3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 2,414 $316K 0.07% +101 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 2,409 $316K 0.05% -39 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 2,405 $315K 0.05% -30 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 2,403 $315K 0.04% +30 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 2,400 $314K 0.12% 0 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 2,397 $314K 0.02% 0 13F-HR Timeline Group Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 425 $314K 0.06% +43 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 2,382 $312K 0.27% -35 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 2,380 $312K 0.06% 0 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 2,363 $310K 0.02% -973 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 2,353 $308K 0.02% +193 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 2,356 $308K 0.07% -164 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 2,348 $308K 0.06% -100 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 2,322 $304K 0.02% -134 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 2,319 $304K 0.2% -17 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 2,318 $304K 0.06% -33 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 2,315 $303K 0.01% 0 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 2,315 $303K 0.04% +16 13F-HR Timeline Windward Private Wealth Management Inc. More: the full row for Windward Private Wealth Management Inc. 2,315 $303K 0.1% 0 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 2,315 $303K 0.07% +355 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 2,304 $302K 0.15% +38 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 2,297 $301K 0.02% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 2,297 $301K 0.13% -42 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 2,291 $300K 0.1% 0 13F-HR Timeline Financial Solutions Advisory Group, Inc. More: the full row for Financial Solutions Advisory Group, Inc. 2,289 $300K 0.04% 13F-HR Timeline S&CO INC More: the full row for S&CO INC 2,280 $298K 0.02% 0 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 2,272 $298K 0.13% 0 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 2,260 $296K 0.01% +28 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 2,259 $296K 0.04% -214 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 2,099 $295K 0.08% -2 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 2,238 $293K 0.04% new 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 2,236 $293K 0.06% +154 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 2,234 $293K 0.11% 0 13F-HR Timeline Group Greater Midwest Financial Group, LLC More: the full row for Greater Midwest Financial Group, LLC 2,232 $292K 0.16% +9 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 2,231 $292K 0.04% +185 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 2,230 $292K 0.08% -43 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 2,222 $291K 0.07% +399 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 2,216 $290K 0.04% +1 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 2,213 $290K 0.07% 0 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 2,209 $289K 0.33% -61 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 2,203 $289K 0.03% +278 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 2,196 $288K 0.14% +19 13F-HR Timeline CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 2,192 $287K 0.09% -24 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 2,189 $287K 0.04% 0 13F-HR Timeline 111 Capital More: the full row for 111 Capital 2,187 $287K 0.07% new 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 2,187 $287K 0.04% +22 13F-HR Timeline Marin Bay Wealth Advisors, LLC More: the full row for Marin Bay Wealth Advisors, LLC 2,183 $286K 0.17% +7 13F-HR Timeline Michael Brady & Co., LLC More: the full row for Michael Brady & Co., LLC 2,178 $285K 0.29% 0 13F-HR Timeline COMPASS CAPITAL MANAGEMENT, INC More: the full row for COMPASS CAPITAL MANAGEMENT, INC 2,175 $285K 0.02% -284 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 2,174 $285K 0.04% +177 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 2,166 $284K 0.15% -60 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 2,164 $284K 0.07% +214 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 2,162 $283K 0.01% -48 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 2,157 $283K 0.02% new 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 2,152 $282K 0.03% new 13F-HR Timeline Gouws Capital LLC More: the full row for Gouws Capital LLC 2,150 $282K 0.15% 0 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 2,149 $282K 0.03% new 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 2,145 $281K 0.26% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 2,143 $281K 0.06% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 2,140 $280K 0.04% +31 13F-HR Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 2,138 $280K 0.06% 0 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 2,133 $279K 0.05% 0 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 2,120 $278K 0.05% -452 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 2,119 $278K 0.26% -10 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 2,116 $277K 0.02% -2,034 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 2,114 $277K 0.03% +218 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 2,113 $277K 0.03% 0 13F-HR Timeline Worthington Financial Partners, LLC More: the full row for Worthington Financial Partners, LLC 2,109 $276K 0.24% +500 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 2,106 $276K 0.08% +58 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,101 $275K 0.06% -22 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 2,100 $275K 0.07% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,099 $275K 0.01% -128 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 2,087 $273K 0.12% 0 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 2,071 $271K 0.03% +4 13F-HR Timeline RBO & CO LLC More: the full row for RBO & CO LLC 2,071 $271K 0.04% new 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 2,067 $271K 0.06% 0 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 2,065 $271K 0.01% 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 2,064 $270K 0.02% +108 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 2,060 $270K 0.08% -90 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 2,060 $270K 0.22% 0 13F-HR Timeline Beaumont Asset Management, L.L.C. More: the full row for Beaumont Asset Management, L.L.C. 2,055 $269K 0.12% -564 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 2,052 $269K 0.01% -58 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 2,050 $269K 0.03% 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 2,045 $268K 0.15% +204 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 2,041 $267K 0.03% -45 13F-HR Timeline Directional Asset Management More: the full row for Directional Asset Management 2,040 $267K 0.24% +2 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 2,040 $267K 0.06% -192 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 2,033 $266K <0.01% +18 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 2,032 $266K 0.06% new 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 2,031 $266K 0.1% 0 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 2,030 $266K 0.02% 0 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 2,030 $266K 0.02% +62 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 2,028 $266K 0.05% 0 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 2,027 $266K 0.06% +69 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 2,150 $265K 0.02% +106 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 2,019 $265K 0.06% +24 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 2,017 $264K 0.04% +272 13F-HR Timeline Group ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 2,010 $263K 0.23% 0 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 2,006 $263K 0.06% -50 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 2,003 $262K 0.12% +221 13F-HR Timeline BROOKTREE CAPITAL MANAGEMENT More: the full row for BROOKTREE CAPITAL MANAGEMENT 2,000 $262K 0.21% 0 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 2,000 $262K 0.03% 0 13F-HR Timeline BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 1,995 $261K 0.12% +118 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 1,993 $261K 0.06% new 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 1,992 $261K 0.13% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,964 $260K 0.05% +1,137 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 1,984 $260K 0.18% +6 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 1,970 $258K 0.05% +292 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 1,778 $257K 0.02% -69 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 1,957 $256K 0.02% -172 13F-HR Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 1,953 $256K 0.17% new 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 1,947 $255K 0.02% new 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 1,945 $255K 0.09% -109 13F-HR Timeline PCB Capital LLC More: the full row for PCB Capital LLC 1,939 $254K 0.4% +40 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 1,933 $253K 0.07% +1 13F-HR Timeline HT Partners LLC More: the full row for HT Partners LLC 1,931 $253K 0.08% 0 13F-HR Timeline Capital Investment Management, Inc. More: the full row for Capital Investment Management, Inc. 1,928 $253K 0.09% -2 13F-HR Timeline Cinctive Capital Management LP More: the full row for Cinctive Capital Management LP 1,928 $253K 0.02% new 13F-HR Timeline BARR E S & CO More: the full row for BARR E S & CO 1,925 $252K 0.01% 0 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 1,925 $252K 0.09% +1 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 1,889 $251K 0.02% +318 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 1,909 $250K 0.02% +49 13F-HR Timeline DiPaolo Financial Group, Inc. More: the full row for DiPaolo Financial Group, Inc. 1,908 $250K 0.18% new 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 1,907 $250K 0.12% -19 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 1,902 $249K 0.02% -272 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 1,901 $249K 0.05% +9 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 1,899 $249K 0.01% -126 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 1,897 $249K 0.14% 0 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 1,896 $248K 0.04% 0 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 1,892 $248K 0.06% -1 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 1,890 $248K 0.02% new 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 1,889 $248K 0.02% +238 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 1,889 $247K 0.02% +1,289 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,885 $247K 0.02% 0 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 1,884 $247K 0.12% 0 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 1,881 $246K 0.08% -89 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 1,880 $246K 0.07% -20 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1,870 $245K -332 Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 1,866 $244K 0.03% 0 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 1,862 $244K 0.04% -180 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 1,861 $244K 0.08% -1,590 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 1,856 $243K 0.12% -176 13F-HR Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 1,854 $243K <0.01% new 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 1,849 $242K 0.02% -97 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 1,847 $242K 0.03% 0 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 1,844 $242K 0.17% -336 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 1,841 $241K 0.02% +1 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 1,840 $241K 0.05% -115 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,832 $240K 0.02% +768 13F-HR Timeline Group Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,832 $240K <0.01% -1,755 13F-HR Timeline WOODLEY FARRA MANION PORTFOLIO MANAGEME… More: the full row for WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 1,830 $240K 0.01% new 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 1,826 $239K 0.05% +7 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 1,816 $238K <0.01% 0 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 1,813 $237K 0.02% +95 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,811 $237K 0.05% +16 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 1,810 $237K 0.04% +54 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 1,807 $237K 0.11% +66 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 1,804 $236K 0.09% +1 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 1,801 $236K <0.01% +30 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 1,796 $235K 0.03% 0 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 1,796 $235K 0.03% -295 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 1,795 $235K 0.13% -71 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,794 $235K 0.03% +154 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 1,794 $235K 0.01% +272 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 1,787 $234K 0.09% 13F-HR/A Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 1,786 $234K 0.12% +105 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 1,785 $234K 0.06% -182 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 1,781 $233K 0.2% 0 13F-HR Timeline Odyssean, LLC More: the full row for Odyssean, LLC 1,781 $233K 0.09% new 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 1,780 $233K 0.02% -253 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 1,779 $233K <0.01% new 13F-HR Timeline Group WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 1,778 $233K 0.06% -15 13F-HR Timeline NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 1,778 $233K 0.04% 0 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 1,832 $232K 0.13% 0 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 1,771 $232K 0.06% +28 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 1,767 $232K 0.02% -1,105 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 1,762 $231K 0.02% +169 13F-HR Timeline Capital Wealth Planning, LLC More: the full row for Capital Wealth Planning, LLC 1,761 $231K <0.01% +161 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 1,756 $230K 0.01% +213 13F-HR Timeline Wheelhouse Advisory Group LLC More: the full row for Wheelhouse Advisory Group LLC 1,749 $229K 0.08% +6 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 1,749 $229K +149 Timeline Trust Co of Kansas More: the full row for Trust Co of Kansas 1,748 $229K 0.13% -405 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 1,747 $229K 0.02% +203 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 1,618 $229K 0.03% -5 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 1,744 $228K 0.02% new 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 1,741 $228K 0.02% +19 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 4,191 $227K 0.01% 0 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 1,731 $227K 0.06% 0 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 1,729 $227K 0.04% new 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 1,725 $226K 0.08% -12 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 1,718 $225K 0.02% +120 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 1,705 $223K 0.02% +149 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 1,704 $223K 0.1% new 13F-HR Timeline SCHWARTZ INVESTMENT COUNSEL INC More: the full row for SCHWARTZ INVESTMENT COUNSEL INC 1,700 $223K 0.01% -300 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 1,700 $223K 0.11% 0 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 1,700 $223K 0.04% -4,900 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 1,698 $223K 0.05% -33 13F-HR Timeline FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 1,696 $222K 0.03% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 1,696 $222K 0.02% +3 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 1,695 $222K 0.12% +3 13F-HR Timeline