Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 699 $661K 0.17% +25 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 698 $660K 0.06% -50 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 697 $659K 0.55% 0 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 696 $658K 0.15% 0 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 695 $657K 0.2% -44 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 685 $657K 0.35% -19 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 693 $656K 0.38% +1 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 693 $655K 0.17% -193 13F-HR Timeline SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 690 $653K 0.16% new 13F-HR/A Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 688 $651K 0.5% +23 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 688 $651K 0.26% +66 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 688 $650K 0.52% 0 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 679 $650K 0.31% new 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 687 $650K 0.22% -40 13F-HR Timeline Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 685 $648K 0.06% -155 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 685 $648K 0.13% +4 13F-HR Timeline Altrafin AG More: the full row for Altrafin AG 684 $647K 0.25% -4,297 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 684 $647K 0.1% +332 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 635 $645K 0.02% +13 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 681 $644K 0.09% +35 13F-HR Timeline Hiley Hunt Wealth Management More: the full row for Hiley Hunt Wealth Management 675 $644K 0.35% +1 13F-HR Timeline Runnymede Capital Advisors, Inc. More: the full row for Runnymede Capital Advisors, Inc. 680 $643K 0.62% +6 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 679 $643K 0.54% +83 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 676 $639K 0.04% +3 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 676 $639K 0.11% -30 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 676 $639K 0.23% -19 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 675 $639K 0.08% +5 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 675 $638K 0.02% -92 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 675 $638K 0.3% +3 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 674 $638K 0.06% +4 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 674 $637K 0.11% +5 13F-HR Timeline EWG Elevate Inc. More: the full row for EWG Elevate Inc. 673 $637K 0.24% -11 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 673 $637K 0.45% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 607 $637K 0.41% -56 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 672 $636K 0.05% -2 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 650 $635K 0.27% +40 13F-HR Timeline WINSLOW ASSET MANAGEMENT INC More: the full row for WINSLOW ASSET MANAGEMENT INC 671 $635K 0.14% 0 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 671 $635K 0.18% +142 13F-HR Timeline Greystone Financial Group, LLC More: the full row for Greystone Financial Group, LLC 671 $635K 0.12% new 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 670 $634K 0.01% -39,631 13F-HR Timeline Group Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 669 $633K 0.13% +95 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 668 $632K 0.18% +10 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 668 $632K 0.04% +221 13F-HR Timeline Hartmann Taylor Wealth Management, LLC More: the full row for Hartmann Taylor Wealth Management, LLC 668 $632K 0.57% 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 836 $629K 0.06% +91 13F-HR Timeline Group STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 663 $627K 0.1% -27 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 663 $627K 0.03% -270 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 663 $627K 0.4% +1 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 662 $626K 0.13% -384 13F-HR/A Timeline Insight Inv LLC More: the full row for Insight Inv LLC 14,814 $625K 0.43% +14,100 13F-HR Timeline Elefante Mark B More: the full row for Elefante Mark B 658 $622K 0.49% -40 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 657 $621K 0.13% +374 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 426 $621K 0.03% -275 13F-HR Timeline Group Point Windward Advisors Inc. More: the full row for Point Windward Advisors Inc. 655 $619K 0.25% -50 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 654 $619K 0.16% -69 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 654 $619K 0.04% +20 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 642 $618K 0.27% +4 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 654 $618K 0.22% +173 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 641 $618K 0.12% +43 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 653 $618K 0.14% +22 13F-HR Timeline Dempze Nancy E More: the full row for Dempze Nancy E 653 $618K 0.37% 0 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 651 $616K 0.37% -40 13F-HR Timeline Presidio Capital Management, LLC More: the full row for Presidio Capital Management, LLC 651 $616K 0.26% 0 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 651 $616K 0.05% +124 13F-HR/A Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 650 $615K 0.63% -2 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 649 $614K 0.29% +323 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 649 $613K 0.1% +45 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 648 $613K 0.09% 0 13F-HR Timeline Leith Wheeler Investment Counsel Ltd. More: the full row for Leith Wheeler Investment Counsel Ltd. 647 $612K 0.04% new 13F-HR Timeline FLOYD FINANCIAL GROUP LLC More: the full row for FLOYD FINANCIAL GROUP LLC 647 $612K 0.55% +18 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 633 $610K 0.64% -16 13F-HR Timeline Torray Investment Partners LLC More: the full row for Torray Investment Partners LLC 643 $608K 0.09% 0 13F-HR Timeline HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 643 $608K 0.16% -227 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 642 $607K 0.39% -65 13F-HR Timeline Paradigm, Strategies in Wealth Manageme… More: the full row for Paradigm, Strategies in Wealth Management, LLC 641 $606K 0.41% +77 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 641 $606K 0.39% -4 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 641 $606K 0.42% -4 13F-HR Timeline Cyr Financial Inc. More: the full row for Cyr Financial Inc. 639 $604K 0.54% +35 13F-HR/A Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 639 $604K 0.23% -1,338 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 659 $604K 0.2% 0 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 638 $604K 0.17% -7 13F-HR Timeline Alaska Wealth Advisors, LLC in group Alaska Permanent Capital Mana… More: the full row for Alaska Wealth Advisors, LLC 637 $603K 0.09% +116 13F-HR Timeline Group ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 637 $602K 0.34% -82 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 637 $602K 0.06% 0 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 637 $602K 0.09% 0 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 636 $602K 0.71% -75 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 635 $601K 0.15% +27 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 646 $601K 0.02% -11,897 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 634 $600K 0.1% 0 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 634 $600K 0.35% -69 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 633 $599K 0.08% -43 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 633 $599K 0.09% -7 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 630 $596K 0.04% -13 13F-HR Timeline VIRGINIA WEALTH MANAGEMENT GROUP, INC. More: the full row for VIRGINIA WEALTH MANAGEMENT GROUP, INC. 630 $596K 0.37% -286 13F-HR Timeline FINANCIAL ADVISORY PARTNERS, LLC More: the full row for FINANCIAL ADVISORY PARTNERS, LLC 630 $596K 0.2% -40 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 627 $593K 0.04% -120 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 626 $592K 0.16% +125 13F-HR Timeline BANTAMAC CAPITAL, LLC More: the full row for BANTAMAC CAPITAL, LLC 625 $592K 0.28% -11 13F-HR Timeline Paradigm Capital Management, LLC/NV More: the full row for Paradigm Capital Management, LLC/NV 625 $591K 0.6% 0 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 623 $589K 0.13% +1 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 623 $589K 0.21% -17 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 622 $588K 0.13% 0 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 622 $588K 0.05% -352 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 621 $587K 0.06% 0 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 618 $584K 0.12% +180 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 617 $584K 0.16% +154 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 616 $583K 0.11% +4 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 614 $581K 0.33% -204 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 613 $580K 0.32% -39 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 610 $577K 0.62% +61 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 608 $575K 0.13% +20 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 608 $575K 0.21% -15 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 607 $574K 0.09% +54 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 607 $574K 0.05% -14 13F-HR Timeline Phocas Financial Corp. More: the full row for Phocas Financial Corp. 606 $573K 0.09% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 604 $571K 0.39% -42 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 603 $570K 0.22% +59 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 601 $568K 0.12% +75 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 601 $568K 0.32% +4 13F-HR Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 582 $568K 0.12% +9 13F-HR Timeline Lattice Capital Management, LLC More: the full row for Lattice Capital Management, LLC 600 $567K 0.59% 0 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 600 $567K 0.22% +48 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 600 $567K 0.61% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 600 $567K 0.53% 0 13F-HR Timeline Parkside Advisors LLC More: the full row for Parkside Advisors LLC 598 $566K 0.14% 0 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 597 $565K 0.01% +131 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 597 $564K 0.08% -87 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 601 $564K 0.35% +500 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 596 $563K 0.08% 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 595 $563K 0.17% +68 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 593 $561K 0.15% +8 13F-HR/A Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 592 $560K 0.22% +13 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 592 $560K 0.03% +13 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 590 $558K 0.13% new 13F-HR/A Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 590 $558K 0.54% +16 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 590 $558K 0.06% -22 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 589 $557K 0.13% new 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 588 $556K 0.57% -1 13F-HR Timeline Sulzberger Capital Advisors, Inc. More: the full row for Sulzberger Capital Advisors, Inc. 588 $556K 0.73% -291 13F-HR Timeline Blue Investment Partners LLC More: the full row for Blue Investment Partners LLC 588 $556K 0.21% +1 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 587 $556K 0.23% +16 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 587 $555K 0.34% -368 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 586 $554K 0.16% -77 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 584 $552K 0.77% -508 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 582 $550K 0.2% -17 13F-HR Timeline Tuttle Capital Management, LLC More: the full row for Tuttle Capital Management, LLC 582 $550K 2.42% +55 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 581 $549K 0.04% 0 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 581 $549K 0.2% -138 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 580 $549K 0.29% +148 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 579 $548K 0.43% -9 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 579 $548K 0.1% +21 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 578 $547K 0.1% -35 13F-HR Timeline Horan Capital Advisors, LLC. More: the full row for Horan Capital Advisors, LLC. 577 $546K 0.18% +148 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 576 $545K 0.21% +122 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 575 $544K 0.54% +65 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 574 $543K 0.31% +22 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 574 $543K 0.19% 0 13F-HR Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 573 $542K 0.06% -321 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 572 $542K 0.13% -19 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 572 $541K 0.47% +15 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 570 $539K 0.23% +23 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 569 $538K 0.37% -2 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 567 $536K 0.14% -107 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 567 $536K 0.42% +50 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 566 $535K 0.06% +56 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 565 $535K 0.12% -13 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 564 $533K 0.61% 0 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 564 $533K 0.3% +48 13F-HR Timeline Elite Financial, Inc. More: the full row for Elite Financial, Inc. 564 $533K 0.28% 0 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 564 $533K 0.25% +3 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 563 $533K 0.23% +21 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 563 $532K 0.17% +6 13F-HR Timeline Kingstone Capital Partners Texas, LLC More: the full row for Kingstone Capital Partners Texas, LLC 563 $532K 0.43% +1 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 562 $532K 0.22% -106 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 562 $532K 0.06% 0 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 561 $531K 0.21% -29 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 561 $530K 0.05% 0 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 559 $529K 0.26% +30 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 558 $528K 0.25% +103 13F-HR/A Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 556 $526K 0.22% -7 13F-HR Timeline LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 553 $526K 0.37% 0 13F-HR Timeline Independent Family Office, LLC More: the full row for Independent Family Office, LLC 555 $525K 0.28% -15 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 555 $525K 0.48% -9 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 554 $524K 0.12% -955 13F-HR/A Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 554 $524K 0.41% +244 13F-HR Timeline Sabal Trust CO More: the full row for Sabal Trust CO 553 $523K 0.03% -8 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 551 $522K 0.09% +23 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 551 $521K 0.43% -63 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 550 $520K 0.36% +6 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 550 $520K 0.02% +260 13F-HR Timeline Group Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 550 $520K 0.14% 0 13F-HR Timeline StoneCrest Wealth Management, Inc. More: the full row for StoneCrest Wealth Management, Inc. 550 $520K 0.33% -46 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 550 $520K 0.14% -5 13F-HR Timeline North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 549 $519K 0.54% -40 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 549 $519K 0.28% -6 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 571 $518K 0.1% +126 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 548 $518K 0.17% +128 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 547 $517K 0.4% 0 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 546 $516K 0.29% +69 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 545 $515K 0.4% -62 13F-HR Timeline