SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 1,820 $277K 0.19% +4 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 1,820 $277K 0.1% +59 13F-HR Timeline Reliant Investment Management, LLC More: the full row for Reliant Investment Management, LLC 1,818 $277K 0.11% -55 13F-HR Timeline Orion Investment Co More: the full row for Orion Investment Co 1,817 $277K 0.08% 0 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 1,815 $277K 0.12% +5 13F-HR Timeline Orca Investment Management, LLC More: the full row for Orca Investment Management, LLC 1,814 $277K 0.22% -35 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 1,813 $276K 0.16% 0 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 1,811 $276K 0.06% +64 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 1,809 $276K 0.05% -79 13F-HR Timeline Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 1,808 $276K 0.08% -112 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 1,807 $275K 0.18% -324 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 1,805 $275K 0.04% -766 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 1,804 $275K 0.06% -53 13F-HR Timeline Kooman & Associates More: the full row for Kooman & Associates 1,803 $275K 0.08% -799 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 1,801 $275K 0.06% -113 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 1,761 $275K 0.25% 0 13F-HR Timeline One Wealth Map LLC More: the full row for One Wealth Map LLC 1,577 $274K 0.14% 0 13F-HR Timeline West Tower Group, LLC More: the full row for West Tower Group, LLC 1,800 $274K 0.63% new 13F-HR Timeline Pachira Investments Inc. More: the full row for Pachira Investments Inc. 1,799 $274K 0.13% +173 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 1,796 $274K 0.12% +11 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 1,634 $274K 0.17% +5 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 1,830 $273K 0.18% new 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 1,793 $273K 0.01% +160 13F-HR Timeline Goldenstone Wealth Management LLC More: the full row for Goldenstone Wealth Management LLC 1,793 $273K 0.2% 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 1,630 $273K 0.03% -11 13F-HR Timeline RM Financial Services, LLC More: the full row for RM Financial Services, LLC 1,784 $272K 0.24% 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 1,783 $272K 0.08% 0 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 1,783 $272K 0.03% new 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 1,497 $271K 0.11% 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 1,775 $271K 0.11% +110 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,770 $270K 0.07% +5 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1,769 $270K 0.2% -14 13F-HR Timeline Elite Life Management LLC More: the full row for Elite Life Management LLC 1,489 $269K 0.44% +105 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 1,767 $269K 0.05% -92 13F-HR Timeline WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 1,764 $269K 0.24% 0 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 1,762 $269K 0.05% -48 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 1,761 $268K 0.13% +3 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 1,756 $268K 0.02% -2,073 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 1,755 $267K 0.01% new 13F-HR Timeline Fortune 45 LLC More: the full row for Fortune 45 LLC 1,715 $267K 0.13% -212 13F-HR Timeline DELTA CAPITAL MANAGEMENT LLC More: the full row for DELTA CAPITAL MANAGEMENT LLC 1,750 $267K 0.15% 0 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 1,749 $267K 0.09% 0 13F-HR Timeline Invariant Investment Management More: the full row for Invariant Investment Management 1,644 $267K 0.17% 13F-HR Timeline DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 1,748 $266K 0.09% -123 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 1,742 $265K 0.17% 0 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 1,741 $265K 0.03% +28 13F-HR Timeline BRIGHT FINANCIAL ADVISORS, INC. More: the full row for BRIGHT FINANCIAL ADVISORS, INC. 1,740 $265K 0.13% 0 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 1,736 $265K 0.03% +433 13F-HR Timeline QP WEALTH MANAGEMENT, LLC More: the full row for QP WEALTH MANAGEMENT, LLC 1,729 $264K 0.23% 13F-HR Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 1,727 $263K 0.07% new 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 1,724 $263K 0.07% 0 13F-HR Timeline Carbahal Olsen Financial Services Group… More: the full row for Carbahal Olsen Financial Services Group, LLC 1,723 $263K 0.2% 0 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 1,722 $262K 0.05% +141 13F-HR Timeline Chapman Investment Management, LLC More: the full row for Chapman Investment Management, LLC 1,722 $262K 0.19% 0 13F-HR Timeline Lakewood Asset Management LLC More: the full row for Lakewood Asset Management LLC 1,720 $262K 0.15% +1 13F-HR Timeline Lifetime Wealth Management P.C. More: the full row for Lifetime Wealth Management P.C. 1,720 $262K 0.16% 13F-HR/A Timeline Peloton Wealth Strategists More: the full row for Peloton Wealth Strategists 1,722 $262K 0.1% +300 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 1,717 $262K 0.02% -525 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 1,706 $260K 0.22% +4 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 1,705 $260K 0.23% +268 13F-HR Timeline FIRST WILSHIRE SECURITIES MANAGEMENT INC More: the full row for FIRST WILSHIRE SECURITIES MANAGEMENT INC 1,705 $260K 0.07% 0 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 1,704 $260K 0.03% -62 13F-HR Timeline TICINO WEALTH More: the full row for TICINO WEALTH 1,701 $259K 0.1% 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 1,701 $259K 0.05% 0 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 1,700 $259K 0.05% -15 13F-HR Timeline Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 1,699 $259K 0.22% -290 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 1,699 $259K 0.17% +43 13F-HR Timeline Bishop & Co Investment Management, LLC More: the full row for Bishop & Co Investment Management, LLC 1,697 $259K 0.09% 0 13F-HR Timeline CenterStar Asset Management, LLC More: the full row for CenterStar Asset Management, LLC 1,696 $259K 0.41% +66 13F-HR Timeline Broadleaf Partners, LLC More: the full row for Broadleaf Partners, LLC 1,696 $258K 0.05% +60 13F-HR Timeline StoryOne LLC More: the full row for StoryOne LLC 0 $258K 0.16% 13F-HR Timeline Amount filed as zero, left out of ratios. Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 1,693 $258K 0.05% -1,047 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 1,691 $258K 0.14% +66 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 1,687 $257K 0.05% +107 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 1,687 $257K 0.12% 0 13F-HR Timeline Group Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 1,684 $256K 0.12% 0 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 1,677 $256K 0.08% +32 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 1,674 $255K 0.04% +32 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 1,673 $255K 0.12% +14 13F-HR Timeline CONSOLIDATED CAPITAL MANAGEMENT, LLC More: the full row for CONSOLIDATED CAPITAL MANAGEMENT, LLC 1,669 $254K 0.08% new 13F-HR Timeline BAYBAN More: the full row for BAYBAN 1,669 $254K 0.22% 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 1,669 $254K 0.04% +226 13F-HR Timeline Arsenal Capital Advisors LLC More: the full row for Arsenal Capital Advisors LLC 1,666 $254K 0.18% 13F-HR Timeline G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 1,666 $254K 0.06% +15 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 1,659 $253K 0.15% -76 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 1,658 $253K 0.1% -45 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 1,653 $252K 0.06% 0 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 1,381 $252K 0.1% -136 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 1,649 $251K 0.09% -275 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 1,648 $251K 0.16% -3 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 1,648 $251K 0.03% +21 13F-HR/A Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 1,647 $251K 0.02% -137 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 1,646 $251K 0.02% -172 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 1,645 $251K 0.06% -287 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 1,642 $250K 0.08% -76 13F-HR Timeline Milestones Private Investment Advisors … More: the full row for Milestones Private Investment Advisors LLC 1,637 $249K 0.17% 0 13F-HR Timeline VanderPol Investments L.L.C. More: the full row for VanderPol Investments L.L.C. 1,634 $249K 0.48% -33 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 1,632 $249K 0.07% -23 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 1,632 $248K 0.07% -8 13F-HR Timeline Leslie Global Wealth, LLC More: the full row for Leslie Global Wealth, LLC 1,627 $248K 0.11% +26 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 1,626 $248K 0.05% +61 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 1,626 $248K 0.05% +61 13F-HR Timeline HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 1,625 $248K 0.05% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 1,625 $248K 0.03% +129 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 1,624 $248K 0.06% -50 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 1,619 $247K 0.07% -21 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 1,480 $247K 0.03% +4 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 1,505 $247K 0.1% -115 13F-HR Timeline Cedarwood Wealth LLC More: the full row for Cedarwood Wealth LLC 1,471 $246K 0.27% 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 1,616 $246K 0.1% -39 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 1,614 $246K 0.05% -321 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 1,613 $246K 0.08% -37 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 1,611 $246K 0.05% +104 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 1,609 $245K 0.19% 0 13F-HR Timeline THRYVE WEALTH MANAGEMENT LLC More: the full row for THRYVE WEALTH MANAGEMENT LLC 1,609 $245K 0.12% 13F-HR Timeline WMS Group LLC More: the full row for WMS Group LLC 1,606 $245K 0.31% 13F-HR Timeline S Harris Financial Group, LLC More: the full row for S Harris Financial Group, LLC 1,603 $244K 0.23% 13F-HR Timeline Unify Financial Advisors More: the full row for Unify Financial Advisors 1,600 $244K 0.25% 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 1,600 $244K 0.12% -600 13F-HR Timeline Gordian Advisors LLC More: the full row for Gordian Advisors LLC 1,600 $244K 0.16% 0 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 1,597 $243K 0.1% +175 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 1,593 $243K 0.11% -42 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 1,329 $243K 0.07% new 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 1,587 $242K 0.03% +172 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 1,583 $241K 0.1% -4 13F-HR Timeline Heirloom Wealth Management More: the full row for Heirloom Wealth Management 1,580 $241K 0.06% +31 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 1,580 $241K 0.04% 0 13F-HR Timeline ARMSTRONG HENRY H ASSOCIATES INC More: the full row for ARMSTRONG HENRY H ASSOCIATES INC 1,578 $241K 0.02% 0 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 1,575 $240K 0.1% -7 13F-HR Timeline Rockport Wealth LLC More: the full row for Rockport Wealth LLC 1,575 $240K 0.05% new 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 1,573 $240K 0.1% -115 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 1,570 $239K 0.02% +7 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 1,570 $239K 0.01% -1,687 13F-HR/A Timeline Group Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 1,567 $239K 0.16% -39 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 1,566 $239K 0.09% -163 13F-HR Timeline PURSUIT WEALTH STRATEGIES, LLC More: the full row for PURSUIT WEALTH STRATEGIES, LLC 1,566 $239K 0.33% 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 1,564 $238K 0.05% 0 13F-HR Timeline Boyer Financial Services, Inc. More: the full row for Boyer Financial Services, Inc. 1,529 $238K 0.25% 13F-HR Timeline Hilton Capital Management, LLC More: the full row for Hilton Capital Management, LLC 1,563 $238K 0.02% +12 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 1,562 $238K 0.1% +1 13F-HR Timeline 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 1,562 $238K 0.14% 0 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 1,561 $238K 0.05% +109 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 1,559 $238K 0.12% -268 13F-HR Timeline Passumpsic Savings Bank More: the full row for Passumpsic Savings Bank 1,559 $238K 0.13% 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 1,550 $236K 0.08% -54 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 1,550 $236K 0.11% 0 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 1,548 $236K 0.03% -84 13F-HR Timeline Legacy Wealth Advisors, LLC More: the full row for Legacy Wealth Advisors, LLC 1,548 $236K 0.16% 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 1,541 $235K 0.01% -4 13F-HR Timeline Norman Fields, Gottscho Capital Managem… More: the full row for Norman Fields, Gottscho Capital Management, LLC 1,540 $235K 0.08% 0 13F-HR Timeline Atwater Malick LLC More: the full row for Atwater Malick LLC 1,540 $235K 0.06% -68 13F-HR Timeline Silver Lake Advisory, LLC More: the full row for Silver Lake Advisory, LLC 1,537 $234K 0.09% +18 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 1,529 $233K 0.08% 0 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 1,527 $233K 0.04% -28 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 1,526 $233K 0.8% +68 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 1,525 $232K 0.13% -17 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 1,524 $232K 0.06% 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 1,522 $232K 0.01% -826 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 1,520 $232K 0.09% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 1,519 $232K 0.28% 0 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 1,516 $231K 0.06% -179 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 1,512 $230K 0.03% 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 1,389 $230K 0.03% 0 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 1,509 $230K 0.08% new 13F-HR Timeline Alternative Investment Advisors, LLC. More: the full row for Alternative Investment Advisors, LLC. 1,503 $229K 0.1% -171 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 1,505 $229K 0.05% -318 13F-HR Timeline Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 1,501 $229K 0.04% 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 1,500 $229K 0.01% 0 13F-HR Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 1,500 $229K 0.19% +179 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 1,495 $228K 0.03% +407 13F-HR Timeline Sterling Group Wealth Management, LLC More: the full row for Sterling Group Wealth Management, LLC 1,495 $228K 0.11% +5 13F-HR Timeline JAG CAPITAL MANAGEMENT, LLC More: the full row for JAG CAPITAL MANAGEMENT, LLC 1,494 $228K 0.02% +105 13F-HR Timeline INTERACTIVE FINANCIAL ADVISORS, INC. More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 1,494 $228K 0.15% +16 13F-HR Timeline Oasis Advisors, LLC More: the full row for Oasis Advisors, LLC 1,492 $227K 0.12% 13F-HR Timeline ForthRight Wealth Management, LLC More: the full row for ForthRight Wealth Management, LLC 1,492 $227K 0.07% 0 13F-HR Timeline Whitcomb & Hess, Inc. More: the full row for Whitcomb & Hess, Inc. 1,387 $227K 0.05% +14 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 1,453 $226K 0.08% +12 13F-HR Timeline Steadtrust LLC More: the full row for Steadtrust LLC 1,484 $226K 0.14% new 13F-HR Timeline J.M. Arbour, LLC More: the full row for J.M. Arbour, LLC 1,482 $226K 0.23% 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 1,471 $224K 0.04% -123 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 1,466 $223K 0.04% +29 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 1,463 $223K 0.06% +2 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 1,463 $223K 0.05% -163 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 1,451 $221K 0.06% -54 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 1,194 $221K 0.05% -354 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 1,448 $221K 0.06% +13 13F-HR Timeline SSI INVESTMENT MANAGEMENT LLC More: the full row for SSI INVESTMENT MANAGEMENT LLC 1,443 $220K 0.01% 0 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 1,441 $220K 0.09% +41 13F-HR Timeline Seek First Inc. More: the full row for Seek First Inc. 1,439 $219K 0.15% +3 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 1,436 $219K 0.03% new 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 1,433 $218K 0.32% -2,641 13F-HR Timeline Point Windward Advisors Inc. More: the full row for Point Windward Advisors Inc. 1,420 $216K 0.1% -250 13F-HR Timeline Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 1,415 $216K 0.05% +123 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 1,413 $215K 0.06% +121 13F-HR Timeline Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 1,411 $215K 0.06% 13F-HR Timeline Accuvest Global Advisors More: the full row for Accuvest Global Advisors 1,410 $215K 0.16% -250 13F-HR Timeline STERLING INVESTMENT ADVISORS LLC /ADV More: the full row for STERLING INVESTMENT ADVISORS LLC /ADV 1,410 $215K 0.1% 0 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 1,409 $215K 0.07% new 13F-HR Timeline Bestgate Wealth Advisors, LLC More: the full row for Bestgate Wealth Advisors, LLC 1,409 $215K 0.38% -142 13F-HR Timeline Meixler Investment Management, Ltd. More: the full row for Meixler Investment Management, Ltd. 1,407 $214K 0.13% -21 13F-HR Timeline