Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 1 $798K 0.07% new 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 1 $798K 0.17% new 13F-HR Timeline Legal Advantage Investments, Inc. More: the full row for Legal Advantage Investments, Inc. 1 $798K 0.43% 0 13F-HR Timeline Heron Bay Capital Management More: the full row for Heron Bay Capital Management 1 $798K 0.17% 0 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 1 $798K 0.15% new 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 1 $798K 0.28% new 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 1 $798K 0.51% 0 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 1 $798K 0.08% new 13F-HR Timeline OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 1 $798K 0.33% 0 13F-HR Timeline Alamar Capital Management, LLC More: the full row for Alamar Capital Management, LLC 1 $798K 0.47% new 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 1 $798K 0.32% 0 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 1 $798K 0.12% 0 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 1 $798K 0.01% 0 13F-HR Timeline Group Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 1 $798K 0.21% 0 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 1 $798K 0.03% 0 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 1 $798K 0.68% 0 13F-HR Timeline Regency Capital Management Inc.\DE More: the full row for Regency Capital Management Inc.\DE 1 $798K 0.48% 0 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 1 $798K 0.22% new 13F-HR Timeline Tenret Co LLC More: the full row for Tenret Co LLC 1 $798K 0.48% new 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 1 $798K 0.42% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 1 $798K 0.15% new 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 1 $798K 0.6% new 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 1 $798K 0.25% -99 13F-HR Timeline Collier Financial More: the full row for Collier Financial 1 $798K 0.68% 0 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 1 $798K 0.18% new 13F-HR Timeline Midwest Heritage Bank, FSB More: the full row for Midwest Heritage Bank, FSB 1 $798K 0.33% new 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 1 $798K 0.48% 0 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 1 $798K 0.16% 0 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 1 $798K 0.03% new 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 1 $798K 0.19% 0 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 1 $798K 0.53% 0 13F-HR Timeline Intrinsic Value Partners, LLC More: the full row for Intrinsic Value Partners, LLC 1 $798K 0.79% new 13F-HR Timeline G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 1 $798K 0.24% new 13F-HR Timeline 5th Street Advisors, LLC More: the full row for 5th Street Advisors, LLC 1 $798K 0.38% 0 13F-HR Timeline Mendel Capital Management LLC More: the full row for Mendel Capital Management LLC 1 $798K 0.48% new 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 1 $798K 0.14% 0 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 1 $798K 0.15% 0 13F-HR Timeline Financial Futures Ltd Liability Co. More: the full row for Financial Futures Ltd Liability Co. 1 $798K 0.45% new 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 1 $798K 0.4% 0 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 1 $798K 0.32% 0 13F-HR Timeline Alley Investment Management Company, LLC More: the full row for Alley Investment Management Company, LLC 1 $798K 0.1% new 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 1 $798K 0.19% new 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 1 $798K 1.02% 0 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 1 $798K 0.27% new 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 1 $798K 0.31% new 13F-HR Timeline Ridgepath Capital Management LLC More: the full row for Ridgepath Capital Management LLC 1 $798K 0.38% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 1 $798K 0.27% -1 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 1 $798K 0.07% 0 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 1 $798K 0.06% 0 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 1 $798K 0.1% new 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 1 $798K 0.07% 0 13F-HR Timeline Arcadia Wealth Management, LLC More: the full row for Arcadia Wealth Management, LLC 1 $798K 0.39% 0 13F-HR Timeline Team Hewins, LLC More: the full row for Team Hewins, LLC 1 $798K 0.31% new 13F-HR/A Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 1 $798K 0.4% new 13F-HR Timeline Core Wealth Management, Inc. More: the full row for Core Wealth Management, Inc. 1 $798K 0.31% new 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 1 $798K 0.11% 0 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 1 $798K 0.45% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 1 $798K 0.57% 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 1 $798K 0.17% new 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 1 $798K 0.26% 0 13F-HR Timeline Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 1 $798K 0.22% 0 13F-HR Timeline Hill Investment Group Partners, LLC More: the full row for Hill Investment Group Partners, LLC 1 $798K 0.11% new 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 1 $798K 0.53% 0 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 1 $798K 0.97% 0 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 1 $798K 0.24% new 13F-HR Timeline Rappaport Reiches Capital Management, L… More: the full row for Rappaport Reiches Capital Management, LLC 1 $798K 0.2% 0 13F-HR Timeline Meritas Wealth Management, LLC More: the full row for Meritas Wealth Management, LLC 1 $798K 0.47% new 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 1 $798K 0.47% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1 $798K 0.34% new 13F-HR Timeline Kampmann Melissa S. More: the full row for Kampmann Melissa S. 1 $798K 0.63% 0 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 1 $798K 0.56% 0 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 1 $798K 0.88% 0 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 1 $798K 0.43% new 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 1 $798K 0.08% new 13F-HR Timeline Group Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 1 $798K 0.12% new 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 1 $798K 0.54% new 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 1 $798K 0.52% new 13F-HR Timeline Spectrum Wealth Counsel, LLC More: the full row for Spectrum Wealth Counsel, LLC 1 $798K 0.1% new 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 1 $798K 0.5% 0 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 1 $798K 0.51% 0 13F-HR Timeline Pullen Investment Management, LLC More: the full row for Pullen Investment Management, LLC 1 $798K 0.5% new 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 1 $798K 0.3% new 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 1 $798K 0.17% new 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 1 $798K 0.42% new 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 1 $798K 0.39% new 13F-HR Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 1 $798K 0.54% 0 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 1 $798K 0.13% new 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 1 $798K 0.1% 0 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 1 $798K 0.62% new 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1 $798K 0.33% 0 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 1 $798K 0.77% 0 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 1 $798K 0.36% 0 13F-HR Timeline Gallagher Capital Advisors, LLC More: the full row for Gallagher Capital Advisors, LLC 1 $798K 0.61% new 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 1 $798K 0.18% 0 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 1 $798K 0.52% 0 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 1 $798K 0.16% new 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 1 $798K 0.43% 0 13F-HR Timeline Orca Wealth Management, LLC More: the full row for Orca Wealth Management, LLC 1 $798K 0.71% 0 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 1 $798K 0.4% new 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 1 $798K 0.71% new 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 1 $798K 0.22% 0 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 1 $798K 0.04% 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 1 $798K 0.21% 0 13F-HR Timeline ArborFi Advisors, LLC More: the full row for ArborFi Advisors, LLC 1 $798K 0.79% 0 13F-HR Timeline Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 1 $798K 0.72% 0 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 1 $798K 0.29% 0 13F-HR Timeline Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 1 $798K 2.04% new 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 1 $798K 0.68% 0 13F-HR Timeline Momentous Wealth Management, Inc. More: the full row for Momentous Wealth Management, Inc. 1 $798K 0.57% new 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 1 $798K 0.34% 0 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 1 $798K 0.36% 0 13F-HR Timeline Wills Financial Group LLC More: the full row for Wills Financial Group LLC 1 $798K 0.35% 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 1 $798K 0.13% new 13F-HR Timeline Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 1 $798K 0.26% 13F-HR Timeline Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 1 $798K 0.86% 0 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 1 $798K 0.14% 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 1 $798K 0.38% new 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 1 $798K 0.94% 0 13F-HR Timeline Base Wealth Management LLC More: the full row for Base Wealth Management LLC 1 $798K 0.61% 13F-HR Timeline Advus Financial Partners, LLC More: the full row for Advus Financial Partners, LLC 1 $798K 0.34% 0 13F-HR/A Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 1 $798K 0.11% 0 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 1 $798K 0.04% 0 13F-HR Timeline ALTA CAPITAL MANAGEMENT LLC/ More: the full row for ALTA CAPITAL MANAGEMENT LLC/ 1 $798K 0.05% 0 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 1 $798K 0.03% -1 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 1 $798K 0.06% 0 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 1 $798K 0.05% 0 13F-HR Timeline FARLEY CAPITAL L.P. in group FARLEY CAPITAL L.P. More: the full row for FARLEY CAPITAL L.P. 1 $798K 0.74% 0 13F-HR Timeline Group Ashurst Perkins Coie Trust Co More: the full row for Ashurst Perkins Coie Trust Co 1 $798K 0.18% 0 13F-HR Timeline Murphy Pohlad Asset Management LLC More: the full row for Murphy Pohlad Asset Management LLC 1 $798K 0.34% 0 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 1 $798K 0.05% 0 13F-HR Timeline Quaker Capital Investments, LLC More: the full row for Quaker Capital Investments, LLC 1 $798K 0.26% 0 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 1 $798K 0.01% new 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 1 $798K 0.14% new 13F-HR Timeline Lorne Steinberg Wealth Management Inc. More: the full row for Lorne Steinberg Wealth Management Inc. 1 $798K 0.23% 0 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 100 $798K 0.11% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. STONEBRIDGE CAPITAL MANAGEMENT INC More: the full row for STONEBRIDGE CAPITAL MANAGEMENT INC 1 $798K 0.34% 0 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 1 $798K 0.08% 0 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 1 $798K 0.09% 0 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 1 $798K 0.06% 0 13F-HR Timeline SHIKIAR ASSET MANAGEMENT INC More: the full row for SHIKIAR ASSET MANAGEMENT INC 1 $798K 0.24% 0 13F-HR Timeline BEACH INVESTMENT COUNSEL INC/PA More: the full row for BEACH INVESTMENT COUNSEL INC/PA 1 $798K 0.12% 0 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 1 $798K 0.02% new 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 1 $798K 0.01% new 13F-HR Timeline Group HENDLEY & CO INC More: the full row for HENDLEY & CO INC 1 $798K 0.28% 0 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 1 $798K 0.05% 0 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 1 $798K <0.01% 0 13F-HR Timeline Group Beutel, Goodman & Co Ltd. More: the full row for Beutel, Goodman & Co Ltd. 1 $798K <0.01% 0 13F-HR/A Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 1 $798K 0.33% 0 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 1 $798K <0.01% new 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 1 $798K 0.01% -3 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1 $798K 0.11% 0 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 1 $798K 0.06% -100 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 1 $798K 0.03% 0 13F-HR Timeline Group PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 1 $798K 0.25% new 13F-HR/A Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 1 $798K 0.22% 0 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 1 $798K 0.34% -99 13F-HR Timeline Trust Co of Kansas More: the full row for Trust Co of Kansas 1 $798K 0.43% 0 13F-HR Timeline Latko Wealth Management, Ltd. More: the full row for Latko Wealth Management, Ltd. 1 $798K 0.52% 0 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 1 $798K 0.4% new 13F-HR Timeline Warburton Capital Management, LLC More: the full row for Warburton Capital Management, LLC 1 $798K 0.58% new 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 1 $798K 0.69% new 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 1 $798K 0.07% new 13F-HR Timeline LOUNTZIS ASSET MANAGEMENT, LLC More: the full row for LOUNTZIS ASSET MANAGEMENT, LLC 1 $798K 0.3% new 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 1 $797K 0.16% new 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1 $796K 0.08% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 1 $790K 0.07% new 13F-HR/A Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 1 $790K <0.01% 0 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 1 $784K 0.06% new 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 1 $784K 0.15% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 1 $779K 0.04% 0 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 1 $778K 0.45% 0 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 1 $772K 0.69% new 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 1 $771K 0.02% 0 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 1 $770K 0.02% 0 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 1 $768K 0.09% 0 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 1 $739K 0.24% 0 13F-HR Timeline Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 1 $681K 0.28% 0 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 1 $681K 0.21% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 4 $394K 0.01% -1 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 2 $16K <0.01% 0 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1 $7.98K <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 9,591 $13.1M +9,424 13F-HR Timeline Group Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 6,173 $3.29M -455 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. 360 Financial, Inc. More: the full row for 360 Financial, Inc. 3,583 $1.91M -231 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 1,017 $542K 0 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. Sara-Bay Financial More: the full row for Sara-Bay Financial 828 $436K +49 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.