Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 764 $340K 0.29% 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 763 $339K 0.24% -253 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 762 $339K 0.05% -39 13F-HR Timeline Group Lingohr Asset Management GmbH More: the full row for Lingohr Asset Management GmbH 760 $339K 0.7% new 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 762 $339K 0.07% 0 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 761 $338K 0.11% +562 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 760 $338K <0.01% +47 13F-HR Timeline Group Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 759 $338K 0.05% -154 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 759 $338K 0.06% +95 13F-HR Timeline CAPITAL COUNSEL LLC/NY More: the full row for CAPITAL COUNSEL LLC/NY 758 $337K 0.01% 0 13F-HR/A Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 758 $337K 0.11% -7 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 757 $337K 0.15% -43 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 755 $336K 0.06% -286 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 753 $335K 0.1% -84 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 748 $333K 0.03% -1 13F-HR Timeline Adero Partners, LLC More: the full row for Adero Partners, LLC 747 $332K 0.02% +8 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 747 $332K 0.27% -175 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 747 $332K 0.04% new 13F-HR Timeline Dempze Nancy E More: the full row for Dempze Nancy E 744 $331K 0.19% +215 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 740 $329K 0.02% -87 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 740 $329K 0.04% -131 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 739 $329K 0.01% -176 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 738 $328K 0.26% +26 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 737 $328K 0.16% -59 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 734 $326K 0.03% +20 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 733 $326K 0.18% 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 732 $326K 0.03% +174 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 732 $326K 0.03% -599 13F-HR Timeline Counterweight Ventures, LLC More: the full row for Counterweight Ventures, LLC 731 $325K 0.23% -93 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 705 $324K 0.04% +43 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 729 $324K 0.01% +166 13F-HR Timeline Group Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 725 $322K 0.01% +159 13F-HR Timeline EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 725 $322K 0.17% 0 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 723 $322K 0.13% +200 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 723 $322K 0.2% 13F-HR Timeline Corton Capital Inc. More: the full row for Corton Capital Inc. 722 $321K 0.18% new 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 720 $320K 0.31% 13F-HR Timeline Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 716 $318K 0.01% -13,646 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 716 $318K 0.07% +2 13F-HR Timeline Schorn Wealth LLC More: the full row for Schorn Wealth LLC 716 $318K 0.1% -12 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 716 $318K 0.25% 0 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 715 $318K 0.25% +108 13F-HR Timeline Wade Financial Advisory, Inc More: the full row for Wade Financial Advisory, Inc 715 $318K 0.11% 0 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 713 $317K 0.11% 0 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 710 $316K 0.03% -111 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 709 $315K 0.08% -37 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 707 $314K 0.03% -79 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 706 $314K 0.06% +140 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 705 $313K 0.29% 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 703 $313K 0.01% 0 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 703 $313K 0.06% +1 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 701 $312K 0.01% +70 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 700 $311K 0.07% -2,172 13F-HR Timeline Group FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 700 $311K 0.13% -5 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 700 $311K 0.16% 0 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 700 $311K 0.1% 0 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 700 $311K 0.23% new 13F-HR Timeline Group EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 698 $310K 0.22% +41 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 697 $310K 0.12% +90 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 697 $310K 0.21% +300 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 696 $309K 0.22% 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 695 $309K 0.07% -31 13F-HR Timeline DC Investments Management, LLC More: the full row for DC Investments Management, LLC 693 $308K 0.2% 0 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 693 $308K 0.08% -141 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 692 $308K 0.06% +85 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 692 $308K 0.02% -58 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 692 $308K 0.07% 0 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 690 $307K 0.04% -44 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 690 $307K 0.11% new 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 687 $305K 0.02% -220 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 687 $305K 0.14% -177 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 684 $304K 0.02% -66 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 682 $303K 0.08% +254 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 679 $302K 0.2% +20 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 679 $302K 0.13% -140 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 678 $301K 0.07% +12 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 678 $301K 0.05% 0 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 677 $301K 0.09% -783 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 677 $301K 0.05% +61 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 676 $301K 0.12% -64 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 675 $300K 0.07% new 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 672 $299K 0.09% +38 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 672 $299K 0.01% +172 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 669 $297K 0.12% 0 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 669 $297K 0.09% -40 13F-HR Timeline Broyhill Asset Management, LLC More: the full row for Broyhill Asset Management, LLC 667 $297K 0.26% 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 662 $294K 0.12% -3 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 662 $294K 0.19% 0 13F-HR Timeline Amova Asset Management Americas, Inc. in group Amova Asset Management Americ… More: the full row for Amova Asset Management Americas, Inc. 662 $294K <0.01% -20 13F-HR Timeline Group Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 661 $294K 0.01% new 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 659 $293K 0.01% 0 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 657 $292K 0.06% +25 13F-HR/A Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 657 $292K 0.12% +1 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 656 $292K 0.07% -10 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 655 $291K 0.05% +16 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 650 $289K 0.03% -7 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 648 $288K 0.03% +10 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 646 $287K 0.1% +10 13F-HR Timeline AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 644 $286K 0.04% 0 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 644 $286K 0.16% +49 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 641 $285K 0.14% new 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 639 $284K 0.11% -22 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 637 $283K 0.03% 0 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 637 $283K 0.13% +39 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 637 $283K 0.22% -21 13F-HR Timeline Panoramic Capital Partners, LLC More: the full row for Panoramic Capital Partners, LLC 637 $283K 0.25% 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 635 $282K 0.02% -16 13F-HR Timeline Moser Wealth Advisors, LLC More: the full row for Moser Wealth Advisors, LLC 635 $282K 0.15% -25 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 635 $282K 0.03% -27 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 635 $282K 0.15% 0 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 633 $281K 0.12% -24 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 632 $281K 0.11% -76 13F-HR Timeline Silver Lake Advisory, LLC More: the full row for Silver Lake Advisory, LLC 629 $280K 0.12% 0 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 626 $278K 0.08% -123 13F-HR Timeline Merriman Wealth Management, LLC More: the full row for Merriman Wealth Management, LLC 625 $278K 0.01% +80 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 625 $278K 0.02% -45 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 500 $278K 0.09% 0 13F-HR Timeline XY Capital Ltd More: the full row for XY Capital Ltd 624 $277K 0.31% new 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 623 $277K 0.07% -41 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 621 $276K 0.02% +131 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 619 $275K 0.14% -5 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 619 $275K 0.04% new 13F-HR Timeline Ascent Capital Management, LLC More: the full row for Ascent Capital Management, LLC 616 $274K 0.28% 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 612 $272K 0.02% +31 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 611 $272K 0.06% new 13F-HR Timeline GG Group Ventures, LLC More: the full row for GG Group Ventures, LLC 611 $272K 0.36% +6 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 610 $271K 0.16% 0 13F-HR Timeline LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 611 $270K 0.19% -15 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 604 $269K 0.03% -13 13F-HR Timeline SSI INVESTMENT MANAGEMENT LLC More: the full row for SSI INVESTMENT MANAGEMENT LLC 603 $268K 0.02% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 603 $268K 0.03% +175 13F-HR Timeline PIAR LLC More: the full row for PIAR LLC 600 $267K 0.26% 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 599 $266K 0.06% new 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 599 $266K 0.03% -58 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 597 $265K 0.08% -12 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 596 $265K 0.09% -174 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 596 $265K 0.21% 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 605 $265K 0.12% 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 595 $265K 0.1% -30 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 593 $264K 0.05% -36 13F-HR Timeline Providence Wealth Advisors, LLC More: the full row for Providence Wealth Advisors, LLC 612 $262K 0.2% 0 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 589 $262K 0.01% +28 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 589 $262K 0.09% -88 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 588 $261K 0.03% 0 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 588 $261K 0.02% -63 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 588 $261K 0.07% +83 13F-HR Timeline Essex LLC More: the full row for Essex LLC 588 $261K 0.05% 0 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 588 $261K 0.17% -230 13F-HR Timeline McGuire Investment Group, LLC More: the full row for McGuire Investment Group, LLC 586 $261K 0.04% 0 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 585 $260K 0.27% 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 583 $259K 0.04% -2 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 582 $259K 0.01% -95 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 581 $258K 0.02% -74 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 581 $258K 0.02% -371 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 581 $258K 0.07% +5 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 579 $257K 0.09% 0 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 577 $257K 0.07% -67 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 577 $257K 0.08% -49 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 576 $256K 0.01% -55 13F-HR Timeline Capital Market Strategies LLC More: the full row for Capital Market Strategies LLC 576 $256K 0.15% 0 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 576 $256K 0.19% 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 574 $255K 0.03% +100 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 571 $254K 0.23% 13F-HR Timeline BANK OZK More: the full row for BANK OZK 570 $253K 0.11% -75 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 546 $253K 0.19% 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 568 $253K 0.18% -357 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 567 $252K 0.1% 0 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 566 $252K 0.01% +68 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 546 $251K 0.09% 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 565 $251K 0.06% 0 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 563 $250K 0.09% -10 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 562 $250K 0.04% -9 13F-HR Timeline Group Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 562 $250K 0.21% -4 13F-HR Timeline Masso Torrence Wealth Management Inc. More: the full row for Masso Torrence Wealth Management Inc. 561 $249K 0.13% -28 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 560 $249K 0.05% +69 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 560 $249K 0.42% 0 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 559 $249K 0.14% 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 573 $248K 0.27% 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 558 $248K 0.12% 0 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 557 $248K 0.13% +51 13F-HR Timeline Horan Securities, Inc. More: the full row for Horan Securities, Inc. 557 $248K 0.09% +17 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 552 $246K 0.14% -3 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 552 $245K 0.06% new 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 552 $245K 0.04% +60 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 551 $245K 0.11% 0 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 548 $244K 0.14% 0 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 548 $244K 0.06% 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 548 $243K 0.18% +38 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 547 $243K 0.09% +94 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 546 $243K 0.06% +43 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 544 $242K 0.17% -559 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 551 $242K 0.04% +35 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 541 $241K 0.07% +52 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 541 $241K 0.23% 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 540 $240K 0.08% 0 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 540 $240K 0.1% -426 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 540 $240K 0.07% 0 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 548 $240K 0.02% +15 13F-HR Timeline Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 538 $239K 0.06% 0 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 538 $239K 0.04% +4 13F-HR Timeline