AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,000 $675K 0.02% +249 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 1,990 $672K 0.05% +19 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 1,986 $671K 0.24% new 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 1,976 $667K 0.07% -834 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,974 $667K 0.01% +1,519 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 1,965 $664K 0.06% -300 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 1,953 $660K 0.04% +1,163 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 1,951 $659K 0.01% 0 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 1,950 $659K 0.02% 0 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 1,949 $658K 0.04% -47 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 1,935 $654K 0.2% new 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 1,925 $650K 0.1% -1,170 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 1,918 $648K 0.25% -22 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 1,917 $647K 0.23% 13F-HR Timeline Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 1,914 $646K 0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 1,913 $646K 0.02% 0 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 1,901 $642K 0.11% -225 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 1,898 $641K 0.04% -50 13F-HR Timeline Marathon Wealth Advisors LLC More: the full row for Marathon Wealth Advisors LLC 1,896 $640K 0.25% 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 1,890 $638K 0.22% 0 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,886 $637K 0.01% -311 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 1,877 $634K 0.01% -107 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 1,876 $634K 0.04% +4 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 1,862 $629K 0.2% -132 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 1,858 $628K 0.17% -5,917 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 1,788 $627K 0.06% 0 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 1,855 $627K 0.04% +2 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,853 $626K 0.2% -1,448 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 1,836 $620K 0.12% 0 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,829 $618K 0.1% -92 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 1,825 $617K 0.02% +8 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,822 $615K 0.03% -1,672 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 1,817 $614K <0.01% +15 13F-HR Timeline OSSIAM More: the full row for OSSIAM 1,812 $612K 0.01% -2,467 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 1,810 $611K <0.01% +451 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 1,806 $610K 0.24% -77 13F-HR/A Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 1,802 $609K 0.06% +19 13F-HR Timeline Independence Wealth Advisors, LLC More: the full row for Independence Wealth Advisors, LLC 1,793 $605K 0.34% 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 1,791 $605K 0.2% 13F-HR/A Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,788 $604K 0.01% -36 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,784 $603K 0.05% +38 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 1,783 $602K 0.02% +75 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 1,780 $601K 0.9% 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,780 $601K 0.09% +12 13F-HR Timeline Group Asset Advisory Group, Inc. More: the full row for Asset Advisory Group, Inc. 1,772 $598K 0.3% 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 1,752 $592K 0.01% -143 13F-HR Timeline Group Weaver Consulting Group More: the full row for Weaver Consulting Group 1,750 $591K 0.14% 0 13F-HR Timeline EMERALD ADVISERS, LLC in group EMERALD ADVISERS, LLC More: the full row for EMERALD ADVISERS, LLC 1,748 $590K 0.02% -79 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,744 $589K 0.01% +658 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 1,742 $588K 0.15% 0 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 1,735 $586K 0.12% 13F-HR Timeline Hardworking Capital Advisors, LLC More: the full row for Hardworking Capital Advisors, LLC 1,734 $586K 0.53% 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 1,733 $585K 0.1% -77 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 1,730 $584K 0.16% -23 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 1,730 $584K 0.15% -18 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 1,730 $584K 0.23% new 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 1,725 $583K 0.03% new 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,722 $582K 0.04% -60 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 1,720 $581K <0.01% 0 13F-HR Timeline Stillwater Capital Advisors, LLC More: the full row for Stillwater Capital Advisors, LLC 1,709 $577K 0.06% +473 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 1,704 $576K 0.01% +184 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 1,702 $575K 0.1% 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 1,694 $572K 0.01% -25 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 1,678 $567K 0.02% -33 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 1,677 $566K 0.45% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,661 $561K 0.02% 0 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,652 $558K 0.03% +758 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 1,650 $557K 0.01% +168 13F-HR Timeline SPWM Advisors LLC More: the full row for SPWM Advisors LLC 1,649 $557K 0.53% 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 1,647 $556K 0.07% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,645 $556K 0.19% +1,043 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,634 $552K 0.09% -22 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,633 $552K 0.02% -70 13F-HR Timeline Group Sun Financial Inc More: the full row for Sun Financial Inc 1,633 $552K 0.31% 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 1,628 $550K 0.02% -1,139 13F-HR Timeline Group Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 1,627 $550K 0.02% +11 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 1,625 $548K 0.07% +25 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 1,622 $548K 0.26% -494 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 1,622 $548K 0.2% +594 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 1,609 $543K 0.05% -84 13F-HR Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 1,604 $542K 0.02% +2 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 1,596 $539K 0.03% -4 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 1,590 $537K 0.02% -211 13F-HR Timeline Group KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 1,583 $535K 0.07% -196 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 1,578 $533K 0.05% -3 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 1,572 $531K 0.01% +104 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 1,549 $528K 0.28% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,553 $525K <0.01% -147 13F-HR Timeline Group Monument Capital Management More: the full row for Monument Capital Management 1,552 $524K 0.13% 0 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 1,551 $524K 0.02% +9 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 1,551 $524K 0.01% +414 13F-HR Timeline Group Rossmore Private Capital More: the full row for Rossmore Private Capital 1,548 $523K 0.05% +695 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 1,452 $522K 0.38% 0 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 1,537 $519K 0.01% 0 13F-HR Timeline Group Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 1,528 $516K 0.01% +3 13F-HR Timeline Group Tevis Investment Management More: the full row for Tevis Investment Management 1,637 $512K 0.31% 0 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,505 $508K 0.01% +6 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,505 $508K 0.02% +330 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 1,501 $507K 0.01% new 13F-HR Timeline Group Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,498 $506K 0.07% +100 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 1,496 $505K 0.04% -712 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 1,487 $502K 0.02% -103 13F-HR Timeline Counterpoint Mutual Funds LLC More: the full row for Counterpoint Mutual Funds LLC 1,485 $502K 0.04% -5,968 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,484 $501K 0.01% -453 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 1,472 $497K 0.25% +20 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 1,468 $496K 0.01% +138 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 1,460 $493K 0.03% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,447 $489K 0.05% +1,251 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 1,431 $483K 0.22% 0 13F-HR Timeline SG Trading Solutions, LLC More: the full row for SG Trading Solutions, LLC 1,430 $483K 0.11% 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 1,430 $483K 0.03% -1,060 13F-HR Timeline Sonoma Allocations LLC More: the full row for Sonoma Allocations LLC 1,337 $483K 0.16% +599 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 1,892 $482K 0.04% 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 1,413 $477K 0.14% 13F-HR Timeline Group Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 1,411 $477K 0.03% +199 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 1,405 $474K 0.01% +2 13F-HR Timeline One Wealth Map LLC More: the full row for One Wealth Map LLC 1,300 $473K 0.24% +1 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 1,395 $471K 0.08% +158 13F-HR Timeline Group McLean Asset Management Corp More: the full row for McLean Asset Management Corp 1,341 $469K 0.08% +1 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 1,389 $469K <0.01% +29 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 1,387 $468K 0.01% 0 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 1,284 $467K 0.09% -201 13F-HR Timeline 111 Capital More: the full row for 111 Capital 1,368 $462K 0.1% new 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 1,362 $460K 0.05% new 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 1,361 $460K 0.03% +56 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 1,347 $455K 0.16% 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 1,339 $452K 0.01% +45 13F-HR Timeline J.E. Simmons & Co., P.C. More: the full row for J.E. Simmons & Co., P.C. 1,333 $450K 0.29% 13F-HR Timeline Elite Life Management LLC More: the full row for Elite Life Management LLC 1,251 $449K 0.73% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,329 $449K 0.01% +118 13F-HR Timeline BURR FINANCIAL SERVICES, LLC More: the full row for BURR FINANCIAL SERVICES, LLC 1,314 $444K 0.33% 0 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 1,310 $442K 0.06% -3 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,308 $442K 0.01% +151 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,307 $441K <0.01% -565 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 1,302 $440K 0.01% +15 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,293 $437K <0.01% -68 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 1,288 $435K 0.01% +3 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 1,282 $433K 0.01% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,222 $432K 0.01% -37 13F-HR Timeline CLG LLC More: the full row for CLG LLC 1,267 $428K 0.11% +1 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 1,262 $426K 0.07% -63 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 1,268 $426K 0.05% 0 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 1,260 $426K 0.02% -4 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 1,258 $425K 0.05% 0 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 1,257 $425K 0.1% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,250 $422K 0.01% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 1,248 $422K 0.02% +21 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 1,241 $419K <0.01% +359 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 1,239 $419K 0.06% 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,211 $409K 0.03% -12 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 1,211 $409K 0.06% -163 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 1,208 $408K 0.04% 0 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 1,197 $404K 0.05% -95 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 1,197 $404K 0.07% -167 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 1,190 $402K 0.05% -142 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 1,189 $402K 0.01% +40 13F-HR Timeline Calamos Wealth Management LLC in group Calamos Advisors LLC More: the full row for Calamos Wealth Management LLC 1,182 $399K 0.01% +23 13F-HR Timeline Group Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,182 $399K 0.06% -96 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 1,178 $398K <0.01% +60 13F-HR Timeline Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 1,175 $397K 0.04% new 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 1,168 $395K 0.02% -15 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 1,167 $394K 0.13% -15 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 1,164 $393K 0.01% new 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,162 $393K 0.02% -386 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 1,159 $391K 0.05% +1 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 1,158 $391K 0.08% +56 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 1,155 $390K 0.02% 0 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 1,155 $390K 0.01% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 1,155 $390K 0.18% 0 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 1,154 $390K 0.06% 0 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 1,147 $387K 0.13% +59 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,135 $383K 0.07% -252 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 1,134 $383K 0.04% +470 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 1,125 $380K 0.05% -124 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 1,125 $380K 0.24% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 1,125 $380K 0.27% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,122 $379K 0.04% +12 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 1,119 $378K 0.31% -20 13F-HR Timeline Persistent Asset Partners Ltd More: the full row for Persistent Asset Partners Ltd 1,119 $378K 0.18% new 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,110 $375K 0.02% +90 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,110 $375K 0.02% +323 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 1,109 $375K 0.02% 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 1,099 $374K 0.03% +319 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 1,105 $373K 0.17% -66 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 1,100 $372K <0.01% new 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 1,100 $371K <0.01% +116 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 1,095 $370K 0.03% 0 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 1,089 $368K 0.1% -54 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,079 $364K 0.02% +239 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,065 $360K 0.01% -13 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 1,061 $358K 0.11% -59 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 1,060 $358K 0.17% -89 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 1,053 $356K 0.01% -440 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 1,049 $354K 0.07% 0 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 1,047 $354K 0.05% -119 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 1,033 $349K <0.01% -32 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,032 $349K 0.01% +11 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 1,029 $348K 0.02% -30 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 1,028 $347K 0.07% +70 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 1,024 $346K 0.01% new 13F-HR Timeline