Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 703 $696K 0.16% -242 13F-HR Timeline Greystone Financial Group, LLC More: the full row for Greystone Financial Group, LLC 702 $695K 0.11% +31 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 700 $694K 0.4% +66 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 700 $693K 0.06% +2 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 700 $693K 0.05% -60 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 700 $693K 0.23% +24 13F-HR Timeline Momentous Wealth Management, Inc. More: the full row for Momentous Wealth Management, Inc. 699 $692K 0.45% -119 13F-HR Timeline Alaska Wealth Advisors, LLC in group Alaska Permanent Capital Mana… More: the full row for Alaska Wealth Advisors, LLC 698 $691K 0.1% +61 13F-HR Timeline Group Foundation Wealth Management, LLC More: the full row for Foundation Wealth Management, LLC 698 $691K 0.48% -36 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 697 $690K 0.09% -50 13F-HR Timeline Axim Planning & Wealth More: the full row for Axim Planning & Wealth 697 $690K 0.63% new 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 694 $687K 0.12% +104 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 694 $687K 0.46% +6 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 693 $686K 0.52% -4 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 693 $686K 0.09% +9 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 690 $683K 0.1% -20 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 690 $683K 0.07% -25 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 687 $680K 0.21% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 686 $679K 0.16% -13 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 686 $679K 0.15% -10 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 685 $678K 0.13% 0 13F-HR Timeline KilterHowling LLC More: the full row for KilterHowling LLC 685 $678K 0.4% +5 13F-HR Timeline Altrafin AG More: the full row for Altrafin AG 684 $677K 0.23% 0 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 683 $676K 0.34% +220 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 681 $675K 0.23% +165 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 681 $674K 0.17% -400 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 680 $673K 0.21% -40 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 678 $671K 0.23% +122 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 677 $670K 0.11% +3 13F-HR Timeline Hiley Hunt Wealth Management More: the full row for Hiley Hunt Wealth Management 675 $670K 0.34% 0 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 676 $669K 0.5% +156 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 675 $668K 0.07% +109 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 675 $668K 0.58% +25 13F-HR Timeline EWG Elevate Inc. More: the full row for EWG Elevate Inc. 674 $667K 0.21% +1 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 674 $667K 0.09% -133 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 673 $666K 0.22% +70 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 673 $666K 0.43% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 671 $665K 0.21% +293 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 672 $663K 0.15% -373 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 669 $662K 0.29% -6 13F-HR Timeline Hartmann Taylor Wealth Management, LLC More: the full row for Hartmann Taylor Wealth Management, LLC 667 $660K 0.55% -1 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 666 $659K 0.06% +45 13F-HR Timeline Tuttle Capital Management, LLC More: the full row for Tuttle Capital Management, LLC 666 $659K 2.73% +84 13F-HR Timeline Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 665 $658K 0.06% -20 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 663 $657K 0.08% 0 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 663 $656K 0.14% -150 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 663 $656K 0.4% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 663 $656K 0.37% +56 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 662 $655K 0.33% +61 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 662 $655K 0.24% +104 13F-HR/A Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 662 $655K 0.15% -62 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 661 $654K 0.13% +53 13F-HR Timeline Presidio Capital Management, LLC More: the full row for Presidio Capital Management, LLC 660 $653K 0.25% +9 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 659 $652K 0.2% +5 13F-HR Timeline SFM, LLC d/b/a Sweeney Financial Adviso… More: the full row for SFM, LLC d/b/a Sweeney Financial Advisors 658 $651K 0.42% -105 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 657 $651K 0.11% +79 13F-HR Timeline Point Windward Advisors Inc. More: the full row for Point Windward Advisors Inc. 655 $648K 0.29% 0 13F-HR Timeline Runnymede Capital Advisors, Inc. More: the full row for Runnymede Capital Advisors, Inc. 655 $648K 0.6% -25 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 654 $647K 0.04% -14 13F-HR Timeline First Fiduciary Investment Counsel, Inc. More: the full row for First Fiduciary Investment Counsel, Inc. 654 $647K 0.13% new 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 657 $645K 0.12% +204 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 651 $645K 0.04% 0 13F-HR/A Timeline Family Manage LLC More: the full row for Family Manage LLC 651 $644K 0.1% -25 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 650 $643K 0.07% +60 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 649 $642K 0.22% new 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 649 $642K 0.4% +8 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 648 $641K 0.09% 0 13F-HR Timeline Dempze Nancy E More: the full row for Dempze Nancy E 648 $641K 0.37% -5 13F-HR Timeline Elefante Mark B More: the full row for Elefante Mark B 648 $641K 0.48% -10 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 648 $641K 0.08% +15 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 647 $640K 0.13% -15 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 646 $640K 0.69% +10 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 646 $640K 0.29% +97 13F-HR Timeline ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 645 $639K 0.07% new 13F-HR Timeline Group WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 644 $638K 0.24% +74 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 644 $637K 0.07% +262 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 641 $635K 0.43% -101 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 641 $635K 0.11% +40 13F-HR Timeline Paradigm, Strategies in Wealth Manageme… More: the full row for Paradigm, Strategies in Wealth Management, LLC 640 $634K 0.41% -1 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 640 $633K 0.47% -39 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 639 $633K 0.24% -11 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 653 $633K 0.16% -136 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 639 $632K 0.16% -76 13F-HR Timeline Cache Advisors, LLC More: the full row for Cache Advisors, LLC 638 $632K 0.17% +115 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 638 $632K 0.12% -19 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 637 $631K 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 $631K 0.11% 0 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 642 $630K 0.23% 0 13F-HR Timeline Torray Investment Partners LLC More: the full row for Torray Investment Partners LLC 636 $630K 0.09% -7 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 636 $630K 0.42% -379 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 635 $629K 0.15% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 634 $628K 0.56% +70 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 633 $627K 0.04% -21 13F-HR Timeline HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 633 $624K 0.15% -10 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 633 $624K 0.57% 0 13F-HR Timeline VIRGINIA WEALTH MANAGEMENT GROUP, INC. More: the full row for VIRGINIA WEALTH MANAGEMENT GROUP, INC. 630 $624K 0.38% 0 13F-HR Timeline FINANCIAL ADVISORY PARTNERS, LLC More: the full row for FINANCIAL ADVISORY PARTNERS, LLC 630 $624K 0.2% 0 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 628 $622K 0.09% +31 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 628 $621K 0.18% +65 13F-HR Timeline Paradigm Capital Management, LLC/NV More: the full row for Paradigm Capital Management, LLC/NV 626 $619K 0.61% +1 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 624 $618K 0.13% -194 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 624 $618K 0.1% -10 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 623 $617K 0.16% -80 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 623 $617K 0.32% +9 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 623 $617K 0.21% 0 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 651 $616K 0.37% 0 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 621 $615K 0.13% -2 13F-HR Timeline Wallace Hart LLC More: the full row for Wallace Hart LLC 621 $615K 0.49% -1,788 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 621 $615K 0.17% +54 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 621 $615K 0.12% -48 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 620 $614K 0.23% +110 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 619 $613K 0.15% -19 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 647 $613K 0.5% +57 13F-HR Timeline Cascade Wealth Advisors, Inc More: the full row for Cascade Wealth Advisors, Inc 624 $612K 0.35% +204 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 617 $611K 0.23% -71 13F-HR Timeline Cannon Advisors, Inc. More: the full row for Cannon Advisors, Inc. 613 $607K 0.49% new 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 615 $606K 0.22% +28 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 612 $606K 0.74% +28 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 611 $605K 0.09% +4 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 610 $604K 0.16% +15 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 608 $602K 0.18% 0 13F-HR Timeline Phocas Financial Corp. More: the full row for Phocas Financial Corp. 606 $600K 0.09% 0 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 604 $598K 0.16% +76 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 603 $597K 0.17% +81 13F-HR Timeline SPG ADVISORS LLC More: the full row for SPG ADVISORS LLC 602 $596K 7.15% 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 602 $596K 0.21% +2 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 601 $595K 0.13% +47 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 601 $595K 0.02% -74 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 600 $594K 0.16% -17 13F-HR Timeline Lattice Capital Management, LLC More: the full row for Lattice Capital Management, LLC 600 $594K 0.65% 0 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 600 $594K 0.41% 0 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 598 $592K 0.13% +95 13F-HR Timeline Parkside Advisors LLC More: the full row for Parkside Advisors LLC 598 $592K 0.13% 0 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 597 $591K 0.1% +26 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 597 $591K 0.17% -62 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 597 $591K 0.15% -244 13F-HR Timeline Masso Torrence Wealth Management Inc. More: the full row for Masso Torrence Wealth Management Inc. 595 $589K 0.27% +182 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 594 $588K 0.21% +31 13F-HR Timeline TTP Investments, Inc. More: the full row for TTP Investments, Inc. 594 $588K 0.19% new 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 593 $588K 0.42% +14 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 593 $587K 0.13% 0 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 593 $587K 0.22% 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 605 $586K 0.4% +1 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 591 $585K 0.01% new 13F-HR Timeline Group Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 589 $583K 0.06% +131 13F-HR Timeline Sulzberger Capital Advisors, Inc. More: the full row for Sulzberger Capital Advisors, Inc. 588 $582K 0.68% 0 13F-HR Timeline Blue Investment Partners LLC More: the full row for Blue Investment Partners LLC 588 $582K 0.2% 0 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 587 $581K 0.3% +13 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 587 $581K 0.33% 0 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 586 $580K 0.26% -134 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 586 $580K 0.04% -264 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 585 $579K 0.08% -11 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 583 $577K 0.18% +58 13F-HR Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 604 $577K 0.15% -143 13F-HR Timeline HARRIS ASSOCIATES L P More: the full row for HARRIS ASSOCIATES L P 581 $575K <0.01% new 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 581 $575K 0.04% 0 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 579 $573K 0.44% +7 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 578 $572K 0.4% +321 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 577 $572K 0.02% +151 13F-HR Timeline Group PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 577 $571K 0.18% -5 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 576 $570K 0.2% 0 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 576 $570K 0.12% -1,337 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 575 $570K 0.31% -361 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 575 $569K 0.15% +90 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 574 $568K 0.27% +59 13F-HR Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 573 $567K 0.06% 0 13F-HR/A Timeline BlueSpruce Investments, LP More: the full row for BlueSpruce Investments, LP 573 $567K 0.01% new 13F-HR Timeline Insight Inv LLC More: the full row for Insight Inv LLC 573 $567K 0.38% -14,241 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 572 $566K 0.16% +61 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 570 $564K 0.54% -18 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 567 $562K 0.34% +137 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 567 $561K 0.38% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 566 $560K 0.04% +5 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 562 $557K 0.22% 0 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 561 $556K 0.1% +46 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 561 $555K 0.19% 0 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 560 $554K 0.14% -26 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 560 $554K 0.75% +24 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 560 $554K 0.1% +166 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 559 $554K 0.26% 0 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 559 $553K 0.03% -33 13F-HR Timeline Saiph Capital, LLC More: the full row for Saiph Capital, LLC 559 $553K 0.22% +110 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 559 $553K 0.23% +208 13F-HR Timeline WINSLOW ASSET MANAGEMENT INC More: the full row for WINSLOW ASSET MANAGEMENT INC 558 $552K 0.11% -113 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 557 $551K 0.34% -12 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 1,574 $551K 0.14% +1,032 13F-HR Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 558 $551K 0.11% -24 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 556 $550K 0.13% +68 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 556 $550K 0.42% +10 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 556 $550K 0.36% +26 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 555 $550K 0.19% new 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 555 $550K 0.46% 0 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 581 $549K 0.19% 0 13F-HR Timeline Independent Family Office, LLC More: the full row for Independent Family Office, LLC 555 $549K 0.25% 0 13F-HR Timeline Wealth Advisors Northwest LLC More: the full row for Wealth Advisors Northwest LLC 555 $549K 0.29% +61 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 554 $548K 0.07% new 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 554 $548K 0.09% -25 13F-HR Timeline StoneCrest Wealth Management, Inc. More: the full row for StoneCrest Wealth Management, Inc. 553 $547K 0.26% +3 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 552 $547K 0.09% +1 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 551 $545K 0.12% +199 13F-HR Timeline