Lingohr Asset Management GmbH More: the full row for Lingohr Asset Management GmbH 9,500 $582K 0.15% new 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 9,394 $580K 0.19% +132 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 9,383 $579K 0.06% +103 13F-HR/A Timeline GERBER, LLC More: the full row for GERBER, LLC 9,376 $579K 0.48% +2 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 9,372 $578K 0.24% +23 13F-HR Timeline Wolf Group Capital Advisors More: the full row for Wolf Group Capital Advisors 9,349 $577K 0.19% -31,322 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 10,186 $576K 0.13% -1,490 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 9,320 $575K 0.01% +2,661 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 9,316 $575K 0.05% +796 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 9,294 $574K 0.08% +138 13F-HR Timeline Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 9,269 $572K 0.27% new 13F-HR Timeline Group COWA, LLC More: the full row for COWA, LLC 9,268 $572K 0.24% -193 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 9,244 $570K 0.05% -938 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 9,236 $570K 0.03% -215 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 9,225 $569K 0.17% -469 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 9,221 $569K 0.56% -152 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 9,187 $567K 0.05% 0 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 9,177 $566K 0.07% +36 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 9,174 $566K 0.11% -222 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 9,172 $566K 0.2% -1,463 13F-HR Timeline Trace Wealth Advisors, LLC More: the full row for Trace Wealth Advisors, LLC 9,171 $566K 0.5% +500 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 9,164 $566K 0.2% +32 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 9,152 $565K 0.07% -220 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 9,142 $564K 0.36% -953 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 9,141 $564K 0.53% -2,483 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 9,135 $564K 0.04% +1,225 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 9,134 $564K 0.05% +187 13F-HR Timeline Notis-McConarty Edward More: the full row for Notis-McConarty Edward 9,127 $563K 0.29% 0 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 9,112 $562K 0.23% -108 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 9,100 $562K 0.25% 0 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 9,721 $561K 0.49% +4,769 13F-HR Timeline Belmont Capital, LLC More: the full row for Belmont Capital, LLC 9,093 $561K 0.1% new 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 9,083 $561K 0.12% +406 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 9,074 $560K 0.02% -64 13F-HR/A Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 9,066 $559K 0.16% -270 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 9,051 $559K 0.11% +845 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 9,013 $556K 0.16% +206 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 9,010 $556K 0.03% +12 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 8,997 $555K 0.13% -283 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 8,982 $554K 0.63% -14 13F-HR Timeline Wade Financial Advisory, Inc More: the full row for Wade Financial Advisory, Inc 8,973 $554K 0.19% -283 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 10,301 $550K 0.15% +727 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 8,915 $550K 0.05% +368 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 8,913 $550K 0.45% +940 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 8,908 $550K 0.01% 0 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 8,893 $549K 0.15% +45 13F-HR Timeline Vista Cima Wealth Management LLC More: the full row for Vista Cima Wealth Management LLC 8,893 $549K 0.59% -467 13F-HR/A Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 8,880 $548K 0.13% -242 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 8,865 $547K 0.76% +3,383 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 8,857 $547K 0.41% -100 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 8,852 $546K 0.15% -22,638 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 8,832 $545K 0.15% -212 13F-HR Timeline Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 8,806 $543K 0.11% 0 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 8,798 $543K 0.37% 0 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 8,798 $543K 0.04% -1,915 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 8,793 $543K 0.02% -1,475 13F-HR Timeline EQUITY INVESTMENT CORP More: the full row for EQUITY INVESTMENT CORP 8,775 $541K 0.01% -1,244,102 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 8,768 $541K 0.08% +1,764 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 8,759 $541K 0.06% 0 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 8,756 $540K 0.24% -400 13F-HR Timeline Reliant Investment Management, LLC More: the full row for Reliant Investment Management, LLC 8,740 $539K 0.28% 0 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 8,736 $539K 0.02% 0 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 8,692 $536K 0.19% -574 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 8,688 $536K 0.07% +175 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 8,687 $536K 0.18% -434 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 8,679 $536K 0.04% 0 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 8,677 $535K 0.06% -546 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 8,676 $535K 0.12% -1,127 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 8,669 $535K 0.14% -499 13F-HR Timeline Clearview Wealth Advisors LLC More: the full row for Clearview Wealth Advisors LLC 8,656 $534K 0.4% -254 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 8,648 $534K 0.08% +1,776 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 8,646 $534K 0.06% -389 13F-HR/A Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 8,625 $532K 0.4% 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 8,725 $531K 0.4% +610 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 8,578 $529K 0.4% 0 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 8,559 $528K 0.04% -232 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 8,534 $527K 0.11% +480 13F-HR Timeline Lakeside Advisors, INC. More: the full row for Lakeside Advisors, INC. 8,512 $525K 0.35% -1,295 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 8,509 $525K 0.4% +320 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 9,434 $525K 0.18% -3,515 13F-HR Timeline NIA IMPACT ADVISORS, LLC More: the full row for NIA IMPACT ADVISORS, LLC 8,503 $525K 0.19% +240 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 8,501 $525K 0.38% -1,412 13F-HR Timeline TRAN CAPITAL MANAGEMENT, L.P. More: the full row for TRAN CAPITAL MANAGEMENT, L.P. 8,500 $525K 0.07% 0 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 9,615 $523K 0.57% -990 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 8,462 $522K 0.17% -298 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 8,452 $522K 0.06% -474 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 8,435 $520K 0.44% new 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 8,424 $520K 0.28% +40 13F-HR Timeline Gimbal Financial More: the full row for Gimbal Financial 8,414 $519K 0.47% -580 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 8,414 $519K 0.4% +1,240 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 8,412 $519K 0.42% -206 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 8,748 $518K 0.06% -418 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 8,390 $518K 0.11% +12 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 8,373 $517K 0.12% +155 13F-HR/A Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 8,359 $516K 0.2% -187 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 8,353 $515K 0.34% -4,098 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 8,345 $515K 0.39% new 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 8,340 $515K 0.34% -1,323 13F-HR Timeline Monterey Private Wealth, Inc. More: the full row for Monterey Private Wealth, Inc. 8,339 $515K 0.15% -132 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 8,327 $514K 0.09% +11 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 8,294 $512K 0.11% 0 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 8,293 $512K 0.08% -277 13F-HR Timeline INDEPENDENT INVESTORS INC More: the full row for INDEPENDENT INVESTORS INC 8,270 $510K 0.11% +2,770 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 8,264 $510K 0.17% -832 13F-HR Timeline SATOVSKY ASSET MANAGEMENT LLC More: the full row for SATOVSKY ASSET MANAGEMENT LLC 8,262 $510K 0.11% +53 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 8,261 $510K 0.06% -798 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 8,258 $510K 0.25% +39 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 8,251 $509K 0.04% +1 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 8,235 $508K 0.2% +37 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 8,232 $508K 0.19% +296 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 8,202 $506K 0.11% new 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 8,191 $505K 0.07% +1,563 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 8,182 $505K 0.15% +43 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 8,163 $504K 0.14% -310 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 8,163 $504K 0.29% -783 13F-HR Timeline Adero Partners, LLC More: the full row for Adero Partners, LLC 8,152 $503K 0.03% +81 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 8,152 $503K 0.01% +978 13F-HR Timeline Group CTC Alternative Strategies, Ltd. More: the full row for CTC Alternative Strategies, Ltd. 8,150 $503K 0.61% new 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 8,139 $502K 0.35% +48 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 8,135 $502K 0.31% +36 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 8,113 $501K 0.22% new 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 8,101 $500K 0.18% -245 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 8,081 $499K 0.27% +5 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 8,048 $497K 0.36% -505 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 8,040 $496K 0.21% -1,034 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 8,037 $496K 0.1% -133 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 8,026 $495K 0.44% -169 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 8,017 $495K 0.03% 0 13F-HR Timeline SSI INVESTMENT MANAGEMENT LLC More: the full row for SSI INVESTMENT MANAGEMENT LLC 8,015 $495K 0.04% -1 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 8,011 $494K 0.1% +8 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 7,982 $493K 0.14% +71 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 7,965 $492K 0.05% -2,269 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 7,664 $491K 0.32% 0 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 7,949 $491K 0.09% +25 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 7,931 $489K 0.13% -288 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 7,920 $489K 0.05% +2,553 13F-HR Timeline BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 7,900 $487K 0.42% +2 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 7,899 $487K 0.04% +707 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 7,893 $487K 0.03% +40 13F-HR Timeline Quilter Plc in group Quilter Plc More: the full row for Quilter Plc 7,883 $486K 0.01% 0 13F-HR Timeline Group Wells Trecaso Financial Group, LLC More: the full row for Wells Trecaso Financial Group, LLC 7,882 $486K 0.16% 0 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 7,878 $486K 0.09% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 7,872 $486K 0.06% -3,427 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 7,843 $484K 0.04% +86 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 8,010 $484K 0.01% +1,526 13F-HR Timeline Group OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 7,830 $483K 0.11% -232 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 7,811 $482K 0.26% -244 13F-HR Timeline Corundum Trust Company, INC More: the full row for Corundum Trust Company, INC 7,808 $482K 1.39% +139 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 7,800 $481K <0.01% -778,905 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 8,394 $481K 0.1% +1 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 7,792 $481K 0.16% -295 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 7,784 $480K 0.11% +219 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 7,770 $479K 0.03% new 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 7,736 $477K 0.22% -462 13F-HR Timeline Seek First Inc. More: the full row for Seek First Inc. 7,724 $477K 0.42% 13F-HR Timeline Broyhill Asset Management, LLC More: the full row for Broyhill Asset Management, LLC 7,717 $476K 0.39% -620 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 7,700 $475K 0.03% -1 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 7,698 $475K 0.1% +983 13F-HR Timeline Randall & Associates Wealth Management More: the full row for Randall & Associates Wealth Management 7,681 $474K 0.39% -1,350 13F-HR Timeline FIRST WILSHIRE SECURITIES MANAGEMENT INC More: the full row for FIRST WILSHIRE SECURITIES MANAGEMENT INC 7,675 $474K 0.14% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 7,664 $473K 0.02% +6 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 7,628 $471K 0.52% -689 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 7,617 $470K 0.12% -5,322 13F-HR Timeline Financial Symmetry Inc More: the full row for Financial Symmetry Inc 7,596 $469K 0.29% +872 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 7,595 $469K 0.17% -500 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 7,593 $469K 0.11% -410 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 7,576 $468K 0.18% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 7,567 $467K 0.2% +12 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 7,557 $466K 0.07% +504 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 7,546 $466K 0.52% +1,159 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 7,528 $465K 0.07% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TFR Capital, LLC. More: the full row for TFR Capital, LLC. 7,515 $464K 0.19% +3,925 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 7,514 $464K 0.13% -339 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 7,500 $463K 0.13% -12,500 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 7,500 $463K 0.05% -485 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 7,491 $462K 0.01% +739 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 7,488 $462K 0.11% -200 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 7,470 $461K 0.23% +23 13F-HR/A Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 8,476 $461K 0.2% +15 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 7,465 $461K 0.17% +832 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 7,462 $460K 0.04% new 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 7,454 $460K 0.01% -3,835 13F-HR Timeline Group Kensington Investment Counsel, LLC More: the full row for Kensington Investment Counsel, LLC 7,452 $460K 0.2% -51 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 7,433 $459K 0.13% 0 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 7,432 $459K 0.2% new 13F-HR Timeline Horan Capital Advisors, LLC. More: the full row for Horan Capital Advisors, LLC. 7,422 $458K 0.15% -72 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 8,321 $458K 0.12% +656 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 7,413 $457K 0.13% -544 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 7,408 $457K 0.46% +348 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 7,398 $457K 0.18% +35 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 7,378 $455K 0.32% 0 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 7,367 $455K 0.11% 0 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 7,357 $454K 0.03% -7,979 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 7,352 $454K 0.21% -920 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 7,335 $453K 0.14% new 13F-HR Timeline Group Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 7,332 $452K 0.2% -200 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 7,331 $452K 0.14% +939 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 7,318 $452K 0.09% +43 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 7,316 $451K 0.03% +916 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 7,305 $451K 0.12% -400 13F-HR Timeline