Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 2,034 $319K 0.11% -474 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 2,029 $318K 0.01% -88 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 2,022 $318K 0.01% -48 13F-HR Timeline Latko Wealth Management, Ltd. More: the full row for Latko Wealth Management, Ltd. 2,018 $316K 0.13% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 2,022 $316K 0.08% -343 13F-HR Timeline Madison Park Capital Advisors, LLC More: the full row for Madison Park Capital Advisors, LLC 1,899 $315K 0.22% +384 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 2,002 $315K 0.02% +91 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 2,000 $314K 0.02% new 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 2,005 $314K 0.03% +379 13F-HR Timeline Alley Investment Management Company, LLC More: the full row for Alley Investment Management Company, LLC 2,000 $313K 0.04% 0 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 1,998 $313K 0.1% -608 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 2,000 $313K 0.08% 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 1,987 $311K 0.21% -94 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 1,986 $311K 0.11% -739 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 1,978 $310K 0.03% -91 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 1,953 $306K 0.08% -3,182 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 1,953 $306K 0.04% -280 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 1,950 $305K 0.02% -1,764 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 1,947 $305K 0.09% -222 13F-HR Timeline MATTERS CAPITAL LLC More: the full row for MATTERS CAPITAL LLC 1,936 $303K 0.21% -2,614 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 1,933 $303K 0.02% -20 13F-HR Timeline DRH Investments, Inc. More: the full row for DRH Investments, Inc. 1,929 $302K 0.24% new 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 1,929 $302K 0.02% -225 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 1,929 $302K 0.14% +8 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 1,918 $301K 0.02% +51 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 1,924 $301K 0.11% -21 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 1,920 $301K 0.05% -202 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 1,611 $301K 0.04% 0 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 1,915 $300K 0.02% -1,766 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 1,912 $300K 0.04% -2,348 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 1,910 $299K 0.22% -111 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 1,900 $298K 0.19% -117 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 1,897 $297K 0.01% -437 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 1,896 $297K 0.01% -313 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 1,896 $297K 0.02% +808 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 1,798 $296K 0.06% +173 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 1,886 $295K 0.14% -141 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 1,886 $295K 0.17% +5 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 1,885 $295K 0.18% -171 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 1,884 $295K 0.07% -491 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 1,875 $294K 0.04% +75 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 721 $294K 0.07% -1,042 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 1,868 $293K 0.04% +470 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 1,865 $292K 0.02% -95 13F-HR Timeline Castlefield Investment Partners LLP More: the full row for Castlefield Investment Partners LLP 1,861 $292K 0.2% +332 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 1,466 $291K 0.22% -120 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 1,851 $290K 0.14% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Moment Partners, LLC More: the full row for Moment Partners, LLC 1,845 $290K 0.05% 0 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 1,840 $288K 0.07% -32 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 1,840 $288K 0.02% -379 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 1,837 $288K 0.02% -1,225 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 1,835 $287K 0.05% -85 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 1,835 $287K 0.09% +235 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 1,831 $287K 0.06% +298 13F-HR Timeline WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 1,829 $287K <0.01% -212 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 1,817 $285K 0.05% +129 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 1,817 $285K 0.02% -986 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 1,814 $284K 0.11% -40 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 1,812 $284K 0.06% -86 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 1,809 $283K 0.02% -604 13F-HR Timeline GAMCO Investors (Gabelli) group of 2 filers holding More: the full row for GAMCO Investors (Gabelli) 1,808 $283K -1,753 Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 1,807 $283K 0.09% -500 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 1,797 $282K 0.08% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1,795 $281K 0.05% +971 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 1,793 $281K 0.16% +95 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 1,792 $281K 0.06% -347 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 1,789 $280K 0.01% +22 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 1,788 $280K 0.08% -265 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 1,689 $280K 0.03% -611 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 1,786 $280K 0.02% -1,045 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 1,784 $279K 0.05% -685 13F-HR Timeline Core Wealth Advisors, Inc. More: the full row for Core Wealth Advisors, Inc. 1,783 $279K 0.06% -1,155 13F-HR Timeline Meritas Wealth Management, LLC More: the full row for Meritas Wealth Management, LLC 1,782 $279K 0.11% +400 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 1,780 $279K 0.03% new 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 1,779 $279K 0.02% -1,622 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 1,778 $279K 0.07% +125 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 1,775 $278K 0.14% -300 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 1,770 $277K 0.05% -871 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 1,765 $277K 0.13% +10 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,763 $276K 0.05% -509 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 1,762 $276K 0.03% -69 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 1,758 $275K 0.04% -1,611 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 1,753 $275K <0.01% -438 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 1,749 $273K 0.1% -340 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 1,742 $273K 0.05% -54 13F-HR Timeline Arlington Trust Co LLC group of 2 filers holding More: the full row for Arlington Trust Co LLC 1,736 $272K -104 Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 1,728 $271K 0.03% +83 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 1,719 $269K 0.01% -968 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 1,717 $269K 0.03% -243 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 1,716 $269K 0.06% -482 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,715 $269K 0.09% +169 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 1,712 $268K 0.04% -262 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 1,711 $268K 0.08% -3 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 1,707 $267K 0.1% +13 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 1,039 $267K 0.11% -497 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 1,700 $266K 0.03% +318 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 1,700 $266K 0.11% new 13F-HR Timeline CV Advisors LLC More: the full row for CV Advisors LLC 1,700 $266K 0.05% new 13F-HR Timeline Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 1,700 $266K 0.16% new 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 1,423 $266K 0.05% 0 13F-HR Timeline GLR Partners, LLC More: the full row for GLR Partners, LLC 1,693 $265K 0.12% +482 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 1,681 $264K 0.02% -1,823 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 1,685 $264K 0.03% -39 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 1,682 $263K 0.01% new 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 1,681 $263K 0.06% +229 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 1,676 $263K 0.05% -28 13F-HR Timeline Southern Financial Group, LLC More: the full row for Southern Financial Group, LLC 1,672 $262K 0.07% -148 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 1,666 $261K 0.01% -3 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 1,665 $261K 0.14% -134 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 1,665 $261K 0.09% -5 13F-HR Timeline LANGLEY WEALTH MANAGEMENT, LLC More: the full row for LANGLEY WEALTH MANAGEMENT, LLC 1,661 $260K 0.25% 13F-HR/A Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 1,661 $260K 0.05% -833 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 1,657 $260K 0.12% -24 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 1,657 $260K 0.02% -690 13F-HR Timeline Group Cynosure Group, LLC More: the full row for Cynosure Group, LLC 1,656 $259K 0.04% new 13F-HR Timeline Karras Company, Inc. More: the full row for Karras Company, Inc. 1,654 $259K 0.23% -2,252 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 1,275 $257K 0.14% +10 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 1,639 $257K 0.04% -3 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 1,632 $256K 0.03% new 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 1,631 $256K 0.06% -1,956 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1,631 $256K -13 Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 1,626 $255K 0.04% -91 13F-HR Timeline Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 1,625 $255K 0.19% new 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 1,623 $254K 0.11% +542 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 1,620 $254K 0.05% -750 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 1,619 $254K 0.01% -120 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 1,608 $252K 0.13% -2,481 13F-HR Timeline ELKHORN PARTNERS LIMITED PARTNERSHIP in group ELKHORN PARTNERS LIMITED PART… More: the full row for ELKHORN PARTNERS LIMITED PARTNERSHIP 1,600 $251K 0.21% +300 13F-HR Timeline Group LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 1,598 $250K 0.03% +18 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 1,597 $250K 0.07% -2 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 1,595 $250K 0.08% +300 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 1,592 $249K 0.02% -4,707 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 1,583 $248K 0.22% new 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 1,582 $248K 0.08% +500 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,578 $247K 0.02% -430 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 1,576 $247K 0.04% -384 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 1,575 $247K 0.06% 0 13F-HR Timeline Group WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 1,575 $247K 0.07% +395 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 1,575 $247K 0.02% -318 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,559 $246K 0.01% -268 13F-HR Timeline One Wealth Management Investment & Advi… More: the full row for One Wealth Management Investment & Advisory Services, LLC 1,568 $246K 0.26% -108 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 1,558 $244K 0.03% +1,040 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 1,556 $244K 0.07% -685 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,554 $243K 0.02% -394 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 1,547 $242K 0.12% -175 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 1,483 $242K 0.02% -1,413 13F-HR Timeline Pioneer Wealth Management Group More: the full row for Pioneer Wealth Management Group 1,544 $242K 0.06% +4 13F-HR Timeline LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 1,541 $241K 0.02% -2,423 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 1,539 $241K 0.02% -1,648 13F-HR/A Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 1,534 $241K 0.05% +186 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 1,538 $241K 0.05% new 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 1,535 $240K 0.02% 0 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 1,530 $240K 0.03% +1 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,528 $239K 0.07% +520 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 1,528 $239K 0.01% -4,607 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 1,527 $239K 0.03% -1,905 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 1,520 $238K 0.05% new 13F-HR Timeline ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 1,520 $238K 0.08% -238 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 1,520 $238K 0.08% -140 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 1,511 $237K 0.02% new 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 1,510 $237K 0.06% +15 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 1,510 $237K 0.06% +436 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 1,507 $236K 0.02% -295 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 1,867 $236K 0.08% -651 13F-HR Timeline PZENA INVESTMENT MANAGEMENT LLC More: the full row for PZENA INVESTMENT MANAGEMENT LLC 1,502 $235K <0.01% new 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 1,500 $235K 0.02% -508 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 1,500 $235K 0.03% 0 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 1,497 $235K 0.08% -3,700 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 1,495 $234K 0.05% +30 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 1,491 $234K 0.03% -3,474 13F-HR/A Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 1,488 $233K 0.04% -111 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,485 $233K 0.01% +29 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 1,483 $232K 0.04% -1,877 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 1,483 $232K 0.02% -245 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 1,481 $232K 0.02% -203 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 1,479 $232K 0.01% -206 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 1,472 $231K 0.02% -1,352 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 1,469 $230K 0.21% -157 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 1,466 $230K 0.02% -168 13F-HR Timeline Womack Financial LLC More: the full row for Womack Financial LLC 1,466 $230K 0.15% -20 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,461 $230K 0.01% -93 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 1,464 $229K 0.02% -1,288 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 1,376 $229K 0.07% -5 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 1,263 $229K 0.06% 0 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 1,456 $228K 0.05% -78 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 1,451 $227K 0.04% -438 13F-HR Timeline JM2 Capital Inc. More: the full row for JM2 Capital Inc. 1,450 $227K 0.16% -256 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 1,446 $227K 0.09% +55 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 1,446 $227K 0.09% -722 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 1,443 $226K 0.02% -275 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 1,435 $225K 0.05% -31 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 1,434 $225K 0.07% -111 13F-HR Timeline Alpine Global Management, LLC More: the full row for Alpine Global Management, LLC 1,426 $223K 0.04% new 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 1,425 $223K 0.04% -706 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 1,366 $223K 0.08% +274 13F-HR Timeline TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 1,419 $223K -170 Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 1,420 $222K 0.02% -271 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 1,419 $222K 0.08% -1,189 13F-HR Timeline S Harris Financial Group, LLC More: the full row for S Harris Financial Group, LLC 1,417 $222K 0.17% -640 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 1,415 $222K 0.09% 0 13F-HR Timeline