BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 626 $243K 0.19% -200 13F-HR Timeline DOHENY ASSET MANAGEMENT /CA More: the full row for DOHENY ASSET MANAGEMENT /CA 627 $243K 0.17% -31 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 625 $243K 0.03% -59 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 621 $241K 0.12% 0 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 621 $241K 0.24% new 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 618 $240K 0.07% new 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 617 $240K 0.03% new 13F-HR Timeline Group BOURNE LENT ASSET MANAGEMENT INC More: the full row for BOURNE LENT ASSET MANAGEMENT INC 618 $240K 0.09% 0 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 617 $240K 0.17% -258 13F-HR Timeline Group Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 616 $239K 0.12% new 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 600 $239K 0.09% new 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 616 $239K 0.07% -64 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 613 $238K 0.08% -40 13F-HR Timeline Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 611 $237K 0.09% +2 13F-HR Timeline CAPITAL COUNSEL LLC/NY More: the full row for CAPITAL COUNSEL LLC/NY 611 $237K 0.01% 0 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 610 $237K 0.04% -11 13F-HR Timeline Brightwater Advisory LLC More: the full row for Brightwater Advisory LLC 609 $236K 0.17% new 13F-HR/A Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 607 $236K 0.01% -4 13F-HR Timeline Unison Asset Management LLC More: the full row for Unison Asset Management LLC 606 $235K 0.12% new 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 606 $235K 0.08% new 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 605 $235K 0.03% new 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 604 $234K 0.05% new 13F-HR Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 604 $234K 0.08% new 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 602 $234K 0.07% new 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 602 $234K 0.16% -26 13F-HR Timeline BEDDOW CAPITAL MANAGEMENT INC More: the full row for BEDDOW CAPITAL MANAGEMENT INC 600 $233K 0.09% -375 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 600 $233K 0.01% new 13F-HR Timeline STONE RUN CAPITAL, LLC More: the full row for STONE RUN CAPITAL, LLC 600 $233K 0.09% new 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 600 $233K 0.04% new 13F-HR/A Timeline Group Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 600 $233K 0.15% -12 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 600 $233K 0.16% new 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 600 $233K 0.05% -227 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 599 $233K 0.13% new 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 599 $233K 0.04% new 13F-HR Timeline MORTON COMMUNITY BANK More: the full row for MORTON COMMUNITY BANK 597 $232K 0.06% new 13F-HR Timeline Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 596 $231K 0.2% new 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 595 $231K 0.1% new 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 593 $230K 0.11% new 13F-HR Timeline BCO Wealth Management LLC More: the full row for BCO Wealth Management LLC 592 $230K 0.16% new 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 591 $229K 0.26% new 13F-HR Timeline Panoramic Capital Partners, LLC More: the full row for Panoramic Capital Partners, LLC 576 $229K 0.16% new 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 588 $228K 0.1% -74 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 587 $228K 0.04% -34 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 586 $227K 0.04% new 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 586 $227K 0.05% new 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 586 $227K 0.19% 0 13F-HR Timeline Prairie Sky Financial Group LLC More: the full row for Prairie Sky Financial Group LLC 585 $227K 0.12% new 13F-HR Timeline DKM Wealth Management, Inc. More: the full row for DKM Wealth Management, Inc. 585 $227K 0.2% new 13F-HR Timeline Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 584 $227K 0.06% new 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 583 $226K 0.03% new 13F-HR Timeline Nova R Wealth, Inc. More: the full row for Nova R Wealth, Inc. 583 $226K 0.11% new 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 582 $226K 1.01% +39 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 561 $226K 0.04% new 13F-HR Timeline Halter Ferguson Financial Inc. More: the full row for Halter Ferguson Financial Inc. 581 $226K 0.08% new 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 581 $225K 0.03% -193 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 580 $225K 0.07% new 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 580 $225K 0.15% new 13F-HR Timeline OAK ASSOCIATES LTD /OH/ More: the full row for OAK ASSOCIATES LTD /OH/ 579 $225K 0.01% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 579 $225K 0.07% 0 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 579 $225K 0.07% new 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 578 $224K 0.01% new 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 577 $224K 0.1% new 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 575 $223K 0.04% new 13F-HR Timeline Orion Investment Co More: the full row for Orion Investment Co 575 $223K 0.08% new 13F-HR Timeline Solidarity Wealth, LLC More: the full row for Solidarity Wealth, LLC 574 $223K 0.05% -5,500 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 578 $223K 0.03% new 13F-HR/A Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 573 $222K 0.09% new 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 570 $221K 0.02% new 13F-HR Timeline TradeWell Securities, LLC. More: the full row for TradeWell Securities, LLC. 568 $221K 0.11% new 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 568 $220K 0.07% -12 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 564 $219K 0.06% new 13F-HR Timeline Renaissance Investment Group LLC More: the full row for Renaissance Investment Group LLC 563 $219K 0.05% new 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 562 $218K 0.1% -93 13F-HR Timeline W1M Investment Management Ltd More: the full row for W1M Investment Management Ltd 562 $218K <0.01% new 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 561 $218K 0.15% new 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 560 $217K 0.04% new 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 560 $217K 0.04% new 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 559 $217K 0.04% +139 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 559 $217K 0.08% new 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 557 $216K 0.15% 0 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 556 $216K 0.02% new 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 555 $215K 0.06% new 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 555 $215K 0.06% -2,690 13F-HR Timeline Borer Denton & Associates, Inc. More: the full row for Borer Denton & Associates, Inc. 553 $215K 0.07% new 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 553 $215K 0.06% -1,822 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 551 $214K 0.05% new 13F-HR Timeline Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 550 $214K 0.06% new 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 551 $214K 0.05% new 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 550 $214K 0.06% new 13F-HR Timeline Group North Forty Two & Co. More: the full row for North Forty Two & Co. 550 $214K 0.23% new 13F-HR Timeline Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 549 $213K 0.12% new 13F-HR/A Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 549 $213K 0.03% -3 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 548 $213K 0.03% new 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 547 $212K 0.1% new 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 540 $210K 0.06% +45 13F-HR Timeline FORTRESS FINANCIAL GROUP, LLC More: the full row for FORTRESS FINANCIAL GROUP, LLC 539 $209K 0.18% new 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 539 $209K 0.04% new 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 538 $209K 0.03% -836 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 538 $209K 0.12% new 13F-HR Timeline Von Berge Wealth Management Group, LLC More: the full row for Von Berge Wealth Management Group, LLC 500 $209K 0.12% new 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 537 $208K 0.02% new 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 536 $208K 0.04% new 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 535 $208K 0.13% new 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 534 $207K 0.1% -830 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 534 $207K 0.14% new 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 533 $207K 0.13% new 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 533 $207K 0.06% new 13F-HR Timeline FLOYD FINANCIAL GROUP LLC More: the full row for FLOYD FINANCIAL GROUP LLC 520 $207K 0.19% new 13F-HR Timeline Alternative Investment Advisors, LLC. More: the full row for Alternative Investment Advisors, LLC. 529 $205K 0.1% new 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 528 $205K 0.13% new 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 620 $205K 0.02% 0 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 523 $203K 0.07% new 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 522 $203K 0.01% new 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 522 $203K 0.04% -103 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 521 $202K 0.03% new 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 520 $202K 0.02% 0 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 520 $202K 0.12% new 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 520 $202K 0.15% -3 13F-HR Timeline NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 519 $201K 0.15% 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 518 $201K 0.04% new 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 516 $200K 0.02% +449 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 516 $200K 0.07% new 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 516 $200K 0.04% new 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 516 $200K 0.02% new 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 512 $199K <0.01% +183 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 506 $196K 0.15% +28 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 500 $194K 0.04% -1,985 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 500 $194K 0.2% -28 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 491 $191K 0.05% -134 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 487 $189K 0.03% new 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 486 $189K 0.06% +102 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 484 $188K 0.15% +1 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 477 $185K 0.01% 0 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 469 $182K 0.05% new 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 467 $181K 0.13% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 463 $180K 0.16% -15 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 462 $179K 0.02% -5 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 460 $179K 0.03% -70 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 457 $178K 0.08% -36 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 452 $175K 0.06% +4 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 450 $175K 0.17% new 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 448 $174K 0.1% 0 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 446 $173K 0.07% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 445 $173K 0.04% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 442 $172K 0.1% +36 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 442 $171K 0.02% 0 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 431 $167K 0.03% 0 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 424 $165K 0.13% +1 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 421 $163K 0.05% +16 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 421 $163K 0.01% -100 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 416 $161K 0.01% +181 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 415 $161K 0.12% -100 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 411 $160K 0.1% +3 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 410 $159K 0.09% 0 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 400 $155K 0.1% 0 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 400 $155K 0.08% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 400 $155K 0.04% -18 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 400 $155K <0.01% +117 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 393 $153K 0.02% -750 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 384 $149K 0.03% +2 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 348 $144K 0.05% new 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 369 $143K 0.04% -58 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 368 $143K 0.02% -11 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 345 $143K 0.05% -7 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 354 $137K 0.05% new 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 354 $137K 0.03% new 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 353 $137K 0.07% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 351 $136K 0.05% -300 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 350 $136K 0.05% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 350 $136K 0.02% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 347 $135K 0.1% +21 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 342 $133K 0.05% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 339 $132K 0.01% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 333 $129K 0.03% -95 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 321 $124K 0.05% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 314 $121K 0.03% -177 13F-HR/A Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 311 $121K 0.04% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 311 $121K 0.08% +1 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 310 $120K 0.03% +4 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 304 $118K 0.03% +3 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 304 $118K 0.03% 0 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 303 $118K <0.01% -34 13F-HR Timeline Group Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 298 $116K 0.01% -452 13F-HR Timeline Group Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 298 $116K 0.03% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 293 $114K 0.08% -23 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 292 $113K <0.01% 0 13F-HR Timeline Group BFSG, LLC More: the full row for BFSG, LLC 290 $113K 0.01% -6 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 291 $112K 0.03% +17 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 288 $112K 0.08% -72 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 285 $111K 0.06% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 253 $111K 0.08% +154 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 283 $110K 0.05% +22 13F-HR/A Timeline Group PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 332 $109K 0.09% -237 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 279 $108K 0.02% +25 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 278 $108K 0.07% +9 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 268 $104K 0.04% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 267 $104K 0.03% +241 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 265 $103K 0.05% new 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 258 $100K 0.07% +1 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 257 $99.8K 0.08% new 13F-HR Timeline