Piedmont Capital Management, LLC/NC More: the full row for Piedmont Capital Management, LLC/NC 510 $324K 0.2% -5 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 508 $322K 0.15% 0 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 506 $321K 0.05% new 13F-HR Timeline ORBA Wealth Advisors, L.L.C. More: the full row for ORBA Wealth Advisors, L.L.C. 505 $320K 0.27% -500 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 505 $320K 0.07% -7 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 504 $320K 0.04% -315 13F-HR Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 504 $320K 0.08% 0 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 501 $319K 0.06% new 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 501 $318K 0.12% +1 13F-HR Timeline Cornerstone Capital, Inc. More: the full row for Cornerstone Capital, Inc. 501 $318K 0.03% 0 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 500 $317K 0.01% -70 13F-HR Timeline New England Professional Planning Group… More: the full row for New England Professional Planning Group Inc. 500 $317K 0.12% -93 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 500 $317K 0.02% new 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 500 $317K 0.09% 0 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 500 $317K 0.21% new 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 500 $317K 0.12% 0 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 500 $317K 0.09% +2 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 499 $316K 0.01% +99 13F-HR Timeline Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 499 $316K 0.05% -63 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 498 $316K 0.01% -280 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 496 $315K 0.04% -34 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 495 $314K 0.13% +100 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 495 $314K 0.03% 0 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 494 $314K 0.03% new 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 493 $313K 0.01% -2,538 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 492 $312K 0.03% +34 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 529 $312K 0.03% -117 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 491 $311K 0.04% -13 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 491 $311K 0.05% -88 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 491 $311K 0.04% +2 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 489 $311K 0.05% 0 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 490 $311K 0.14% +23 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 490 $311K 0.1% 0 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 490 $311K 0.06% +1 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 489 $310K <0.01% new 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 489 $310K 0.1% 0 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 488 $310K 0.19% 0 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 487 $309K 0.12% +51 13F-HR Timeline SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT… More: the full row for SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 516 $308K 0.17% +16 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 485 $308K 0.03% +167 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 484 $307K 0.15% -543 13F-HR Timeline Evanson Financial, LLC More: the full row for Evanson Financial, LLC 483 $307K 0.02% 13F-HR Timeline Asio Capital, LLC More: the full row for Asio Capital, LLC 482 $306K 0.04% +15 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 481 $305K 0.03% +80 13F-HR Timeline Group Abound Wealth Management More: the full row for Abound Wealth Management 480 $305K 0.06% +440 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 480 $304K 0.12% new 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 477 $303K 0.05% -93 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 476 $302K 0.01% +4 13F-HR Timeline Group AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 476 $302K 0.02% 0 13F-HR Timeline MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 476 $302K 0.13% 0 13F-HR/A Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 476 $302K 0.16% new 13F-HR Timeline Family Office Research LLC More: the full row for Family Office Research LLC 475 $302K 0.11% -2 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 473 $300K 0.02% -66 13F-HR Timeline BancFirst Trust & Investment Management More: the full row for BancFirst Trust & Investment Management 479 $300K 0.13% new 13F-HR Timeline RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 473 $300K 0.06% +5 13F-HR Timeline DRAVO BAY LLC More: the full row for DRAVO BAY LLC 470 $298K 0.1% 0 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 469 $297K 0.01% -23 13F-HR Timeline TEALWOOD ASSET MANAGEMENT INC More: the full row for TEALWOOD ASSET MANAGEMENT INC 468 $297K 0.11% 0 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 468 $297K 0.04% 0 13F-HR Timeline Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 467 $296K 0.16% new 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 467 $296K 0.03% 0 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 467 $296K 0.12% 0 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 467 $296K 0.08% -21 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 465 $295K 0.04% 0 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 463 $294K 0.04% +13 13F-HR Timeline Hopwood Nicholas Hunter More: the full row for Hopwood Nicholas Hunter 462 $293K 0.08% +1 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 462 $293K 0.09% -4 13F-HR Timeline Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 461 $292K 0.06% 0 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 460 $292K 0.08% 0 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 460 $292K 0.12% 0 13F-HR Timeline Group ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 460 $292K 0.13% 0 13F-HR Timeline Legacy Wealth Advisors, LLC More: the full row for Legacy Wealth Advisors, LLC 460 $292K 0.13% new 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 460 $292K 0.01% 0 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 490 $291K 0.04% -8 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 457 $290K 0.11% -65 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 457 $290K 0.04% -97 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 456 $289K 0.07% -21 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 456 $289K 0.11% +2 13F-HR Timeline Briggs Wealth Management, Inc More: the full row for Briggs Wealth Management, Inc 456 $289K 0.26% 0 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 455 $289K 0.03% 0 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 458 $287K 0.09% -50 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 452 $287K 0.2% +2 13F-HR/A Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 451 $286K 0.13% -16 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 451 $286K 0.07% +6 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 450 $286K 0.07% 0 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 450 $286K 0.17% +1 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 450 $285K 0.03% +11 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 450 $285K 0.1% 0 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 449 $285K 0.01% -393 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 458 $285K 0.07% +1 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 448 $284K 0.09% +1 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 447 $284K 0.09% +2 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 446 $283K 0.1% +22 13F-HR Timeline Layline Advisors, LLC More: the full row for Layline Advisors, LLC 445 $283K 0.25% +5 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 445 $282K 0.02% 0 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 445 $282K 0.12% 0 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 445 $282K 0.1% +4 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 444 $282K 0.04% +2 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 443 $281K 0.04% -123 13F-HR/A Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 442 $280K 0.07% 0 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 441 $280K 0.04% 0 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 440 $279K 0.15% -211 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 439 $279K 0.18% +45 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 439 $278K 0.54% +60 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 439 $278K <0.01% new 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 436 $277K 0.06% +5 13F-HR Timeline Investment Management Trust, LLC More: the full row for Investment Management Trust, LLC 435 $276K 0.25% -24 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 435 $276K 0.08% -88 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 435 $276K 0.05% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 433 $275K <0.01% -239 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 433 $274K 0.07% +1 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 432 $274K 0.08% 0 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 432 $274K <0.01% new 13F-HR Timeline Group LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 431 $273K 0.04% 0 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 430 $273K 0.01% 0 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 430 $273K 0.03% +9 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 427 $271K 0.07% new 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 427 $271K 0.1% -6 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 425 $270K 0.04% 0 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 425 $270K 0.11% +35 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 424 $270K 0.03% -69 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 424 $269K 0.09% new 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 424 $269K 0.09% 0 13F-HR Timeline Portfolio Strategies, Inc. More: the full row for Portfolio Strategies, Inc. 423 $268K 0.03% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 423 $268K 0.14% +1 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 420 $266K 0.02% 0 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 418 $265K 0.04% new 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 418 $265K 0.02% new 13F-HR Timeline Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 417 $265K 0.02% new 13F-HR Timeline George Kaiser Family Foundation More: the full row for George Kaiser Family Foundation 417 $265K 0.03% new 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 417 $265K 0.09% 0 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 416 $264K 0.03% +12 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 414 $263K 0.06% 0 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 414 $263K 0.14% new 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 413 $262K 0.03% new 13F-HR Timeline Group Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 412 $261K 0.05% -10 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 436 $261K 0.04% 0 13F-HR Timeline Avail Investment Partners, LLC More: the full row for Avail Investment Partners, LLC 411 $261K 0.2% +17 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 411 $261K <0.01% -59 13F-HR Timeline Group Modus Advisors, LLC More: the full row for Modus Advisors, LLC 408 $259K 0.06% 0 13F-HR Timeline Sterling Group Wealth Management, LLC More: the full row for Sterling Group Wealth Management, LLC 408 $259K 0.11% -31 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 407 $258K 0.02% -19 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 407 $258K 0.13% -100 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 407 $258K 0.05% new 13F-HR/A Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 406 $257K 0.12% +1 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 404 $256K 0.16% +5 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 404 $256K 0.11% -820 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 404 $256K 0.07% +30 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 403 $256K 0.05% +27 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 402 $255K 0.16% +10 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 401 $255K 0.09% -120 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 401 $254K 0.07% new 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 401 $254K 0.03% new 13F-HR Timeline Meredith Wealth Planning More: the full row for Meredith Wealth Planning 401 $254K 0.06% +1 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 400 $254K 0.05% -2,000 13F-HR Timeline WealthSpring Partners, LLC More: the full row for WealthSpring Partners, LLC 400 $254K 0.22% 0 13F-HR Timeline CULTIVAR CAPITAL, INC. More: the full row for CULTIVAR CAPITAL, INC. 400 $254K 0.16% 0 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 400 $254K 0.08% 0 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 399 $253K <0.01% -1,661 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 399 $253K 0.1% 0 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 399 $253K 0.02% -1,761 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 407 $253K 0.13% new 13F-HR Timeline NerdWallet Wealth Partners, LLC More: the full row for NerdWallet Wealth Partners, LLC 398 $252K 0.09% 0 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 397 $252K 0.05% +38 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 395 $251K 0.02% new 13F-HR Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 395 $251K 0.21% 0 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 394 $250K 0.04% -15 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 394 $250K 0.1% 0 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 394 $250K 0.01% -11 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 391 $249K 0.05% +10 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 391 $248K 0.01% -638 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 391 $248K 0.01% new 13F-HR Timeline Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 391 $248K 0.14% new 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 408 $248K 0.08% 0 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 390 $247K 0.03% +5 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 389 $247K 0.04% 0 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 388 $246K 0.03% -10 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 387 $246K 0.05% -38 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 387 $245K 0.01% -369 13F-HR Timeline LAVELLE CAPITAL LP More: the full row for LAVELLE CAPITAL LP 387 $245K 0.12% 0 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 387 $245K 0.04% 0 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 386 $245K 0.02% -5 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 385 $244K 0.07% +5 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 385 $244K 0.04% -101 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 385 $244K 0.04% 0 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 384 $244K 0.06% -127 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 384 $244K 0.1% 0 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 383 $243K 0.08% 0 13F-HR Timeline August Group Capital Ltd More: the full row for August Group Capital Ltd 383 $242K 0.27% -2 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 380 $241K 0.05% -1 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 380 $241K 0.1% +63 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 379 $240K 0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 379 $240K 0.02% 0 13F-HR Timeline Greenfield Seitz Capital Management, LLC More: the full row for Greenfield Seitz Capital Management, LLC 377 $239K 0.07% 0 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 377 $239K 0.15% 0 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 376 $239K 0.02% +1 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 375 $238K 0.11% 0 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 422 $238K 0.04% 0 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 372 $236K 0.1% 0 13F-HR Timeline TrustWell Financial Advisors, LLC More: the full row for TrustWell Financial Advisors, LLC 372 $236K 0.2% 0 13F-HR Timeline