Clarity Capital Partners LLC More: the full row for Clarity Capital Partners LLC 5,527 $397K 0.21% +575 13F-HR Timeline Northwest Bank & Trust Co More: the full row for Northwest Bank & Trust Co 5,387 $396K 0.29% 0 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 5,522 $393K 0.38% 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 5,445 $392K <0.01% new 13F-HR Timeline SIMS INVESTMENT MANAGEMENT, LLC More: the full row for SIMS INVESTMENT MANAGEMENT, LLC 5,422 $390K 0.22% 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 5,405 $389K 0.2% -482 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 5,405 $389K 0.09% 0 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 5,404 $389K 0.16% +1,517 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 5,363 $386K 0.05% -22 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 5,348 $385K 0.18% -775 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 5,339 $384K 0.28% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 5,315 $382K 0.07% +1,613 13F-HR/A Timeline Fjell Capital, LLC More: the full row for Fjell Capital, LLC 5,294 $381K 0.39% 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 5,190 $373K 0.08% -3,548 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 5,190 $373K 0.16% new 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 5,166 $371K 0.14% +64 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 5,165 $371K 0.24% +875 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 5,163 $371K 0.03% +5,114 13F-HR Timeline Treynor Bancshares, Inc. More: the full row for Treynor Bancshares, Inc. 5,153 $371K 0.39% -8,586 13F-HR Timeline Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 5,135 $369K 0.33% 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 5,115 $368K 0.07% -516 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 5,096 $368K 0.45% -4,865 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 5,090 $366K 0.33% 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. 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LLC. 4,921 $354K <0.01% +1,573 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 4,917 $354K 0.07% new 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 4,863 $350K 0.03% -475,724 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 4,848 $349K 0.08% +2,109 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 4,812 $346K 0.06% +59 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 4,811 $346K 0.05% new 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 4,807 $346K 0.16% -33 13F-HR Timeline Estate Counselors, LLC More: the full row for Estate Counselors, LLC 4,790 $344K 0.04% -18,848 13F-HR Timeline Kovack Advisors, Inc. 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More: the full row for Scott & Selber, Inc. 4,684 $337K 0.1% new 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 4,661 $335K 0.01% -1,316 13F-HR/A Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 4,619 $332K 0.05% new 13F-HR Timeline Group Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 4,609 $331K 0.09% +142 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 4,600 $331K 0.01% 0 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 4,593 $330K 0.03% +154 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 4,588 $330K 0.06% 0 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 4,570 $329K 0.02% +1,270 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 4,543 $327K 0.04% +348 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 4,537 $326K <0.01% +420 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 4,537 $326K 0.25% new 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 4,532 $326K 0.14% 0 13F-HR Timeline Armbruster Capital Management, Inc. 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More: the full row for MIdWestOne Financial Group, Inc. 4,450 $320K 0.04% +450 13F-HR Timeline Trinity Wealth Management, LLC More: the full row for Trinity Wealth Management, LLC 4,450 $320K 0.14% +739 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 4,445 $320K 0.04% new 13F-HR Timeline Woodward Financial Advisors, Inc. More: the full row for Woodward Financial Advisors, Inc. 4,429 $318K 0.16% -3,186 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 4,412 $317K 0.01% new 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 4,399 $316K 0.03% 0 13F-HR Timeline McCarthy & Cox More: the full row for McCarthy & Cox 4,396 $316K 0.11% new 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 4,389 $316K 0.03% -335 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 4,379 $315K 0.29% 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 4,347 $313K 0.02% +572 13F-HR Timeline Group Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 4,329 $311K 0.14% +562 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 4,327 $311K 0.09% -358 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 4,323 $311K 0.09% -55 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 4,314 $310K <0.01% new 13F-HR Timeline Group Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 4,305 $310K 0.01% -3,612 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 4,284 $308K 0.03% +3,964 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 4,258 $306K 0.03% new 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 4,234 $304K 0.04% -643 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 4,226 $304K 0.04% new 13F-HR Timeline Group ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 4,206 $302K 0.05% +51 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 4,205 $302K 0.17% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 4,198 $302K 0.02% -1,342 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 4,193 $302K 0.08% -790 13F-HR Timeline CFC Planning Co LLC More: the full row for CFC Planning Co LLC 4,177 $300K 0.32% 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 4,152 $299K 0.06% +704 13F-HR Timeline Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 4,139 $298K 0.06% +211 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 4,129 $297K 0.01% -80 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 4,112 $296K 0.03% +27 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 4,105 $295K 0.2% 0 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 4,099 $295K 0.04% +241 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 4,089 $294K 0.2% +50 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 4,086 $294K 0.01% -57 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 4,086 $294K 0.27% 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 4,084 $294K 0.05% new 13F-HR Timeline Arcadia Wealth Management, Inc. More: the full row for Arcadia Wealth Management, Inc. 4,063 $292K 0.25% 13F-HR Timeline Momentous Wealth Management, Inc. More: the full row for Momentous Wealth Management, Inc. 4,060 $292K 0.24% 13F-HR Timeline O'Dell Group, LLC More: the full row for O'Dell Group, LLC 4,052 $291K 0.07% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 4,034 $290K <0.01% -4,733 13F-HR Timeline Group PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 4,029 $290K 0.16% -1,025 13F-HR Timeline Signify Wealth More: the full row for Signify Wealth 4,002 $288K 0.32% +826 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 3,970 $286K 0.04% +216 13F-HR Timeline Whitcomb & Hess, Inc. More: the full row for Whitcomb & Hess, Inc. 3,966 $285K 0.09% 0 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 3,939 $283K 0.14% new 13F-HR Timeline Flavin Financial Services, Inc. More: the full row for Flavin Financial Services, Inc. 3,932 $283K 0.27% 13F-HR/A Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 3,916 $282K 0.09% 0 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 3,850 $280K 0.1% +280 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 3,875 $279K 0.11% -2,006 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 3,860 $278K 0.04% -253 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 3,847 $277K 0.25% 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 3,846 $277K 0.09% -75 13F-HR Timeline Lanham O'Dell & Company, Inc. More: the full row for Lanham O'Dell & Company, Inc. 3,842 $276K 0.15% +3 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 3,838 $276K 0.02% +100 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 3,807 $274K 0.06% +123 13F-HR Timeline CLG LLC More: the full row for CLG LLC 3,787 $272K 0.1% 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 3,787 $272K 0.18% -145 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 3,734 $269K 0.01% +765 13F-HR Timeline Group Bank of New Hampshire More: the full row for Bank of New Hampshire 3,732 $268K 0.07% -138 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 3,725 $268K 0.03% -50 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 3,706 $267K 0.02% +349 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 3,685 $265K 0.02% -1,323 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 3,672 $264K 0.05% -56,711 13F-HR Timeline Cutter & CO Brokerage, Inc. More: the full row for Cutter & CO Brokerage, Inc. 3,669 $264K 0.06% +662 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 3,669 $264K 0.05% new 13F-HR Timeline Group MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 3,655 $263K 0.08% -531 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 3,632 $261K <0.01% new 13F-HR Timeline Group Enclave Advisors LLC More: the full row for Enclave Advisors LLC 3,630 $261K 0.04% +22 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 3,623 $261K 0.03% -1,288 13F-HR Timeline Valley Financial Group, Inc. More: the full row for Valley Financial Group, Inc. 3,619 $260K 0.18% -39 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 3,613 $260K 0.18% +32 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 3,590 $258K 0.05% -575 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 3,542 $255K 0.2% 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 3,530 $254K 0.04% 0 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 3,513 $253K 0.06% 0 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 3,508 $252K 0.02% 0 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 3,491 $251K 0.13% new 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 3,455 $248K 0.17% 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 3,452 $248K 0.01% -287 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 3,442 $247K 0.05% new 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 3,431 $247K 0.03% -1,240 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 3,426 $246K 0.02% -595 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 3,423 $246K 0.11% new 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 3,423 $246K 0.02% -1,159 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 3,420 $246K 0.03% -174 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 3,415 $246K 0.01% new 13F-HR Timeline Group Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 3,389 $244K 0.01% new 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 3,381 $243K 0.02% 0 13F-HR Timeline Group SPC Financial, Inc. More: the full row for SPC Financial, Inc. 3,378 $243K 0.02% -48 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 3,346 $241K 0.01% new 13F-HR/A Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 3,337 $240K 0.1% -2,215 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 3,336 $240K 0.1% -48 13F-HR Timeline BANK OZK More: the full row for BANK OZK 3,309 $238K 0.1% -1,030 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 3,298 $237K 0.11% new 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 3,298 $237K 0.04% +530 13F-HR/A Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 3,295 $237K 0.13% -180 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 3,292 $237K 0.2% -322 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 3,262 $235K 0.02% -477 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 3,247 $233K 0.03% new 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 3,230 $232K 0.18% new 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 3,220 $232K 0.09% -1,352 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 3,226 $232K 0.04% 0 13F-HR Timeline FFG Partners, LLC More: the full row for FFG Partners, LLC 3,191 $230K 0.08% +39 13F-HR Timeline Baskin Financial Services Inc. More: the full row for Baskin Financial Services Inc. 3,185 $229K 0.02% 0 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 3,064 $228K 0.08% 0 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 3,164 $228K 0.01% 0 13F-HR Timeline Group Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 3,161 $227K 0.03% -606 13F-HR Timeline Clearview Wealth Advisors LLC More: the full row for Clearview Wealth Advisors LLC 3,159 $227K 0.17% +326 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 3,152 $227K 0.02% -2,682 13F-HR/A Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 3,149 $226K 0.08% 13F-HR Timeline BRIGHT FINANCIAL ADVISORS, INC. More: the full row for BRIGHT FINANCIAL ADVISORS, INC. 3,141 $226K 0.14% new 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 3,140 $226K 0.15% 0 13F-HR Timeline PETERSON WEALTH MANAGEMENT More: the full row for PETERSON WEALTH MANAGEMENT 3,138 $226K 0.13% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 3,104 $224K 0.02% -2,094 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 3,114 $224K <0.01% new 13F-HR Timeline Group Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 3,092 $222K 0.05% 0 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 2,960 $222K 0.07% 0 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 3,082 $222K 0.01% -100 13F-HR Timeline Perissos Private Wealth Management, LLC More: the full row for Perissos Private Wealth Management, LLC 3,059 $220K 0.16% +2 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 3,030 $218K 0.15% 0 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 3,021 $217K -3,806 Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 3,017 $217K 0.07% -226 13F-HR Timeline Turn8 Private Wealth Inc. More: the full row for Turn8 Private Wealth Inc. 3,013 $217K 0.15% 13F-HR Timeline Signet Investment Advisory Group, Inc. More: the full row for Signet Investment Advisory Group, Inc. 3,000 $216K 0.11% new 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 3,000 $216K 0.17% 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 2,988 $215K 0.12% 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 2,941 $212K 0.08% new 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 2,932 $211K 0.03% -1,324 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 2,930 $211K 0.03% new 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 2,920 $210K 0.08% -167 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 2,881 $209K 0.03% -45 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 2,879 $207K 0.1% -7,581 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 2,857 $205K 0.09% +192 13F-HR Timeline