SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 6,238 $442K 0.01% +185 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 6,153 $436K 0.1% -200 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 6,111 $433K 0.04% +15 13F-HR Timeline NORTHEAST PLANNING ASSOCIATES, INC. / N… More: the full row for NORTHEAST PLANNING ASSOCIATES, INC. / NH / 6,101 $433K 0.29% -150 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 6,097 $432K 0.04% -669 13F-HR/A Timeline Washington Trust Bank More: the full row for Washington Trust Bank 6,013 $426K 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 6,000 $425K <0.01% new 13F-HR Timeline Group Busey Bank More: the full row for Busey Bank 5,999 $425K 0.01% -83 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 5,957 $422K <0.01% -811 13F-HR Timeline Group Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 5,911 $419K 0.05% +663 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 5,909 $419K 0.07% +39 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 5,891 $418K 0.05% new 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 5,886 $417K 0.04% new 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 5,881 $417K 0.07% 0 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 5,872 $416K 0.31% -1,379 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 5,867 $416K 0.02% +14 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 5,344 $416K 0.12% +4 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 5,864 $416K 0.06% +14 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 5,864 $416K 0.2% +1,321 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 5,862 $416K 0.01% +2,341 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 5,853 $415K 0.13% -9 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 5,843 $414K 0.38% 0 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 5,809 $412K 0.17% 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 5,798 $411K +1,091 Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 5,736 $407K 0.33% -200 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 5,727 $406K 0.01% 0 13F-HR Timeline Group Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 5,721 $406K 0.09% 0 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 5,721 $406K 0.06% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 5,673 $402K 0.01% 0 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 5,642 $400K 0.01% 0 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 5,610 $398K 0.04% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 5,606 $398K <0.01% +227 13F-HR Timeline Group Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 5,587 $396K 0.05% 0 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 5,538 $393K 0.01% 0 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 5,533 $392K 0.09% 0 13F-HR Timeline Wealth Advisors Northwest LLC More: the full row for Wealth Advisors Northwest LLC 5,502 $390K 0.16% +13 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 5,469 $388K 0.12% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 5,454 $387K 0.01% +153 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 5,444 $386K 0.15% 0 13F-HR Timeline SageOak Financial, LLC More: the full row for SageOak Financial, LLC 5,424 $385K 0.27% +529 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 5,006 $383K 0.03% -171 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 5,364 $380K 0.1% +262 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 5,316 $377K 0.01% -1,162 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 5,304 $376K 0.05% 0 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 5,270 $374K 0.18% -1,025 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 5,221 $370K 0.01% new 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 5,165 $369K 0.08% 0 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 5,188 $368K 0.25% -1,080 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 5,115 $363K 0.04% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 5,094 $361K 0.11% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 5,070 $360K 0.03% 0 13F-HR Timeline Pacific Asset Management, LLC More: the full row for Pacific Asset Management, LLC 5,000 $355K 0.2% +7 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 5,000 $355K 0.01% 0 13F-HR Timeline Daytona Street Capital LLC More: the full row for Daytona Street Capital LLC 4,933 $354K 0.27% 0 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 4,993 $354K 0.06% 0 13F-HR Timeline Integrity Investment Advisors, LLC More: the full row for Integrity Investment Advisors, LLC 4,989 $354K 0.19% -18 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 4,890 $347K 0.03% +11 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 4,877 $346K 0.03% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 4,862 $345K 0.01% 0 13F-HR Timeline Porter White Investment Advisors, Inc. More: the full row for Porter White Investment Advisors, Inc. 4,861 $345K 0.14% 0 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 4,858 $344K 0.16% -1,373 13F-HR Timeline Cooke Wealth Management, LLC More: the full row for Cooke Wealth Management, LLC 4,840 $343K 0.3% +154 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 4,835 $343K 0.02% +12 13F-HR Timeline Arcadia Wealth Management, Inc. More: the full row for Arcadia Wealth Management, Inc. 4,826 $342K 0.19% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 4,801 $340K 0.02% -200 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 4,775 $339K 0.14% +2 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 4,727 $335K 0.05% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 4,690 $333K 0.07% 0 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 4,682 $332K 0.07% -336 13F-HR Timeline Estate Counselors, LLC More: the full row for Estate Counselors, LLC 4,645 $329K 0.03% new 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 4,644 $329K 0.04% new 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 4,643 $329K 0.03% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 4,633 $329K 0.03% +10 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 4,615 $327K 0.27% new 13F-HR Timeline Integrity Wealth Partners, LLC More: the full row for Integrity Wealth Partners, LLC 4,573 $324K 0.29% 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 4,563 $324K 0.01% +439 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 4,557 $323K 0.17% +11 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 4,538 $322K 0.05% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 4,531 $321K 0.01% 0 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 4,522 $321K 0.18% new 13F-HR Timeline Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 4,511 $320K 0.09% new 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 4,486 $318K 0.02% new 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 4,365 $310K 0.02% +10 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 4,343 $308K 0.04% +10 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 4,330 $307K 0.03% -336 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,324 $307K 0.01% +348 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 4,309 $306K 0.15% new 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 4,306 $305K 0.07% +2 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 4,294 $304K 0.01% 0 13F-HR Timeline Group Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 4,265 $302K 0.17% +11 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 3,850 $300K 0.14% 0 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 4,216 $299K 0.22% +10 13F-HR Timeline MOTCO More: the full row for MOTCO 4,184 $297K 0.03% 0 13F-HR Timeline Leading Edge Financial Planning LLC More: the full row for Leading Edge Financial Planning LLC 4,178 $296K 0.06% -1,417 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 4,142 $294K 0.01% 0 13F-HR Timeline CAPSTONE CAPITAL LLC More: the full row for CAPSTONE CAPITAL LLC 4,133 $293K 0.19% 0 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 4,122 $292K 0.17% 0 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 4,109 $291K 0.04% 0 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 4,078 $289K 0.01% 0 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 4,064 $288K 0.05% 0 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 4,054 $287K 0.1% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 4,003 $284K <0.01% -327 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 3,929 $279K 0.2% new 13F-HR Timeline Ballast Financial Advisors LLC More: the full row for Ballast Financial Advisors LLC 3,924 $278K 0.29% +10 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 3,896 $276K 0.04% 0 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 3,593 $275K 0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 3,871 $274K 0.1% +9 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 3,830 $272K 0.01% new 13F-HR Timeline Group MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 3,821 $271K 0.03% +10 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 3,821 $271K 0.02% +10 13F-HR Timeline Group HWG Holdings LP More: the full row for HWG Holdings LP 3,819 $271K 0.07% 0 13F-HR Timeline Up Capital Management, Inc. More: the full row for Up Capital Management, Inc. 3,817 $271K 0.3% +9 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 3,751 $266K 0.08% -13 13F-HR/A Timeline ALLSTREET CAPITAL ADVISORS LLC More: the full row for ALLSTREET CAPITAL ADVISORS LLC 3,733 $265K 0.2% +75 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 3,724 $264K 0.04% new 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 3,711 $263K 0.16% -345 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 3,691 $262K 0.05% -674 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 3,672 $260K 0.02% +2,513 13F-HR Timeline Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 3,650 $259K 0.21% 0 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 3,628 $257K 0.01% -19 13F-HR Timeline Group GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 3,599 $255K 0.01% 0 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 3,586 $254K 0.01% -117 13F-HR Timeline Group Aspirean Wealth, LLC More: the full row for Aspirean Wealth, LLC 3,549 $252K 0.27% +8 13F-HR Timeline CORTLAND ASSOCIATES INC/MO More: the full row for CORTLAND ASSOCIATES INC/MO 3,537 $251K 0.04% -890 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 3,514 $249K 0.09% 0 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 3,502 $248K 0.03% 0 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 3,485 $247K <0.01% 0 13F-HR Timeline Group CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 3,476 $246K 0.07% 0 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 3,475 $246K <0.01% -8 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 3,460 $245K 0.12% +12 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 3,422 $245K 0.05% new 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 3,422 $243K 0.02% +8 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 3,413 $242K <0.01% -4,313 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 3,408 $242K 0.12% -1,017 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 3,407 $242K 0.19% +3,063 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 3,390 $240K 0.02% 0 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 3,375 $239K 0.12% -11 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 3,370 $239K 0.05% 0 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 3,352 $238K 0.03% +1 13F-HR Timeline E6 Portfolios, LLC More: the full row for E6 Portfolios, LLC 3,312 $235K 0.24% +286 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 3,278 $232K 0.04% 0 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 3,251 $231K 0.04% +187 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 3,236 $229K 0.01% 0 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 3,230 $229K 0.16% new 13F-HR Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 3,203 $227K 0.02% +8 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 3,198 $227K <0.01% new 13F-HR Timeline Group Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 3,188 $226K 0.13% +7 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 3,128 $222K 0.15% -4,382 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 3,115 $221K 0.05% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 3,102 $220K 0.01% 0 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 3,102 $220K 0.03% -223 13F-HR Timeline Bull Oak Capital, LLC More: the full row for Bull Oak Capital, LLC 3,079 $218K 0.08% 0 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 3,057 $217K 0.03% 0 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 3,043 $216K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3,037 $215K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. JM2 Capital Inc. More: the full row for JM2 Capital Inc. 3,027 $215K 0.18% 0 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 2,890 $214K 0.02% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 3,009 $213K 0.01% +7 13F-HR Timeline Prosperity Advisers, LLC More: the full row for Prosperity Advisers, LLC 3,003 $213K 0.18% 0 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 2,967 $210K 0.05% +7 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,941 $210K <0.01% -1,139 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 2,946 $209K 0.02% new 13F-HR Timeline Group Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 2,946 $209K 0.03% -275 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,943 $209K <0.01% -100 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 2,943 $209K 0.01% 0 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 2,939 $208K 0.05% -525 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 2,929 $208K 0.02% 0 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 2,902 $206K 0.07% -150 13F-HR Timeline High Probability Advisors, LLC More: the full row for High Probability Advisors, LLC 2,891 $205K 0.03% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 2,880 $204K 0.05% 0 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 2,865 $203K 0.06% 0 13F-HR Timeline Woodward Financial Advisors, Inc. More: the full row for Woodward Financial Advisors, Inc. 2,940 $203K 0.08% new 13F-HR Timeline Brindle & Bay Financial Advisors, LLC More: the full row for Brindle & Bay Financial Advisors, LLC 2,836 $201K 0.12% 0 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 2,833 $201K 0.03% 0 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 2,661 $189K 0.05% new 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 2,450 $174K 0.01% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 2,383 $169K 0.03% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 2,336 $166K 0.03% +6 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 2,308 $164K 0.04% -32 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 2,307 $164K 0.04% new 13F-HR/A Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 2,301 $163K 0.05% new 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 2,296 $163K <0.01% -211 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,271 $161K 0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 2,248 $159K 0.02% +5 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 2,245 $159K 0.03% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 2,154 $153K 0.04% 0 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 2,141 $151K 0.12% -116 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 2,088 $148K 0.03% +1,053 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 2,078 $147K 0.01% 0 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 1,972 $140K 0.05% -228 13F-HR/A Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 1,948 $138K 0.08% -213 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,913 $136K <0.01% +41 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 1,880 $133K 0.01% 0 13F-HR Timeline 3 FACTOR INDEXING, LLC More: the full row for 3 FACTOR INDEXING, LLC 1,874 $133K 0.13% 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 1,860 $132K 0.05% 0 13F-HR Timeline ATMOS ADVISORY, LLC More: the full row for ATMOS ADVISORY, LLC 1,847 $131K 0.07% +3 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,832 $130K <0.01% 0 13F-HR Timeline Group Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,796 $127K 0.04% +2 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 1,730 $123K 0.03% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,653 $117K 0.01% -201 13F-HR Timeline