Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 680 $431K 0.02% +74 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 680 $431K 0.02% 0 13F-HR Timeline AG Asset Advisory, LLC More: the full row for AG Asset Advisory, LLC 680 $431K 0.35% 0 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 764 $430K 0.02% +67 13F-HR Timeline Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 677 $430K 0.2% +8 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 676 $429K 0.08% -16 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 676 $429K 0.02% -5 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 672 $426K 0.13% -12 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 668 $424K 0.17% -3 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 667 $423K 0.13% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 665 $423K 0.02% +62 13F-HR Timeline Group BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 665 $422K 0.29% +121 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 661 $420K 0.19% +33 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 661 $419K 0.01% +24 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 661 $419K 0.02% +15 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 657 $418K 0.06% +75 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 658 $418K 0.03% +14 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 657 $417K <0.01% -39 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 655 $417K 0.01% -1,996 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 655 $415K 0.01% -3 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 654 $415K 0.14% +2 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 653 $414K 0.04% 0 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 653 $414K 0.1% +2 13F-HR Timeline AMES NATIONAL CORP in group AMES NATIONAL CORP More: the full row for AMES NATIONAL CORP 653 $414K 0.23% -10 13F-HR Timeline Group RDA Financial Network More: the full row for RDA Financial Network 653 $414K 0.09% +278 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 652 $413K 0.04% -2 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 650 $412K 0.3% 0 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 649 $412K 0.03% 0 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 649 $411K 0.16% +9 13F-HR Timeline Samara Investment Management, LLC More: the full row for Samara Investment Management, LLC 648 $411K 0.38% 0 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 646 $410K 0.08% +15 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 643 $408K 0.03% -271 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 642 $407K 0.19% +1 13F-HR Timeline Gerald Baker Financial Group LLC More: the full row for Gerald Baker Financial Group LLC 640 $406K 0.12% +5 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 637 $405K 0.08% +98 13F-HR/A Timeline SNOWWATER INVESTMENT PARTNERS, LLC More: the full row for SNOWWATER INVESTMENT PARTNERS, LLC 637 $405K 0.28% -5 13F-HR Timeline Polar Asset Management Partners Inc. More: the full row for Polar Asset Management Partners Inc. 638 $405K 0.01% new 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 638 $405K 0.02% +100 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 636 $403K 0.02% +85 13F-HR Timeline Bannerstone Capital Management, LLC More: the full row for Bannerstone Capital Management, LLC 636 $403K 0.34% -592 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 635 $403K 0.04% 0 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 634 $402K 0.04% 0 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 634 $402K 0.2% +256 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 631 $400K 0.22% 0 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 631 $400K 0.18% -20 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 630 $400K 0.04% -22 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 630 $400K 0.03% -2,172 13F-HR Timeline Group Rice Partnership, LLC More: the full row for Rice Partnership, LLC 630 $400K 0.05% 0 13F-HR Timeline NORTHLAND SECURITIES, INC. More: the full row for NORTHLAND SECURITIES, INC. 630 $400K 0.23% 0 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 628 $398K 0.02% 0 13F-HR Timeline Group Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 628 $398K 0.01% +70 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 667 $398K 0.04% 0 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 626 $397K 0.13% +6 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 625 $396K 0.08% 0 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 624 $396K 0.05% +133 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 622 $395K 0.03% +1 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 621 $394K 0.02% -87 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 619 $394K 0.08% -35 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 619 $393K 0.01% +3 13F-HR/A Timeline PRAIRIE ADVISORY, LLC More: the full row for PRAIRIE ADVISORY, LLC 618 $392K 0.09% 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 618 $392K 0.08% -6 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 617 $392K 0.09% 0 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 642 $391K 0.13% new 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 616 $391K 0.1% 0 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 614 $389K 0.14% +171 13F-HR Timeline Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 613 $389K 0.25% 0 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 612 $389K 0.03% -164 13F-HR Timeline Hodges Capital Management Inc. More: the full row for Hodges Capital Management Inc. 612 $388K 0.03% -150 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 611 $388K 0.07% +17 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 610 $387K 0.05% -58 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 610 $387K 0.14% +5 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 610 $387K 0.15% 0 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 610 $387K 0.04% 0 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 610 $387K 0.03% +8 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 609 $386K 0.04% -16 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 608 $386K 0.06% 0 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 607 $385K 0.21% 0 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 606 $384K 0.18% 0 13F-HR Timeline CORTLAND ASSOCIATES INC/MO More: the full row for CORTLAND ASSOCIATES INC/MO 606 $384K 0.06% 0 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 604 $383K 0.08% 0 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 599 $381K 0.01% -15 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 600 $381K 0.07% +84 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 600 $381K <0.01% 0 13F-HR Timeline Group F/m Investments LLC More: the full row for F/m Investments LLC 600 $381K 0.02% 0 13F-HR Timeline McLaughlin Asset Management, Inc. More: the full row for McLaughlin Asset Management, Inc. 600 $381K 0.29% 0 13F-HR/A Timeline UNITED BANK More: the full row for UNITED BANK 599 $380K 0.04% 0 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 597 $379K 0.03% -67 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 597 $379K 0.33% 0 13F-HR Timeline DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 596 $378K 0.02% +30 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 593 $376K 0.03% +154 13F-HR Timeline Capital Wealth Planning, LLC More: the full row for Capital Wealth Planning, LLC 590 $375K <0.01% +15 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 590 $374K 0.04% -4,193 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 589 $374K 0.02% -1 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 589 $374K 0.06% +1 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 587 $372K 0.12% +2 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 586 $372K 0.05% +3 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 586 $372K 0.17% +1 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 585 $371K 0.12% -47 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 633 $371K 0.16% +33 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 581 $369K 0.21% +17 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 582 $369K 0.07% +24 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 582 $369K 0.05% 0 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 582 $369K 0.26% +16 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 655 $369K 0.01% 0 13F-HR Timeline Freestate Advisors LLC More: the full row for Freestate Advisors LLC 581 $368K 0.28% +2 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 579 $367K 0.06% +26 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 625 $367K 0.25% 0 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 578 $367K 0.03% +4 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 577 $366K 0.05% 0 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 577 $366K 0.22% 0 13F-HR Timeline First Growth Capital LLC More: the full row for First Growth Capital LLC 577 $366K 0.28% -16 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 576 $365K 0.12% +1 13F-HR Timeline Cedrus Wealth Group LLC More: the full row for Cedrus Wealth Group LLC 576 $365K 0.32% +35 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 576 $365K 0.03% +16 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 576 $365K 0.04% +68 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 574 $365K 0.08% -50 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 575 $365K 0.32% 0 13F-HR Timeline Eurizon SLJ Capital Ltd More: the full row for Eurizon SLJ Capital Ltd 575 $365K 0.13% 0 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 572 $363K 0.01% +1 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 571 $362K 0.08% +77 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 566 $359K 0.03% -37 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 566 $359K 0.06% 0 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 565 $359K 0.04% +169 13F-HR Timeline ODDO BHF ASSET MANAGEMENT SAS More: the full row for ODDO BHF ASSET MANAGEMENT SAS 565 $358K 0.02% -555 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Norway Savings Bank More: the full row for Norway Savings Bank 565 $358K 0.15% -20 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 565 $358K 0.2% +565 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 565 $358K 0.08% 0 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 565 $358K 0.03% +5 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 563 $357K 0.01% -9 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 563 $357K 0.03% +15 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 563 $357K <0.01% +11 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 562 $357K 0.05% +1 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 607 $356K 0.06% 0 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 575 $355K 0.11% 0 13F-HR Timeline IFS Group,LLC More: the full row for IFS Group,LLC 560 $355K 0.49% 0 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 560 $355K 0.06% 0 13F-HR Timeline Accuvest Global Advisors More: the full row for Accuvest Global Advisors 560 $355K 0.31% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 559 $355K 0.04% 0 13F-HR Timeline Genesis Financial Group, LLC More: the full row for Genesis Financial Group, LLC 559 $355K 0.23% +1 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 559 $355K 0.09% +4 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 559 $355K 0.09% new 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 558 $354K 0.04% -273 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 557 $353K <0.01% -15 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 556 $353K 0.18% -68 13F-HR Timeline Sanchez Levi Garrett More: the full row for Sanchez Levi Garrett 556 $353K 0.19% +4 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 556 $353K 0.03% -5 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 556 $353K 0.03% +1 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 556 $353K 0.07% 0 13F-HR Timeline Geneva Partners, LLC More: the full row for Geneva Partners, LLC 555 $352K 0.09% 0 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 554 $351K 0.09% -30 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 552 $350K 0.18% -23 13F-HR Timeline SCHWARTZ INVESTMENT COUNSEL INC More: the full row for SCHWARTZ INVESTMENT COUNSEL INC 550 $349K 0.01% 0 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 1,338 $348K 0.08% +891 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 549 $348K 0.03% new 13F-HR Timeline 360 Financial, Inc. More: the full row for 360 Financial, Inc. 547 $347K 0.09% +101 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 546 $346K 0.02% -10 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 545 $346K 0.19% 0 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 544 $345K 0.08% +50 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 543 $344K 0.06% -26 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 543 $344K 0.12% -5 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 541 $344K 0.03% -231 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 536 $343K 0.03% -26 13F-HR Timeline Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 540 $343K 0.15% 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 538 $342K 0.05% +1 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 538 $341K 0.2% +5 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 537 $341K 0.03% -17 13F-HR Timeline DUTCH ASSET Corp More: the full row for DUTCH ASSET Corp 536 $340K 0.17% new 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 581 $339K 0.09% 0 13F-HR Timeline Outlook Capital Management, LLC More: the full row for Outlook Capital Management, LLC 535 $339K 0.11% 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 534 $339K 0.09% +9 13F-HR Timeline WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 533 $338K 0.01% -7,671 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 532 $337K 0.13% +71 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 531 $337K 0.03% -1 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 530 $336K 0.08% -2 13F-HR Timeline Strid Group, LLC More: the full row for Strid Group, LLC 530 $336K 0.04% 0 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 530 $336K 0.13% +130 13F-HR Timeline HFR Wealth Management, LLC More: the full row for HFR Wealth Management, LLC 529 $336K 0.08% 0 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 529 $336K 0.08% -8 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 529 $336K 0.02% -21 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 529 $336K 0.04% +82 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 527 $334K 0.04% +34 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 526 $333K 0.02% +148 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 525 $333K 0.1% 0 13F-HR Timeline Elefante Mark B More: the full row for Elefante Mark B 525 $333K 0.14% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 524 $332K 0.06% 0 13F-HR/A Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 523 $332K 0.01% -7 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 522 $331K 0.03% -1 13F-HR/A Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 522 $331K 0.16% +1 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 520 $330K 0.07% 0 13F-HR Timeline M. Kulyk & Associates, LLC More: the full row for M. Kulyk & Associates, LLC 520 $330K 0.05% 0 13F-HR Timeline Stephenson & Company, Inc. More: the full row for Stephenson & Company, Inc. 519 $329K 0.15% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 521 $329K 0.03% new 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 518 $329K 0.13% 0 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 515 $327K 0.05% +1 13F-HR Timeline Community Bank of Raymore More: the full row for Community Bank of Raymore 513 $325K 0.19% 0 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 513 $325K 0.15% 0 13F-HR/A Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 511 $325K 0.03% -125 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 511 $324K 0.02% +23 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 511 $324K 0.03% -17 13F-HR Timeline Fiscal Wisdom Wealth Management, LLC More: the full row for Fiscal Wisdom Wealth Management, LLC 510 $324K 0.27% 0 13F-HR Timeline