Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 4,346 $769K 0.3% 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 4,336 $767K 0.03% +43 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 4,330 $766K <0.01% new 13F-HR Timeline Group Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 4,324 $765K 0.13% +1,000 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 4,312 $763K 0.19% +780 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 4,287 $759K 0.16% +354 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 4,284 $758K 0.39% -832 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 4,280 $758K 0.03% +171 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 4,266 $755K 0.21% 0 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 4,233 $749K 0.11% -1,257 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 4,221 $747K 0.19% +43 13F-HR Timeline Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 4,207 $745K 0.33% 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 4,207 $745K 0.08% -118 13F-HR Timeline WEIK CAPITAL MANAGEMENT More: the full row for WEIK CAPITAL MANAGEMENT 4,197 $743K 0.3% -318 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 4,197 $743K 0.11% -322 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 4,148 $735K 0.11% +400 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 4,137 $732K 0.02% +7 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 4,133 $732K 0.29% +1,328 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 4,124 $730K 0.04% +2,229 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 4,116 $729K 0.05% +196 13F-HR Timeline ELKHORN PARTNERS LIMITED PARTNERSHIP in group ELKHORN PARTNERS LIMITED PART… More: the full row for ELKHORN PARTNERS LIMITED PARTNERSHIP 4,100 $726K 0.48% -660 13F-HR Timeline Group Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 4,089 $724K 0.05% +692 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 4,078 $722K 0.17% -106 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 4,070 $720K 0.15% +32 13F-HR/A Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 4,069 $720K 0.2% +167 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 4,064 $719K 0.21% +1,983 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 4,052 $717K 1.06% 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 4,050 $717K 0.08% 0 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 4,049 $717K 0.01% +3 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 4,045 $716K 0.02% -3,450 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 4,043 $716K 0.05% -131 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 4,040 $715K 0.51% +1,340 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 4,042 $715K 0.32% +215 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 4,023 $712K 0.05% +7 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 4,013 $710K 0.19% +225 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 4,007 $709K 0.06% -70 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 4,000 $708K 0.21% 0 13F-HR Timeline Wilmar Advisors LLC More: the full row for Wilmar Advisors LLC 4,000 $708K 0.65% 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 3,999 $708K 0.05% -74 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 3,884 $706K 0.26% -353 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 3,987 $706K 0.04% +2,437 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 3,971 $703K 0.07% +245 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 3,970 $703K 0.07% new 13F-HR Timeline Altrafin AG More: the full row for Altrafin AG 3,970 $703K 0.24% +300 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,963 $701K 0.07% -1,063 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 3,946 $698K 0.14% 0 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 3,930 $696K 0.4% new 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 3,922 $694K 0.44% -557 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 3,907 $692K 0.02% +43 13F-HR Timeline Group Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 3,905 $691K 0.29% +219 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 3,886 $688K 0.03% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 3,885 $688K 0.06% +635 13F-HR/A Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 3,875 $686K 0.06% new 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 3,867 $684K 0.02% +775 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 3,866 $684K 0.32% +1,801 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 3,866 $684K 0.43% -545 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 3,856 $682K 0.02% +10 13F-HR Timeline Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 3,855 $682K 0.42% -375 13F-HR Timeline 111 Capital More: the full row for 111 Capital 3,850 $681K 0.14% 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 3,837 $679K 0.03% +16 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 3,818 $676K 0.3% -214 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 3,800 $673K 0.45% -211 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 3,797 $672K 0.25% -152 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 3,796 $672K 0.1% 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 3,889 $672K 0.05% 0 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 3,771 $667K 0.05% +364 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 3,766 $667K 0.29% 0 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 3,760 $666K 0.05% +200 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 3,758 $665K 0.26% +1,617 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 3,750 $664K 0.08% new 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 3,750 $664K 0.25% -250 13F-HR Timeline KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 3,746 $663K 0.66% 0 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 3,745 $663K 0.17% -27 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 3,741 $662K 0.33% -684 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 3,740 $662K 0.31% -58 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 3,733 $661K 0.03% +505 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 3,711 $657K 0.54% -100 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 3,705 $656K 0.35% +3,600 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 3,701 $655K 0.05% -660 13F-HR Timeline Driehaus Capital Management LLC More: the full row for Driehaus Capital Management LLC 3,699 $655K 0.01% new 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 3,697 $654K 0.09% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 3,687 $653K 0.14% -2,994 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 3,671 $650K 0.04% +443 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 3,666 $649K 0.07% +254 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 3,648 $646K 0.19% -50 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 3,645 $645K 0.09% -1,944 13F-HR Timeline ALTA CAPITAL MANAGEMENT LLC/ More: the full row for ALTA CAPITAL MANAGEMENT LLC/ 3,640 $644K 0.04% 0 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 3,618 $640K 0.03% 0 13F-HR Timeline BOSTON FINANCIAL MANGEMENT LLC More: the full row for BOSTON FINANCIAL MANGEMENT LLC 3,616 $640K 0.02% -86 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 3,615 $640K 0.02% -1,691 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 3,611 $639K 0.04% +1,130 13F-HR Timeline Group Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 3,609 $639K 0.09% +1,171 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 3,594 $636K 0.06% -24 13F-HR Timeline Citadel Investment Advisory, Inc. More: the full row for Citadel Investment Advisory, Inc. 3,585 $635K 0.33% 0 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 3,583 $634K 0.25% 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 3,582 $634K 0.37% -49 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 3,705 $634K 0.28% -170 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 3,576 $633K 0.01% +180 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 3,574 $633K 0.19% -109 13F-HR Timeline Keene & Associates, Inc. More: the full row for Keene & Associates, Inc. 3,562 $630K 0.51% +1,205 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 3,559 $630K 0.07% +467 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 3,555 $629K 0.02% -41 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 3,554 $629K 0.47% -308 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 3,551 $629K 0.05% -625 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 3,550 $628K 0.03% -761 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 3,550 $628K 0.29% -150 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 3,543 $627K 0.04% -50 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 3,539 $626K 0.03% +52 13F-HR/A Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 3,534 $626K 0.15% -356 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 3,531 $625K 0.22% -100 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 3,529 $625K 0.05% +196 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 3,515 $622K 0.36% +978 13F-HR/A Timeline Sandia Investment Management LP More: the full row for Sandia Investment Management LP 3,500 $620K 1.17% new 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 3,491 $618K 0.06% -792 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 3,487 $617K 0.19% +21 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 3,479 $616K 0.2% -35 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 3,479 $616K 0.04% -662 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 3,460 $612K <0.01% -1,023 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 3,455 $612K 0.13% -133 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 3,442 $609K 0.03% +1 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 3,440 $609K 0.03% +50 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 3,434 $608K 0.28% -142 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 3,434 $608K 0.02% -30 13F-HR Timeline HIMENSION CAPITAL (SINGAPORE) PTE. LTD. More: the full row for HIMENSION CAPITAL (SINGAPORE) PTE. LTD. 3,433 $608K 0.04% -1,025 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 3,428 $607K 0.03% -100 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 3,427 $607K 0.01% +288 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 3,424 $606K 0.12% -862 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 3,403 $602K 0.46% -1,915 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 3,400 $602K 0.02% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 3,399 $602K 0.15% +3,006 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 3,396 $601K 0.34% -114 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 3,389 $600K 0.01% +1,772 13F-HR Timeline Group Lakeside Advisors, INC. More: the full row for Lakeside Advisors, INC. 3,380 $598K 0.4% -100 13F-HR Timeline Custos Family Office, LLC More: the full row for Custos Family Office, LLC 3,377 $598K 0.21% new 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 3,374 $597K 0.14% -400 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,367 $596K 0.03% +260 13F-HR Timeline DDD Partners, LLC More: the full row for DDD Partners, LLC 3,351 $593K 0.07% -581 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 3,346 $592K 0.04% +905 13F-HR Timeline S. R. Schill & Associates More: the full row for S. R. Schill & Associates 3,337 $591K 0.49% +210 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 3,336 $590K 0.05% -1,468 13F-HR Timeline AmeriServ Wealth Advisors in group AmeriServ Wealth Advisors More: the full row for AmeriServ Wealth Advisors 3,335 $590K 0.32% 13F-HR Timeline Group LCNB CORP More: the full row for LCNB CORP 3,332 $590K 0.22% -595 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 3,324 $588K 0.02% -68 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 3,290 $582K 0.1% +318 13F-HR Timeline Strive Asset Management, LLC More: the full row for Strive Asset Management, LLC 3,288 $582K 0.44% 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 3,286 $582K 0.02% +543 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 3,284 $581K 0.15% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 3,278 $580K 0.16% +143 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 3,262 $577K 0.33% +50 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 3,261 $577K 0.09% +137 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 3,251 $575K 0.21% -791 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 3,247 $575K 0.21% -552 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 3,243 $574K 0.07% 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 3,224 $571K 0.02% +143 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 3,213 $569K 0.03% +113 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 3,203 $567K 0.07% +98 13F-HR Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 3,200 $566K 0.05% 0 13F-HR Timeline Northwest Bank & Trust Co More: the full row for Northwest Bank & Trust Co 3,626 $564K 0.42% +22 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 3,180 $563K 0.07% -442 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 3,177 $562K 0.29% 0 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 3,165 $560K 0.04% -615 13F-HR Timeline SOUTHERN CAPITAL ADVISORS, LLC More: the full row for SOUTHERN CAPITAL ADVISORS, LLC 3,148 $557K 0.31% -300 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 3,141 $556K 0.13% +150 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 3,141 $556K 0.05% +434 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 3,136 $555K 0.17% new 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 3,122 $553K 0.1% -1 13F-HR/A Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 3,116 $551K 0.07% +10 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 3,115 $551K 0.28% +769 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 3,115 $551K 0.04% -125 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 3,110 $550K 0.01% +22 13F-HR Timeline Intrinsic Value Partners, LLC More: the full row for Intrinsic Value Partners, LLC 3,110 $550K 0.55% -150 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 3,108 $550K 0.12% +923 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 3,235 $550K 0.23% +1,735 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 3,105 $550K 0.04% +199 13F-HR Timeline Edge Capital Group, LLC More: the full row for Edge Capital Group, LLC 3,099 $549K 0.03% +384 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 3,094 $548K 0.04% +379 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 3,083 $546K 0.04% +1,209 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 3,062 $542K 0.18% +47 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 3,055 $541K 0.23% -21 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 3,053 $540K 0.19% 0 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 3,048 $540K 0.08% -1,109 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 3,047 $539K 0.02% +915 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 3,046 $539K 0.06% -153 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 3,046 $539K 0.26% +270 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 3,043 $539K 0.21% +5 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 3,043 $537K 0.05% new 13F-HR Timeline Cardinal Capital Management More: the full row for Cardinal Capital Management 3,034 $537K 0.08% 0 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 3,028 $536K 0.01% +28 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 3,027 $536K <0.01% -200 13F-HR Timeline Group SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 3,016 $534K 0.21% -98 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 3,020 $533K 0.04% -6,230 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 3,009 $533K 0.05% +198 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 3,009 $533K 0.03% +815 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 3,004 $532K 0.11% +823 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 3,001 $531K 0.11% +300 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 3,000 $531K 0.08% new 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 2,992 $530K 0.29% +66 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 2,991 $529K 0.14% -40 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 2,988 $529K 0.06% +256 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 2,988 $529K 0.13% +69 13F-HR Timeline