312K 0.08% -224 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 1,626 $310K 0.19% 0 13F-HR Timeline Bell Bank More: the full row for Bell Bank 1,623 $309K 0.01% +29 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 1,621 $309K 0.2% -9 13F-HR Timeline FMB WEALTH MANAGEMENT More: the full row for FMB WEALTH MANAGEMENT 1,617 $308K 0.11% 0 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 1,609 $307K 0.04% new 13F-HR Timeline Investment Insight Wealth Management, L… More: the full row for Investment Insight Wealth Management, LLC 1,608 $306K 0.27% -15 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 1,608 $306K 0.05% 0 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 1,605 $306K 0.05% new 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 1,601 $305K 0.02% 0 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 1,600 $305K 0.07% 0 13F-HR Timeline MIZUHO MARKETS AMERICAS LLC in group MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO MARKETS AMERICAS LLC 1,600 $305K 0.01% -3,900 13F-HR Timeline Group Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,599 $305K 0.05% -109 13F-HR Timeline