Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 2,364 $293K 0.02% +350 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 2,359 $292K 0.05% +31 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 2,351 $291K 0.02% new 13F-HR/A Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 2,349 $291K 0.05% -84 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 2,348 $291K 0.07% -191 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 2,346 $291K 0.07% 0 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 2,329 $289K 0.17% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2,329 $289K 0.05% +103 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,323 $288K 0.01% 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 2,317 $287K 0.07% 0 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 2,431 $287K 0.29% +534 13F-HR Timeline NJ State Employees Deferred Compensatio… More: the full row for NJ State Employees Deferred Compensation Plan 2,300 $285K 0.03% 0 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 2,296 $285K 0.19% 0 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 2,284 $283K 0.33% 0 13F-HR Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 2,280 $283K 0.07% -520 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 2,280 $283K 0.22% 0 13F-HR Timeline S&CO INC More: the full row for S&CO INC 2,280 $282K 0.02% 0 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 2,274 $282K 0.04% 0 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 2,268 $281K 0.06% +305 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 2,268 $281K 0.03% new 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 2,266 $281K 0.17% 0 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 2,260 $280K 0.07% +100 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 2,253 $279K 0.06% 0 13F-HR Timeline Group Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 2,249 $279K 0.02% -53 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 2,240 $278K 0.01% +366 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 2,239 $277K 0.06% -4 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 2,224 $276K 0.03% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,220 $275K 0.02% +65 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 2,220 $275K 0.06% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 2,220 $275K -101 Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 2,218 $275K 0.01% +291 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 2,216 $275K 0.14% 0 13F-HR Timeline David Wealth Management LLC More: the full row for David Wealth Management LLC 2,216 $275K 0.23% 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 2,211 $274K 0.06% -51 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 2,211 $274K 0.04% new 13F-HR Timeline Gimbal Financial More: the full row for Gimbal Financial 2,209 $274K 0.22% -165 13F-HR Timeline AMES NATIONAL CORP in group AMES NATIONAL CORP More: the full row for AMES NATIONAL CORP 2,200 $273K 0.18% 13F-HR Timeline Group PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 2,192 $272K 0.13% 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 2,192 $272K 0.13% new 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 2,183 $271K 0.04% +7 13F-HR/A Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 2,177 $270K 0.19% 0 13F-HR Timeline PRING TURNER CAPITAL GROUP INC More: the full row for PRING TURNER CAPITAL GROUP INC 2,176 $270K 0.18% -100 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 2,171 $269K 0.03% +121 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 2,164 $268K 0.02% +68 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 2,156 $267K 0.13% 0 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 2,149 $266K 0.03% -17 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 2,147 $266K 0.02% 0 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 2,143 $266K 0.13% -349 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 2,144 $266K 0.1% 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 2,144 $266K 0.03% +24 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 2,144 $266K 0.23% 13F-HR Timeline TL Private Wealth More: the full row for TL Private Wealth 2,200 $266K 0.12% 0 13F-HR Timeline IMZ Advisory Inc More: the full row for IMZ Advisory Inc 2,141 $265K 0.12% +9 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 2,138 $265K <0.01% new 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 2,133 $264K 0.12% -492 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 2,127 $264K 0.02% 0 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 2,121 $263K 0.2% 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 2,100 $260K 0.11% -2,175 13F-HR Timeline Haven Capital Group, Inc. More: the full row for Haven Capital Group, Inc. 2,100 $260K 0.24% 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 2,099 $260K 0.11% 0 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 2,099 $260K 0.01% +222 13F-HR Timeline West Coast Financial LLC More: the full row for West Coast Financial LLC 2,095 $260K 0.03% -200 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 2,458 $259K 0.02% -141 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 2,089 $259K 0.03% +59 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 2,087 $259K 0.18% 0 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 2,085 $258K 0.07% -4 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 2,073 $257K 0.12% 0 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 2,068 $256K 0.04% 0 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 2,000 $256K 0.05% 0 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 2,060 $255K 0.04% -14 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 2,053 $254K 0.02% -84 13F-HR Timeline Group Enclave Advisors LLC More: the full row for Enclave Advisors LLC 2,052 $254K 0.04% -3 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 2,050 $254K 0.03% 0 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 2,040 $253K 0.06% 0 13F-HR Timeline UNIONVIEW, LLC More: the full row for UNIONVIEW, LLC 2,041 $253K 0.19% 0 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 2,039 $253K 0.05% 0 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 2,043 $252K 0.06% +1 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 2,031 $252K 0.03% +8 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 2,026 $251K 0.04% 0 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 2,026 $251K 0.07% new 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 2,026 $251K 0.12% +104 13F-HR Timeline Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 2,016 $250K 0.02% 0 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 2,010 $249K 0.01% new 13F-HR Timeline Group International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 2,005 $248K 0.25% +2 13F-HR Timeline SCHWARTZ INVESTMENT COUNSEL INC More: the full row for SCHWARTZ INVESTMENT COUNSEL INC 2,000 $248K 0.01% 0 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 1,994 $247K 0.08% 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 1,998 $247K 0.07% 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 1,986 $246K 0.03% 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 1,982 $246K 0.05% 0 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 1,978 $245K 0.36% 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 1,976 $245K 0.03% +122 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 1,966 $244K 0.02% -300 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 1,963 $243K 0.01% 0 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 1,962 $243K 0.05% 0 13F-HR Timeline AMJ Financial Wealth Management More: the full row for AMJ Financial Wealth Management 1,953 $242K 0.07% new 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 1,947 $241K 0.02% 0 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 1,943 $241K 0.04% 0 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 1,942 $241K 0.08% +97 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 1,941 $240K 0.04% -79 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 1,936 $240K 0.06% -42 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 1,934 $240K 0.04% +15 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,934 $240K 0.15% +434 13F-HR Timeline Group Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 1,934 $240K 0.11% +1 13F-HR Timeline HT Partners LLC More: the full row for HT Partners LLC 1,931 $239K 0.08% 0 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 1,931 $239K 0.14% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,929 $239K 0.13% 13F-HR Timeline BARR E S & CO More: the full row for BARR E S & CO 1,925 $239K 0.01% -30 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 1,922 $238K 0.14% new 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,922 $238K 0.01% new 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 1,919 $238K 0.07% +14 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,916 $237K 0.06% +79 13F-HR Timeline CenterStar Asset Management, LLC More: the full row for CenterStar Asset Management, LLC 1,916 $237K 0.52% new 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 1,914 $237K 0.12% -12 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 1,910 $237K 0.08% -200 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 1,909 $237K 0.02% +49 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 1,907 $236K 0.15% -215 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 1,906 $236K 0.03% +20 13F-HR Timeline 1858 WEALTH MANAGEMENT, LLC More: the full row for 1858 WEALTH MANAGEMENT, LLC 1,902 $236K 0.19% -50 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 1,887 $234K 0.05% 13F-HR Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 1,880 $233K 0.62% 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 1,878 $233K 0.02% 0 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 1,874 $232K 0.05% -422 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,868 $231K 0.06% -327 13F-HR Timeline Petrus Trust Company, LTA More: the full row for Petrus Trust Company, LTA 1,862 $231K 0.02% -2,686 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 1,858 $230K 0.1% +16 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 1,852 $229K 0.07% new 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 1,848 $229K 0.09% -170 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 1,847 $229K 0.04% -75 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 1,842 $228K 0.04% -68 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 1,840 $228K 0.05% +1,500 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 1,838 $228K 0.05% new 13F-HR Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 1,832 $227K 0.07% 0 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 1,831 $227K 0.12% +2 13F-HR Timeline Adero Partners, LLC More: the full row for Adero Partners, LLC 1,823 $226K 0.01% new 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 1,817 $225K 0.01% new 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 1,809 $224K 0.07% new 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 1,807 $224K 0.05% -60 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 1,806 $224K 0.13% 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 1,802 $223K 0.01% new 13F-HR Timeline COMPASS CAPITAL MANAGEMENT, INC More: the full row for COMPASS CAPITAL MANAGEMENT, INC 1,800 $223K 0.01% new 13F-HR Timeline Hardman Johnston Global Advisors LLC More: the full row for Hardman Johnston Global Advisors LLC 1,800 $223K 0.01% new 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 1,798 $223K 0.13% new 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 1,798 $223K 0.04% new 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 1,798 $223K 0.1% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,793 $222K 0.02% +245 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 1,790 $222K 0.01% -96 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 1,789 $222K 0.05% new 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 1,775 $220K 0.02% new 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 1,779 $220K 0.14% -157 13F-HR Timeline Renaissance Investment Group LLC More: the full row for Renaissance Investment Group LLC 1,775 $220K 0.05% new 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 1,772 $220K 0.06% -75 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 1,827 $219K 0.1% 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 1,759 $218K 0.06% new 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 1,754 $217K 0.02% -554 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 1,839 $217K -240 Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,749 $217K 0.03% +90 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 1,747 $217K 0.03% new 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 1,745 $216K 0.01% new 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 1,744 $216K 0.12% new 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,744 $216K 0.15% 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 1,739 $216K 0.06% new 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 1,738 $215K 0.06% new 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 1,737 $215K 0.02% +2 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 1,731 $215K 0.07% new 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 1,726 $214K 0.02% new 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 1,726 $214K 0.17% new 13F-HR Timeline NIA IMPACT ADVISORS, LLC More: the full row for NIA IMPACT ADVISORS, LLC 1,720 $213K 0.07% new 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 1,714 $212K 0.16% new 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 1,712 $212K 0.09% 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,710 $212K 0.03% 0 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 1,709 $212K 0.14% 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 1,707 $212K 0.04% new 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 1,705 $211K 0.07% new 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 1,705 $211K 0.03% -183 13F-HR Timeline COMMUNITY TRUST & INVESTMENT CO More: the full row for COMMUNITY TRUST & INVESTMENT CO 1,703 $211K 0.01% -188 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 1,702 $211K 0.05% new 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 1,700 $211K 0.11% new 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,700 $211K 0.03% +361 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 1,698 $210K 0.15% new 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 1,689 $209K 0.02% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,685 $209K 0.06% +4 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 1,682 $208K 0.03% -501 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 1,682 $208K 0.07% 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 1,593 $208K 0.06% 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 1,677 $208K 0.03% new 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 1,677 $208K 0.18% 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 1,672 $207K 0.03% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,671 $207K 0.12% 0 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 1,669 $207K 0.02% new 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 1,668 $207K 0.08% new 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 1,667 $207K 0.02% new 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 1,666 $206K 0.02% 0 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 1,665 $206K 0.07% new 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 1,662 $206K 0.06% 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 1,661 $206K 0.04% -30 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 1,659 $206K 0.02% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,656 $205K 0.02% -1 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 1,655 $205K 0.01% new 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,655 $205K 0.03% +18 13F-HR Timeline NWK Group, Inc. More: the full row for NWK Group, Inc. 1,650 $204K 0.08% new 13F-HR Timeline