MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 2,129 $236K 0.03% +276 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 2,129 $236K 0.02% +47 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 2,126 $236K 0.05% -4 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 2,121 $235K 0.03% 0 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 2,118 $235K 0.13% -15 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 2,118 $235K 0.06% 0 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 2,111 $234K 0.03% +66 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 2,112 $234K 0.03% +1 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 1,900 $234K 0.04% -2,921 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 2,107 $234K 0.07% -107 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 2,090 $232K 0.04% 0 13F-HR Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 2,089 $232K 0.23% 0 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 2,085 $231K 0.07% new 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 2,081 $231K 0.02% +6 13F-HR Timeline North Capital, Inc. 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More: the full row for Greykasell Wealth Strategies, Inc. 2,060 $229K 0.1% +532 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 1,934 $228K 0.15% +16 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 2,052 $228K 0.11% +3 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 2,050 $228K 0.06% 0 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 2,050 $228K 0.03% 0 13F-HR Timeline Union Heritage Capital, LLC More: the full row for Union Heritage Capital, LLC 2,047 $227K 0.07% 0 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 2,042 $227K 0.11% +150 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,036 $226K 0.01% 0 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 2,034 $226K 0.07% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 2,030 $225K 0.09% +1,448 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 2,023 $225K 0.05% +139 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 2,021 $224K 0.05% +44 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 2,017 $224K 0.04% -532 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 2,017 $224K 0.04% 0 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 2,016 $224K 0.08% -2 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,015 $224K 0.01% -5,286 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 2,010 $223K 0.02% 0 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 2,000 $222K 0.01% new 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 2,000 $222K 0.03% 0 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 2,000 $222K 0.03% 0 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 2,000 $222K 0.06% new 13F-HR Timeline W1M Investment Management Ltd More: the full row for W1M Investment Management Ltd 2,000 $222K <0.01% 0 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 2,000 $222K 0.07% 0 13F-HR Timeline Madison Park Capital Advisors, LLC More: the full row for Madison Park Capital Advisors, LLC 1,997 $222K 0.18% -68 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 1,993 $221K 0.1% -34 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 1,992 $221K 0.06% +5 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,992 $221K <0.01% -689 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 1,985 $220K 0.07% -241 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 1,980 $220K 0.17% 0 13F-HR Timeline PUZO MICHAEL J More: the full row for PUZO MICHAEL J 1,976 $219K 0.06% -124 13F-HR Timeline Stonebrook Private Inc. 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More: the full row for Sherman Asset Management, Inc. 1,920 $213K 0.18% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,916 $213K 0.12% +953 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 1,916 $213K 0.1% +24 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 1,912 $212K 0.18% new 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 1,909 $212K 0.01% +43 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 1,907 $212K 0.11% +2 13F-HR Timeline American Trust More: the full row for American Trust 1,906 $212K 0.02% new 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 1,902 $211K <0.01% -125 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 1,897 $211K 0.06% -1 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 1,894 $210K <0.01% new 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 1,893 $210K 0.02% 0 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 1,886 $209K 0.17% +3 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Mission Creek Capital Partners, Inc. 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More: the full row for Quintet Private Bank (Europe) S.A. 1,674 $186K 0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,622 $180K 0.01% +144 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,606 $178K 0.01% 0 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 1,596 $177K 0.1% -14 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 1,503 $167K 0.08% new 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 1,499 $166K 0.04% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 1,497 $166K 0.06% -28 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 1,489 $165K 0.03% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. 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