FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 1,230 $406K 0.13% +80 13F-HR Timeline WPWealth LLP More: the full row for WPWealth LLP 1,230 $406K 0.07% +35 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 1,228 $405K 0.12% +78 13F-HR Timeline BancFirst Trust & Investment Management More: the full row for BancFirst Trust & Investment Management 1,235 $405K 0.15% +35 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 1,224 $404K 0.09% +219 13F-HR Timeline Trajan Wealth LLC More: the full row for Trajan Wealth LLC 1,223 $404K 0.02% new 13F-HR Timeline Davidson Kahn Capital Management, LLC More: the full row for Davidson Kahn Capital Management, LLC 1,217 $401K 0.22% +113 13F-HR Timeline Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 1,215 $401K 0.11% new 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 1,212 $400K 0.12% +22 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 1,210 $399K 0.09% +1 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 1,207 $398K <0.01% -241 13F-HR Timeline Dupree Financial Group, LLC More: the full row for Dupree Financial Group, LLC 1,205 $398K 0.15% +26 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 1,205 $398K 0.22% -59 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 1,205 $398K 0.06% -14 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 1,205 $397K 0.05% +91 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 1,204 $397K 0.07% +4 13F-HR Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 1,203 $397K 0.34% -997 13F-HR Timeline Momentous Wealth Management, Inc. More: the full row for Momentous Wealth Management, Inc. 1,202 $397K 0.25% -31 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 1,202 $396K 0.16% +279 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 1,200 $396K 0.17% -367 13F-HR Timeline MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 1,200 $396K 0.08% +200 13F-HR Timeline Cove Street Capital, LLC More: the full row for Cove Street Capital, LLC 1,200 $396K 0.52% 0 13F-HR Timeline JAT Capital Mgmt LP More: the full row for JAT Capital Mgmt LP 1,200 $396K 0.86% new 13F-HR Timeline EHP Funds Inc. More: the full row for EHP Funds Inc. 1,200 $396K 0.52% new 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 1,198 $395K 0.12% +22 13F-HR Timeline PMG Family Office LLC More: the full row for PMG Family Office LLC 1,198 $395K 0.44% 13F-HR Timeline Momentum Wealth Planning, LLC More: the full row for Momentum Wealth Planning, LLC 1,197 $395K 0.31% -16,291 13F-HR Timeline 21 West Wealth Management LLC More: the full row for 21 West Wealth Management LLC 1,192 $393K 0.37% -56 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 1,155 $393K 0.04% +51 13F-HR Timeline Innovator Capital Management, LLC More: the full row for Innovator Capital Management, LLC 1,191 $393K 9.7% -918 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 1,191 $393K 0.08% new 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 1,190 $393K 0.07% +92 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 1,189 $392K 0.03% -17 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 1,186 $391K 0.18% -56 13F-HR Timeline AIFG Consultants Ltd. More: the full row for AIFG Consultants Ltd. 1,183 $390K 0.69% +24 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 1,415 $390K 0.12% 0 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 1,182 $390K 0.09% 0 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 1,177 $388K 0.25% -278 13F-HR Timeline FWG Investments, LLC. More: the full row for FWG Investments, LLC. 1,177 $388K 0.27% +31 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 1,176 $388K 0.09% +12 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,174 $387K 0.05% +110 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 1,170 $386K 0.22% -63 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 1,170 $386K 0.19% +135 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 1,087 $385K 0.1% -1 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 1,165 $384K 0.17% -46 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 1,165 $384K 0.28% -137 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 1,163 $384K 0.03% -76 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 1,163 $384K 0.13% +11 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 1,163 $384K 0.08% +72 13F-HR Timeline Waycross Investment Management Co More: the full row for Waycross Investment Management Co 1,160 $383K 0.39% 0 13F-HR Timeline WEALTHCARE CAPITAL MANAGEMENT LLC More: the full row for WEALTHCARE CAPITAL MANAGEMENT LLC 1,159 $382K 0.04% -106 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 1,157 $382K 0.04% +73 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 1,156 $381K 0.12% +48 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 1,152 $380K 0.22% -194 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 1,148 $379K 0.14% -651 13F-HR Timeline Seneca House Advisors More: the full row for Seneca House Advisors 1,147 $378K 0.15% +223 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 1,146 $378K 0.29% +289 13F-HR Timeline Great Point Wealth Advisors, LLC More: the full row for Great Point Wealth Advisors, LLC 1,145 $378K 0.07% 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 1,140 $376K 0.12% +10 13F-HR Timeline DIXON FNANCIAL SERVICES, INC. More: the full row for DIXON FNANCIAL SERVICES, INC. 1,140 $376K 0.17% new 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 1,139 $376K 0.13% +125 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 1,139 $376K 0.18% -58 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 1,137 $375K 0.04% 0 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 1,136 $375K 0.1% +140 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 1,135 $374K 0.04% +5 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 1,134 $374K 0.15% -4 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 1,132 $373K 0.2% 0 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 1,130 $373K 0.02% 0 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 1,127 $372K 0.04% -133 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 1,125 $371K 0.31% -12 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 1,125 $371K 0.05% +215 13F-HR Timeline G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 1,122 $370K 0.09% new 13F-HR Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 1,119 $369K 0.03% +27 13F-HR Timeline Cooksen Wealth, LLC More: the full row for Cooksen Wealth, LLC 1,119 $369K 0.28% +562 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 1,117 $369K 0.1% +1,092 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 1,114 $368K 0.21% +259 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 1,113 $367K 0.13% +48 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 1,112 $367K 0.05% +160 13F-HR Timeline Group CAPSTONE CAPITAL LLC More: the full row for CAPSTONE CAPITAL LLC 1,111 $367K 0.24% +4 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 1,111 $367K 0.06% -346 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 1,109 $366K 0.08% -315 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 2,120 $366K 0.2% +1,908 13F-HR Timeline Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 1,104 $364K 0.08% 0 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 1,104 $364K 0.15% -110 13F-HR Timeline Halter Ferguson Financial Inc. More: the full row for Halter Ferguson Financial Inc. 1,101 $363K 0.09% 0 13F-HR Timeline Gray Private Wealth, LLC More: the full row for Gray Private Wealth, LLC 1,101 $363K 0.18% 0 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 1,100 $363K 0.16% +76 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 1,100 $363K 0.17% +131 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 1,100 $363K 0.04% new 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 1,100 $363K 0.07% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 1,097 $362K 0.11% +241 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 1,093 $361K 0.19% +52 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 1,092 $360K 0.19% +882 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 1,092 $360K 0.1% 0 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 1,091 $360K 0.08% 0 13F-HR Timeline Paragon Capital Management LLC More: the full row for Paragon Capital Management LLC 1,091 $360K 0.17% -50 13F-HR Timeline Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 1,090 $360K 0.18% 0 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 1,086 $358K 0.17% -6,588 13F-HR Timeline Trust Co of Kansas More: the full row for Trust Co of Kansas 1,085 $358K 0.17% 0 13F-HR Timeline Capstone Wealth Management, LLC More: the full row for Capstone Wealth Management, LLC 1,084 $358K 0.28% 0 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 1,060 $357K 0.05% -33 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 1,081 $357K 0.21% -133 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 1,075 $355K 0.17% +106 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,073 $354K 0.03% 0 13F-HR Timeline Group Henry James International Management In… More: the full row for Henry James International Management Inc. 1,071 $353K 0.11% new 13F-HR Timeline HENDLEY & CO INC More: the full row for HENDLEY & CO INC 1,070 $353K 0.12% 0 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 1,068 $352K 0.04% -53 13F-HR Timeline Foundry Financial Group, Inc. More: the full row for Foundry Financial Group, Inc. 1,067 $352K 0.18% -24 13F-HR Timeline Warburton Capital Management, LLC More: the full row for Warburton Capital Management, LLC 1,057 $352K 0.21% +50 13F-HR Timeline Sanchez Wealth Management Group More: the full row for Sanchez Wealth Management Group 1,066 $352K 0.08% -2 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 1,066 $352K 0.12% new 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 1,065 $351K 0.6% -105 13F-HR Timeline Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 1,026 $351K 0.23% -2,779 13F-HR Timeline Kure Advisory, LLC More: the full row for Kure Advisory, LLC 1,063 $351K 0.22% -8 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 1,062 $350K 0.08% +2 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 1,062 $350K 0.09% +57 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 1,057 $349K 0.02% +221 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 1,056 $348K 0.16% -600 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 1,050 $346K 0.24% +175 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,048 $346K 0.11% +290 13F-HR Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 1,047 $345K 0.16% -80 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 1,047 $345K 0.11% -4,443 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 1,047 $345K 0.08% +68 13F-HR Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 1,044 $344K 0.21% +226 13F-HR Timeline Copperleaf Capital, LLC More: the full row for Copperleaf Capital, LLC 1,042 $344K 0.16% -2 13F-HR Timeline Greenland Capital Management LP More: the full row for Greenland Capital Management LP 1,042 $344K 0.05% -7,441 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 1,041 $343K 0.08% -2 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 1,037 $342K 0.21% -3,508 13F-HR Timeline DISCIPLINED GROWTH INVESTORS INC /MN More: the full row for DISCIPLINED GROWTH INVESTORS INC /MN 1,037 $342K 0.01% -43 13F-HR Timeline Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 1,035 $342K 0.12% new 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 1,052 $341K 0.11% -55 13F-HR Timeline D. SCOTT NEAL, INC. More: the full row for D. SCOTT NEAL, INC. 1,034 $341K 0.16% +12 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 1,034 $341K 0.12% new 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 973 $340K 0.22% +167 13F-HR Timeline Barton Investment Management More: the full row for Barton Investment Management 1,027 $339K 0.03% -13 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 945 $339K 0.05% +4 13F-HR Timeline ARRIEN INVESTMENTS, INC. More: the full row for ARRIEN INVESTMENTS, INC. 1,017 $336K 0.2% -55 13F-HR Timeline Vancity Investment Management Ltd More: the full row for Vancity Investment Management Ltd 1,016 $335K 0.04% +68 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 1,015 $335K 0.25% +93 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 1,015 $335K 0.14% +135 13F-HR Timeline SPRING CAPITAL MANAGEMENT, LLC More: the full row for SPRING CAPITAL MANAGEMENT, LLC 1,015 $335K 0.16% 0 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 1,011 $334K 0.2% 0 13F-HR Timeline Seneca Financial Advisors LLC More: the full row for Seneca Financial Advisors LLC 1,010 $333K 0.11% 0 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 1,008 $333K 0.04% +31 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 1,004 $331K 0.19% -20 13F-HR Timeline CONSOLIDATED CAPITAL MANAGEMENT, LLC More: the full row for CONSOLIDATED CAPITAL MANAGEMENT, LLC 1,004 $331K 0.12% -210 13F-HR Timeline Dodds Wealth, LLC More: the full row for Dodds Wealth, LLC 1,004 $331K 0.08% 0 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 1,003 $331K 0.23% +293 13F-HR Timeline Hardman Johnston Global Advisors LLC More: the full row for Hardman Johnston Global Advisors LLC 1,000 $330K 0.02% -200 13F-HR Timeline PARK CIRCLE Co More: the full row for PARK CIRCLE Co 1,000 $330K 0.29% 0 13F-HR Timeline Phraction Management LLC More: the full row for Phraction Management LLC 1,000 $330K 0.1% 0 13F-HR Timeline Penney Financial, LLC More: the full row for Penney Financial, LLC 1,000 $330K 0.15% 0 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 927 $330K 0.49% +78 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 990 $327K 0.36% 0 13F-HR Timeline KMT WEALTH MANAGEMENT, LLC More: the full row for KMT WEALTH MANAGEMENT, LLC 990 $327K 0.18% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 989 $326K 0.03% +2 13F-HR Timeline Ridgeline Wealth Planning, LLC More: the full row for Ridgeline Wealth Planning, LLC 987 $326K 0.24% +83 13F-HR Timeline Eaton-Cambridge Inc. More: the full row for Eaton-Cambridge Inc. 985 $325K 0.11% +11 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 983 $324K 0.24% +127 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 980 $323K 0.05% -6 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 979 $323K 0.11% -42 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 978 $323K 0.09% new 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 977 $322K 0.17% +89 13F-HR Timeline Portfolio Strategies, Inc. More: the full row for Portfolio Strategies, Inc. 979 $322K 0.04% 0 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 972 $321K 0.07% -31 13F-HR Timeline Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 971 $320K 0.11% new 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 970 $320K 0.08% 0 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 970 $320K 0.04% 0 13F-HR Timeline Murphy Pohlad Asset Management LLC More: the full row for Murphy Pohlad Asset Management LLC 970 $320K 0.13% 0 13F-HR Timeline CenterStar Asset Management, LLC More: the full row for CenterStar Asset Management, LLC 969 $320K 0.61% new 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 967 $319K 0.14% +15 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 966 $319K 0.24% +26 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 965 $319K 0.14% new 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 963 $318K 0.1% +50 13F-HR Timeline NerdWallet Wealth Partners, LLC More: the full row for NerdWallet Wealth Partners, LLC 963 $318K 0.16% 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 962 $317K 0.04% +147 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 962 $317K 0.2% +161 13F-HR Timeline Capital Investment Services of America,… More: the full row for Capital Investment Services of America, Inc. 960 $317K 0.03% 0 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 960 $317K 0.04% 0 13F-HR Timeline ABSHER WEALTH MANAGEMENT, LLC More: the full row for ABSHER WEALTH MANAGEMENT, LLC 960 $317K 0.04% 0 13F-HR Timeline Flavin Financial Services, Inc. More: the full row for Flavin Financial Services, Inc. 960 $317K 0.22% +85 13F-HR/A Timeline SHIKIAR ASSET MANAGEMENT INC More: the full row for SHIKIAR ASSET MANAGEMENT INC 957 $316K 0.08% new 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 955 $315K 0.03% new 13F-HR Timeline AMARILLO NATIONAL BANK More: the full row for AMARILLO NATIONAL BANK 950 $313K 0.06% +90 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 950 $313K 0.25% 0 13F-HR Timeline GQG Partners LLC More: the full row for GQG Partners LLC 940 $310K <0.01% -161 13F-HR Timeline Santori & Peters, Inc. More: the full row for Santori & Peters, Inc. 937 $309K 0.11% -38 13F-HR Timeline Bridge Creek Capital Management LLC More: the full row for Bridge Creek Capital Management LLC 935 $308K 0.09% -30 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 931 $307K 0.09% +16 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 930 $307K 0.19% 13F-HR Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 930 $307K 0.2% 0 13F-HR Timeline THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 878 $307K 0.11% -69 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 905 $306K 0.14% -225 13F-HR Timeline Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 928 $306K 0.08% +128 13F-HR Timeline Northeast Financial Group, Inc. in group Northeast Financial Group, In… More: the full row for Northeast Financial Group, Inc. 926 $305K 0.08% -25 13F-HR Timeline Group Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 843 $305K 0.13% -15 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 914 $305K 0.1% +1 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 841 $304K 0.1% new 13F-HR Timeline SIMS INVESTMENT MANAGEMENT, LLC More: the full row for SIMS INVESTMENT MANAGEMENT, LLC 919 $303K 0.11% -10 13F-HR/A Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 1,752 $302K 0.04% +788 13F-HR Timeline