TFB Advisors LLC More: the full row for TFB Advisors LLC 5,352 $528K 0.15% +153 13F-HR Timeline Fairbanks Capital Management, Inc. More: the full row for Fairbanks Capital Management, Inc. 5,348 $528K 0.34% -630 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 5,328 $526K 0.3% -494 13F-HR Timeline ZEVENBERGEN CAPITAL INVESTMENTS LLC More: the full row for ZEVENBERGEN CAPITAL INVESTMENTS LLC 5,328 $526K 0.01% -115 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 5,316 $525K 0.43% +1,339 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 5,307 $524K 0.03% -726 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 5,304 $523K 0.11% -2 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 5,293 $522K 0.35% +6 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 5,291 $522K 0.02% +1,103 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 5,278 $521K 0.3% +512 13F-HR Timeline CONSCIOUS WEALTH INVESTMENTS, LLC More: the full row for CONSCIOUS WEALTH INVESTMENTS, LLC 4,914 $521K 0.36% -1,424 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 5,271 $520K 0.07% -586 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 5,270 $520K 0.02% +792 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 5,270 $520K 0.28% +197 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 5,264 $520K 0.33% -24 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 5,262 $519K 0.2% +498 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 4,661 $519K 0.17% -148 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 5,251 $518K 0.04% -658 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 5,244 $518K 0.02% new 13F-HR Timeline Group Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 5,237 $517K 0.17% -163 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 5,219 $515K 0.1% +110 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 5,200 $513K 0.03% 0 13F-HR Timeline EHP Funds Inc. More: the full row for EHP Funds Inc. 5,200 $513K 0.57% new 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 5,194 $513K 0.1% -105 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 5,184 $512K 0.08% -8 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 5,161 $509K 0.35% +500 13F-HR Timeline NAPATREE CAPITAL LLC More: the full row for NAPATREE CAPITAL LLC 5,151 $508K 0.29% -1,722 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 5,141 $507K 0.12% +3,023 13F-HR/A Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 5,134 $507K 0.17% +103 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 5,134 $507K 0.11% +260 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 5,130 $506K 0.1% -343 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 5,130 $506K 0.33% -22 13F-HR Timeline One Wealth Map LLC More: the full row for One Wealth Map LLC 6,020 $506K 0.34% +13 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 5,118 $505K 0.44% -77 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 5,109 $504K 0.07% +281 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 5,089 $502K 0.05% +1,655 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 5,072 $501K 0.06% +26 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 5,074 $500K 0.09% -217 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 5,065 $500K 0.15% -4,888 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 5,065 $500K 0.53% +166 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 6,114 $500K 0.23% +366 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 5,049 $498K 0.23% -16 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 5,048 $498K 0.06% +231 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 5,040 $497K 0.1% -780 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 5,040 $497K 0.25% -35 13F-HR Timeline Group Intrua Financial, LLC More: the full row for Intrua Financial, LLC 5,039 $497K 0.08% -1,998 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 5,023 $496K 0.23% -1,937 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 5,022 $496K 0.13% -276 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 5,436 $496K 0.07% -8,144 13F-HR Timeline HARRIS ASSOCIATES L P More: the full row for HARRIS ASSOCIATES L P 5,017 $495K <0.01% -117,215 13F-HR Timeline Meritas Wealth Management, LLC More: the full row for Meritas Wealth Management, LLC 5,010 $494K 0.29% -42 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 4,999 $493K 0.26% -99 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 4,994 $493K 0.4% +108 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 4,986 $492K 0.05% +665 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 4,984 $492K 0.11% +230 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 4,975 $491K 0.11% -200 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 5,006 $491K 0.16% -223 13F-HR Timeline GREENBERG FINANCIAL GROUP More: the full row for GREENBERG FINANCIAL GROUP 5,082 $490K 0.2% 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 4,958 $489K 0.1% -62 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 4,953 $489K 0.07% +1,234 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 4,951 $489K 0.03% -206 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 4,951 $489K 0.11% +36 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 4,950 $489K 0.02% -399 13F-HR Timeline Covey Capital Advisors, LLC More: the full row for Covey Capital Advisors, LLC 4,929 $486K 0.56% -6 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 4,905 $484K 0.19% +141 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 4,895 $483K 0.25% +175 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 4,895 $483K 0.21% +5 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 4,879 $482K 0.1% -399 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 4,875 $481K 0.1% -1,968 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 4,871 $481K 0.02% -150 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 4,864 $480K 0.49% +8 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 4,856 $479K 0.02% -1,117 13F-HR Timeline Group VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 4,856 $479K 0.3% -813 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 4,855 $479K 0.07% -59 13F-HR Timeline Harold Davidson & Associates Inc. More: the full row for Harold Davidson & Associates Inc. 4,840 $478K 0.26% -185 13F-HR Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 4,828 $477K 0.52% 0 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 4,822 $476K 0.31% +500 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 4,819 $476K 0.08% -206 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 4,815 $475K 0.29% -506 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 4,804 $474K 0.01% +62 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 4,805 $474K 0.19% -500 13F-HR Timeline Heron Bay Capital Management More: the full row for Heron Bay Capital Management 4,800 $474K 0.1% 0 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 4,800 $474K 0.18% 0 13F-HR Timeline Keeley-Teton Advisors, LLC More: the full row for Keeley-Teton Advisors, LLC 4,788 $473K 0.06% -451 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 4,777 $471K 0.27% new 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 4,760 $470K 0.09% +1,339 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 4,751 $469K 0.11% +1,001 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 4,746 $468K 0.14% -229 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 4,746 $468K 0.07% +386 13F-HR Timeline Lesa Sroufe & Co More: the full row for Lesa Sroufe & Co 4,462 $468K 0.47% 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 4,738 $468K 0.09% -15 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 4,736 $467K 0.06% -680 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 4,733 $467K 0.02% -41 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 4,732 $467K 0.19% +204 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 4,731 $467K 0.02% 0 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 4,728 $467K 0.15% +9 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 4,719 $466K 0.45% -429 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 4,695 $463K 0.13% +82 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 5,559 $463K 0.31% -1,660 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 5,125 $463K 0.2% -4,607 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 4,684 $462K 0.1% -100 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 4,661 $460K 0.03% -512 13F-HR Timeline Group McAdam, LLC More: the full row for McAdam, LLC 4,653 $459K 0.03% +390 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 4,650 $459K 0.05% -725 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 4,649 $459K 0.3% +50 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 4,649 $459K 0.03% -83,641 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 4,637 $458K 0.18% +1 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 4,634 $457K 0.13% -116 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 4,617 $456K 0.08% +584 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 4,593 $453K 0.1% -59 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 4,585 $453K 0.11% +6 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 4,582 $452K 0.39% -298 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 4,575 $452K 0.12% +150 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 4,571 $451K 0.12% -53 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 4,540 $448K 0.1% -35 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 4,528 $447K <0.01% -1,665 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 4,511 $445K 0.02% +218 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 4,510 $445K 0.16% -373 13F-HR Timeline Hall Kathryn A. More: the full row for Hall Kathryn A. 4,504 $445K 0.27% 0 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 4,479 $442K 0.09% +75 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 4,470 $441K 0.2% -40 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 4,469 $441K 0.12% -70 13F-HR Timeline Arnhold LLC More: the full row for Arnhold LLC 4,464 $441K 0.04% -1,000 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 4,444 $439K 0.12% 0 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 4,431 $437K 0.07% +159 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 4,419 $436K 0.09% 0 13F-HR Timeline Orca Investment Management, LLC More: the full row for Orca Investment Management, LLC 4,402 $434K 0.43% -96 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 4,679 $434K 0.04% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 3,897 $434K 0.03% 0 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 4,381 $432K 0.41% new 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 4,375 $432K 0.02% +2,433 13F-HR Timeline Group Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 4,353 $430K 0.11% -85 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 4,352 $430K 0.21% +15 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 4,347 $429K 0.63% 0 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 4,340 $428K 0.3% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 4,334 $428K 0.1% +256 13F-HR Timeline David Wealth Management LLC More: the full row for David Wealth Management LLC 4,334 $428K 0.36% 0 13F-HR Timeline Orca Wealth Management, LLC More: the full row for Orca Wealth Management, LLC 4,331 $427K 0.38% +199 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 4,325 $427K 0.25% +879 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 4,319 $426K 0.04% new 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 5,030 $426K 0.19% -40 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 4,313 $426K 0.04% -449 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 4,311 $425K 0.02% +59 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 4,304 $425K 0.13% +3 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 4,299 $424K 0.12% -201 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 4,293 $424K 0.08% -1,547 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 4,291 $424K 0.03% +226 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 4,265 $421K 0.07% -51 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 4,251 $420K 0.17% -17 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 4,247 $419K 0.17% -264 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 4,247 $419K 0.23% -7,920 13F-HR Timeline BEACH INVESTMENT COUNSEL INC/PA More: the full row for BEACH INVESTMENT COUNSEL INC/PA 4,210 $416K 0.06% -9,299 13F-HR Timeline Legacy Advisory Services, LLC More: the full row for Legacy Advisory Services, LLC 4,206 $415K 0.35% -3,832 13F-HR Timeline SPRENG CAPITAL MANAGEMENT, INC. More: the full row for SPRENG CAPITAL MANAGEMENT, INC. 4,186 $413K 0.19% -611 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 4,179 $412K 0.13% +1 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 4,169 $411K 0.16% 0 13F-HR Timeline Consolidated Investment Group LLC More: the full row for Consolidated Investment Group LLC 4,150 $410K 0.06% 0 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 4,148 $409K 0.19% +73 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 4,123 $407K 0.1% +30 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 4,115 $406K 0.17% -149 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 4,111 $406K 0.58% -292 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 4,108 $405K 0.61% -24 13F-HR Timeline ORBA Wealth Advisors, L.L.C. More: the full row for ORBA Wealth Advisors, L.L.C. 4,108 $405K 0.2% 0 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 4,069 $402K 0.07% +246 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 4,067 $401K 0.19% -217 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 4,062 $401K 0.22% -7 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 4,060 $401K 0.21% -79 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 4,058 $401K 0.19% +646 13F-HR Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 4,033 $398K 0.11% 0 13F-HR Timeline WITTENBERG INVESTMENT MANAGEMENT, INC. More: the full row for WITTENBERG INVESTMENT MANAGEMENT, INC. 4,028 $398K 0.18% -78 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 4,018 $397K 0.18% +318 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 4,016 $396K 0.15% 0 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 4,012 $396K 0.06% +12 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Wealthquest Corp More: the full row for Wealthquest Corp 4,005 $395K 0.03% -70 13F-HR/A Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 3,989 $394K 0.01% +431 13F-HR Timeline McDonough Capital Management, Inc More: the full row for McDonough Capital Management, Inc 3,985 $393K 0.26% -398 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 3,984 $393K 0.39% +203 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 3,977 $393K 0.13% -195 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 3,971 $392K 0.02% -5,961 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 3,967 $391K 0.12% -100 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 3,962 $391K 0.04% -39 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 3,958 $391K <0.01% +132 13F-HR Timeline ARGENT CAPITAL MANAGEMENT LLC More: the full row for ARGENT CAPITAL MANAGEMENT LLC 3,950 $390K 0.01% 0 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 3,948 $390K 0.07% -85 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 3,929 $388K 0.07% +56 13F-HR Timeline BCK CAPITAL MANAGEMENT LP More: the full row for BCK CAPITAL MANAGEMENT LP 3,925 $387K 0.3% 0 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 3,930 $387K 0.11% -150 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 3,919 $387K 0.06% -96 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 3,913 $386K 0.04% -10,018 13F-HR/A Timeline Group Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 3,906 $386K 0.1% +132 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 3,386 $385K 0.25% -248 13F-HR Timeline RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 3,900 $385K 0.39% 0 13F-HR Timeline South Street Advisors LLC More: the full row for South Street Advisors LLC 3,897 $385K 0.06% -125 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 3,897 $385K 0.31% -276 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 3,888 $384K 0.11% +35 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 3,881 $383K 0.06% +111 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 3,881 $383K 0.49% -302 13F-HR Timeline Cairn Investment Group, Inc. More: the full row for Cairn Investment Group, Inc. 3,885 $383K 0.22% 0 13F-HR Timeline Kooman & Associates More: the full row for Kooman & Associates 3,875 $383K 0.14% +89 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 3,809 $382K 0.25% new 13F-HR Timeline