FC Advisory LLC More: the full row for FC Advisory LLC 6,191 $294K 0.08% 0 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 6,184 $294K 0.02% +331 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 6,180 $294K 0.05% new 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 6,145 $292K 0.02% new 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 6,141 $292K 0.08% -241 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 6,141 $292K 0.01% +115 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 6,126 $291K 0.04% 0 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 6,124 $291K 0.02% -2,675 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 6,124 $291K 0.03% -111 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 6,118 $291K 0.01% -19 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 6,115 $291K 0.02% +540 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 6,109 $290K 0.18% new 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 6,093 $290K 0.05% +671 13F-HR Timeline WealthPoint Financial, LLC More: the full row for WealthPoint Financial, LLC 6,092 $290K 0.21% -242 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 6,086 $289K 0.01% +167 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 6,072 $289K 0.22% 0 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 6,060 $288K 0.07% -703 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 6,050 $288K 0.03% new 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 6,042 $287K 0.07% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 6,036 $287K 0.34% -300 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 6,028 $287K 0.16% -41 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 6,017 $286K 0.01% +1,016 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 6,005 $285K 0.02% 0 13F-HR Timeline MONTGOMERY INVESTMENT MANAGEMENT INC More: the full row for MONTGOMERY INVESTMENT MANAGEMENT INC 6,000 $285K 0.09% 0 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 6,000 $285K 0.03% 0 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 5,990 $285K 0.04% -45 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 5,984 $284K 0.04% +212 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 5,954 $283K 0.03% -33 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 5,952 $283K 0.02% +79 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 5,933 $282K 0.16% -826 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 5,900 $280K 0.04% +37 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 5,872 $279K 0.06% 0 13F-HR Timeline Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 5,861 $279K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Parkshore Wealth Management, Inc. More: the full row for Parkshore Wealth Management, Inc. 5,846 $278K 0.08% -7 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 5,828 $277K 0.07% 0 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 5,820 $277K 0.04% -177 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 5,803 $276K 0.15% new 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 5,790 $275K 0.03% new 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 5,794 $275K 0.03% -2,254 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 5,771 $274K 0.06% +69 13F-HR Timeline Roan Capital Partners More: the full row for Roan Capital Partners 5,770 $274K 0.23% +68 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 5,756 $274K 0.01% -78 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 5,730 $272K 0.03% 0 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 5,706 $271K 0.02% 0 13F-HR Timeline Group RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 5,408 $271K 0.2% -269 13F-HR Timeline CARDEROCK CAPITAL MANAGEMENT INC More: the full row for CARDEROCK CAPITAL MANAGEMENT INC 5,700 $271K 0.06% 0 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 5,694 $271K 0.07% new 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 5,677 $270K 0.03% new 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 5,664 $269K 0.01% -160 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 5,661 $269K 0.03% -613 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 5,657 $269K 0.03% 0 13F-HR Timeline Palacios Wealth Management, LLC More: the full row for Palacios Wealth Management, LLC 5,631 $268K 0.16% -648 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 5,612 $267K 0.05% -7,800 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 5,601 $266K 0.04% +46 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 5,600 $266K 0.18% 0 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 5,591 $266K 0.25% -100 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 5,573 $265K 0.03% -248 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 5,571 $265K 0.03% -25 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 5,534 $263K 0.11% new 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 5,530 $263K 0.16% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 5,519 $262K 0.03% +165 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 5,518 $262K 0.02% +177 13F-HR Timeline GAMCO INVESTORS, INC. ET AL in group GAMCO Investors (Gabelli) More: the full row for GAMCO INVESTORS, INC. ET AL 5,512 $262K <0.01% 0 13F-HR Timeline Group nVerses Capital, LLC More: the full row for nVerses Capital, LLC 5,509 $262K 0.4% new 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 5,508 $262K 0.07% new 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 5,297 $262K 0.12% +5 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 5,499 $261K 0.09% +16 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 5,492 $261K 0.06% 0 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 5,465 $260K 0.08% -6,296 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 5,428 $258K 0.07% -3,024 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 5,424 $258K 0.05% 0 13F-HR Timeline Thayer Partners, LLC / MA More: the full row for Thayer Partners, LLC / MA 5,417 $257K 0.11% 0 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 5,380 $256K 0.01% +50 13F-HR Timeline Group S&CO INC More: the full row for S&CO INC 5,400 $256K 0.01% 0 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 5,316 $253K 0.11% +15 13F-HR/A Timeline BARR E S & CO More: the full row for BARR E S & CO 5,307 $252K 0.01% -700 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 5,167 $252K 0.02% +340 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 5,290 $251K 0.01% +158 13F-HR Timeline JACOBS LEVY EQUITY MANAGEMENT, INC More: the full row for JACOBS LEVY EQUITY MANAGEMENT, INC 5,283 $251K <0.01% -313,786 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 5,282 $251K 0.01% -1,137 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 5,290 $251K 0.06% 0 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 5,272 $251K 0.07% new 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 5,269 $250K 0.04% -9 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 5,267 $250K 0.01% 0 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 5,250 $250K 0.06% 0 13F-HR Timeline Base Wealth Management LLC More: the full row for Base Wealth Management LLC 5,234 $249K 0.12% 0 13F-HR Timeline Sollinda Capital Management LLC More: the full row for Sollinda Capital Management LLC 5,227 $248K 0.05% new 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 5,226 $248K 0.01% new 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 5,224 $248K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 5,221 $248K 0.15% 0 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 5,218 $248K 0.04% 0 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 5,166 $246K 0.03% 0 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 5,154 $245K 0.03% -35 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 5,122 $244K 0.1% +148 13F-HR Timeline A4 Wealth Advisors LLC More: the full row for A4 Wealth Advisors LLC 5,120 $243K 0.16% -1,660 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 5,106 $243K 0.03% +154 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 5,104 $243K 0.01% +203 13F-HR Timeline Kirkwood Financial Services More: the full row for Kirkwood Financial Services 5,095 $242K 0.07% 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 5,082 $242K 0.11% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 5,075 $241K 0.01% -995 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 5,066 $241K 0.13% +1 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 5,065 $241K 0.14% -54 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 5,045 $240K 0.03% -69 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 5,042 $240K 0.16% 0 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 5,025 $239K 0.02% -6 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 5,025 $239K 0.04% -60 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 5,013 $238K 0.01% new 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 5,002 $238K 0.12% +68 13F-HR Timeline HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 5,000 $238K 0.05% 0 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. Five Oceans Advisors More: the full row for Five Oceans Advisors 4,999 $238K 0.08% -2 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 4,976 $237K 0.01% new 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 4,975 $236K 0.02% +43 13F-HR Timeline Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 4,974 $236K 0.05% 0 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 4,973 $236K 0.07% +13 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 4,971 $236K 0.06% -2,024 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 4,968 $236K 0.03% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 4,960 $236K 0.19% +8 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 4,951 $235K 0.03% +77 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 4,950 $235K 0.01% 0 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 4,950 $235K 0.01% new 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 4,946 $235K 0.13% new 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 4,938 $235K 0.18% new 13F-HR Timeline Eddie Patel Inc More: the full row for Eddie Patel Inc 4,937 $235K 0.14% new 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 4,936 $235K 0.02% 0 13F-HR Timeline Michael Brady & Co., LLC More: the full row for Michael Brady & Co., LLC 4,936 $235K 0.21% -445 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 4,908 $233K 0.07% +7 13F-HR Timeline Whitegate Investment Counselors, Inc. More: the full row for Whitegate Investment Counselors, Inc. 4,899 $233K 0.07% +14 13F-HR Timeline Financial Symmetry Inc More: the full row for Financial Symmetry Inc 4,895 $233K 0.08% 0 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 4,885 $232K <0.01% new 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 4,877 $232K 0.05% new 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 4,669 $232K 0.01% -83 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 4,860 $231K 0.1% new 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 4,859 $231K 0.01% new 13F-HR Timeline Group Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 4,853 $231K 0.04% new 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 4,848 $230K 0.01% -320 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 4,841 $230K 0.01% new 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 4,831 $230K 0.01% -200 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 4,837 $230K 0.01% new 13F-HR Timeline Englebert Financial Advisers, LLC More: the full row for Englebert Financial Advisers, LLC 4,823 $229K 0.23% new 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 4,516 $229K 0.03% new 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 4,804 $228K 0.04% new 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 4,800 $228K 0.1% new 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 4,800 $228K 0.14% new 13F-HR Timeline Guilbault Capital LLC More: the full row for Guilbault Capital LLC 4,800 $228K 0.23% new 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 4,799 $228K 0.09% new 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 4,799 $228K 0.09% new 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 4,776 $227K 0.05% new 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 4,755 $226K 0.02% new 13F-HR Timeline Legacy Wealth Advisors, LLC More: the full row for Legacy Wealth Advisors, LLC 4,746 $226K 0.1% new 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 4,744 $226K 0.04% new 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 4,740 $225K 0.02% 0 13F-HR Timeline Storen Legacy Partners, LLC More: the full row for Storen Legacy Partners, LLC 4,727 $225K 0.06% new 13F-HR Timeline SPRENG CAPITAL MANAGEMENT, INC. More: the full row for SPRENG CAPITAL MANAGEMENT, INC. 4,714 $224K 0.08% new 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 4,700 $223K 0.07% -1,000 13F-HR Timeline Aldebaran Financial Inc. More: the full row for Aldebaran Financial Inc. 4,700 $223K 0.18% new 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 4,700 $223K 0.13% new 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 4,694 $223K 0.11% new 13F-HR Timeline Wills Financial Group LLC More: the full row for Wills Financial Group LLC 4,693 $223K 0.08% +14 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 4,689 $223K 0.06% -197 13F-HR Timeline Family Office Research LLC More: the full row for Family Office Research LLC 4,688 $223K 0.08% new 13F-HR Timeline DB&C Advisors, LLC More: the full row for DB&C Advisors, LLC 4,688 $223K 0.24% new 13F-HR Timeline DWM Financial Group, Inc. More: the full row for DWM Financial Group, Inc. 6,146 $223K 0.2% 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 4,681 $222K 0.02% new 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 4,673 $222K 0.13% new 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 4,664 $222K 0.03% new 13F-HR Timeline Coquina Private Wealth LLC More: the full row for Coquina Private Wealth LLC 4,652 $221K 0.15% new 13F-HR Timeline GLR Partners, LLC More: the full row for GLR Partners, LLC 4,635 $220K 0.1% new 13F-HR Timeline Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 4,615 $219K 0.05% new 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 4,606 $219K 0.02% new 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 4,604 $219K 0.1% -885 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 4,600 $219K 0.03% new 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 4,590 $218K 0.06% new 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 4,590 $218K 0.2% new 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 4,577 $218K 0.02% -1,209 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 4,567 $217K 0.02% new 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 4,543 $216K 0.08% new 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 4,531 $215K 0.1% new 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 4,525 $215K 0.01% new 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 4,523 $215K 0.06% new 13F-HR Timeline Kooman & Associates More: the full row for Kooman & Associates 4,508 $214K 0.06% new 13F-HR Timeline SBE LLC DBA CEDAR COVE WEALTH PARTNERS More: the full row for SBE LLC DBA CEDAR COVE WEALTH PARTNERS 4,506 $214K 0.1% new 13F-HR Timeline OceanIQ Capital, LLC More: the full row for OceanIQ Capital, LLC 4,285 $214K 0.13% 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 4,500 $214K 0.17% new 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 4,500 $214K 0.16% new 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 4,491 $213K <0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 4,487 $213K 0.1% +1,077 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 4,475 $213K <0.01% -1,713 13F-HR Timeline Group Sippican Capital Advisors More: the full row for Sippican Capital Advisors 4,475 $213K 0.13% new 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 4,474 $213K 0.01% new 13F-HR Timeline Clark & Stuart, Inc More: the full row for Clark & Stuart, Inc 4,470 $212K 0.13% new 13F-HR Timeline Zinnia Wealth Advisory, LLC More: the full row for Zinnia Wealth Advisory, LLC 4,466 $212K 0.22% new 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 4,451 $212K 0.04% +1,032 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 4,447 $211K 0.02% new 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 4,445 $211K 0.01% new 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 4,439 $211K 0.03% new 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 4,428 $210K 0.11% -518 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 4,427 $210K 0.03% -9,000 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 4,425 $210K 0.01% new 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 4,415 $210K 0.12% new 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 4,405 $209K 0.05% new 13F-HR Timeline