GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 2,804 $454K 0.27% 0 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 2,804 $454K 0.22% -204 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 2,801 $453K 0.04% -50 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 2,796 $452K 0.13% +382 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 2,794 $452K 0.07% +839 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 2,780 $450K 0.02% -101 13F-HR Timeline Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 2,769 $448K 0.1% +1,079 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 2,766 $448K 0.13% 0 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 2,766 $448K 0.05% -15,354 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 2,756 $446K 0.08% +26 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 2,755 $446K 0.05% +555 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 2,734 $442K 0.03% +694 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 2,733 $442K 0.06% -501 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 2,732 $442K 0.13% +135 13F-HR Timeline Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 2,732 $442K 0.09% +330 13F-HR Timeline Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 2,729 $442K 0.22% -427 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 2,721 $440K 0.23% +155 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 2,719 $440K 0.06% +55 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 2,709 $438K 0.03% -98 13F-HR Timeline Arlington Capital Management, Inc. More: the full row for Arlington Capital Management, Inc. 2,703 $437K 0.28% 0 13F-HR Timeline NEXPOINT ASSET MANAGEMENT, L.P. in group NEXPOINT ASSET MANAGEMENT, L.… More: the full row for NEXPOINT ASSET MANAGEMENT, L.P. 2,700 $437K 0.04% new 13F-HR Timeline Group DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 2,695 $436K 0.06% +119 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 2,687 $435K 0.02% -11 13F-HR Timeline Group LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 2,687 $435K 0.13% 0 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 2,679 $433K 0.04% +787 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 2,679 $433K 0.05% -8 13F-HR Timeline Gallagher Capital Advisors, LLC More: the full row for Gallagher Capital Advisors, LLC 1,693 $433K 0.25% new 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 2,672 $432K 0.16% +1,199 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,854 $432K 0.02% -18 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 2,666 $431K 0.18% +432 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 2,663 $431K 0.04% +817 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 2,663 $431K 0.05% +582 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 2,662 $431K 0.06% +370 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 2,655 $430K 0.36% +2,555 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 2,654 $429K 0.05% +221 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 2,651 $429K 0.13% -53 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 2,650 $429K 0.04% 0 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 2,642 $427K 0.09% -123 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 2,642 $427K 0.07% +68 13F-HR Timeline SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. More: the full row for SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. 1,856 $427K 0.3% 0 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 2,639 $427K 0.07% +1 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 2,627 $425K 0.31% +13 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 2,630 $424K 0.05% +78 13F-HR Timeline Greystone Financial Group, LLC More: the full row for Greystone Financial Group, LLC 2,615 $423K 0.07% +1 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 2,615 $423K 0.04% +107 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 2,614 $423K 0.19% +200 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 2,614 $423K 0.08% new 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 2,613 $423K 0.08% +220 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 2,612 $423K 0.15% -75 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 2,607 $422K 0.2% 0 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 2,603 $421K 0.1% +561 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 2,596 $420K <0.01% +823 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 2,595 $420K 0.04% +222 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 2,592 $419K 0.11% new 13F-HR Timeline Group WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 2,587 $419K 0.05% -629 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 2,579 $417K 0.02% new 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 2,579 $417K 0.08% +149 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 2,575 $417K 0.03% -579 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 2,563 $415K 0.01% +328 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 2,563 $415K 0.07% -4,425 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 2,558 $414K 0.02% +111 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 2,558 $414K 0.4% -1,109 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 2,553 $413K 0.11% +353 13F-HR Timeline TOBAM More: the full row for TOBAM 2,544 $412K 0.15% +496 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 2,543 $411K 0.18% +141 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 2,542 $411K 0.01% +211 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 2,542 $411K 0.14% +160 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 2,540 $411K 0.01% +52 13F-HR Timeline Group UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 2,529 $409K 0.25% 0 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 2,514 $407K 0.02% -6,563 13F-HR Timeline Group Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 2,513 $407K 0.09% +678 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 2,511 $406K 0.1% +79 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 2,507 $406K 0.1% +395 13F-HR Timeline INTEGRITY WEALTH ADVISORS, INC. More: the full row for INTEGRITY WEALTH ADVISORS, INC. 2,561 $405K 0.15% -225 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 2,497 $404K 0.16% +584 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 2,495 $404K 0.14% +4 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 2,485 $402K 0.01% -166 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 2,481 $401K 0.04% +614 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 2,480 $401K 0.08% new 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 2,477 $401K 0.06% +100 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 2,474 $400K 0.07% +44 13F-HR Timeline Tamar Securities, LLC More: the full row for Tamar Securities, LLC 2,466 $399K 0.05% +200 13F-HR Timeline Axim Planning & Wealth More: the full row for Axim Planning & Wealth 2,465 $399K 0.32% -696 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 2,453 $397K <0.01% +375 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 2,445 $396K 0.07% new 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 2,442 $395K 0.11% -63 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 3,827 $393K 0.04% new 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 2,431 $393K 0.1% +2,210 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 2,430 $393K 0.09% 0 13F-HR Timeline Charter Capital Management, LLC\DE More: the full row for Charter Capital Management, LLC\DE 2,428 $393K 0.21% +390 13F-HR Timeline Wise Wealth Partners More: the full row for Wise Wealth Partners 2,414 $391K 0.6% 0 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 2,405 $389K 0.08% +61 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 2,387 $386K 0.01% new 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 2,385 $386K 0.11% +37 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 2,383 $386K 0.05% +226 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 2,375 $384K 0.02% new 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 1,453 $384K 0.17% +103 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 2,369 $383K 0.04% new 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 2,369 $383K 0.03% +346 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 2,366 $383K 0.14% -24 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 2,356 $381K 0.12% new 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 2,355 $381K 0.12% -57 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 2,354 $381K 0.01% +801 13F-HR Timeline Group Second Line Capital, LLC More: the full row for Second Line Capital, LLC 2,351 $380K 0.08% -17,997 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 2,351 $380K 0.1% 0 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 2,350 $380K 0.28% 0 13F-HR Timeline IFS Group,LLC More: the full row for IFS Group,LLC 2,318 $380K 0.33% 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 2,346 $380K 0.06% +756 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 2,341 $379K 0.08% +123 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 2,339 $378K 0.19% +4 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 1,642 $378K 0.05% +67 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 2,329 $377K 0.01% -8 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 1,371 $377K 0.07% new 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 2,323 $376K 0.07% +23 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 2,318 $375K 0.02% +738 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,317 $375K 0.01% -6,346 13F-HR/A Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 2,315 $375K 0.17% -55 13F-HR/A Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 2,311 $374K 0.05% +101 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 2,305 $373K 0.01% +107 13F-HR Timeline JACOBSON & SCHMITT ADVISORS, LLC More: the full row for JACOBSON & SCHMITT ADVISORS, LLC 2,303 $373K 0.06% +203 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 2,300 $372K 0.08% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 2,300 $372K 0.24% -138 13F-HR Timeline Diametric Capital, LP More: the full row for Diametric Capital, LP 2,286 $370K 0.14% +622 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 2,283 $369K 0.02% +200 13F-HR Timeline Group OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 2,278 $369K 0.02% 0 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 2,270 $367K 0.06% 0 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 2,267 $367K 0.11% -610 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 2,260 $366K 0.02% +118 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 2,237 $362K 0.15% new 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 2,236 $362K 0.28% +56 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 2,234 $361K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 2,226 $360K 0.25% -325 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 2,218 $359K 0.22% 0 13F-HR Timeline Dash Acquisitions Inc. More: the full row for Dash Acquisitions Inc. 1,354 $358K 0.07% 0 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 2,210 $358K 0.04% -102 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 2,209 $357K 0.07% +16 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 2,209 $357K 0.16% -140 13F-HR Timeline Cardinal Strategic Wealth Guidance More: the full row for Cardinal Strategic Wealth Guidance 2,202 $356K 0.1% 0 13F-HR Timeline MCINTYRE FREEDMAN & FLYNN INVESTMENT AD… More: the full row for MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC 2,200 $356K 0.21% new 13F-HR Timeline Lattice Capital Management, LLC More: the full row for Lattice Capital Management, LLC 2,200 $356K 0.34% new 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 2,197 $355K 0.1% 0 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 2,196 $355K 0.05% +550 13F-HR Timeline WPWealth LLP More: the full row for WPWealth LLP 2,193 $355K 0.06% +119 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 2,192 $355K 0.02% -3 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 2,183 $353K 0.12% new 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 2,182 $353K 0.09% 0 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 2,177 $352K 0.08% +37 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 2,175 $352K 0.16% new 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 2,169 $351K 0.08% +101 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 2,168 $351K 0.09% +84 13F-HR Timeline Exit Wealth Advisors, LLC. More: the full row for Exit Wealth Advisors, LLC. 2,167 $351K 0.23% 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 2,161 $350K 0.19% -230 13F-HR Timeline One Wealth Management Investment & Advi… More: the full row for One Wealth Management Investment & Advisory Services, LLC 2,156 $349K 0.41% -974 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 2,155 $349K 0.02% +542 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 2,155 $349K 0.06% +476 13F-HR Timeline Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 1,361 $349K 0.08% 0 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 2,150 $348K 0.2% 0 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 2,149 $348K 0.01% new 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 2,148 $348K 0.02% +2 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 2,147 $347K 0.21% -3 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 2,145 $347K 0.14% +545 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 2,141 $346K 0.01% -135 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 2,137 $346K 0.05% +139 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 2,127 $344K 0.1% -5 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 2,126 $344K 0.17% +25 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 2,126 $344K 0.01% +525 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 1,458 $343K 0.03% new 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 2,119 $343K 0.14% +92 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 2,118 $343K 0.03% new 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 2,115 $342K 0.03% +90 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 2,119 $342K 0.09% -162 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 2,113 $342K 0.05% +166 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 2,108 $341K 0.04% new 13F-HR Timeline VELA Investment Management, LLC More: the full row for VELA Investment Management, LLC 2,099 $340K 0.1% +38 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 2,096 $339K 0.01% -255 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 1,321 $338K 0.16% new 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 2,091 $338K 0.13% -174 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 2,090 $338K 0.05% +6 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 2,084 $337K 0.02% -25 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 2,080 $336K 0.07% +92 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 2,071 $335K 0.03% +17 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 2,071 $335K 0.09% +21 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 24,322 $334K 0.03% +109 13F-HR Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 2,058 $333K 0.17% 0 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 2,054 $332K 0.28% -10 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 2,050 $332K 0.2% new 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 2,048 $331K 0.01% -19 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 2,046 $331K 0.14% +501 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 2,040 $331K 0.12% +386 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 2,045 $331K 0.05% -10 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 2,042 $330K 0.18% -155 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 2,040 $330K 0.15% 0 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 2,039 $330K 0.16% -30 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 2,039 $330K 0.02% new 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 2,035 $329K 0.14% -55 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 2,034 $329K 0.02% +20 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 2,028 $328K 0.02% -20 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 2,026 $328K 0.07% 0 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 2,026 $328K 0.17% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,994 $327K 0.06% 0 13F-HR Timeline