Park Place Capital Corp More: the full row for Park Place Capital Corp 4,077 $534K 0.11% +244 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 4,061 $532K 0.03% +886 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 4,055 $531K 0.05% 0 13F-HR Timeline PEAK FINANCIAL ADVISORS LLC More: the full row for PEAK FINANCIAL ADVISORS LLC 4,053 $531K 0.23% +32 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 4,048 $530K 0.26% 0 13F-HR Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 4,048 $530K 0.12% +391 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 4,044 $530K 0.07% +18 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 4,034 $528K 0.13% -66 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 4,024 $527K 0.29% +85 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 4,003 $524K 0.05% +610 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 3,989 $522K 0.09% +6 13F-HR Timeline Atlas Wealth Partners, LLC More: the full row for Atlas Wealth Partners, LLC 3,982 $521K 0.54% +300 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 3,979 $521K 0.08% +225 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 3,972 $520K 0.51% +25 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 3,967 $519K 0.15% -22 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 3,960 $519K 0.25% 0 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 3,959 $518K 0.27% 0 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 3,954 $518K 0.08% +763 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 3,927 $514K <0.01% +395 13F-HR Timeline John Boyer, Inc. More: the full row for John Boyer, Inc. 3,918 $513K 0.51% +427 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 3,914 $512K 0.1% 0 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 3,901 $511K 0.01% -2,703 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 3,896 $510K 0.23% -1,821 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 3,889 $509K 0.02% new 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 3,884 $509K 0.03% 0 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 3,882 $508K 0.03% 0 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 3,877 $508K 0.03% +2 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 3,873 $507K 0.01% -193 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 3,852 $504K 0.03% -988 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 3,846 $504K 0.01% +305 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 3,838 $503K 0.08% +137 13F-HR Timeline First Financial Group Corp More: the full row for First Financial Group Corp 3,829 $501K 0.41% -1,600 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 3,828 $501K 0.05% +385 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 3,827 $501K 0.04% +57 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 3,820 $500K 0.2% +80 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 3,799 $499K 0.19% +7 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 3,810 $499K 0.1% +744 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 3,810 $499K 0.03% -256 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 3,809 $499K 0.32% new 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 3,808 $499K 0.26% +583 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 3,807 $498K 0.32% new 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 3,805 $498K 0.1% +20 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 3,801 $498K 0.22% +1,000 13F-HR/A Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 3,790 $496K 0.05% 0 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 3,787 $496K 0.19% -278 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 3,786 $496K 0.19% +389 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 3,782 $495K 0.03% +1,005 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 3,780 $495K 0.25% +611 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 3,774 $494K 0.11% +165 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 3,772 $494K 0.13% +299 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 3,770 $494K 0.01% +158 13F-HR Timeline Group WBH ADVISORY INC More: the full row for WBH ADVISORY INC 3,762 $492K 0.04% -437 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 3,748 $491K 0.17% -12 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 3,743 $490K 0.29% +1,278 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 3,740 $490K 0.2% +138 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 3,737 $489K 0.06% 0 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 3,732 $489K 0.09% +1,751 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 3,728 $488K 0.18% new 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 3,727 $488K 0.08% +6 13F-HR Timeline Objectivity Squared, LLC More: the full row for Objectivity Squared, LLC 3,726 $488K 0.31% +2 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 3,690 $483K 0.04% +2 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 3,689 $483K 0.11% +10 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 3,682 $482K 0.06% 13F-HR Timeline McDonough Capital Management, Inc More: the full row for McDonough Capital Management, Inc 3,681 $482K 0.26% -72 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 3,671 $481K 0.15% +12 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 3,670 $481K 0.13% +100 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 3,668 $480K 0.08% +59 13F-HR Timeline Group SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 3,655 $479K 0.2% -715 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 3,648 $478K <0.01% +2,800 13F-HR Timeline Group BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 3,650 $478K 0.04% +39 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 3,650 $478K 0.01% +786 13F-HR Timeline ABSHER WEALTH MANAGEMENT, LLC More: the full row for ABSHER WEALTH MANAGEMENT, LLC 3,648 $478K 0.06% +81 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 3,648 $478K 0.05% +1,259 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 3,641 $477K 0.02% +862 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 3,635 $476K 0.23% 0 13F-HR Timeline Harold Davidson & Associates Inc. More: the full row for Harold Davidson & Associates Inc. 3,628 $475K 0.23% +29 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 3,624 $475K 0.13% +318 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 3,619 $474K 0.04% +1,794 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 3,610 $473K 0.13% -27 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 3,601 $472K 0.1% +1,659 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 3,599 $471K 0.01% +257 13F-HR Timeline Group Financial Futures Ltd Liability Co. More: the full row for Financial Futures Ltd Liability Co. 3,589 $470K 0.21% new 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 3,586 $470K 0.19% 0 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 3,585 $469K 0.04% -2 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 3,575 $468K 0.15% -102 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 3,571 $468K 0.03% +104 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 3,569 $467K 0.18% +2 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 3,559 $466K 0.1% +582 13F-HR Timeline nVerses Capital, LLC More: the full row for nVerses Capital, LLC 3,554 $465K 0.42% new 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 3,552 $465K 0.04% +142 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 3,550 $465K 0.14% +301 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 3,550 $465K 0.01% +323 13F-HR Timeline Allianz SE group of 2 filers holding More: the full row for Allianz SE 3,548 $465K -14,354 Timeline Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 3,537 $463K 0.06% new 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 3,528 $462K 0.01% +11 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 3,514 $460K 0.03% -153 13F-HR/A Timeline King Wealth Management Group More: the full row for King Wealth Management Group 3,512 $460K 0.06% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 3,507 $459K 0.01% +604 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 3,503 $459K 0.21% 0 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 3,494 $457K 0.03% -1,500 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 3,483 $456K 0.16% -174 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 3,482 $456K 0.03% -37 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 3,476 $455K 0.01% +324 13F-HR/A Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 3,448 $454K 0.07% +4 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 3,468 $454K 0.02% +655 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 3,467 $454K 0.19% -13 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 3,462 $453K 0.13% -81 13F-HR Timeline Aldebaran Financial Inc. More: the full row for Aldebaran Financial Inc. 3,460 $453K 0.43% +125 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 3,461 $453K 0.08% +1 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 3,521 $453K 0.04% +2 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 3,459 $453K 0.21% -18 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 3,454 $452K 0.32% +5 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 3,449 $452K 0.06% +60 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 3,448 $451K 0.03% -476 13F-HR Timeline Meadowbrook Wealth Management, LLC More: the full row for Meadowbrook Wealth Management, LLC 3,446 $451K 0.6% +685 13F-HR Timeline Campion Asset Management More: the full row for Campion Asset Management 3,440 $450K 0.31% -31 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 3,433 $449K 0.09% +118 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 3,431 $449K 0.03% -204 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 3,428 $449K 0.01% -637 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,421 $448K 0.02% +399 13F-HR Timeline Group Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 3,398 $445K 0.06% +301 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 3,397 $445K 0.17% -36 13F-HR Timeline OMC Financial Services LTD More: the full row for OMC Financial Services LTD 3,391 $444K 0.17% +3 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 3,385 $443K 0.08% +75 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 3,382 $443K 0.09% +103 13F-HR Timeline SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT… More: the full row for SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 3,448 $442K 0.33% +417 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 3,371 $441K 0.13% +700 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 3,367 $441K 0.2% +8 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 3,359 $440K 0.13% -23 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 3,346 $438K 0.14% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 3,342 $438K 0.05% 0 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 3,329 $436K 0.06% +168 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 3,326 $436K 0.15% +788 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 3,326 $435K 0.05% +151 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 3,322 $435K 0.08% new 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 3,313 $434K 0.09% +175 13F-HR Timeline Sequent Asset Management, LLC More: the full row for Sequent Asset Management, LLC 3,304 $433K 0.21% +418 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 3,303 $432K 0.13% +3 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 3,300 $432K 0.05% -12,171 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 3,298 $432K 0.01% -541 13F-HR Timeline Group ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 3,297 $432K 0.13% +86 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 3,285 $430K 0.05% +303 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 3,666 $430K 0.32% 0 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 3,278 $429K 0.01% -2,140 13F-HR Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 3,275 $429K 0.16% -138 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 3,258 $427K 0.1% +103 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 3,247 $425K 0.23% 0 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 3,247 $425K 0.03% new 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 3,243 $425K 0.13% +2 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 3,419 $424K 0.13% -1,106 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 3,218 $421K 0.02% -39 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 3,210 $420K 0.03% +3 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 3,207 $420K 0.04% +233 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 3,206 $420K 0.02% -441 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 3,201 $419K 0.24% +309 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 3,201 $419K 0.11% -14 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 3,197 $419K 0.01% +798 13F-HR Timeline Group Ridge Creek Global, Inc More: the full row for Ridge Creek Global, Inc 3,193 $418K 0.35% 0 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 3,192 $418K 0.24% -18 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 3,186 $417K 0.1% +500 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 3,184 $417K 0.06% 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 3,183 $417K 0.02% new 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 3,183 $417K 0.1% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 3,180 $416K 0.09% -252 13F-HR Timeline Approach Retirement Advisors, LLC More: the full row for Approach Retirement Advisors, LLC 3,179 $416K 0.35% +203 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 3,173 $415K 0.1% +274 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 3,172 $415K 0.07% +7 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 3,171 $415K 0.06% -89 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 3,171 $415K 0.18% 0 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 3,167 $415K 0.15% 0 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 3,162 $414K 0.15% -40 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 3,160 $414K 0.05% -6 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 3,155 $413K 0.08% 0 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 3,155 $413K 0.11% +2 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 3,144 $412K 0.05% +10 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 3,137 $411K 0.05% +242 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 3,126 $409K 0.07% new 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 3,113 $408K 0.3% +16 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 3,341 $408K 0.24% +204 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 3,472 $407K 0.02% 0 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 3,090 $405K 0.03% -264 13F-HR Timeline RESOLUTE CAPITAL, LLC More: the full row for RESOLUTE CAPITAL, LLC 3,083 $404K 0.16% -215 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 3,081 $403K 0.02% -756 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 3,081 $403K 0.12% -8,822 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 3,074 $403K 0.11% -421 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 3,073 $402K 0.04% 0 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 3,063 $401K 0.26% +124 13F-HR Timeline WAYCROSS PARTNERS, LLC More: the full row for WAYCROSS PARTNERS, LLC 3,061 $401K 0.04% 0 13F-HR Timeline LSP Investment Advisors, LLC in group LSP Investment Advisors, LLC More: the full row for LSP Investment Advisors, LLC 3,060 $401K 0.29% 0 13F-HR Timeline Group Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 3,057 $400K 0.11% +293 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 3,056 $400K 0.05% +71 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 3,055 $400K 0.07% -5 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 3,052 $400K 0.07% +84 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 3,050 $399K 0.01% -320 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 3,050 $399K 0.2% +1,005 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 3,050 $399K 0.15% 0 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 3,045 $399K 0.28% 0 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 3,043 $398K 0.19% +50 13F-HR Timeline Jackson Wealth Management, LLC More: the full row for Jackson Wealth Management, LLC 3,043 $398K 0.04% 0 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 3,034 $397K 0.09% 0 13F-HR Timeline