WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 2,689 $305K 0.02% -3,305 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 4,285 $304K 0.18% -680 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 2,682 $304K 0.05% -625 13F-HR Timeline Lighthouse Financial LLC More: the full row for Lighthouse Financial LLC 2,675 $303K 0.18% +337 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 2,671 $303K 0.22% 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 2,665 $302K 0.08% 0 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 2,655 $301K 0.09% +336 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 2,655 $301K 0.03% +111 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 2,653 $301K 0.03% +362 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 2,653 $301K 0.01% new 13F-HR Timeline Group Sepio Capital, LP More: the full row for Sepio Capital, LP 2,651 $301K 0.02% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 2,605 $300K 0.06% +1,450 13F-HR Timeline Custos Family Office, LLC More: the full row for Custos Family Office, LLC 2,647 $300K 0.21% +106 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 2,645 $300K 0.09% +248 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 2,641 $300K 0.03% +30 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 2,640 $299K 0.01% -165 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 2,639 $299K 0.07% -234 13F-HR Timeline Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 2,637 $299K 0.09% +593 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 2,636 $299K 0.14% +92 13F-HR Timeline Directional Asset Management More: the full row for Directional Asset Management 2,633 $299K 0.27% +10 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 2,629 $298K 0.01% 0 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 2,627 $298K 0.06% new 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 2,614 $296K 0.11% 0 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 2,609 $296K <0.01% 0 13F-HR Timeline Group CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 2,609 $296K 0.1% +78 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 2,607 $296K 0.03% 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 2,605 $295K 0.13% +3 13F-HR Timeline Henson-Edgewater Management, LLC More: the full row for Henson-Edgewater Management, LLC 2,600 $295K 0.19% +227 13F-HR Timeline HOME FEDERAL BANK OF TENNESSEE More: the full row for HOME FEDERAL BANK OF TENNESSEE 2,597 $295K 0.07% 0 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 2,702 $294K 0.16% -4 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 2,585 $293K 0.14% -157 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 2,583 $293K 0.09% -333 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 2,582 $293K 0.07% 0 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 2,582 $293K 0.02% +80 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 2,578 $292K 0.06% +35 13F-HR Timeline AR ASSET MANAGEMENT INC More: the full row for AR ASSET MANAGEMENT INC 2,576 $292K 0.06% 0 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 2,573 $292K 0.11% -1,180 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 2,564 $291K 0.04% -1,860 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 2,558 $290K 0.08% -2,024 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 2,558 $290K 0.04% +36 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 2,556 $290K 0.15% -172 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 2,550 $289K 0.19% 0 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 2,549 $289K 0.07% -8 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 2,547 $289K 0.05% -223 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 2,541 $288K 0.03% -388 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 2,535 $288K 0.04% +53 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 2,533 $287K 0.19% +31 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 2,525 $286K 0.09% +44 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 2,525 $286K 0.08% +458 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 2,509 $285K 0.06% +37 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 2,508 $284K 0.14% +3 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 2,506 $284K 0.01% new 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 2,503 $284K 0.01% -20 13F-HR Timeline BAYVIEW ASSET MANAGEMENT, LLC More: the full row for BAYVIEW ASSET MANAGEMENT, LLC 2,500 $284K 0.24% -11,000 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 2,500 $284K 0.1% 0 13F-HR Timeline WILLIAM JOHN SEMPOLINSKI More: the full row for WILLIAM JOHN SEMPOLINSKI 2,500 $284K 0.14% 0 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 2,495 $283K 0.04% -164 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 2,489 $282K 0.09% +497 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 2,486 $282K 0.03% 0 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 2,481 $281K 0.01% 0 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 2,479 $281K 0.02% -318 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 2,476 $281K 0.09% +119 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 2,457 $279K 0.03% 0 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 2,457 $279K 0.02% +54 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 2,162 $278K 0.2% +239 13F-HR/A Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 2,449 $278K 0.15% +109 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 2,204 $278K 0.03% new 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 2,432 $276K 0.01% 0 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 2,431 $276K 0.09% +105 13F-HR Timeline ADVISORTRUST PARTNERS, LLC More: the full row for ADVISORTRUST PARTNERS, LLC 2,429 $275K 0.11% +165 13F-HR Timeline Quarry LP More: the full row for Quarry LP 2,428 $275K 0.06% -963 13F-HR Timeline Volterra Technologies LP More: the full row for Volterra Technologies LP 2,422 $275K 0.2% new 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 2,420 $274K 0.06% +56 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 2,420 $274K 0.05% -344 13F-HR/A Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 2,417 $274K 0.18% +318 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 2,412 $274K 0.03% -177 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 2,410 $273K 0.06% +150 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 2,400 $272K <0.01% -70 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 2,397 $272K 0.12% +24 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 2,396 $272K 0.06% -795 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 1,941 $272K 0.16% +460 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 2,390 $271K 0.1% +9 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 2,388 $271K 0.12% +12 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 2,374 $269K 0.03% new 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 2,372 $269K 0.13% -17 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 2,371 $269K 0.02% +182 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 2,369 $269K 0.22% +306 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 2,365 $268K 0.29% -130 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 2,355 $267K 0.07% +148 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 2,347 $266K 0.01% -35 13F-HR/A Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 2,345 $266K 0.03% +70 13F-HR Timeline Ninepoint Partners LP More: the full row for Ninepoint Partners LP 2,344 $266K 0.03% 0 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 2,300 $265K 0.36% +50 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 2,332 $265K 0.1% -365 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 2,330 $264K 0.05% 0 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 2,463 $264K 0.04% +336 13F-HR Timeline Eurizon SLJ Capital Ltd More: the full row for Eurizon SLJ Capital Ltd 2,321 $263K 0.13% new 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 2,320 $263K 0.15% new 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 2,314 $262K 0.02% -59 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 2,311 $262K 0.08% -109 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 2,302 $261K 0.1% -192 13F-HR Timeline Providence Wealth Advisors, LLC More: the full row for Providence Wealth Advisors, LLC 2,275 $261K 0.17% 0 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 2,301 $261K 0.03% -868 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 2,296 $260K 0.03% -60 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 2,295 $260K 0.06% 0 13F-HR Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 2,295 $260K 0.1% +1 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 2,292 $260K <0.01% new 13F-HR Timeline Group Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 2,291 $260K 0.12% 0 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 2,289 $260K 0.1% 0 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 2,288 $259K 0.15% 13F-HR Timeline FMB WEALTH MANAGEMENT More: the full row for FMB WEALTH MANAGEMENT 2,287 $259K 0.11% -331 13F-HR Timeline FCG Investment Co More: the full row for FCG Investment Co 2,286 $259K 0.11% 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 2,285 $259K 0.21% -153 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 2,205 $259K 0.03% +250 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 2,281 $259K 0.06% -21 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 2,269 $257K 0.11% new 13F-HR Timeline ARWA LLC More: the full row for ARWA LLC 2,059 $257K 0.13% -113 13F-HR Timeline Strategic Planning, Inc. More: the full row for Strategic Planning, Inc. 2,265 $257K 0.13% +14 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 2,262 $257K 0.03% -88 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 2,258 $256K 0.03% new 13F-HR Timeline TL Private Wealth More: the full row for TL Private Wealth 2,052 $255K 0.1% 0 13F-HR Timeline American Trust More: the full row for American Trust 2,251 $255K 0.02% -100 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 2,248 $254K 0.01% -1,062 13F-HR Timeline Group Denver PWM, LLC More: the full row for Denver PWM, LLC 2,021 $254K 0.09% new 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 2,233 $253K 0.02% +1 13F-HR Timeline Scott Capital Advisors, LLC More: the full row for Scott Capital Advisors, LLC 2,032 $253K 0.05% -10 13F-HR Timeline TT Capital Management LLC More: the full row for TT Capital Management LLC 2,225 $252K 0.21% -1,546 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 2,217 $251K 0.08% +568 13F-HR Timeline August Group Capital Ltd More: the full row for August Group Capital Ltd 2,217 $251K 0.29% +92 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 2,214 $251K 0.02% 0 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 2,213 $251K 0.08% -1,768 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 2,209 $251K 0.03% +298 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 2,206 $250K 0.04% +456 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 2,201 $250K 0.21% +2 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 2,200 $250K 0.06% 0 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 2,200 $250K 0.05% 0 13F-HR Timeline TRUSTCO BANK CORP N Y in group TRUSTCO BANK CORP N Y More: the full row for TRUSTCO BANK CORP N Y 2,194 $249K 0.22% 0 13F-HR Timeline Group MRA Advisory Group More: the full row for MRA Advisory Group 2,187 $248K 0.1% new 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 2,187 $248K 0.01% -207 13F-HR Timeline Avail Investment Partners, LLC More: the full row for Avail Investment Partners, LLC 2,188 $248K 0.26% 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 2,185 $248K 0.05% +1,590 13F-HR Timeline SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 2,178 $247K 0.09% 0 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 2,180 $247K 0.01% -280 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 2,174 $247K 0.08% -101 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 2,176 $247K 0.01% +48 13F-HR Timeline Vines Capital Management, LLC More: the full row for Vines Capital Management, LLC 2,173 $246K 0.24% +52 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 2,170 $246K 0.02% new 13F-HR Timeline Cane Capital Partners, LLC More: the full row for Cane Capital Partners, LLC 2,170 $246K 0.11% new 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 2,165 $246K 0.09% new 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 2,165 $246K 0.28% new 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 2,165 $246K 0.07% -65 13F-HR Timeline Wilkinson Global Asset Management LLC More: the full row for Wilkinson Global Asset Management LLC 2,164 $245K 0.02% -430 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 2,161 $245K 0.04% new 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 2,151 $244K 0.1% +42 13F-HR Timeline Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 2,151 $244K 0.03% +242 13F-HR Timeline South Street Advisors LLC More: the full row for South Street Advisors LLC 2,150 $244K 0.04% new 13F-HR Timeline Audent Global Asset Management, LLC More: the full row for Audent Global Asset Management, LLC 2,149 $244K 0.24% -7,370 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 2,141 $243K <0.01% -2,257 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 2,131 $242K 0.03% new 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 1,901 $240K 0.14% new 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 2,118 $240K 0.05% 0 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 2,115 $240K 0.08% -425 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 2,109 $239K 0.01% -7 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 2,105 $239K 0.07% -348 13F-HR Timeline JBGlobal.com LLC More: the full row for JBGlobal.com LLC 2,105 $239K 0.24% -886 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 2,104 $239K 0.16% +112 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 2,103 $239K 0.01% new 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 2,101 $238K 0.04% +73 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 2,100 $238K 0.01% -61,358 13F-HR Timeline Group NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 2,100 $238K 0.02% +148 13F-HR Timeline Sterling Manor Financial, LLC More: the full row for Sterling Manor Financial, LLC 2,100 $238K 0.15% 0 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 2,100 $238K 0.09% 0 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 2,091 $237K 0.02% +20 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,090 $237K 0.03% +59 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 2,090 $237K 0.1% +40 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 2,087 $237K 0.06% new 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 2,080 $236K 0.1% -216 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 2,079 $236K 0.12% +61 13F-HR Timeline FIRST WILSHIRE SECURITIES MANAGEMENT INC More: the full row for FIRST WILSHIRE SECURITIES MANAGEMENT INC 2,078 $236K 0.05% -284 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 2,077 $236K 0.06% new 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 2,044 $236K 0.05% +15 13F-HR Timeline Entelevest, LLC More: the full row for Entelevest, LLC 2,076 $235K 0.24% -49 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 2,069 $235K 0.14% new 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 2,069 $235K 0.02% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 2,061 $234K 0.05% +278 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 2,058 $233K 0.02% -25 13F-HR Timeline Coquina Private Wealth LLC More: the full row for Coquina Private Wealth LLC 2,058 $233K 0.19% -58 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 2,043 $232K 0.2% -4,397 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 2,036 $231K 0.07% -12 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 2,044 $231K 0.01% -174 13F-HR Timeline Group AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 2,035 $231K 0.08% -3,118 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 2,033 $231K 0.05% +157 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 2,031 $230K 0.07% +18 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 2,027 $230K 0.03% +121 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 2,017 $229K 0.08% +9 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 2,017 $229K 0.07% -57 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 2,014 $228K 0.03% +1 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 2,010 $228K 0.07% +6 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 2,010 $228K 0.02% -32 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 2,010 $228K 0.01% +86 13F-HR Timeline