Altrafin AG More: the full row for Altrafin AG 684 $633K 0.2% 0 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 682 $631K 0.39% +142 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 682 $631K 0.19% -5 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 681 $630K 0.14% 0 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 681 $630K 0.41% +5 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 680 $630K 0.16% -43 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 680 $630K 0.25% -1,363 13F-HR Timeline SFM, LLC d/b/a Sweeney Financial Adviso… More: the full row for SFM, LLC d/b/a Sweeney Financial Advisors 675 $625K 0.36% +17 13F-HR Timeline Clarity Wealth Development LLC More: the full row for Clarity Wealth Development LLC 675 $624K 0.56% -229 13F-HR Timeline Hartmann Taylor Wealth Management, LLC More: the full row for Hartmann Taylor Wealth Management, LLC 672 $622K 0.45% +5 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 672 $622K 0.29% -69 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 672 $622K 0.46% +25 13F-HR Timeline Hiley Hunt Wealth Management More: the full row for Hiley Hunt Wealth Management 671 $621K 0.29% -4 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 671 $621K 0.14% +9 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 670 $620K 0.09% -20 13F-HR Timeline Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 670 $620K 0.06% +5 13F-HR/A Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 669 $619K 0.09% -8 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 674 $618K 0.21% +35 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 668 $618K 0.07% +83 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 667 $617K 0.21% +23 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 667 $617K 0.13% -5 13F-HR Timeline Tuttle Capital Management, LLC More: the full row for Tuttle Capital Management, LLC 666 $616K 2.33% 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 Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 671 $614K 0.48% -4 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 663 $614K 0.34% 0 13F-HR Timeline Presidio Capital Management, LLC More: the full row for Presidio Capital Management, LLC 661 $612K 0.21% +1 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 660 $611K 0.06% +10 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 660 $611K 0.25% +617 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 659 $610K 0.2% +418 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Momentous Wealth Management, Inc. More: the full row for Momentous Wealth Management, Inc. 657 $608K 0.39% -42 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 656 $608K 0.11% +35 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 656 $607K 0.05% new 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 655 $607K 0.04% +22 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 655 $606K 0.07% +11 13F-HR Timeline Point Windward Advisors Inc. More: the full row for Point Windward Advisors Inc. 655 $606K 0.28% 0 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 655 $606K 0.28% +300 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 640 $606K 0.18% -458 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 654 $605K 0.03% -792 13F-HR Timeline First Fiduciary Investment Counsel, Inc. More: the full row for First Fiduciary Investment Counsel, Inc. 654 $605K 0.12% 0 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 633 $605K 0.14% -20 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 653 $604K 0.12% +32 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 653 $604K 0.3% -10 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 652 $604K 0.29% -121 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 651 $603K 0.07% +149 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 651 $603K 0.47% -160 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 651 $603K 0.06% +14 13F-HR Timeline KilterHowling LLC More: the full row for KilterHowling LLC 650 $602K 0.34% -35 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 648 $601K 0.11% new 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 648 $600K 0.08% 0 13F-HR Timeline Capital Squared Financial LLC More: the full row for Capital Squared Financial LLC 648 $600K 0.52% +328 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 647 $599K 0.08% -4 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 647 $599K 0.41% +100 13F-HR Timeline TKG Advisors, LLC More: the full row for TKG Advisors, LLC 645 $597K 0.26% +314 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 644 $596K 0.26% +100 13F-HR Timeline Dempze Nancy E More: the full row for Dempze Nancy E 643 $595K 0.33% -5 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 643 $595K 0.1% +382 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 642 $594K 0.59% -4 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 600 $594K 0.51% 0 13F-HR/A Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 642 $594K 0.19% +22 13F-HR Timeline Warther Private Wealth, LLC More: the full row for Warther Private Wealth, LLC 641 $593K 0.14% -213 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 641 $593K 0.34% -8 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 641 $593K 0.28% -42 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 640 $592K 0.38% +4 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 640 $592K 0.23% -6 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 639 $591K 0.09% +85 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 638 $591K 0.4% -2 13F-HR Timeline Elefante Mark B More: the full row for Elefante Mark B 638 $591K 0.38% -10 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 $590K 0.09% 0 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 647 $589K 0.49% +14 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 636 $589K 0.06% -39 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 635 $587K 0.36% -6 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 634 $587K 0.41% 0 13F-HR Timeline HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 633 $586K 0.13% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 633 $586K 0.31% +174 13F-HR Timeline GreatBanc Trust CO More: the full row for GreatBanc Trust CO 632 $585K 0.4% 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 632 $585K 0.15% -110 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 632 $585K 0.15% +28 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 632 $585K 0.08% +131 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 631 $584K 0.29% +267 13F-HR Timeline VIRGINIA WEALTH MANAGEMENT GROUP, INC. More: the full row for VIRGINIA WEALTH MANAGEMENT GROUP, INC. 630 $583K 0.34% 0 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 630 $583K 0.19% -1,522 13F-HR Timeline FINANCIAL ADVISORY PARTNERS, LLC More: the full row for FINANCIAL ADVISORY PARTNERS, LLC 630 $583K 0.17% 0 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 629 $582K 0.03% -25 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 629 $582K 0.13% +10 13F-HR Timeline Torray Investment Partners LLC More: the full row for Torray Investment Partners LLC 628 $581K 0.08% -8 13F-HR Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 628 $581K 0.03% +211 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 625 $579K 0.34% +68 13F-HR Timeline Masso Torrence Wealth Management Inc. More: the full row for Masso Torrence Wealth Management Inc. 625 $579K 0.24% +30 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 625 $579K 0.21% -121 13F-HR Timeline Cannon Advisors, Inc. More: the full row for Cannon Advisors, Inc. 614 $578K 0.39% +1 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 624 $578K 0.09% 0 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 624 $578K 0.12% 0 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 624 $578K 0.1% -155 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 622 $576K 0.04% -100 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 622 $576K 0.04% +41 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 621 $575K 0.2% -474 13F-HR Timeline Wallace Hart LLC More: the full row for Wallace Hart LLC 621 $575K 0.42% 0 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 619 $573K 0.1% -230 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 619 $573K 0.35% +130 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 618 $572K 0.17% -5 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 618 $572K 0.44% +63 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 618 $572K 0.13% -21 13F-HR Timeline Cascade Wealth Advisors, Inc More: the full row for Cascade Wealth Advisors, Inc 624 $571K 0.28% 0 13F-HR Timeline Paradigm, Strategies in Wealth Manageme… More: the full row for Paradigm, Strategies in Wealth Management, LLC 615 $570K 0.36% -25 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 615 $569K 0.17% +21 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 614 $569K 0.34% -48 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 614 $568K 0.24% +40 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 613 $568K 0.19% -2 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 613 $568K 0.12% -65 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 613 $567K 0.11% -50 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 612 $567K 0.13% +15 13F-HR Timeline South Street Advisors LLC More: the full row for South Street Advisors LLC 611 $566K 0.07% new 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 610 $565K 0.14% 0 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 610 $565K 0.02% +70 13F-HR Timeline Group Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 616 $563K 0.24% 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 608 $563K 0.23% +250 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 607 $562K 0.11% +257 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 614 $562K 0.17% +100 13F-HR Timeline Phocas Financial Corp. More: the full row for Phocas Financial Corp. 606 $561K 0.07% 0 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 606 $561K 0.07% -68 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 603 $558K 0.19% -14 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 602 $557K 0.21% new 13F-HR Timeline Saiph Capital, LLC More: the full row for Saiph Capital, LLC 602 $557K 0.2% +43 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 601 $556K 0.25% -22 13F-HR Timeline Lattice Capital Management, LLC More: the full row for Lattice Capital Management, LLC 600 $555K 0.53% 0 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 599 $554K 0.03% +13 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 599 $554K 0.31% +61 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 598 $554K 0.15% +1 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 605 $553K 0.08% +8 13F-HR Timeline Paradigm Capital Management, LLC/NV More: the full row for Paradigm Capital Management, LLC/NV 597 $552K 0.55% -29 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 596 $552K 0.17% -6 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 608 $550K 0.35% +3 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 594 $550K 0.09% new 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 594 $550K 0.09% 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 555 $550K 0.19% 0 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 593 $549K 0.2% 0 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 592 $548K 0.15% -308 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 592 $548K 0.23% +74 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 591 $547K 0.08% -20 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 589 $545K 0.28% new 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 588 $545K 0.16% -112 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 588 $544K 0.12% -5 13F-HR Timeline SPG ADVISORS LLC More: the full row for SPG ADVISORS LLC 588 $544K 6.26% -14 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 588 $544K 0.31% -3,701 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 587 $543K 0.3% 0 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 586 $543K 0.23% 0 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 585 $543K 0.79% 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 586 $542K 0.14% +25 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 583 $540K 0.17% -129 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 583 $540K 0.16% 0 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 583 $540K 0.13% +23 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 583 $540K 0.12% -663 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 583 $540K 0.13% -17 13F-HR Timeline Sulzberger Capital Advisors, Inc. More: the full row for Sulzberger Capital Advisors, Inc. 583 $540K 0.6% -5 13F-HR Timeline HARRIS ASSOCIATES L P More: the full row for HARRIS ASSOCIATES L P 581 $538K <0.01% 0 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 581 $538K 0.15% -27 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 581 $538K 0.17% +5 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 580 $537K 0.18% -243 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 585 $537K 0.32% +29 13F-HR Timeline Runnymede Capital Advisors, Inc. More: the full row for Runnymede Capital Advisors, Inc. 579 $536K 0.44% -76 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 578 $535K 0.31% +22 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 578 $535K 0.18% +106 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 577 $534K 0.11% -200 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 577 $534K 0.16% 0 13F-HR Timeline FLOYD FINANCIAL GROUP LLC More: the full row for FLOYD FINANCIAL GROUP LLC 569 $532K 0.39% +75 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 574 $531K 0.07% -6,635 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 573 $530K 0.08% +21 13F-HR Timeline BlueSpruce Investments, LP More: the full row for BlueSpruce Investments, LP 573 $530K 0.01% 0 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 572 $529K 0.05% -17 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 571 $529K 0.32% +200 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 569 $527K 0.12% -6 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 568 $525K 0.15% +26 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 567 $525K 0.35% -12 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 567 $525K 0.29% 0 13F-HR Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 572 $525K 0.09% +14 13F-HR Timeline Warner Group LLC More: the full row for Warner Group LLC 565 $523K 0.36% 13F-HR Timeline CTC Alternative Strategies, Ltd. More: the full row for CTC Alternative Strategies, Ltd. 565 $523K 0.84% +269 13F-HR Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 564 $522K 0.05% -9 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 564 $522K 0.06% +46 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 562 $521K 0.19% 0 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 562 $520K 0.14% +54 13F-HR/A Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 562 $520K 0.15% -118 13F-HR Timeline Elite Life Management LLC More: the full row for Elite Life Management LLC 544 $520K 1.06% +1 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 561 $519K 0.1% +10 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 560 $518K 0.22% +256 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 560 $518K 0.65% 0 13F-HR Timeline Wealth Advisors Northwest LLC More: the full row for Wealth Advisors Northwest LLC 560 $518K 0.25% +5 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 558 $517K 0.01% +44 13F-HR Timeline ABNER HERRMAN & BROCK LLC More: the full row for ABNER HERRMAN & BROCK LLC 556 $515K 0.05% new 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 557 $515K 0.17% +36 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 555 $514K 0.03% -175 13F-HR Timeline Independent Family Office, LLC More: the full row for Independent Family Office, LLC 555 $514K 0.22% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 557 $510K 0.05% +106 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 551 $510K 0.04% -15 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 550 $509K 0.29% +2 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 555 $509K 0.04% +200 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 550 $509K 0.61% -62 13F-HR Timeline North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 549 $508K 0.4% 0 13F-HR Timeline Kingstone Capital Partners Texas, LLC More: the full row for Kingstone Capital Partners Texas, LLC 549 $508K 0.29% +1 13F-HR/A Timeline Insight Inv LLC More: the full row for Insight Inv LLC 548 $507K 0.3% -25 13F-HR Timeline