Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,116 $287K 0.02% -528 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 1,114 $287K 0.04% 0 13F-HR Timeline Group Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 1,112 $286K 0.02% -564 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 1,111 $286K 0.08% 0 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 1,111 $286K 0.05% 0 13F-HR Timeline Signet Investment Advisory Group, Inc. More: the full row for Signet Investment Advisory Group, Inc. 1,110 $286K 0.15% 0 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 1,109 $285K 0.06% new 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 1,108 $285K 0.21% 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 1,106 $285K 0.09% -392 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 1,105 $284K 0.12% 0 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 1,103 $284K 0.09% -358 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 1,103 $284K 0.07% -2 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 1,102 $284K 0.09% 0 13F-HR Timeline SFM, LLC d/b/a Sweeney Financial Adviso… More: the full row for SFM, LLC d/b/a Sweeney Financial Advisors 1,102 $284K 0.18% new 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 1,102 $284K 0.04% +25 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 1,100 $283K 0.02% -68 13F-HR Timeline Choice Wealth Advisors LLC More: the full row for Choice Wealth Advisors LLC 1,099 $283K 0.13% 0 13F-HR Timeline NDVR, Inc. More: the full row for NDVR, Inc. 1,096 $282K 0.26% -11 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 1,091 $281K 0.02% +75 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 1,091 $281K 0.15% +42 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 1,088 $280K 0.08% -337 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 1,087 $280K 0.06% 0 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 1,087 $280K 0.05% +12 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 1,086 $279K 0.02% new 13F-HR/A Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 1,083 $279K 0.16% -53 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 1,083 $279K 0.02% +82 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 1,082 $278K 0.05% new 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 995 $278K 0.09% new 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 1,080 $278K 0.07% new 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 1,384 $277K 0.13% 0 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 1,076 $277K 0.26% +1 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 1,075 $277K 0.16% new 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 1,074 $276K 0.1% -33 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 1,110 $276K 0.03% +16 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 1,072 $276K 0.2% +102 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 1,071 $276K 0.29% new 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 1,071 $276K 0.13% +5 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 1,071 $276K 0.01% -386 13F-HR Timeline EUBEL BRADY & SUTTMAN ASSET MANAGEMENT … More: the full row for EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 1,067 $275K 0.03% +6 13F-HR Timeline Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 1,068 $275K 0.21% 0 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 1,068 $275K 0.06% +45 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 1,067 $275K 0.06% -17 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 1,062 $273K 0.09% 0 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 1,062 $273K 0.04% new 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 1,062 $273K 0.02% new 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 1,059 $273K 0.05% 0 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 1,059 $273K 0.02% new 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 1,059 $273K 0.18% new 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 1,057 $272K 0.08% new 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 1,058 $272K 0.02% -26 13F-HR/A Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 1,056 $272K 0.04% 0 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 1,055 $272K 0.04% 0 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 1,053 $271K 0.29% -21 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 1,052 $271K 0.05% -555 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 1,052 $271K 0.15% +166 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 1,050 $270K 0.04% 0 13F-HR Timeline Kinloch Capital, LLC More: the full row for Kinloch Capital, LLC 1,047 $269K 0.13% +43 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 1,045 $269K 0.01% +1 13F-HR Timeline ODonnell Financial Services, LLC More: the full row for ODonnell Financial Services, LLC 1,043 $268K 0.1% +2 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 1,043 $268K 0.15% -446 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,042 $268K 0.09% +352 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 1,040 $268K 0.06% +29 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 1,040 $268K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 1,039 $267K 0.02% -51 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 1,039 $267K 0.37% -1 13F-HR Timeline High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 1,038 $267K 0.06% +26 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 1,073 $267K 0.03% -37 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 1,011 $267K 0.11% 0 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 1,037 $267K 0.08% 0 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 1,037 $267K 0.06% new 13F-HR Timeline Harvest Investment Advisors, LLC More: the full row for Harvest Investment Advisors, LLC 1,036 $267K 0.17% new 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 1,035 $266K 0.03% -278 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 975 $266K 0.07% new 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 1,032 $266K 0.11% +26 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 1,031 $265K 0.19% new 13F-HR Timeline Group Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 1,028 $265K 0.12% 0 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 1,028 $265K 0.07% new 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 1,025 $264K <0.01% -411 13F-HR Timeline Group BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 1,023 $263K 0.04% 0 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 1,019 $262K 0.1% 0 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 1,014 $261K 0.05% new 13F-HR Timeline RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 1,012 $260K 0.05% 0 13F-HR Timeline Fortress Wealth Management, Inc. More: the full row for Fortress Wealth Management, Inc. 1,012 $260K 0.13% 0 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 1,012 $260K 0.13% +11 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 1,006 $259K 0.01% -85 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 1,003 $258K 0.01% -475 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 1,002 $258K 0.09% +9 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 1,002 $258K 0.01% new 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 1,002 $258K 0.03% new 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 1,002 $258K 0.05% new 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 1,001 $258K 0.21% 0 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 1,000 $257K 0.08% -102 13F-HR Timeline Avondale Wealth Management More: the full row for Avondale Wealth Management 1,000 $257K 0.14% 0 13F-HR Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 999 $257K 0.02% new 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 997 $257K 0.07% new 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 996 $256K 0.02% new 13F-HR Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 1,257 $256K 0.29% 0 13F-HR Timeline New England Professional Planning Group… More: the full row for New England Professional Planning Group Inc. 989 $255K 0.12% new 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 985 $254K 0.09% new 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 985 $254K 0.05% new 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 984 $253K 0.02% new 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 982 $253K 0.06% new 13F-HR Timeline WOODLEY FARRA MANION PORTFOLIO MANAGEME… More: the full row for WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 981 $253K 0.01% new 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 981 $252K 0.08% new 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 979 $252K 0.03% -714 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 995 $251K 0.11% new 13F-HR Timeline Leslie Global Wealth, LLC More: the full row for Leslie Global Wealth, LLC 973 $250K 0.13% new 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 971 $250K 0.04% new 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 971 $250K 0.14% new 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 971 $250K 0.07% -57 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 970 $250K 0.19% -154 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 970 $250K 0.21% -374 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 1,244 $249K 0.18% -1 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 928 $249K 0.07% new 13F-HR Timeline Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 966 $249K 0.45% -131 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 962 $248K 0.18% -93 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 963 $248K 0.03% -4,475 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 960 $247K 0.06% new 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 959 $247K 0.08% new 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 959 $247K 0.06% new 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 954 $246K 0.08% -52 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 954 $246K 0.03% new 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 953 $245K 0.07% -17 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 953 $245K 0.04% new 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 951 $245K 0.06% -71 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 950 $245K 0.11% 0 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 948 $244K 0.16% new 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 948 $244K 0.03% new 13F-HR Timeline Orca Wealth Management, LLC More: the full row for Orca Wealth Management, LLC 947 $244K 0.21% -93 13F-HR Timeline O'Keefe Stevens Advisory, Inc. More: the full row for O'Keefe Stevens Advisory, Inc. 947 $244K 0.07% new 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 945 $243K 0.03% -58 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 944 $243K 0.02% new 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 944 $243K 0.02% +375 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 941 $242K 0.12% -869 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 939 $242K 0.07% new 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 937 $241K 0.18% new 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 935 $241K 0.02% new 13F-HR Timeline TradeWell Securities, LLC. More: the full row for TradeWell Securities, LLC. 935 $241K 0.12% new 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 935 $241K 0.06% new 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 934 $240K 0.11% -86 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 930 $239K 0.08% new 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 930 $239K 0.06% new 13F-HR Timeline AVENIR CORP More: the full row for AVENIR CORP 925 $238K 0.02% new 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 926 $238K 0.03% -557 13F-HR/A Timeline Group Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 924 $238K 0.03% new 13F-HR Timeline Steadtrust LLC More: the full row for Steadtrust LLC 923 $238K 0.19% 13F-HR/A Timeline Milestones Private Investment Advisors … More: the full row for Milestones Private Investment Advisors LLC 923 $238K 0.18% 13F-HR Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 903 $237K 0.16% new 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 1,185 $237K 0.2% -126 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 920 $237K 0.04% new 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 919 $237K 0.15% 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 917 $236K 0.06% new 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 916 $236K 0.05% new 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 914 $235K 0.03% new 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 913 $235K 0.07% new 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 912 $235K 0.08% -238 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 911 $234K 0.04% new 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 911 $234K 0.04% -200 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 911 $234K 0.05% 0 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 910 $234K 0.04% new 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 1,470 $234K 0.13% -355 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 907 $233K <0.01% -146 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 905 $233K 0.08% new 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 904 $233K 0.08% new 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 832 $233K 0.16% 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 902 $232K 0.21% new 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 900 $232K 0.16% new 13F-HR Timeline DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 897 $231K 0.04% -843 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 895 $230K 0.21% new 13F-HR Timeline Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 893 $230K 0.02% new 13F-HR Timeline Vista Cima Wealth Management LLC More: the full row for Vista Cima Wealth Management LLC 892 $230K 0.21% new 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 890 $229K 0.09% +14 13F-HR Timeline VISTA FINANCE, LLC More: the full row for VISTA FINANCE, LLC 889 $229K 0.2% new 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 887 $228K 0.04% new 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 887 $228K 0.09% new 13F-HR Timeline Ergawealth Advisors, Inc. More: the full row for Ergawealth Advisors, Inc. 887 $228K 0.1% new 13F-HR Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 887 $228K 0.57% new 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 886 $228K 0.03% new 13F-HR Timeline Renaissance Investment Group LLC More: the full row for Renaissance Investment Group LLC 880 $227K 0.05% new 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 879 $226K 0.18% new 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 879 $226K 0.15% new 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 878 $226K 0.03% new 13F-HR Timeline Rockbridge Asset Management LLC More: the full row for Rockbridge Asset Management LLC 875 $225K 0.13% new 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 875 $225K 0.07% -231 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 871 $224K 0.15% +1 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 870 $224K 0.03% +595 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 868 $223K 0.12% 0 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 867 $223K 0.15% new 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 867 $223K 0.16% new 13F-HR Timeline Trust Investment Advisors More: the full row for Trust Investment Advisors 867 $223K 0.14% -151 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 866 $223K 0.21% 13F-HR Timeline American Trust More: the full row for American Trust 866 $223K 0.02% -277 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 865 $223K 0.07% new 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 865 $223K 0.04% new 13F-HR Timeline WINCAP FINANCIAL LLC More: the full row for WINCAP FINANCIAL LLC 864 $222K 0.18% new 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 863 $222K 0.07% -883 13F-HR Timeline VALICENTI ADVISORY SERVICES INC More: the full row for VALICENTI ADVISORY SERVICES INC 861 $222K 0.05% new 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 861 $222K 0.05% new 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 862 $221K 0.07% new 13F-HR Timeline OMC Financial Services LTD More: the full row for OMC Financial Services LTD 859 $221K 0.09% new 13F-HR Timeline