Innova Wealth Partners More: the full row for Innova Wealth Partners 3,900 $518K 0.25% -30,750 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 3,884 $516K 0.07% +1 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 3,883 $516K 0.04% +202 13F-HR Timeline BCV Asset Management Inc. More: the full row for BCV Asset Management Inc. 3,878 $515K 0.02% new 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 3,876 $515K 0.35% 0 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 3,474 $514K 0.13% +1,029 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 3,854 $512K 0.14% -283 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 3,853 $512K 0.15% -2,417 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 3,845 $511K 0.33% new 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 3,840 $510K 0.07% +673 13F-HR Timeline PRICE T ROWE ASSOCIATES INC /MD/ More: the full row for PRICE T ROWE ASSOCIATES INC /MD/ 3,824 $509K <0.01% 0 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 3,819 $507K 0.1% -1 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 3,814 $507K 0.02% +334 13F-HR Timeline Group Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 3,812 $507K 0.04% 0 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 3,809 $506K 0.11% +1,541 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 3,774 $502K 0.21% -4,252 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 3,756 $499K 0.15% -49 13F-HR Timeline Huntleigh Advisors, Inc. 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More: the full row for Lloyd Advisory Services, LLC. 3,592 $477K 0.14% new 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 3,592 $477K 0.14% +161 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 3,586 $477K 0.05% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 3,586 $477K 0.01% -1,442 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 3,584 $476K 0.06% -912 13F-HR Timeline Purewater Capital LLC More: the full row for Purewater Capital LLC 3,580 $476K 0.46% 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 3,577 $475K 0.16% +4 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 3,569 $474K 0.01% +108 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 3,566 $474K 0.02% -842 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 3,566 $474K 0.02% +308 13F-HR Timeline Group Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 3,560 $473K 0.17% 0 13F-HR Timeline FORM Wealth Advisors, LLC More: the full row for FORM Wealth Advisors, LLC 3,560 $473K 0.06% 0 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 2,945 $473K 0.1% +43 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 3,558 $473K 0.05% +2,494 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 3,556 $473K 0.03% -500 13F-HR Timeline Group Triton Financial Group Inc More: the full row for Triton Financial Group Inc 3,427 $472K 0.82% +1,973 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 3,540 $470K 0.19% -85 13F-HR/A Timeline Clarity Retirement & Wealth, LLC More: the full row for Clarity Retirement & Wealth, LLC 3,538 $470K 0.38% +1,213 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 2,945 $470K 0.17% -655 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 3,528 $469K 0.2% -6,363 13F-HR Timeline HOME FEDERAL BANK OF TENNESSEE More: the full row for HOME FEDERAL BANK OF TENNESSEE 3,520 $468K 0.12% 0 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 3,508 $466K 0.01% +875 13F-HR Timeline Group HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 3,507 $466K 0.05% 0 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 3,504 $466K 0.08% +4 13F-HR Timeline Vericrest Private Wealth More: the full row for Vericrest Private Wealth 3,498 $465K 0.42% 0 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 3,496 $465K 0.13% -500 13F-HR Timeline Guidance Point Advisors, LLC More: the full row for Guidance Point Advisors, LLC 3,494 $464K 0.11% -51 13F-HR Timeline Standard Family Office LLC More: the full row for Standard Family Office LLC 3,488 $464K 0.48% 0 13F-HR Timeline Roan Capital Partners More: the full row for Roan Capital Partners 3,486 $463K 0.43% 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 3,486 $463K 0.05% +165 13F-HR Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 3,470 $461K 0.1% 0 13F-HR Timeline Wilkins Miller Wealth Management, LLC More: the full row for Wilkins Miller Wealth Management, LLC 3,466 $461K 0.28% -59 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 3,466 $461K 0.18% 0 13F-HR Timeline Elevated Financial Group LLC More: the full row for Elevated Financial Group LLC 3,463 $460K 0.15% +485 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 3,458 $460K 0.14% 0 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 3,453 $459K 0.06% 0 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 3,446 $458K +2,802 Timeline Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 3,446 $458K 0.19% -13 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 3,444 $458K 0.05% 0 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 3,444 $458K 0.02% 0 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 3,441 $457K 0.07% -211 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 3,434 $456K 0.11% 0 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 3,428 $456K 0.14% -294 13F-HR Timeline Retirement Solution LLC More: the full row for Retirement Solution LLC 3,422 $455K 0.11% +4 13F-HR Timeline Trask Adam Roland More: the full row for Trask Adam Roland 3,413 $454K 0.43% 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 3,412 $453K 0.13% +1 13F-HR Timeline Samara Investment Management, LLC More: the full row for Samara Investment Management, LLC 3,403 $452K 0.47% 13F-HR Timeline Northwest Wealth Advisors, LLC More: the full row for Northwest Wealth Advisors, LLC 3,400 $452K 0.32% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 3,399 $452K 0.24% +978 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 3,395 $451K 0.15% -1,055 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 3,394 $451K 0.4% 0 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 3,386 $450K 0.2% +1,396 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 2,800 $450K 0.04% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 3,375 $449K 0.13% +103 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 3,375 $449K 0.04% 0 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 3,373 $448K 0.12% -44 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 3,372 $448K 0.07% +554 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 3,367 $448K 0.04% +1,510 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 2,750 $446K 0.09% -60 13F-HR Timeline SEMITAM BONAM LLC More: the full row for SEMITAM BONAM LLC 3,350 $445K 0.36% 0 13F-HR Timeline Cadence Wealth Management LLC More: the full row for Cadence Wealth Management LLC 3,341 $444K 0.19% +118 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 2,781 $444K 0.01% +311 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 3,323 $442K 0.03% -1,353 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 3,298 $438K 0.08% -49 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 3,288 $437K 0.13% -454 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 3,288 $437K 0.02% -569 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 3,283 $436K 0.02% -69 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 3,280 $436K 0.15% -300 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 3,276 $435K 0.04% 0 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 3,275 $435K 0.24% -135 13F-HR Timeline Pacific Park Financial, Inc. More: the full row for Pacific Park Financial, Inc. 3,257 $433K 0.28% -1,029 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 3,246 $431K 0.17% 0 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 3,239 $430K 0.03% -1,053 13F-HR Timeline Group WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 3,234 $430K 0.26% +271 13F-HR Timeline Paragon Capital Management LLC More: the full row for Paragon Capital Management LLC 3,226 $429K 0.21% -250 13F-HR Timeline NLB Skladi, upravljanje premozenja, d.o… More: the full row for NLB Skladi, upravljanje premozenja, d.o.o. 3,225 $429K 0.02% -26,095 13F-HR Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 2,666 $428K 0.06% +186 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 3,201 $425K 0.29% -187 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 3,182 $423K 0.13% -306 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 3,180 $423K 0.03% -300 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 3,180 $423K 0.04% -16 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 3,172 $422K 0.01% 0 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 3,157 $420K 0.12% +37 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 3,150 $419K 0.28% 0 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 3,142 $418K 0.03% new 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 3,140 $417K 0.09% +700 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 3,138 $417K 0.01% 0 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 3,131 $416K 0.08% -126 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 3,130 $416K 0.22% +976 13F-HR Timeline LEGACY FINANCIAL INDEPENDENT ADVISORS L… More: the full row for LEGACY FINANCIAL INDEPENDENT ADVISORS LLC 3,130 $416K 0.22% 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 3,129 $416K 0.05% -226 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 3,123 $415K 0.1% -20 13F-HR Timeline MAIMON WEALTH MANAGEMENT LTD. More: the full row for MAIMON WEALTH MANAGEMENT LTD. 3,250 $414K 0.36% new 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 3,064 $413K 0.31% +115 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 3,109 $413K 0.13% +3 13F-HR Timeline Measured Risk Portfolios, Inc. More: the full row for Measured Risk Portfolios, Inc. 3,107 $413K 0.45% +393 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 3,106 $413K 0.05% 0 13F-HR Timeline LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 3,106 $413K 0.15% 0 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 3,101 $412K 0.09% +1,125 13F-HR Timeline ASSET PLANNING SERVICES INC /LA/ /ADV More: the full row for ASSET PLANNING SERVICES INC /LA/ /ADV 3,100 $412K 0.18% 0 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 3,100 $412K 0.19% 0 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 3,100 $412K 0.05% 0 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 3,092 $411K 0.11% -69 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 3,092 $411K 0.31% -526 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 3,089 $411K 0.26% -2,964 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 3,087 $410K 0.08% -34 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 3,086 $410K 0.15% -759 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 3,082 $410K 0.29% 0 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 3,078 $409K 0.09% -100 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 3,076 $409K 0.02% new 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 3,072 $408K 0.19% 0 13F-HR Timeline Geneva Partners, LLC More: the full row for Geneva Partners, LLC 3,064 $407K 0.2% -202 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 3,058 $406K 0.05% +4 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 3,044 $405K 0.12% -412 13F-HR Timeline Commerce Advisors, LLC More: the full row for Commerce Advisors, LLC 3,043 $404K 0.34% 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 3,040 $404K 0.11% +91 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 3,034 $403K 0.28% +53 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 3,031 $403K 0.22% +906 13F-HR Timeline RTD Financial Advisors, Inc. 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More: the full row for CHATHAM CAPITAL GROUP, INC. 3,000 $399K 0.06% 0 13F-HR Timeline Green Ridge Wealth Planning LLC More: the full row for Green Ridge Wealth Planning LLC 2,999 $399K 0.21% +103 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 2,993 $398K 0.27% +3 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 2,990 $397K 0.01% -29,903 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 2,984 $397K 0.24% -188 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 2,980 $396K 0.04% -44 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 2,961 $394K 0.15% +1 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 2,952 $392K 0.02% 0 13F-HR Timeline Group ALM First Financial Advisors, LLC More: the full row for ALM First Financial Advisors, LLC 3,613 $392K 0.07% 0 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 2,950 $392K 0.11% 0 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 2,944 $391K 0.23% 0 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 2,933 $390K 0.22% -167 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 2,385 $386K 0.25% -113 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 2,906 $386K 0.07% 0 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 2,903 $386K 0.14% +645 13F-HR Timeline Churchill Financial Advisors, LLC More: the full row for Churchill Financial Advisors, LLC 2,896 $385K 0.08% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 2,896 $385K 0.05% +5 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 2,895 $385K 0.05% +461 13F-HR Timeline Arta Finance Wealth Management LLC More: the full row for Arta Finance Wealth Management LLC 2,886 $384K 0.19% +273 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 2,884 $383K 0.09% 0 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 2,398 $383K 0.07% -87 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 2,874 $382K 0.05% +1,006 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 2,863 $380K 0.16% 0 13F-HR Timeline Chatterton & Associates Inc. More: the full row for Chatterton & Associates Inc. 2,678 $380K 0.27% +948 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 2,860 $380K 0.12% +40 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 2,861 $380K 0.02% +1 13F-HR Timeline Lauer Wealth, LLC More: the full row for Lauer Wealth, LLC 2,677 $379K 0.3% -110 13F-HR Timeline Omnitrust Wealth Management, Inc More: the full row for Omnitrust Wealth Management, Inc 2,853 $379K 0.49% -220 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 2,852 $379K 0.03% -154 13F-HR Timeline Davidson Kahn Capital Management, LLC More: the full row for Davidson Kahn Capital Management, LLC 2,848 $378K 0.2% +50 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 2,350 $377K 0.11% -40 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 2,820 $375K 0.03% +284 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 2,820 $375K 0.22% 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 2,812 $374K 0.05% new 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 2,810 $373K 0.09% +1,405 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 2,807 $373K 0.12% -9 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 2,800 $372K 0.02% new 13F-HR Timeline Equita Financial Network, Inc. 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