Montecito Bank & Trust More: the full row for Montecito Bank & Trust 6,170 $478K 0.08% -1,161 13F-HR Timeline BlueSpruce Investments, LP More: the full row for BlueSpruce Investments, LP 6,147 $476K 0.01% new 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 6,147 $476K 0.09% new 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 6,142 $476K 0.2% +3,006 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 6,127 $475K 0.11% -101 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 6,108 $473K 0.2% -410 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 6,100 $473K 0.17% +900 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 6,062 $470K 0.04% -2,714 13F-HR Timeline True Vision MN LLC More: the full row for True Vision MN LLC 5,999 $465K 0.28% new 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 5,990 $464K 0.23% +950 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 5,963 $462K 0.01% +3 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 5,951 $461K 0.1% new 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 5,950 $461K 0.06% +3,023 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 5,943 $460K 0.01% new 13F-HR Timeline Group Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 5,940 $460K 0.03% 0 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 5,932 $460K 0.05% +177 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 5,905 $458K 0.02% +133 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 5,882 $456K 0.22% +671 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 5,792 $455K 0.25% +3,260 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 5,847 $453K 0.01% +647 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 5,778 $448K 0.09% +1,272 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 5,764 $447K 0.01% new 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 5,660 $439K 0.17% +674 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 5,638 $437K 0.14% +336 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 5,611 $435K 0.22% +59 13F-HR Timeline MONTGOMERY INVESTMENT MANAGEMENT INC More: the full row for MONTGOMERY INVESTMENT MANAGEMENT INC 5,600 $434K 0.17% 0 13F-HR Timeline LATHROP INVESTMENT MANAGEMENT CO More: the full row for LATHROP INVESTMENT MANAGEMENT CO 5,589 $433K 0.09% -3,571 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 5,569 $431K 0.13% new 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 5,537 $429K 0.13% new 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 5,506 $427K 0.04% +1,154 13F-HR Timeline Essex Bank in group Essex Financial Services, Inc. More: the full row for Essex Bank 5,501 $426K 0.1% +65 13F-HR Timeline Group Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 5,500 $426K 0.49% -900 13F-HR Timeline Jackson Wealth Management, LLC More: the full row for Jackson Wealth Management, LLC 5,485 $425K 0.05% +1,035 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 5,455 $423K 0.03% -823 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 5,439 $421K 0.18% +2,000 13F-HR Timeline Group Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 5,408 $419K 0.12% +200 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 5,400 $418K 0.06% 0 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 5,381 $417K 0.01% -723 13F-HR Timeline TKG Advisors, LLC More: the full row for TKG Advisors, LLC 5,348 $414K 0.2% +2,815 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 5,324 $413K 0.17% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 5,311 $411K 0.05% new 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 5,278 $409K 0.01% -75 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 5,268 $408K 0.02% -13,347 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 5,267 $408K 0.1% new 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 5,261 $408K 0.01% +1,296 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 5,242 $406K 0.03% +238 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 5,233 $405K 0.19% -411 13F-HR Timeline Olympiad Research LP More: the full row for Olympiad Research LP 5,215 $404K 0.47% new 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 5,182 $402K 0.03% +1,126 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 5,180 $401K 0.03% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,799 $401K 0.01% +1,000 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 5,169 $400K 0.03% +121 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 5,164 $400K 0.02% new 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 5,127 $397K 0.02% +545 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 5,127 $397K 0.2% new 13F-HR Timeline Group OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 5,100 $395K 0.01% -1 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 5,061 $392K 0.02% +131 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 5,038 $390K 0.08% new 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 5,016 $389K 0.01% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 5,013 $388K 0.03% +396 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 4,977 $386K 0.24% +316 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 4,953 $384K 0.01% +79 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,951 $384K 0.01% +136 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 4,938 $383K 0.02% +1,743 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 4,935 $382K 0.06% -152 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 4,897 $379K 0.29% +1,472 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 4,845 $375K 0.01% +1,095 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 4,844 $375K 0.02% -523 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 4,843 $375K 0.1% +26 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 4,840 $375K 0.07% -680 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 4,823 $374K 0.38% +192 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 4,796 $372K 0.02% -16 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 4,801 $371K 0.17% +1,433 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 4,781 $370K 0.07% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 4,776 $370K 0.02% +1,172 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 4,732 $367K 0.05% +4,020 13F-HR/A Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 4,708 $365K 0.18% 0 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 4,704 $364K 0.03% +318 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 4,702 $364K 0.08% +2,612 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 4,694 $364K 0.04% +267 13F-HR Timeline Group Unified Investment Management More: the full row for Unified Investment Management 4,682 $363K 0.43% -1,022 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 3,279 $362K 0.12% new 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 4,674 $362K 0.03% +813 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 4,645 $360K 0.03% +196 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 4,616 $358K 0.01% -712 13F-HR Timeline Group Choate Investment Advisors More: the full row for Choate Investment Advisors 4,613 $357K 0.01% -220 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 4,612 $357K 0.05% -236 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 4,610 $357K 0.02% new 13F-HR Timeline SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT… More: the full row for SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 4,606 $357K 0.37% -1,878 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 4,588 $355K 0.03% -75 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 4,588 $355K 0.19% +1,340 13F-HR Timeline Cutter & CO Brokerage, Inc. More: the full row for Cutter & CO Brokerage, Inc. 4,579 $355K 0.08% +263 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 4,578 $355K 0.07% +1,402 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 4,565 $354K 0.03% +372 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 4,530 $351K 0.06% +130 13F-HR Timeline Capital Market Strategies LLC More: the full row for Capital Market Strategies LLC 4,528 $351K 0.23% new 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 4,528 $351K 0.07% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 4,527 $351K <0.01% +1,335 13F-HR Timeline Group Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 4,521 $350K 0.04% -129 13F-HR Timeline Guinness Asset Management LTD More: the full row for Guinness Asset Management LTD 4,491 $348K 0.01% -615 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 4,478 $347K 0.02% +1,230 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 4,472 $346K 0.09% +460 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 4,460 $346K 0.38% +140 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 4,443 $344K 0.04% +590 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 4,421 $343K 0.26% -1,243 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,409 $342K 0.02% -2,559 13F-HR Timeline Group WESBANCO BANK INC More: the full row for WESBANCO BANK INC 4,408 $342K 0.01% -3,000 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 4,350 $337K 0.07% new 13F-HR Timeline Lighthouse Financial LLC More: the full row for Lighthouse Financial LLC 4,350 $337K 0.29% +6 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 4,348 $337K 0.02% +883 13F-HR Timeline Group Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 4,325 $335K 0.01% +421 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 4,289 $332K 0.01% +300 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 4,274 $331K 0.01% -47 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 4,246 $329K 0.05% +1,164 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 4,240 $329K 0.03% -1,436 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 4,225 $327K <0.01% +289 13F-HR Timeline Group Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 4,212 $326K 0.25% 0 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 4,212 $326K 0.1% new 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 4,205 $326K 0.18% -10 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 3,589 $326K 0.21% +3,437 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 4,200 $325K 0.04% -16 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 4,200 $325K 0.14% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 4,186 $324K 0.22% +4,014 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 4,178 $324K 0.02% new 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 4,168 $323K 0.02% -62 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 4,164 $323K 0.07% +164 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 4,143 $321K 0.04% new 13F-HR Timeline Group EWA, LLC More: the full row for EWA, LLC 4,139 $321K 0.12% +1,123 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 4,108 $318K 0.19% +450 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 4,107 $318K 0.15% +1,470 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 2,874 $318K 0.1% 0 13F-HR Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 4,052 $314K 0.13% +4 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 4,049 $314K 0.09% new 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 4,042 $313K 0.02% new 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 4,035 $313K 0.09% new 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 4,387 $312K 0.02% -248 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 4,024 $312K 0.04% +1,765 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 4,004 $310K 0.04% +980 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 4,002 $310K 0.02% -3,801 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 4,000 $310K 0.07% -7,728 13F-HR Timeline Group Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 3,984 $309K 0.33% +1,000 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 3,974 $308K 0.18% -273 13F-HR Timeline Group Balboa Wealth Partners More: the full row for Balboa Wealth Partners 3,957 $307K 0.07% +807 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 3,947 $306K 0.09% new 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 3,938 $305K 0.01% +84 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 3,897 $302K 0.01% -3 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 3,884 $301K 0.07% 0 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 3,862 $299K 0.23% -365 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 3,848 $298K 0.01% 0 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 3,835 $297K 0.18% +531 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 3,820 $296K 0.17% 0 13F-HR Timeline Group Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 3,815 $296K 0.1% +484 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 3,783 $293K 0.04% -301 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 3,782 $293K 0.03% new 13F-HR/A Timeline HWG Holdings LP More: the full row for HWG Holdings LP 3,779 $293K 0.13% -80,065 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 3,736 $289K 0.23% -281 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 3,710 $287K 0.02% +1,426 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 3,706 $287K 0.16% new 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 3,703 $287K 0.26% +279 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 3,695 $286K 0.04% +1,819 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 3,695 $286K 0.26% +65 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 3,693 $286K 0.05% new 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 3,684 $285K 0.02% +200 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 3,683 $285K 0.08% -166 13F-HR Timeline RESTON WEALTH MANAGEMENT LLC More: the full row for RESTON WEALTH MANAGEMENT LLC 3,681 $285K 0.12% +481 13F-HR Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 3,677 $285K 0.06% new 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 3,657 $283K 0.14% -955 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 3,634 $282K 0.05% +55 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 3,629 $281K 0.3% +1,725 13F-HR Timeline Stephenson & Company, Inc. More: the full row for Stephenson & Company, Inc. 3,600 $279K 0.18% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 3,579 $277K 0.02% -1,158 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 4,303 $277K 0.12% new 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 3,564 $276K 0.1% 0 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 3,558 $276K 0.05% -2,781 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 3,554 $275K 0.02% -1,195 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 3,534 $274K 0.13% -2 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 3,529 $273K 0.02% +62 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 3,507 $272K 0.03% +1,544 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 3,500 $271K 0.16% -2,419 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 3,494 $271K 0.03% -4,884 13F-HR Timeline Sustainable Insight Capital Management,… More: the full row for Sustainable Insight Capital Management, LLC 3,488 $270K 0.13% -400 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 3,441 $267K 0.06% new 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 3,418 $265K 0.01% new 13F-HR/A Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 3,414 $265K 0.01% -144 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 3,407 $264K 0.17% new 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 3,392 $263K <0.01% +809 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 3,380 $262K 0.11% new 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 3,376 $262K <0.01% -9,234 13F-HR Timeline AVENIR CORP More: the full row for AVENIR CORP 3,370 $261K 0.03% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 3,357 $260K 0.01% +241 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 3,352 $260K 0.27% -5 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 3,350 $260K 0.04% new 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 3,348 $259K 0.04% -20 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 3,340 $259K 0.02% -68 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 3,340 $259K <0.01% +1,364 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 3,334 $258K 0.18% +678 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 3,333 $258K 0.05% new 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 3,323 $257K 0.07% +35 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 3,285 $255K 0.1% 0 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 3,280 $254K 0.2% -3,200 13F-HR Timeline