Keystone Financial Planning, Inc. More: the full row for Keystone Financial Planning, Inc. 1,085 $324K 0.1% 0 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 1,084 $324K <0.01% +179 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 1,082 $323K 0.25% 0 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 1,351 $323K 0.08% -86 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 1,082 $323K 0.02% +38 13F-HR Timeline Group WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 1,077 $322K 0.09% +13 13F-HR Timeline BOWEN HANES & CO INC More: the full row for BOWEN HANES & CO INC 1,076 $322K 0.01% -4,300 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 1,075 $321K 0.01% +246 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 1,073 $321K 0.16% +495 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Ted Buchan & Co More: the full row for Ted Buchan & Co 1,070 $320K 0.13% 0 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 1,066 $319K 0.24% -83 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 1,063 $318K 0.07% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,062 $318K 0.04% +24 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 1,058 $316K 0.02% -578 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,055 $316K 0.19% +51 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 1,054 $315K 0.05% +173 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 1,049 $314K 0.18% 0 13F-HR Timeline Providence Wealth Advisors, LLC More: the full row for Providence Wealth Advisors, LLC 1,300 $313K 0.21% 0 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 1,041 $311K 0.26% -4 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 1,035 $309K 0.14% +1 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 1,035 $309K 0.17% new 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 1,031 $308K 0.07% -10 13F-HR Timeline Wambolt & Associates, LLC More: the full row for Wambolt & Associates, LLC 1,013 $307K 0.1% -90 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 1,026 $307K 0.11% +13 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 1,026 $307K 0.07% new 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 1,022 $305K 0.18% new 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,021 $305K 0.02% 0 13F-HR Timeline ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 1,019 $305K 0.02% -21,167 13F-HR Timeline Group INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 1,019 $305K 0.62% 0 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 1,018 $304K 0.09% new 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 1,016 $304K 0.03% -3 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 1,016 $304K 0.15% +12 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 1,014 $303K 0.07% +86 13F-HR/A Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 1,015 $303K 0.04% -223 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN⦠More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 1,013 $303K 0.01% 0 13F-HR Timeline Group BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 1,009 $302K 0.08% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 1,007 $301K 0.03% +5 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 1,003 $300K 0.09% +50 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 1,002 $300K 0.27% new 13F-HR Timeline LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 1,000 $299K <0.01% 0 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 1,000 $299K 0.07% new 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 1,000 $299K 0.26% +57 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 999 $299K 0.26% +23 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 998 $298K 0.22% -393 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 997 $298K 0.17% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS ⦠in group SIGNATURE ESTATE & INVESTMENT⦠More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 993 $297K 0.01% +30 13F-HR Timeline Group Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 986 $295K 0.18% +116 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 985 $295K 0.05% +250 13F-HR Timeline Divergent Planning, LLC More: the full row for Divergent Planning, LLC 972 $294K 0.09% new 13F-HR/A Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 984 $294K 0.03% -6 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 983 $294K 0.2% -1,560 13F-HR Timeline DOHJ, LLC More: the full row for DOHJ, LLC 1,018 $293K 0.09% -270 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 978 $292K 0.01% -2,410 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 977 $292K 0.17% -330 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 975 $291K 0.04% 0 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 975 $291K 0.05% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 975 $291K 0.13% +2 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 973 $291K 0.03% -7 13F-HR Timeline Atlantic Edge Private Wealth Management⦠More: the full row for Atlantic Edge Private Wealth Management, LLC 965 $288K 0.08% -208 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 950 $284K 0.03% 0 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 937 $284K 0.16% +24 13F-HR Timeline GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 947 $283K 0.01% new 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 942 $282K 0.1% -4 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 938 $280K 0.07% -37 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 935 $279K 0.04% 0 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 935 $279K 0.05% new 13F-HR Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 935 $279K 0.22% -400 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 934 $279K 0.11% +4 13F-HR/A Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 934 $279K 0.06% 0 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 932 $279K 0.07% -133 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 930 $278K 0.07% 0 13F-HR/A Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 927 $277K 0.03% -90 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 927 $277K 0.13% +30 13F-HR Timeline Charter Capital Management, LLC\DE More: the full row for Charter Capital Management, LLC\DE 927 $277K 0.16% 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 925 $276K 0.28% -63 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 973 $275K 0.06% -127 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 922 $275K 0.14% new 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 917 $274K 0.04% +28 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 916 $274K 0.09% +51 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 913 $273K 0.13% -2 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 911 $272K 0.13% +113 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 909 $272K 0.21% -29 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 907 $271K 0.04% -39 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 904 $270K 0.1% 0 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 892 $270K 0.02% +226 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 1,008 $269K 0.01% +158 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 899 $269K 0.13% +207 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 898 $268K 0.04% -9 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 898 $268K 0.03% new 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 896 $268K 0.03% -34 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 895 $268K 0.05% 0 13F-HR Timeline BARR E S & CO More: the full row for BARR E S & CO 893 $267K 0.02% 0 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 893 $267K 0.18% -65 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 892 $267K 0.08% -524 13F-HR Timeline ALTA CAPITAL MANAGEMENT LLC/ More: the full row for ALTA CAPITAL MANAGEMENT LLC/ 881 $263K 0.01% 0 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 876 $262K 0.02% -677 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 875 $262K 0.22% +95 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 873 $261K 0.18% +145 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 872 $261K 0.06% +22 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 871 $260K 0.05% -2,411 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 870 $260K 0.13% +25 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 867 $259K 0.02% -6 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 866 $259K 0.03% +85 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 863 $258K 0.11% +30 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 861 $257K 0.12% +58 13F-HR Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 858 $256K 0.02% 0 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 858 $256K <0.01% -53,357 13F-HR Timeline Group Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 857 $256K 0.06% -47 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 857 $256K 0.02% +42 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 855 $256K 0.03% -191 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 854 $255K 0.11% +36 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 850 $254K 0.03% new 13F-HR Timeline RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 849 $254K 0.05% 0 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 849 $254K 0.05% -704 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 849 $254K 0.18% +4 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 848 $253K 0.04% 0 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 847 $253K 0.09% +42 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 841 $251K 0.11% 0 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 841 $251K 0.24% -8 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 840 $251K 0.05% -121 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 834 $249K 0.12% +122 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 830 $248K 0.09% -120 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 826 $247K 0.04% +506 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 826 $247K 0.03% +6 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 826 $247K 0.02% -1 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 825 $247K 0.11% -6 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 820 $245K 0.07% +91 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 819 $245K 0.07% -9 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 819 $245K 0.07% +67 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 816 $244K 0.02% +116 13F-HR/A Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 812 $243K 0.02% 0 13F-HR Timeline Gouws Capital LLC More: the full row for Gouws Capital LLC 812 $243K 0.15% new 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 812 $243K 0.09% +11 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 811 $242K 0.02% +27 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 811 $242K 0.2% 13F-HR Timeline Hutchens & Kramer Investment Management⦠More: the full row for Hutchens & Kramer Investment Management Group, LLC 800 $242K 0.11% 0 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 806 $241K 0.17% +73 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 851 $241K 0.07% +1 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 805 $241K 0.05% -943 13F-HR Timeline Carbahal Olsen Financial Services Group⦠More: the full row for Carbahal Olsen Financial Services Group, LLC 803 $240K 0.2% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 802 $240K 0.02% 0 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 802 $240K 0.06% 0 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 1,007 $240K 0.17% 13F-HR Timeline DAHRING | CUSMANO LLC More: the full row for DAHRING | CUSMANO LLC 800 $239K 0.19% 0 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 798 $239K 0.04% +10 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 798 $238K 0.04% -61 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 797 $238K 0.05% +5 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 796 $238K 0.04% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 796 $238K 0.2% +40 13F-HR Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 795 $238K 0.02% 0 13F-HR/A Timeline Exchange Bank More: the full row for Exchange Bank 792 $237K 0.19% +16 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 791 $236K 0.09% -24 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 790 $236K 0.11% 0 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 789 $236K 0.02% +27 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 785 $235K 0.14% -2,033 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 783 $234K 0.11% -2 13F-HR Timeline Group D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 783 $234K 0.07% -173 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 780 $233K 0.11% +88 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A⦠More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 779 $233K 0.08% new 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 777 $232K 0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 777 $232K 0.02% -66 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 772 $231K 0.03% new 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 772 $231K 0.02% 0 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 767 $229K 0.08% 0 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 767 $229K 0.13% 0 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 765 $229K 0.04% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 754 $229K 0.05% -89 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 764 $228K 0.08% +31 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 763 $228K 0.03% new 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 763 $228K 0.05% +26 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 763 $228K 0.01% new 13F-HR Timeline Custos Family Office, LLC More: the full row for Custos Family Office, LLC 762 $228K 0.07% new 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 762 $228K 0.06% -3 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 761 $227K 0.05% +71 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 759 $227K 0.02% +82 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 754 $225K 0.14% new 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 753 $225K 0.18% 0 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 750 $224K 0.01% -385 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 748 $224K 0.01% -30 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 747 $223K 0.03% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 746 $223K 0.08% -52 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 746 $223K 0.07% new 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 745 $223K 0.04% 0 13F-HR Timeline Strive Asset Management, LLC More: the full row for Strive Asset Management, LLC 745 $223K 0.13% -679 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 744 $222K 0.01% +45 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 742 $222K 0.15% +20 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 740 $221K 0.07% new 13F-HR/A Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 739 $221K 0.03% -34 13F-HR Timeline East Coast Asset Management, LLC. More: the full row for East Coast Asset Management, LLC. 737 $220K 0.07% 0 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE⦠More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 735 $220K 0.08% 0 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 734 $219K 0.05% -38 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 734 $219K 0.03% +5 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 733 $219K 0.11% -16 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 733 $219K 0.04% -4 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 733 $219K 0.09% +3 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 727 $217K 0.07% -25 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 727 $217K 0.26% +74 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 727 $217K 0.03% 0 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 723 $216K 0.05% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 721 $216K 0.02% +160 13F-HR Timeline