Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 1,615 $301K 0.07% +334 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 1,611 $301K 0.03% -41 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 1,611 $301K 0.04% -334 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,606 $300K 0.04% -137 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,606 $300K 0.1% +1,108 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 1,603 $299K 0.02% +118 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 1,600 $299K 0.11% -10,918 13F-HR Timeline B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 1,600 $299K 0.04% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 1,599 $298K 0.06% +64 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 1,599 $298K 0.09% +378 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 1,593 $297K 0.08% -562 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 1,589 $297K 0.03% +82 13F-HR Timeline Group EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 1,584 $296K 0.14% -57 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 1,580 $295K 0.04% 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 1,578 $295K 0.05% +307 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 1,578 $295K 0.04% -349 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 1,575 $294K 0.08% 0 13F-HR Timeline Group STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 1,574 $294K 0.26% new 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 1,570 $293K 0.2% 0 13F-HR Timeline Altar Rock LLC More: the full row for Altar Rock LLC 1,567 $293K 0.34% +758 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,554 $290K 0.01% -2,435 13F-HR/A Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 1,553 $290K 0.06% -527 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 1,552 $290K 0.04% +376 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 1,546 $289K 0.03% new 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,546 $289K 0.1% +882 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 1,545 $288K 0.12% +688 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 1,545 $288K 0.05% -138 13F-HR Timeline Group Pioneer Wealth Management Group More: the full row for Pioneer Wealth Management Group 1,540 $287K 0.08% +5 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 1,539 $287K 0.15% -3,390 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 1,536 $287K 0.11% +17 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 1,535 $287K 0.03% 0 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 1,534 $286K 0.07% new 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 1,533 $286K 0.07% new 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 1,670 $286K 0.12% -230 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 1,533 $286K 0.12% -138 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 1,532 $286K 0.03% -317 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 1,529 $285K 0.04% new 13F-HR Timeline Castlefield Investment Partners LLP More: the full row for Castlefield Investment Partners LLP 1,529 $285K 0.22% +482 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 1,525 $285K 0.17% 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,524 $285K 0.05% -21,268 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 1,522 $284K 0.12% new 13F-HR Timeline Madison Park Capital Advisors, LLC More: the full row for Madison Park Capital Advisors, LLC 1,515 $283K 0.22% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 1,511 $282K 0.03% -5,571 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 1,511 $282K 0.19% -2,485 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 1,502 $280K 0.07% +526 13F-HR Timeline NEEDHAM INVESTMENT MANAGEMENT LLC in group NEEDHAM INVESTMENT MANAGEMENT… More: the full row for NEEDHAM INVESTMENT MANAGEMENT LLC 1,500 $280K 0.01% new 13F-HR Timeline Group Harbor Advisors LLC More: the full row for Harbor Advisors LLC 1,500 $280K 0.04% 0 13F-HR Timeline Chokshi & Queen Wealth Advisors, Inc More: the full row for Chokshi & Queen Wealth Advisors, Inc 1,500 $280K 0.15% 0 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 1,495 $279K 0.09% -91 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 1,493 $279K 0.2% -12 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 1,493 $279K 0.01% -883 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 1,492 $279K 0.01% -41 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 1,489 $278K 0.08% new 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 1,683 $278K 0.02% -10 13F-HR Timeline Womack Financial LLC More: the full row for Womack Financial LLC 1,486 $277K 0.2% 0 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 1,485 $277K 0.12% -285 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 1,484 $277K 0.01% -18,669 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 1,479 $276K <0.01% new 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 1,478 $276K 0.04% -629 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 1,473 $275K <0.01% -2,117 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 1,471 $275K 0.02% -135 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 1,469 $274K 0.12% +265 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 1,466 $274K 0.05% -11,343 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 1,466 $274K 0.07% +21 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 1,465 $274K 0.07% -716 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 1,462 $273K 0.09% +96 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 1,459 $272K 0.01% -100 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,456 $272K 0.01% -115 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 1,455 $272K 0.13% new 13F-HR Timeline Group Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 1,455 $272K 0.08% +54 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 1,452 $271K 0.07% +67 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 1,586 $271K 0.23% -100 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 1,451 $271K 0.12% -116 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 1,443 $269K 0.05% -77 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 1,442 $269K 0.07% +59 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 1,441 $269K 0.04% -151 13F-HR Timeline Baker Chad R More: the full row for Baker Chad R 1,440 $269K 0.05% -65 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 1,438 $268K 0.02% +252 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 1,436 $268K 0.11% +422 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 1,434 $268K 0.03% +16 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 1,430 $267K 0.2% -81 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 1,425 $266K 0.01% 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 PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 1,420 $265K 0.12% -504 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 1,416 $264K 0.04% +165 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 1,415 $264K 0.13% -50 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 1,409 $263K 0.1% new 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 1,407 $263K 0.01% -15 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 1,406 $262K 0.03% -235 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 1,400 $261K 0.02% 0 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 1,400 $261K 0.04% -15,248 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 1,398 $261K 0.04% new 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 1,395 $260K 0.02% -364 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 1,394 $260K 0.02% new 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 1,393 $260K 0.04% new 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 1,391 $260K 0.12% +23 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 1,385 $259K 0.12% -100 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 1,381 $258K 0.1% new 13F-HR Timeline Meritas Wealth Management, LLC More: the full row for Meritas Wealth Management, LLC 1,382 $258K 0.12% 0 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 1,376 $257K 0.04% -5,966 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 1,382 $256K 0.03% -20 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 1,366 $255K 0.02% new 13F-HR Timeline Elevation Wealth Management LLC More: the full row for Elevation Wealth Management LLC 1,359 $254K 0.23% +143 13F-HR Timeline Independence Wealth Advisors, LLC More: the full row for Independence Wealth Advisors, LLC 1,356 $253K 0.13% -61 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 1,355 $253K 0.03% -285 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 1,354 $253K 0.21% +232 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 1,352 $252K 0.08% +78 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 1,350 $252K 0.14% -335 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 1,350 $252K 0.18% -605 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 1,348 $252K 0.05% -1,183 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 1,345 $251K 0.06% -6 13F-HR Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 1,345 $251K 0.16% +193 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 1,344 $251K 0.04% +126 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 1,343 $251K 0.05% -7,989 13F-HR Timeline TSG Advice Partners, LLC More: the full row for TSG Advice Partners, LLC 1,342 $250K 0.04% +199 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 1,340 $250K 0.02% 0 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 1,339 $250K 0.03% +440 13F-HR Timeline Group BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 1,339 $250K 0.15% new 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 1,333 $249K 0.03% +66 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 1,332 $249K 0.07% -54 13F-HR Timeline Golden Reserve Retirement LLC More: the full row for Golden Reserve Retirement LLC 1,331 $248K 0.05% +539 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 1,330 $248K 0.14% -399 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 1,327 $248K 0.04% -87 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 1,327 $248K 0.26% -216 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 1,325 $247K 0.04% new 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 1,325 $247K 0.16% 0 13F-HR Timeline First Growth Capital LLC More: the full row for First Growth Capital LLC 1,324 $247K 0.22% 0 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 1,320 $246K 0.04% -73 13F-HR Timeline CONSOLIDATED CAPITAL MANAGEMENT, LLC More: the full row for CONSOLIDATED CAPITAL MANAGEMENT, LLC 1,318 $246K 0.08% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 1,309 $244K 0.13% -8 13F-HR Timeline Bestgate Wealth Advisors, LLC More: the full row for Bestgate Wealth Advisors, LLC 1,308 $244K 0.44% -130 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 1,304 $243K 0.1% -996 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 1,304 $243K 0.1% 0 13F-HR/A Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 1,303 $243K 0.04% -63 13F-HR Timeline ELKHORN PARTNERS LIMITED PARTNERSHIP in group ELKHORN PARTNERS LIMITED PART… More: the full row for ELKHORN PARTNERS LIMITED PARTNERSHIP 1,300 $243K 0.15% new 13F-HR Timeline Group SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 1,295 $242K 0.09% -143 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 1,290 $241K 0.01% 0 13F-HR Timeline Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 1,290 $241K 0.05% -11,164 13F-HR Timeline Eurizon SLJ Capital Ltd More: the full row for Eurizon SLJ Capital Ltd 1,289 $241K 0.11% -612 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 1,287 $240K 0.01% +185 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 1,285 $240K 0.22% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 1,284 $240K 0.12% new 13F-HR Timeline ISTHMUS PARTNERS, LLC More: the full row for ISTHMUS PARTNERS, LLC 1,283 $239K 0.03% 0 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 1,279 $239K 0.15% +445 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 1,278 $239K 0.03% -560 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 1,274 $238K 0.05% -1,636 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 1,272 $237K 0.02% -159 13F-HR Timeline SHRIER WEALTH MANAGEMENT, LLC More: the full row for SHRIER WEALTH MANAGEMENT, LLC 1,271 $237K 0.09% +500 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 1,268 $237K 0.08% -134 13F-HR Timeline Sitrin Capital Management LLC More: the full row for Sitrin Capital Management LLC 1,266 $236K 0.12% 0 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 1,264 $236K 0.04% -125 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 1,264 $236K 0.06% -15 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 1,263 $236K 0.05% -432 13F-HR Timeline Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 1,260 $235K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,259 $235K 0.02% +38 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 1,257 $235K 0.14% +17 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 1,253 $234K 0.04% -584 13F-HR/A Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 1,253 $234K 0.22% 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 1,251 $234K 0.01% -513 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 1,246 $233K 0.03% -12 13F-HR Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 1,245 $232K 0.09% +390 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 1,245 $232K 0.04% new 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 1,244 $232K 0.05% 0 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 1,241 $232K 0.02% +459 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 1,240 $231K 0.1% +146 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 1,239 $231K 0.05% +317 13F-HR Timeline Cravens & Co Advisors, LLC More: the full row for Cravens & Co Advisors, LLC 1,235 $231K 0.15% new 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 1,235 $230K 0.02% new 13F-HR Timeline Valley Financial Group, Inc. More: the full row for Valley Financial Group, Inc. 1,234 $230K 0.12% new 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 1,234 $230K 0.17% +70 13F-HR Timeline Avory & Company, LLC More: the full row for Avory & Company, LLC 1,228 $229K 0.3% -1,367 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 1,227 $229K 0.02% -102 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 1,227 $229K 0.05% -342 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 1,263 $229K 0.06% +19 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 1,226 $229K 0.03% new 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 1,226 $229K 0.05% -937 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 1,224 $228K 0.01% new 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 1,224 $228K <0.01% -110 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 1,222 $228K 0.08% new 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 1,219 $228K 0.23% 0 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 1,218 $227K 0.08% +50 13F-HR Timeline POLEN CAPITAL MANAGEMENT LLC More: the full row for POLEN CAPITAL MANAGEMENT LLC 1,215 $227K <0.01% -1,366 13F-HR Timeline Titan Investment Solutions Ltd group of 2 filers holding More: the full row for Titan Investment Solutions Ltd 1,215 $227K -83,246 Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,215 $227K 0.04% -1,082 13F-HR Timeline GLR Partners, LLC More: the full row for GLR Partners, LLC 1,211 $226K 0.12% 13F-HR Timeline Michael J. Porro & Co. Financial Adviso… More: the full row for Michael J. Porro & Co. Financial Advisors, Inc. 1,207 $225K 0.18% 0 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 1,203 $225K 0.01% +45 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 1,202 $224K 0.01% +78 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 1,202 $224K 0.02% -181 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 1,200 $224K 0.01% -1,850 13F-HR Timeline West Tower Group, LLC More: the full row for West Tower Group, LLC 1,200 $224K 0.7% +200 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 1,200 $224K 0.05% -876 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 1,197 $224K 0.03% -50 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 1,198 $224K 0.05% +205 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 1,196 $223K 0.08% new 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 1,304 $223K 0.03% -230 13F-HR Timeline Urban Wealth Management, LLC More: the full row for Urban Wealth Management, LLC 1,192 $223K 0.23% -5,726 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 1,190 $222K 0.02% +290 13F-HR/A Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 1,188 $222K 0.04% 0 13F-HR Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 1,253 $221K 0.11% -129 13F-HR Timeline