Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 3,372 $345K 0.05% +24 13F-HR/A Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 3,370 $345K 0.21% +36 13F-HR Timeline AVENIR CORP More: the full row for AVENIR CORP 3,370 $345K 0.04% 0 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 2,862 $344K 0.16% new 13F-HR Timeline RESTON WEALTH MANAGEMENT LLC More: the full row for RESTON WEALTH MANAGEMENT LLC 3,354 $343K 0.12% -327 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 3,354 $343K <0.01% 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 3,344 $342K 0.11% -5,890 13F-HR/A Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 3,336 $341K 0.18% -164 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 3,323 $340K 0.08% 0 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 3,311 $339K 0.03% new 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 1,449 $338K 0.04% new 13F-HR/A Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 3,305 $338K 0.01% new 13F-HR/A Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 3,270 $338K 0.19% 0 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 3,293 $337K 0.05% +455 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 3,290 $337K 0.03% +70 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 3,286 $336K 0.19% new 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 3,285 $336K 0.05% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 3,281 $336K 0.02% new 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 3,280 $336K 0.23% 0 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 3,280 $336K 0.02% 0 13F-HR Timeline AIFG Consultants Ltd. More: the full row for AIFG Consultants Ltd. 3,277 $335K 0.65% new 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 3,269 $334K 0.12% -16 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 3,265 $334K 0.08% 0 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 3,262 $334K 0.15% +50 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 3,252 $333K 0.04% new 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 3,237 $331K 0.03% new 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 3,221 $330K 0.15% +35 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 3,217 $329K 0.17% +6 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 3,216 $329K 0.01% +36 13F-HR Timeline ROSENBLUM SILVERMAN SUTTON S F INC /CA More: the full row for ROSENBLUM SILVERMAN SUTTON S F INC /CA 3,215 $329K 0.08% new 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 3,208 $328K 0.04% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 3,210 $328K 0.01% new 13F-HR Timeline Group Embree Financial Group More: the full row for Embree Financial Group 3,201 $327K 0.05% -492 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 3,200 $327K 0.04% 0 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 3,200 $327K 0.12% 0 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 3,200 $327K 0.14% 0 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 3,196 $327K 0.04% new 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 3,195 $327K 0.1% +15 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 3,164 $324K 0.01% 0 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 3,164 $324K 0.03% new 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 3,147 $322K 0.16% +117 13F-HR Timeline HMS Capital Management, LLC More: the full row for HMS Capital Management, LLC 3,143 $322K 0.14% -52 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 3,141 $321K 0.01% +236 13F-HR Timeline Counterpoint Mutual Funds LLC More: the full row for Counterpoint Mutual Funds LLC 3,135 $321K 0.03% new 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 3,131 $320K 0.09% -97 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 3,100 $317K 0.12% -11 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 2,821 $317K 0.07% -9,940 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 3,074 $315K 0.06% -2,704 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 3,073 $314K 0.11% -307 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 3,062 $313K 0.04% -720 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 3,052 $312K 0.09% +178 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 3,051 $312K 0.03% -1,392 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 3,045 $312K <0.01% -347 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 3,043 $311K 0.01% new 13F-HR/A Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 3,039 $311K 0.01% +306 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 3,034 $310K 0.02% new 13F-HR Timeline LETSON INVESTMENT MANAGEMENT, INC. More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 3,000 $307K 0.12% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 2,995 $306K <0.01% +1,016 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 2,990 $306K 0.17% +296 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 3,012 $306K 0.12% 0 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 2,986 $305K 0.01% new 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 2,968 $304K 0.05% 0 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 2,957 $302K 0.05% -6,148 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 2,954 $302K <0.01% +127 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,948 $302K 0.18% -320 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 2,948 $302K 0.11% -274 13F-HR/A Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 2,932 $300K 0.04% -851 13F-HR Timeline Moody Aldrich Partners LLC More: the full row for Moody Aldrich Partners LLC 2,920 $299K 0.06% 0 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 2,911 $298K 0.03% 0 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 2,911 $298K 0.02% -118 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 2,907 $297K 0.05% -6,739 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 2,894 $296K 0.1% -380 13F-HR Timeline COTTONWOOD CAPITAL ADVISORS, LLC More: the full row for COTTONWOOD CAPITAL ADVISORS, LLC 2,884 $295K 0.2% -35 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2,856 $292K 0.04% +310 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 2,848 $291K 0.04% 0 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 2,846 $291K 0.02% new 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 2,844 $291K 0.23% -859 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,840 $291K 0.01% -2,428 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 2,826 $289K 0.06% new 13F-HR Timeline Dorsey Wright & Associates More: the full row for Dorsey Wright & Associates 2,820 $289K 0.07% -28,160 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 2,798 $286K 0.19% -1,064 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 2,796 $286K 0.04% -293 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 2,785 $285K 0.19% new 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 2,776 $284K 0.05% -189 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 2,769 $283K 0.03% new 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 2,740 $280K 0.06% +45 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 2,720 $278K 0.03% 0 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 2,711 $277K 0.14% -22,858 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 2,706 $277K 0.2% -3 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 2,679 $274K 0.1% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 2,678 $274K 0.16% +1,490 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 2,675 $274K 0.06% new 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 2,668 $273K 0.15% new 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 2,661 $272K 0.05% -2,041 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,654 $272K 0.03% +184 13F-HR Timeline FORONJY FINANCIAL LLC More: the full row for FORONJY FINANCIAL LLC 2,639 $270K 0.13% 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 2,630 $269K 0.02% new 13F-HR Timeline Group EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 2,628 $269K <0.01% +1,480 13F-HR Timeline Group Owen LaRue, LLC More: the full row for Owen LaRue, LLC 2,628 $269K 0.11% new 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 2,624 $268K <0.01% -133 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 2,620 $268K 0.11% -93 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 2,594 $265K -267 Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 2,593 $265K 0.1% +214 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 2,588 $265K 0.04% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 2,585 $264K 0.09% new 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 2,585 $264K 0.03% -101 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,578 $264K 0.03% +341 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 2,574 $263K 0.07% new 13F-HR Timeline Group Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 2,572 $263K 0.01% new 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 2,566 $263K 0.02% -1,013 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 2,233 $262K 0.05% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 2,561 $262K 0.05% +106 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 2,537 $260K 0.02% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 2,536 $259K <0.01% 0 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 2,528 $259K 0.07% new 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 2,525 $258K 0.03% -700 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 2,517 $258K 0.08% new 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 2,477 $253K 0.11% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,457 $251K 0.02% +16 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 2,448 $250K 0.01% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 2,487 $250K 0.1% +406 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 2,432 $249K 0.02% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,430 $249K 0.02% -294 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 2,420 $248K 0.03% new 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 2,197 $246K 0.04% -244 13F-HR/A Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 2,400 $246K 0.15% new 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 2,398 $245K 0.01% new 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 2,396 $245K 0.08% new 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 2,390 $245K 0.05% new 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 2,375 $243K 0.03% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,365 $242K <0.01% -229 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 2,357 $241K 0.04% -1,889 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 2,356 $241K 0.11% new 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 2,351 $241K 0.03% +30 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 2,338 $239K 0.05% +1,493 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 2,340 $239K 0.03% new 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 2,311 $236K 0.04% -553 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 2,300 $235K 0.06% new 13F-HR Timeline Scott Marsh Financial, LLC More: the full row for Scott Marsh Financial, LLC 2,292 $234K 0.09% 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 2,289 $234K 0.08% new 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 2,288 $234K 0.01% 0 13F-HR Timeline Group COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 2,277 $233K 0.01% new 13F-HR Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 2,262 $231K 0.16% 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 2,255 $231K 0.14% new 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 2,226 $228K 0.01% -393 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 2,224 $228K 0.02% new 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 2,206 $226K 0.01% new 13F-HR Timeline McDonough Capital Management, Inc More: the full row for McDonough Capital Management, Inc 2,200 $225K 0.13% new 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 2,198 $225K 0.02% new 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 2,192 $224K 0.06% new 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 2,185 $224K 0.01% -397 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 2,175 $223K 0.36% new 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 2,172 $222K <0.01% new 13F-HR Timeline Massar Capital Management, LP More: the full row for Massar Capital Management, LP 2,170 $222K 0.17% new 13F-HR/A Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 2,166 $222K 0.05% new 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 2,162 $221K 0.05% new 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 2,157 $221K 0.02% new 13F-HR Timeline Group Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 2,152 $220K 0.07% new 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 2,150 $220K 0.06% +460 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 2,148 $220K 0.07% new 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 2,114 $216K 0.13% new 13F-HR Timeline ADAPT Investment Managers SA More: the full row for ADAPT Investment Managers SA 2,103 $215K 0.07% new 13F-HR Timeline WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 2,074 $212K <0.01% new 13F-HR Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 2,072 $212K 0.1% -267 13F-HR Timeline New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 2,064 $211K 0.25% new 13F-HR Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 2,059 $211K 0.17% new 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 2,052 $210K 0.02% new 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 2,052 $210K 0.04% new 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 2,052 $210K 0.1% new 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 2,050 $210K 0.02% new 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 2,048 $210K 0.03% new 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 2,046 $209K 0.01% new 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 2,036 $208K 0.02% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 2,028 $207K 0.02% 0 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 2,008 $205K 0.14% new 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 2,005 $205K 0.05% -888 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 2,000 $205K 0.06% 0 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 2,000 $205K 0.04% -2,000 13F-HR Timeline Group Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 2,000 $205K 0.15% 0 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 2,000 $205K 0.08% new 13F-HR Timeline KIECKHEFER GROUP LLC More: the full row for KIECKHEFER GROUP LLC 2,000 $205K 0.11% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,989 $204K 0.01% -175 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 1,987 $203K <0.01% new 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 1,987 $203K 0.03% new 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 2,051 $203K 0.01% new 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 1,964 $201K <0.01% new 13F-HR Timeline Group INCEPTIONR LLC More: the full row for INCEPTIONR LLC 1,957 $200K 0.05% -9,863 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,871 $191K 0.01% -29 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 1,834 $188K 0.01% new 13F-HR Timeline Group Coastline Trust Co More: the full row for Coastline Trust Co 1,814 $186K 0.02% +1,327 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,811 $185K <0.01% -988 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,804 $185K <0.01% +180 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,749 $179K 0.01% -287 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 1,692 $173K 0.12% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1,648 $169K 0.03% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 1,640 $168K 0.11% -154 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 1,601 $164K 0.02% +131 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1,579 $162K 0.02% -139 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,563 $160K 0.02% -4 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,432 $159K 0.13% +565 13F-HR Timeline