Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 5,480 $1.27M 0.77% -29 13F-HR Timeline Notis-McConarty Edward More: the full row for Notis-McConarty Edward 5,475 $1.27M 0.61% 0 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 5,453 $1.26M 0.41% -167 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 5,440 $1.26M 0.34% 0 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 5,430 $1.26M 0.94% -40 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 5,428 $1.26M 0.69% +171 13F-HR Timeline BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 5,428 $1.26M 0.99% +1,020 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 5,425 $1.26M 0.49% +210 13F-HR Timeline Group Guardian Partners Inc. More: the full row for Guardian Partners Inc. 5,475 $1.26M 0.13% 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 5,402 $1.25M 0.53% -508 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 5,397 $1.25M 0.11% +50 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 5,392 $1.25M 0.26% +47 13F-HR/A Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 5,390 $1.25M 0.31% new 13F-HR Timeline WINCAP FINANCIAL LLC More: the full row for WINCAP FINANCIAL LLC 5,387 $1.25M 1.27% 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 5,383 $1.25M 0.82% +308 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 5,379 $1.25M 0.25% +785 13F-HR Timeline DOHJ, LLC More: the full row for DOHJ, LLC 5,377 $1.25M 0.29% +111 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 5,367 $1.24M 1.04% -1,030 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 5,362 $1.24M 0.07% +137 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 5,361 $1.24M 0.91% -911 13F-HR Timeline Argyle Capital Management, LLC More: the full row for Argyle Capital Management, LLC 5,358 $1.24M 0.49% +190 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 5,357 $1.24M 0.89% +413 13F-HR Timeline Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 5,350 $1.24M 0.97% +7 13F-HR Timeline MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 5,341 $1.24M 0.97% 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 5,340 $1.24M 0.1% -505 13F-HR Timeline Rappaport Reiches Capital Management, L… More: the full row for Rappaport Reiches Capital Management, LLC 5,321 $1.23M 0.32% +322 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 5,320 $1.23M 0.24% +339 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 5,310 $1.23M 0.34% +23 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 5,310 $1.23M 0.31% +402 13F-HR Timeline K2 PRINCIPAL FUND, L.P. More: the full row for K2 PRINCIPAL FUND, L.P. 5,300 $1.23M 0.18% -2,831 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 5,293 $1.23M 0.3% +379 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 5,290 $1.23M 0.6% 0 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 5,289 $1.23M 0.38% 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 5,288 $1.23M 0.71% +62 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 5,279 $1.22M 0.71% -235 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 5,238 $1.22M 0.14% +785 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 5,265 $1.22M 0.2% -2,270 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 5,263 $1.22M 0.61% +917 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 5,258 $1.22M 0.15% -2,053 13F-HR Timeline Panoramic Capital Partners, LLC More: the full row for Panoramic Capital Partners, LLC 5,238 $1.21M 1.07% 13F-HR Timeline Kensington Investment Counsel, LLC More: the full row for Kensington Investment Counsel, LLC 5,230 $1.21M 0.51% -356 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 5,220 $1.21M 0.04% -4,215 13F-HR Timeline Group RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 5,214 $1.21M 0.03% +1,877 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 5,206 $1.2M 0.41% 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 5,191 $1.2M 0.66% +42 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 5,190 $1.2M 0.92% 0 13F-HR Timeline Silphium Asset Management Ltd in group Silphium Asset Management Ltd More: the full row for Silphium Asset Management Ltd 5,180 $1.2M 0.44% new 13F-HR Timeline Group ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 4,896 $1.2M 0.35% 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 5,164 $1.2M 0.43% +335 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 5,159 $1.2M 1.04% -295 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 5,158 $1.2M 0.19% +378 13F-HR Timeline Kolinsky Wealth Management, LLC More: the full row for Kolinsky Wealth Management, LLC 5,153 $1.19M 0.73% -3 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 5,137 $1.19M 0.28% -69 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 5,120 $1.19M 0.11% +369 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 5,110 $1.18M 0.33% +80 13F-HR Timeline DSM CAPITAL PARTNERS LLC More: the full row for DSM CAPITAL PARTNERS LLC 5,108 $1.18M 0.02% +1,066 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 5,074 $1.18M 0.57% -282 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 4,959 $1.17M 0.33% -145 13F-HR Timeline FOCUS Wealth Advisors, LLC More: the full row for FOCUS Wealth Advisors, LLC 5,060 $1.17M 0.62% 0 13F-HR Timeline FPC INVESTMENT ADVISORY, INC. More: the full row for FPC INVESTMENT ADVISORY, INC. 5,263 $1.16M 0.85% +323 13F-HR Timeline MONETTA FINANCIAL SERVICES INC More: the full row for MONETTA FINANCIAL SERVICES INC 5,000 $1.16M 0.93% -2,000 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 4,996 $1.16M <0.01% -307 13F-HR Timeline Group Ascent Capital Management, LLC More: the full row for Ascent Capital Management, LLC 4,994 $1.16M 1.18% 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 4,985 $1.16M 0.68% -106 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 4,983 $1.16M 0.5% +50 13F-HR Timeline Horan Securities, Inc. More: the full row for Horan Securities, Inc. 4,978 $1.15M 0.44% -610 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 4,977 $1.15M 0.81% 13F-HR Timeline Madison Asset Management, LLC group of 2 filers holding More: the full row for Madison Asset Management, LLC 4,970 $1.15M +2,485 Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 4,968 $1.15M 0.04% +520 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 4,962 $1.15M 0.99% 0 13F-HR Timeline Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 4,924 $1.14M 0.18% +647 13F-HR/A Timeline WIN ADVISORS, INC More: the full row for WIN ADVISORS, INC 4,905 $1.14M 0.55% new 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 4,895 $1.13M 0.56% -2,647 13F-HR Timeline Aveo Capital Partners, LLC More: the full row for Aveo Capital Partners, LLC 4,880 $1.13M 0.12% -76 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 4,870 $1.13M 0.09% +4,343 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 4,868 $1.13M 0.57% new 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 4,867 $1.13M 1.2% -220 13F-HR Timeline 1858 WEALTH MANAGEMENT, LLC More: the full row for 1858 WEALTH MANAGEMENT, LLC 4,863 $1.13M 0.89% +2 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 4,847 $1.12M 0.46% +152 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 4,829 $1.12M 0.12% +169 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 4,818 $1.12M 0.9% 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 4,817 $1.12M 0.3% -65 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 4,798 $1.11M 0.51% -17,710 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 4,780 $1.11M 0.14% -470 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 4,770 $1.11M 0.16% +11 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 4,765 $1.1M 0.89% 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 4,749 $1.1M 0.31% -201 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 4,743 $1.1M 0.65% +369 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA group of 2 filers holding More: the full row for FIRST NATIONAL BANK OF OMAHA 4,730 $1.1M 0 Timeline Advisory Resource Group More: the full row for Advisory Resource Group 4,717 $1.09M 0.23% -1,910 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 4,716 $1.09M 0.15% -862 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 4,712 $1.09M 0.31% -2,085 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 4,700 $1.09M 0.13% -4,040 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 4,694 $1.09M 0.06% -220 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 4,673 $1.08M 0.27% 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 4,669 $1.08M 0.28% -242 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 4,661 $1.08M 0.2% +70 13F-HR Timeline Merriman Wealth Management, LLC More: the full row for Merriman Wealth Management, LLC 4,648 $1.08M 0.04% +161 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 4,646 $1.08M 0.24% +91 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 4,627 $1.07M 0.23% 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 4,621 $1.07M 0.71% -670 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 4,600 $1.07M 0.57% +4,209 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 4,594 $1.07M 0.8% -5 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 4,593 $1.06M 0.42% +1,551 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 4,590 $1.06M 0.45% -375 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 4,589 $1.06M 0.1% +140 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 4,585 $1.06M 0.47% +183 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 4,581 $1.06M 0.32% -2,188 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 4,572 $1.06M 0.22% +167 13F-HR Timeline LRT Capital Management, LLC More: the full row for LRT Capital Management, LLC 4,568 $1.06M 0.83% new 13F-HR Timeline Selway Asset Management More: the full row for Selway Asset Management 4,550 $1.05M 0.41% 0 13F-HR/A Timeline Marest Capital, LLC More: the full row for Marest Capital, LLC 4,539 $1.05M 0.85% +46 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 4,523 $1.05M 0.11% +384 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 4,516 $1.05M 0.09% +13 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 4,509 $1.05M 0.69% +32 13F-HR Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 4,504 $1.04M 0.87% 0 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 4,500 $1.04M 0.29% 0 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 4,761 $1.04M 0.5% +40 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 4,469 $1.04M 0.53% -579 13F-HR Timeline Kellett Wealth Advisors, LLC More: the full row for Kellett Wealth Advisors, LLC 4,461 $1.03M 0.71% +233 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 4,450 $1.03M 0.17% +827 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 4,457 $1.03M 0.56% 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 4,645 $1.03M 0.63% 13F-HR Timeline OneAscent Financial Services LLC group of 3 filers holding More: the full row for OneAscent Financial Services LLC 4,456 $1.03M -2,233 Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 4,443 $1.03M 0.36% -258 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 4,427 $1.03M 0.1% -245 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 4,420 $1.02M 0.66% +1,037 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 4,401 $1.02M 0.43% +585 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 4,381 $1.02M 0.34% +1,179 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 4,371 $1.01M 0.09% +392 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 4,501 $1.01M 0.57% +556 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 4,361 $1.01M 0.49% 0 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 4,356 $1.01M 0.1% +36 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 4,348 $1.01M 0.02% +570 13F-HR Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 4,326 $1M 0.35% +21 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 4,324 $1M 0.28% +523 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 4,320 $1M 0.36% 0 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 4,314 $1M 0.14% -4,370 13F-HR Timeline Ninepoint Partners LP More: the full row for Ninepoint Partners LP 4,312 $1000K 0.16% -946 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 4,304 $998K 0.2% +2,150 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 4,270 $990K 0.01% +19 13F-HR Timeline My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 4,336 $989K 0.38% +786 13F-HR Timeline Hofer & Associates. Inc More: the full row for Hofer & Associates. Inc 4,261 $988K 0.66% +1 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 4,257 $987K 0.13% +11 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 4,254 $986K 0.32% -100 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 4,238 $983K 0.03% +456 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 4,234 $982K 0.09% -783 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 4,234 $982K 0.77% 13F-HR Timeline ONE PLUS ONE WEALTH MANAGEMENT, LLC More: the full row for ONE PLUS ONE WEALTH MANAGEMENT, LLC 4,222 $979K 0.57% +85 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 4,215 $977K 0.72% -6,015 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 4,215 $977K 0.23% +292 13F-HR Timeline Rockport Wealth LLC More: the full row for Rockport Wealth LLC 4,212 $977K 0.43% +42 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 4,206 $975K 0.1% -5,693 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 4,205 $975K 0.51% -421 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 4,204 $975K 0.74% +299 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 4,200 $974K 0.22% 0 13F-HR Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 4,195 $973K 0.47% +215 13F-HR Timeline SANDLER CAPITAL MANAGEMENT More: the full row for SANDLER CAPITAL MANAGEMENT 4,190 $971K 0.16% 0 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 4,180 $969K 0.21% 0 13F-HR Timeline American Trust More: the full row for American Trust 4,180 $969K 0.07% -60 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 4,179 $969K 0.18% +71 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 4,178 $969K 0.25% +554 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 4,171 $967K 0.12% 0 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 4,168 $966K 0.35% +13 13F-HR Timeline KilterHowling LLC More: the full row for KilterHowling LLC 4,087 $966K 0.55% -1,031 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 4,164 $965K 0.37% +564 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 4,155 $963K 0.47% +150 13F-HR Timeline Central Asset Investments & Management … More: the full row for Central Asset Investments & Management Holdings (HK) Ltd 4,150 $962K 0.59% +2,950 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 4,150 $962K 0.34% +370 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 4,141 $960K 0.12% +797 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 4,135 $959K 0.38% +644 13F-HR Timeline SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L… More: the full row for SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC 4,126 $957K 0.19% +49 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 4,301 $956K 0.95% 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 4,120 $955K 0.17% 0 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 4,110 $953K 0.05% -350 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 4,108 $952K 0.3% +21 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 4,067 $943K 0.08% -14 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 4,061 $941K 0.05% -150 13F-HR Timeline Group AFFINITY WEALTH MANAGEMENT LLC More: the full row for AFFINITY WEALTH MANAGEMENT LLC 4,057 $941K 0.17% -115 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 4,053 $940K 0.3% +117 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 4,048 $938K 0.11% +191 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WMS Partners, LLC More: the full row for WMS Partners, LLC 4,044 $938K 0.05% +1,731 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 4,041 $937K 0.1% -69 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 4,037 $936K 0.26% -47 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 4,036 $936K 0.83% 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 4,020 $932K 0.52% +760 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 4,012 $930K 0.41% +2 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 4,007 $929K 0.22% -953 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 4,592 $928K 0.14% +939 13F-HR Timeline DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. in group DYMON ASIA CAPITAL (SINGAPORE… More: the full row for DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. 4,000 $927K 0.65% new 13F-HR Timeline Group Lattice Capital Management, LLC More: the full row for Lattice Capital Management, LLC 4,000 $927K 0.78% 0 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 3,976 $924K 0.28% +348 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 3,985 $924K 0.16% -575 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 3,984 $924K 0.07% +1,294 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 3,980 $923K 0.22% +230 13F-HR Timeline Legacy Capital Group California, Inc. 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