BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 3,100 $301K 0.09% -705 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 3,123 $301K 0.08% +65 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 3,117 $300K 0.2% -287 13F-HR Timeline MOTCO More: the full row for MOTCO 3,117 $300K 0.03% -81 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 3,100 $298K 0.06% -17,400 13F-HR Timeline Custos Family Office, LLC More: the full row for Custos Family Office, LLC 3,094 $298K 0.18% 0 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 3,083 $297K 0.04% -34 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 3,081 $297K 0.1% 0 13F-HR Timeline Finer Wealth Management, Inc. 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More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 3,059 $294K 0.06% +170 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 3,056 $294K 0.01% -27,840 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 3,056 $294K 0.07% +472 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 3,054 $294K 0.05% +895 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 3,030 $293K 0.13% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 3,043 $293K 0.02% -48 13F-HR Timeline PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 3,032 $292K 0.04% -636 13F-HR Timeline Westwood Wealth Management More: the full row for Westwood Wealth Management 3,025 $291K 0.08% -880 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 3,008 $290K 0.02% -182 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 3,006 $289K 0.12% -919 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 3,002 $289K 0.19% -50 13F-HR Timeline BlueCrest Capital Management Ltd More: the full row for BlueCrest Capital Management Ltd 3,000 $289K 0.01% 0 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 2,990 $288K <0.01% -1,750 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,988 $288K 0.01% -124 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 2,872 $288K 0.04% new 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 2,987 $288K 0.19% new 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 2,986 $287K 0.13% 0 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 2,986 $287K 0.12% +44 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 2,984 $287K 0.1% 0 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 2,975 $286K 0.07% -23,375 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 2,972 $286K 0.17% -50 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 2,964 $285K 0.07% 0 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 2,964 $285K 0.08% -459 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 2,962 $285K 0.03% -13 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 2,956 $285K 0.16% +192 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 2,955 $284K 0.07% +1 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 2,953 $284K 0.15% -100 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 2,940 $283K 0.03% +180 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 2,940 $283K 0.06% +134 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 2,939 $283K 0.03% +77 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 2,938 $283K 0.11% new 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 2,937 $283K 0.06% -100 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 2,912 $282K 0.02% -1,461 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 2,929 $282K 0.05% +660 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 2,923 $281K 0.04% -60 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 2,837 $279K 0.02% -18 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 2,902 $279K 0.1% -117 13F-HR Timeline Parsonex Advisory Services, Inc. More: the full row for Parsonex Advisory Services, Inc. 2,901 $279K 0.24% -235 13F-HR Timeline Broadleaf Partners, LLC More: the full row for Broadleaf Partners, LLC 2,898 $279K 0.05% -8 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 2,891 $278K 0.03% -331 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 2,890 $278K 0.05% 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 2,694 $278K 0.11% -354 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 2,886 $278K 0.05% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 2,885 $278K 0.04% +67 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 2,883 $277K 0.08% +39 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 2,857 $277K 0.04% +8 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 2,879 $277K 0.05% +198 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 2,878 $277K 0.04% -1 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 2,878 $277K 0.06% -12 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 2,872 $276K 0.09% +615 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 2,870 $276K 0.07% +309 13F-HR/A Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 2,863 $276K 0.05% 0 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 2,863 $276K 0.03% +86 13F-HR Timeline Eurizon SLJ Capital Ltd More: the full row for Eurizon SLJ Capital Ltd 2,860 $275K 0.1% 0 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 2,858 $275K 0.03% +2 13F-HR Timeline American Trust More: the full row for American Trust 2,857 $275K 0.02% -20 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 2,855 $275K 0.06% +20 13F-HR Timeline BEACON FINANCIAL PLANNING, INC More: the full row for BEACON FINANCIAL PLANNING, INC 2,841 $273K 0.09% +35 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 2,838 $273K 0.03% -28 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 2,837 $273K 0.03% -18 13F-HR Timeline Fairbanks Capital Management, Inc. More: the full row for Fairbanks Capital Management, Inc. 2,826 $272K 0.16% -1,021 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 2,822 $272K 0.02% -162 13F-HR/A Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 2,819 $271K 0.1% +372 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 2,818 $271K 0.04% -375 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 2,811 $271K 0.06% -529 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 2,806 $270K 0.02% -116 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 2,805 $270K 0.08% 0 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 2,801 $270K 0.22% -380 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 2,793 $269K 0.03% -238 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 2,778 $267K 0.13% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 2,777 $267K 0.08% -82 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 2,775 $267K 0.1% +213 13F-HR Timeline TENET WEALTH PARTNERS, LLC More: the full row for TENET WEALTH PARTNERS, LLC 2,763 $267K 0.2% 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 2,704 $267K 0.2% +31 13F-HR Timeline Crabel Capital Management, LLC More: the full row for Crabel Capital Management, LLC 2,768 $266K 0.19% -5,215 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 2,765 $266K 0.06% +64 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 2,764 $266K 0.1% +221 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 2,764 $266K 0.15% 0 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 2,759 $266K 0.09% 0 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 2,757 $265K -12,613 Timeline Progressive Investment Management Corp More: the full row for Progressive Investment Management Corp 2,757 $265K 0.06% 0 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 2,745 $265K 0.06% -14 13F-HR Timeline Advisory Solutions Group, LLC More: the full row for Advisory Solutions Group, LLC 2,753 $265K 0.09% 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 2,752 $265K 0.11% 0 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 2,752 $265K 0.03% -65 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 2,750 $265K 0.12% -6 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 2,748 $264K 0.03% +132 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 2,740 $264K 0.02% +104 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 2,736 $263K 0.03% 0 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 2,731 $263K 0.12% +224 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 2,729 $263K 0.14% -4 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 2,723 $262K 0.08% +14 13F-HR Timeline JIM SAULNIER & ASSOCIATES, LLC More: the full row for JIM SAULNIER & ASSOCIATES, LLC 2,697 $260K 0.1% 0 13F-HR Timeline Friday Financial More: the full row for Friday Financial 2,661 $259K 0.07% 0 13F-HR Timeline RPG Investment Advisory, LLC More: the full row for RPG Investment Advisory, LLC 2,694 $259K 0.03% -92 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 2,687 $259K 0.04% -55 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 2,687 $259K 0.09% -67 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 2,681 $258K 0.26% 0 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 2,677 $258K 0.08% +190 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 2,674 $257K 0.03% new 13F-HR Timeline SPRENG CAPITAL MANAGEMENT, INC. More: the full row for SPRENG CAPITAL MANAGEMENT, INC. 2,672 $257K 0.09% -225 13F-HR Timeline Everest Financial Group LLC More: the full row for Everest Financial Group LLC 2,670 $257K 0.03% +13 13F-HR Timeline Dodds Wealth, LLC More: the full row for Dodds Wealth, LLC 2,667 $257K 0.06% 0 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 2,662 $256K 0.11% -384 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 2,658 $256K 0.07% -94 13F-HR Timeline Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 2,650 $255K 0.15% +56 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 2,641 $254K 0.04% +192 13F-HR Timeline Financial Harvest, LLC More: the full row for Financial Harvest, LLC 2,640 $254K 0.11% -178 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 4,675 $254K 0.06% new 13F-HR Timeline DIXON FNANCIAL SERVICES, INC. More: the full row for DIXON FNANCIAL SERVICES, INC. 2,633 $253K 0.1% 0 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 2,632 $253K 0.08% 0 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 2,628 $253K 0.05% -100 13F-HR Timeline PENINSULA ASSET MANAGEMENT INC More: the full row for PENINSULA ASSET MANAGEMENT INC 2,625 $253K 0.12% 0 13F-HR Timeline Centerline Wealth Advisors, LLC More: the full row for Centerline Wealth Advisors, LLC 2,615 $252K 0.08% +14 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 2,611 $251K 0.02% -445 13F-HR Timeline AVENIR CORP More: the full row for AVENIR CORP 2,609 $251K 0.03% 0 13F-HR Timeline BANNERMAN WEALTH MANAGEMENT GROUP, LLC More: the full row for BANNERMAN WEALTH MANAGEMENT GROUP, LLC 2,609 $251K 0.15% +109 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 2,607 $251K 0.03% +1,900 13F-HR Timeline Rayburn West Financial Services LLC More: the full row for Rayburn West Financial Services LLC 2,606 $251K 0.14% +48 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 2,606 $251K 0.11% +125 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 2,618 $251K 0.11% +53 13F-HR Timeline KEATING INVESTMENT COUNSELORS INC More: the full row for KEATING INVESTMENT COUNSELORS INC 2,594 $250K 0.07% -250 13F-HR Timeline Chatterton & Associates Inc. More: the full row for Chatterton & Associates Inc. 2,595 $250K 0.15% +105 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 2,591 $249K 0.05% new 13F-HR/A Timeline ALONGSIDE, LLC More: the full row for ALONGSIDE, LLC 2,591 $249K 0.05% 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 2,587 $249K 0.03% -5 13F-HR Timeline Palacios Wealth Management, LLC More: the full row for Palacios Wealth Management, LLC 2,586 $249K 0.15% -100 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 2,581 $248K 0.04% -38 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 2,552 $246K 0.03% -7,920 13F-HR Timeline Coquina Private Wealth LLC More: the full row for Coquina Private Wealth LLC 2,550 $245K 0.17% -250 13F-HR Timeline WealthSpring Partners, LLC More: the full row for WealthSpring Partners, LLC 2,543 $245K 0.21% -57 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 2,543 $245K 0.01% -57 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 2,533 $245K 0.02% new 13F-HR Timeline Rock Point Advisors, LLC More: the full row for Rock Point Advisors, LLC 2,540 $244K 0.06% 0 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 2,540 $244K 0.12% -849 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 2,535 $244K 0.08% -66 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 2,527 $243K 0.03% +301 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 2,526 $243K 0.03% +133 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 2,519 $242K 0.07% new 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 2,514 $242K 0.08% 0 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 2,513 $242K 0.16% -352 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 2,510 $242K 0.04% +50 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2,504 $241K 0.02% +1 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 2,500 $241K 0.05% +1,079 13F-HR Timeline Yelin Lapidot Holdings Management Ltd. in group Yelin Lapidot Holdings Manage… More: the full row for Yelin Lapidot Holdings Management Ltd. 2,500 $241K 0.05% 0 13F-HR Timeline Group Souders Financial Advisors More: the full row for Souders Financial Advisors 2,499 $241K 0.02% +263 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 2,499 $240K 0.03% -503 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 2,498 $240K 0.05% -14,363 13F-HR Timeline Evergreen Wealth Partners LLC More: the full row for Evergreen Wealth Partners LLC 2,496 $240K 0.14% -276 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 2,495 $240K 0.03% 0 13F-HR Timeline Holland Advisory Services, Inc. More: the full row for Holland Advisory Services, Inc. 2,494 $240K 0.27% 0 13F-HR Timeline Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 2,493 $240K <0.01% -4,707 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. GARDNER RUSSO & QUINN LLC More: the full row for GARDNER RUSSO & QUINN LLC 2,492 $240K <0.01% -25 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 2,486 $239K 0.01% 0 13F-HR/A Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 2,480 $239K 0.02% -14,472 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 2,478 $239K 0.09% -290 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 2,448 $238K 0.03% -114 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 4,584 $238K 0.19% +1,914 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 2,476 $238K 0.21% -61 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 2,471 $238K 0.01% -258 13F-HR Timeline CLG LLC More: the full row for CLG LLC 2,464 $237K 0.05% -300 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,460 $237K 0.04% +532 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 2,456 $236K 0.02% -168 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 2,455 $236K 0.1% 0 13F-HR Timeline O'Keefe Stevens Advisory, Inc. More: the full row for O'Keefe Stevens Advisory, Inc. 2,449 $236K 0.05% 0 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 2,445 $235K 0.02% -2 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 2,432 $234K 0.18% 0 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 2,432 $234K 0.06% -125 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 2,412 $234K 0.04% -983 13F-HR/A Timeline BFSG, LLC More: the full row for BFSG, LLC 2,429 $234K 0.02% -290 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 2,428 $234K 0.03% -242 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 2,423 $233K 0.16% new 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 2,422 $233K 0.1% 0 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 2,411 $232K 0.02% +315 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,406 $232K 0.01% +28 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 2,406 $232K 0.04% -104 13F-HR Timeline Sanchez Levi Garrett More: the full row for Sanchez Levi Garrett 2,401 $231K 0.13% +122 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 2,395 $231K 0.18% 0 13F-HR Timeline Israel Discount Bank of New York More: the full row for Israel Discount Bank of New York 2,395 $231K 0.43% 0 13F-HR Timeline Clear Point Advisors Inc. More: the full row for Clear Point Advisors Inc. 2,392 $230K 0.2% 0 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 2,389 $230K 0.06% +328 13F-HR Timeline