VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 4,350 $452K 0.1% 0 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 4,331 $450K 0.17% +32 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 4,312 $449K 0.14% -266 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 4,323 $449K 0.1% 0 13F-HR Timeline Timonier Family Office, LTD. More: the full row for Timonier Family Office, LTD. 4,312 $448K 0.13% 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 4,309 $448K 0.19% -422 13F-HR Timeline Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 4,300 $447K 0.01% 0 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 4,297 $446K 0.13% 0 13F-HR Timeline SMH CAPITAL ADVISORS INC More: the full row for SMH CAPITAL ADVISORS INC 4,282 $445K 1.74% +15 13F-HR/A Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 4,278 $444K 0.04% new 13F-HR Timeline 3 FACTOR INDEXING, LLC More: the full row for 3 FACTOR INDEXING, LLC 4,273 $444K 0.38% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 4,250 $441K 0.2% -3,361 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 4,236 $440K <0.01% 0 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 4,221 $438K 0.14% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 4,215 $438K 0.04% -75 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 4,209 $437K 0.06% +79 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 4,200 $436K 0.21% 0 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 4,192 $436K 0.06% +205 13F-HR Timeline Navigate Wealth Management, LLC More: the full row for Navigate Wealth Management, LLC 4,214 $435K 0.27% -124 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $433K 0.1% new 13F-HR Timeline Amount filed as zero, left out of ratios. ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 4,172 $433K 0.11% -37 13F-HR Timeline Storgate, LLC More: the full row for Storgate, LLC 4,167 $433K 0.09% new 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 4,160 $432K 0.03% -37 13F-HR Timeline Financial Insights, Inc. 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More: the full row for SENTINEL WEALTH MANAGEMENT, INC. 4,112 $427K 0.3% 0 13F-HR Timeline M Wealth Management, LLC More: the full row for M Wealth Management, LLC 4,111 $427K 0.34% 0 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 4,102 $426K 0.03% +152 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 4,093 $425K 0.23% +8 13F-HR Timeline Boston Common Asset Management, LLC More: the full row for Boston Common Asset Management, LLC 4,095 $425K 0.03% -1,413 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 4,075 $423K 0.05% +775 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 4,069 $423K <0.01% +949 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 4,057 $421K 0.07% -18 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 4,050 $421K 0.02% 0 13F-HR Timeline DeLarme Wealth Management, Inc. More: the full row for DeLarme Wealth Management, Inc. 4,052 $421K 0.24% +16 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 4,045 $420K 0.02% new 13F-HR Timeline Group Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 4,033 $419K 0.04% -324 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 4,028 $418K 0.01% +41 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 4,024 $418K 0.13% 0 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 4,022 $418K 0.04% 0 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 4,013 $417K 0.06% -33 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 4,006 $416K 0.31% +1,843 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 4,000 $416K 0.05% +32 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 3,995 $416K 0.05% 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 4,000 $416K 0.09% 0 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 4,000 $416K 0.22% 0 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 3,999 $415K 0.06% 0 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 3,988 $414K 0.04% 0 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 3,980 $413K 0.03% +680 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 3,965 $412K 0.08% 0 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 3,953 $411K 0.02% +4 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 3,950 $410K 0.03% 0 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 3,948 $410K 0.06% 0 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 3,947 $410K 0.07% +247 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 3,941 $409K 0.13% +392 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 3,937 $409K 0.26% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 3,935 $409K 0.05% +60 13F-HR Timeline Group Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 3,934 $409K 0.04% -103,333 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 3,934 $409K 0.05% +38 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 3,930 $408K 0.13% 0 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 3,890 $404K 0.06% -21,400 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 3,886 $404K 0.25% 0 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 3,875 $403K 0.12% -127 13F-HR Timeline Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 3,853 $400K 0.18% 0 13F-HR Timeline Green Ridge Wealth Planning LLC More: the full row for Green Ridge Wealth Planning LLC 3,848 $400K 0.17% -5,114 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 3,840 $399K 0.18% -11,449 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 3,831 $398K 0.18% 0 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 3,825 $397K 0.04% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 3,820 $397K 0.11% +32 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 3,820 $397K 0.04% 0 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 3,811 $396K 0.02% 0 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 3,802 $395K 0.14% +41 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 3,799 $395K 0.07% 0 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 3,788 $393K 0.04% new 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 3,778 $392K <0.01% -7,311 13F-HR Timeline Group New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 3,772 $392K 0.3% 0 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 3,758 $390K 0.08% +2 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 3,745 $389K 0.02% new 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 3,728 $387K 0.04% 0 13F-HR/A Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 3,718 $386K 0.03% 0 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 3,700 $384K 0.15% -300 13F-HR Timeline Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 3,691 $383K 0.21% +658 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 3,686 $383K 0.02% 0 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 3,675 $382K 0.14% 0 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 3,669 $381K 0.07% +19 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 3,665 $381K 0.12% -113 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 3,655 $380K 0.08% -49 13F-HR Timeline Hopwood Nicholas Hunter More: the full row for Hopwood Nicholas Hunter 3,643 $378K 0.1% +241 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 3,636 $378K 0.07% +644 13F-HR Timeline Davidson Kahn Capital Management, LLC More: the full row for Davidson Kahn Capital Management, LLC 3,634 $378K 0.16% new 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 3,629 $377K 0.02% 0 13F-HR Timeline Cornerstone Wealth Advisors, Inc. More: the full row for Cornerstone Wealth Advisors, Inc. 3,620 $376K 0.08% +360 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 3,616 $376K 0.09% +44 13F-HR Timeline M.E. ALLISON & CO., INC. 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More: the full row for Summa Corp. 3,601 $374K 0.12% new 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 3,593 $373K 0.03% -666 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 3,592 $373K 0.02% 0 13F-HR Timeline Group BOYUM WEALTH ARCHITECTS LLC More: the full row for BOYUM WEALTH ARCHITECTS LLC 3,609 $373K 0.15% -194 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 3,580 $372K <0.01% -1,209 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 3,576 $371K 0.11% -76 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 3,564 $370K 0.02% +332 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 3,557 $370K 0.15% +1,081 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 3,554 $369K 0.09% -178 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 3,535 $369K 0.04% +831 13F-HR Timeline GOLDEN ROAD ADVISORS LLC More: the full row for GOLDEN ROAD ADVISORS LLC 3,542 $368K 0.18% 0 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 3,523 $366K 0.19% +54 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 3,522 $366K 0.03% +1 13F-HR Timeline Phocas Financial Corp. More: the full row for Phocas Financial Corp. 3,520 $366K 0.05% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 3,503 $364K 0.09% +31 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 3,496 $363K 0.03% 0 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 3,492 $363K 0.03% +235 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 3,491 $363K 0.08% 0 13F-HR Timeline FORTERIS WEALTH MANAGEMENT INC. More: the full row for FORTERIS WEALTH MANAGEMENT INC. 3,481 $362K 0.3% -24 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 3,472 $361K 0.08% +98 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 3,464 $360K 0.07% -1,225 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 3,464 $360K 0.01% +4 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 3,462 $360K 0.04% 0 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 3,461 $360K 0.1% 0 13F-HR Timeline AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 3,460 $359K 0.08% 0 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 3,452 $359K 0.07% 0 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 3,443 $358K 0.1% 0 13F-HR Timeline Alexander Randolph Advisory, Inc. More: the full row for Alexander Randolph Advisory, Inc. 3,432 $357K 0.29% -5,400 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 3,432 $357K 0.03% -1,671 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 3,416 $355K 0.09% new 13F-HR Timeline ARWA LLC More: the full row for ARWA LLC 3,406 $354K 0.15% -1,720 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 3,400 $353K 0.02% +29 13F-HR Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 3,389 $352K 0.2% +306 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 3,373 $350K 0.04% +52 13F-HR Timeline Andrews Advisory Associates, LLC More: the full row for Andrews Advisory Associates, LLC 3,372 $350K 0.17% 0 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 3,368 $350K 0.02% +6 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 3,364 $349K 0.13% -5 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 3,358 $349K 0.02% -529 13F-HR Timeline Parsonex Advisory Services, Inc. More: the full row for Parsonex Advisory Services, Inc. 3,354 $348K 0.3% new 13F-HR Timeline Cardinal Capital Management More: the full row for Cardinal Capital Management 3,347 $348K 0.04% new 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 3,343 $347K 0.01% -663 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 3,334 $346K 0.03% +571 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 3,325 $345K 0.04% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 3,314 $344K 0.04% +68 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 3,309 $344K 0.16% 0 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 3,298 $343K 0.08% 0 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 3,424 $342K 0.07% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 3,268 $339K 0.01% -65 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 3,267 $339K 0.07% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 3,266 $339K 0.04% -1,151 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 3,260 $339K 0.02% -141 13F-HR Timeline Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 3,253 $338K 0.25% 0 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 3,249 $338K 0.11% +50 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 3,249 $338K 0.07% +1,488 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 3,247 $337K 0.14% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 3,244 $337K 0.08% 0 13F-HR Timeline Group Marble Wealth, LLC More: the full row for Marble Wealth, LLC 3,244 $337K 0.05% +4 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 3,240 $337K 0.02% +9 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 3,228 $336K 0.16% -9 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 3,232 $336K 0.04% +3 13F-HR Timeline SARD WEALTH MANAGEMENT GROUP, LLC More: the full row for SARD WEALTH MANAGEMENT GROUP, LLC 3,225 $335K 0.16% +49 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 3,225 $335K 0.04% 0 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 3,172 $335K 0.07% -370 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 3,221 $335K 0.11% -637 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 3,219 $334K 0.13% 0 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 3,219 $334K 0.02% 0 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 3,217 $334K 0.06% 0 13F-HR Timeline COMPASS CAPITAL MANAGEMENT, INC More: the full row for COMPASS CAPITAL MANAGEMENT, INC 3,210 $333K 0.02% 0 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 3,205 $333K 0.09% 0 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 3,192 $332K <0.01% new 13F-HR Timeline Group SEMITAM BONAM LLC More: the full row for SEMITAM BONAM LLC 3,191 $331K 0.24% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 3,185 $331K 0.04% +150 13F-HR Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 3,185 $331K 0.18% 0 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 3,182 $331K 0.13% new 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 3,175 $330K 0.03% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 3,168 $329K 0.12% -3,853 13F-HR Timeline Cooksen Wealth, LLC More: the full row for Cooksen Wealth, LLC 3,165 $329K 0.21% 0 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 3,163 $329K 0.01% 0 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 3,159 $328K 0.02% -1,140 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 3,156 $328K <0.01% -229 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 3,154 $328K 0.07% +1,577 13F-HR Timeline PACK Private Wealth, LLC More: the full row for PACK Private Wealth, LLC 3,149 $327K 0.14% 0 13F-HR Timeline 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 3,133 $325K 0.04% +378 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 3,131 $325K 0.2% +48 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 3,122 $324K 0.02% new 13F-HR/A Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 3,113 $323K 0.1% -35 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 2,980 $322K 0.1% 0 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 3,100 $322K 0.17% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 3,097 $322K 0.03% -500 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 3,095 $322K 0.07% 0 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 3,085 $320K 0.08% +18 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 3,080 $320K 0.01% 0 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 3,079 $320K 0.09% -5,880 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 3,073 $319K 0.06% 0 13F-HR Timeline BRITISH COLUMBIA INVESTMENT MANAGEMENT … More: the full row for BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 3,073 $319K <0.01% -506,634 13F-HR Timeline J.P. Marvel Investment Advisors, LLC More: the full row for J.P. Marvel Investment Advisors, LLC 3,069 $319K 0.04% 0 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 3,068 $319K 0.36% 0 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 3,041 $316K 0.05% +162 13F-HR Timeline QUANTUM FINANCIAL PARTNERS LLC More: the full row for QUANTUM FINANCIAL PARTNERS LLC 3,031 $315K 0.16% 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 3,029 $315K 0.03% +788 13F-HR/A Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 3,024 $314K 0.07% +821 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 3,022 $314K 0.13% +3 13F-HR Timeline