LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 1,050 $215K 0.01% new 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 1,050 $215K 0.09% new 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 1,049 $215K 0.05% new 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 1,047 $214K 0.01% 0 13F-HR Timeline Group Verum Partners LLC More: the full row for Verum Partners LLC 1,045 $214K 0.05% new 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 1,044 $214K 0.01% -55 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 1,043 $214K 0.04% new 13F-HR Timeline COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 1,041 $213K 0.14% new 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 1,040 $213K 0.01% new 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 1,038 $212K 0.07% new 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 1,036 $212K 0.04% -308 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 1,029 $211K 0.04% new 13F-HR Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 895 $210K 0.03% new 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 1,025 $210K 0.06% new 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 1,024 $210K 0.05% new 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 1,023 $209K 0.03% -70 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 1,020 $209K 0.06% -579 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 1,020 $209K 0.11% 0 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 1,011 $207K 0.03% -117 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 1,005 $206K 0.04% new 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 1,003 $205K 0.03% +3 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 992 $205K 0.02% -150 13F-HR/A Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 940 $205K 0.06% -788 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 1,000 $205K <0.01% -700 13F-HR Timeline Group LM Advisors LLC More: the full row for LM Advisors LLC 1,000 $205K 0.03% new 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 1,000 $205K 0.02% new 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 1,000 $205K 0.02% new 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 1,000 $205K 0.03% 0 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 1,000 $205K 0.05% new 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 1,000 $205K 0.01% new 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 1,000 $205K 0.03% new 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 1,000 $205K 0.02% new 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 1,000 $205K 0.02% new 13F-HR Timeline CONSOLIDATED CAPITAL MANAGEMENT, LLC More: the full row for CONSOLIDATED CAPITAL MANAGEMENT, LLC 1,000 $205K 0.07% new 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 1,000 $205K 0.07% new 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 1,000 $205K 0.04% new 13F-HR Timeline 1858 WEALTH MANAGEMENT, LLC More: the full row for 1858 WEALTH MANAGEMENT, LLC 1,000 $205K 0.14% new 13F-HR Timeline W1M Investment Management Ltd More: the full row for W1M Investment Management Ltd 1,000 $205K <0.01% new 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 998 $204K 0.11% 0 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 996 $204K 0.04% -177 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 995 $204K 0.1% new 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 992 $203K 0.07% new 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 989 $202K 0.02% new 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 987 $202K 0.07% new 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 982 $201K 0.04% new 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 982 $201K 0.06% new 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 981 $201K 0.11% new 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 981 $201K <0.01% new 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 980 $201K 0.1% new 13F-HR Timeline Abich Financial Wealth Management LLC More: the full row for Abich Financial Wealth Management LLC 976 $200K 0.07% 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 952 $195K 0.05% 0 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 918 $193K 0.03% +1 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 931 $191K 0.02% +100 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 919 $188K 0.03% -913 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 916 $188K 0.02% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 904 $185K 0.02% -7 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 797 $178K 0.21% new 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 863 $177K <0.01% +7 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 831 $176K 0.13% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 834 $171K 0.02% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 834 $170K 0.02% +164 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 819 $168K 0.01% +30 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 800 $164K 0.08% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 799 $164K 0.02% new 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 783 $160K 0.11% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 750 $154K 0.07% +2 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 735 $150K 0.04% new 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 713 $146K 0.06% +2 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 699 $143K 0.01% 0 13F-HR Timeline Group Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 697 $143K 0.09% 0 13F-HR Timeline TOBAM More: the full row for TOBAM 687 $141K 0.05% +148 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 683 $140K 0.09% -136 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 675 $138K 0.06% -90 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 667 $137K 0.01% -39 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 666 $136K 0.03% +1 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 626 $136K 0.08% -488 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 662 $136K 0.08% +281 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 660 $135K 0.01% -98 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 657 $135K 0.03% +43 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 654 $134K 0.06% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 650 $133K 0.07% -27 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 638 $131K 0.03% -8 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 634 $130K 0.04% -260 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 630 $129K 0.05% -3,905 13F-HR Timeline MOTCO More: the full row for MOTCO 624 $128K 0.01% -176 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 609 $125K 0.06% 0 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 601 $123K <0.01% -261 13F-HR Timeline Group Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 600 $123K 0.06% 0 13F-HR/A Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 591 $121K 0.04% -49 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 585 $120K 0.03% +129 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 555 $119K 0.04% +1 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 499 $117K 0.02% -6 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 568 $116K 0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 524 $114K 0.04% +6 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 555 $114K 0.15% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 553 $113K 0.03% +44 13F-HR Timeline Group Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 549 $112K 0.02% +107 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 548 $112K 0.03% +5 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 538 $110K 0.03% new 13F-HR Timeline Evelyn Partners Group Ltd group of 3 filers holding More: the full row for Evelyn Partners Group Ltd 536 $110K -50 Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 515 $105K 0.02% +4 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 513 $105K 0.02% +12 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 506 $104K 0.03% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 502 $103K 0.03% +123 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 500 $102K 0.08% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 476 $97.5K 0.07% -151 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 446 $91.3K 0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 444 $90.8K 0.01% +1 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 437 $89.5K 0.01% 0 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 436 $89.3K 0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 423 $86.6K 0.01% -73 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 419 $85.8K 0.02% +23 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 383 $84.4K <0.01% -590 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 401 $82.1K 0.03% -18 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 400 $81.9K 0.04% -5 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 400 $81.9K 0.02% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 396 $81.1K 0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 391 $80.1K 0.01% +61 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 389 $79.6K 0.09% +12 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 383 $78K 0.01% -143,382 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 377 $77.2K 0.02% -3 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 329 $76.6K 0.01% +133 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 370 $75.8K 0.02% +3 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 336 $73.2K 0.01% -48 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 357 $73K 0.02% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 355 $72.7K 0.01% +1 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 349 $71.5K 0.03% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 345 $70.6K 0.14% -6,821 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 340 $69.6K <0.01% -208 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 339 $69.4K 0.01% +109 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 338 $69.2K 0.05% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 308 $63.1K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 307 $63K 0.01% -22 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 306 $62.6K 0.06% +5 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 303 $61.8K 0.01% new 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 301 $61.6K <0.01% -44 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 295 $60.4K 0.03% 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 291 $59.7K 0.01% new 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 291 $59.6K 0.01% -11 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 286 $58.6K 0.05% -4 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 281 $57.6K <0.01% +2 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 275 $56.3K 0.01% 0 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 275 $56.3K 0.04% 0 13F-HR Timeline Disciplina Capital Management LLC More: the full row for Disciplina Capital Management LLC 273 $56K 0.01% 0 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 273 $55.9K <0.01% +213 13F-HR Timeline Group SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 270 $55.3K 0.02% new 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 270 $55.3K 0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 264 $54K 0.01% +1 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 243 $53.7K 0.01% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 262 $53.6K 0.02% +36 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 253 $51.9K <0.01% -5,521 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 252 $51.6K 0.02% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 250 $51.2K 0.01% -2 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 250 $51.2K 0.03% 0 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 275 $50.3K 0.04% new 13F-HR/A Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 240 $49.1K 0.02% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 237 $48.5K <0.01% -136 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 235 $48.1K 0.01% +5 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 233 $48K <0.01% -1,180 13F-HR Timeline Group RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 234 $47.9K <0.01% +54 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 230 $47.1K 0.02% 0 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 225 $46.1K 0.04% new 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 224 $45.9K 0.01% new 13F-HR/A Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 220 $45K 0.02% -80 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 222 $45K <0.01% -19 13F-HR Timeline Group Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 218 $44.6K 0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 215 $44K 0.01% new 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 213 $43.6K 0.03% new 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 213 $43.6K 0.02% +4 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 207 $42.4K 0.03% 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 206 $42.2K 0.02% +10 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 204 $41.8K 0.01% 13F-HR Timeline Group Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 204 $41.8K 0.03% +156 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 202 $41.4K 0.01% new 13F-HR Timeline MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 200 $40.9K 0.02% new 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 199 $40.7K 0.02% 0 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 198 $40.5K 0.02% -10 13F-HR Timeline Group TSFG, LLC More: the full row for TSFG, LLC 195 $40K 0.01% +15 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 194 $39.7K <0.01% 0 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 193 $39.5K <0.01% +111 13F-HR Timeline PMV Capital Advisers, LLC More: the full row for PMV Capital Advisers, LLC 192 $39.3K 0.08% -9 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 192 $39.3K 0.01% 0 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 189 $38.7K <0.01% +3 13F-HR Timeline Group Gleason Group, Inc. More: the full row for Gleason Group, Inc. 183 $37.5K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 179 $36.7K 0.01% +73 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 173 $35.4K 0.02% -2 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 173 $35.4K 0.01% +63 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 171 $35K 0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 218 $35K 0.31% -4,086 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 169 $34.6K 0.02% 0 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 169 $34.6K 0.01% new 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 162 $33K 0.01% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 161 $33K 0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 159 $32K 0.01% -12 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 156 $31.9K 0.01% +12 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 154 $31.5K <0.01% -480 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 15,102 $30.9K 1.23% -265 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 151 $30.9K <0.01% new 13F-HR Timeline Point72 Europe (London) LLP More: the full row for Point72 Europe (London) LLP 145 $29.7K <0.01% new 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 142 $29.2K <0.01% 0 13F-HR Timeline