Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 1,241 $378K 0.06% +116 13F-HR Timeline Lumbard & Kellner, LLC More: the full row for Lumbard & Kellner, LLC 1,237 $377K 0.16% new 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 1,237 $377K 0.44% -50 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 1,236 $377K 0.04% -2,323 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,232 $376K 0.03% +141 13F-HR Timeline Group Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 1,231 $375K 0.02% +231 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 1,227 $374K 0.06% new 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 1,226 $374K 0.15% -41 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 1,225 $373K 0.09% 0 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 1,224 $373K 0.02% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,223 $373K 0.04% +592 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 1,209 $372K 0.2% new 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 1,216 $371K 0.07% +323 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 1,214 $370K 0.12% 0 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 1,208 $370K 0.13% +1 13F-HR Timeline Belfer Management LLC More: the full row for Belfer Management LLC 1,211 $369K 5.65% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 1,210 $369K 0.08% 0 13F-HR Timeline Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 1,209 $369K 0.31% 0 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 1,207 $368K 0.12% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 1,206 $368K 0.06% -21 13F-HR Timeline Broadleaf Partners, LLC More: the full row for Broadleaf Partners, LLC 1,204 $367K 0.08% -1,343 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 1,202 $366K 0.04% +5 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 1,201 $366K +158 Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 1,200 $366K 0.01% -756 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 1,198 $365K 0.14% 0 13F-HR Timeline Provident Investment Management, Inc. More: the full row for Provident Investment Management, Inc. 1,186 $362K 0.03% +1 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 1,186 $362K 0.08% -7,977 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 1,182 $360K 0.04% +270 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 1,179 $359K 0.22% +96 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 1,178 $359K 0.09% -263 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 1,178 $359K 0.07% +150 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 1,174 $358K 0.13% 0 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 1,172 $357K 0.21% 0 13F-HR Timeline Asset Advisors Investment Management, L… More: the full row for Asset Advisors Investment Management, LLC 1,170 $357K 0.04% -130 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 1,167 $356K 0.06% new 13F-HR Timeline Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 1,166 $355K 0.03% 0 13F-HR Timeline Group United Capital Management of KS, Inc. More: the full row for United Capital Management of KS, Inc. 1,163 $355K 0.06% -12 13F-HR Timeline High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 1,160 $354K 0.08% 0 13F-HR Timeline Highlander Partners, L.P. More: the full row for Highlander Partners, L.P. 1,160 $354K 0.14% 0 13F-HR Timeline Kellett Wealth Advisors, LLC More: the full row for Kellett Wealth Advisors, LLC 1,160 $354K 0.23% 0 13F-HR Timeline SOUTHERN CAPITAL ADVISORS, LLC More: the full row for SOUTHERN CAPITAL ADVISORS, LLC 1,157 $353K 0.18% +200 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 1,155 $352K 0.07% new 13F-HR Timeline SATOVSKY ASSET MANAGEMENT LLC More: the full row for SATOVSKY ASSET MANAGEMENT LLC 1,154 $352K 0.07% 0 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 1,152 $351K 0.02% 0 13F-HR Timeline Private Capital Advisors, Inc. More: the full row for Private Capital Advisors, Inc. 1,152 $351K 0.04% new 13F-HR Timeline Compton Financial Group, LLC More: the full row for Compton Financial Group, LLC 1,152 $351K 0.09% -1,694 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,154 $351K 0.01% +77 13F-HR Timeline Group SEARLE & CO. More: the full row for SEARLE & CO. 1,150 $351K 0.1% +50 13F-HR Timeline Capasso Planning Partners LLC More: the full row for Capasso Planning Partners LLC 1,150 $351K 0.2% -2,524 13F-HR Timeline Schwallier Wealth Management LLC More: the full row for Schwallier Wealth Management LLC 1,147 $350K 0.21% +62 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 1,144 $349K 0.16% 0 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 1,144 $349K 0.14% +191 13F-HR Timeline Stephenson & Company, Inc. More: the full row for Stephenson & Company, Inc. 1,144 $349K 0.21% new 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 1,141 $348K 0.01% +73 13F-HR Timeline DIKER MANAGEMENT LLC in group DIKER MANAGEMENT LLC More: the full row for DIKER MANAGEMENT LLC 1,137 $347K 0.33% 0 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,131 $345K 0.05% -108 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 1,125 $343K 0.1% -41 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 1,122 $343K 0.02% -107 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 1,123 $342K 0.19% 0 13F-HR Timeline Sandhill Capital Partners LLC More: the full row for Sandhill Capital Partners LLC 1,121 $342K 0.02% +163 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 1,121 $342K 0.03% +69 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 1,120 $341K 0.09% -78 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 1,118 $341K 0.11% 0 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 1,181 $340K 0.07% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 1,114 $340K 0.18% +114 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 1,112 $339K 0.04% 0 13F-HR Timeline Apex Wealth Management, LLC More: the full row for Apex Wealth Management, LLC 1,108 $338K 0.27% 0 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 1,107 $337K <0.01% new 13F-HR Timeline Group Capital CS Group, LLC More: the full row for Capital CS Group, LLC 1,106 $337K 0.55% new 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 1,104 $337K 0.54% 0 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 1,101 $336K 0.06% +100 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 1,101 $335K 0.05% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,100 $335K 0.02% 0 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 1,100 $335K 0.09% 0 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 1,098 $335K 0.17% 0 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 1,098 $335K 0.17% +20 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 1,098 $335K 0.16% +255 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 1,098 $335K 0.21% -151 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 1,098 $335K 0.15% +101 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 1,096 $334K 0.24% -853 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 1,095 $334K 0.07% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 1,091 $333K 0.02% new 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 1,086 $331K 0.03% +106 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 1,086 $331K 0.01% 0 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 1,086 $331K 0.31% 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 1,089 $331K 0.09% 0 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 1,083 $330K 0.01% +130 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 1,080 $329K 0.03% +286 13F-HR Timeline Custos Family Office, LLC More: the full row for Custos Family Office, LLC 1,076 $328K 0.1% +58 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 1,075 $328K 0.13% -110 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 1,072 $327K 0.18% +163 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 1,070 $326K 0.03% -105 13F-HR Timeline VanderPol Investments L.L.C. More: the full row for VanderPol Investments L.L.C. 1,065 $325K 0.68% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,064 $324K 0.02% -173 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 1,064 $324K 0.05% 0 13F-HR Timeline North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 1,062 $324K 0.3% 0 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 1,057 $322K 0.04% 0 13F-HR Timeline DAHRING | CUSMANO LLC More: the full row for DAHRING | CUSMANO LLC 1,054 $321K 0.25% 0 13F-HR Timeline HFG Wealth Management, LLC More: the full row for HFG Wealth Management, LLC 1,113 $321K 0.2% -1 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 1,052 $321K 0.26% +188 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 1,050 $320K 0.04% 0 13F-HR Timeline Anthracite Investment Company, Inc. More: the full row for Anthracite Investment Company, Inc. 1,050 $320K 0.17% +50 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 1,050 $320K 0.17% 0 13F-HR Timeline Guidance Point Advisors, LLC More: the full row for Guidance Point Advisors, LLC 1,048 $319K 0.08% -724 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 1,047 $319K 0.11% 0 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 1,047 $319K 0.09% +20 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 1,045 $319K 0.18% 0 13F-HR Timeline INTREPID CAPITAL MANAGEMENT INC More: the full row for INTREPID CAPITAL MANAGEMENT INC 1,041 $317K 0.13% +150 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 1,038 $316K 0.31% -95 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 1,036 $316K 0.03% 0 13F-HR Timeline Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 1,035 $315K 0.34% 0 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 1,032 $315K 0.14% new 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 1,031 $314K 0.05% -7 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 1,027 $313K 0.07% 0 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 1,026 $313K 0.04% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 1,026 $313K 0.19% +331 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 1,022 $312K 0.01% -37 13F-HR Timeline Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 1,020 $311K 0.07% new 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 1,016 $310K 0.19% +3 13F-HR/A Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 1,015 $309K 0.06% 0 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 1,010 $308K 0.07% +30 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 1,006 $307K 0.33% new 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 1,005 $306K 0.23% -4,461 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 1,005 $306K 0.23% -40 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 1,003 $306K 0.08% 0 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 1,002 $305K 0.05% 0 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 1,002 $305K 0.09% +17 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 1,001 $305K 0.18% +1 13F-HR Timeline Verde Servicos Internacionais S.A. More: the full row for Verde Servicos Internacionais S.A. 1,000 $305K 0.13% new 13F-HR Timeline MARSHALL & SULLIVAN INC /WA/ More: the full row for MARSHALL & SULLIVAN INC /WA/ 1,000 $305K 0.15% 0 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 1,000 $305K 0.08% 0 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 1,000 $305K <0.01% +229 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 1,000 $305K 0.2% 0 13F-HR Timeline Old West Investment Management, LLC More: the full row for Old West Investment Management, LLC 1,000 $305K 0.1% 0 13F-HR Timeline Ironsides Asset Advisors, LLC More: the full row for Ironsides Asset Advisors, LLC 1,000 $305K 0.09% 0 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 1,000 $305K 0.06% +25 13F-HR Timeline Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 1,000 $305K 0.04% 0 13F-HR Timeline M. Kulyk & Associates, LLC More: the full row for M. Kulyk & Associates, LLC 1,000 $305K 0.07% -40 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 1,000 $305K 0.23% 0 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 1,000 $305K <0.01% -7,007 13F-HR Timeline Group Keystone Global Partners, LLC More: the full row for Keystone Global Partners, LLC 998 $304K 0.17% 0 13F-HR Timeline ZynergyRetirementPlanningLLC More: the full row for ZynergyRetirementPlanningLLC 992 $302K 0.2% -738 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 990 $302K 0.14% 0 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 988 $301K 0.13% 0 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 986 $301K 0.13% 0 13F-HR Timeline Capital Market Strategies LLC More: the full row for Capital Market Strategies LLC 986 $301K 0.21% +100 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 980 $299K <0.01% -700 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 980 $299K 0.02% 0 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 979 $298K 0.05% +65 13F-HR Timeline BTS Asset Management, Inc. More: the full row for BTS Asset Management, Inc. 978 $298K 0.36% -58 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 976 $298K 0.02% +239 13F-HR Timeline Group Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 976 $298K 0.13% +136 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 976 $298K 0.07% +33 13F-HR Timeline AG Asset Advisory, LLC More: the full row for AG Asset Advisory, LLC 973 $297K 0.26% 0 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 972 $296K 0.01% -426 13F-HR Timeline EFG Private Wealth Management (Americas… More: the full row for EFG Private Wealth Management (Americas) Corp. 971 $296K 0.05% +126 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 971 $296K 0.36% 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 969 $295K 0.06% 0 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 968 $295K 0.14% -3,609 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 967 $295K 0.05% +28 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 967 $295K 0.02% 0 13F-HR Timeline Group Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 965 $294K 0.09% +519 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 964 $294K 0.02% new 13F-HR Timeline Group Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 963 $294K 0.2% +493 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 962 $293K 0.15% +311 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 962 $293K 0.06% -352 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 962 $293K 0.03% 0 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 959 $292K 0.09% -136 13F-HR Timeline SHEPHERD KAPLAN KROCHUK, LLC in group SHEPHERD KAPLAN KROCHUK, LLC More: the full row for SHEPHERD KAPLAN KROCHUK, LLC 959 $292K 0.25% -33 13F-HR Timeline Group First Western Trust Bank More: the full row for First Western Trust Bank 957 $292K 0.01% 0 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 955 $291K 0.08% -1,405 13F-HR Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 955 $291K 0.03% +147 13F-HR/A Timeline Carmel Capital Management L.L.C. More: the full row for Carmel Capital Management L.L.C. 955 $291K 0.1% -50 13F-HR Timeline RFP Financial Group LLC More: the full row for RFP Financial Group LLC 954 $291K 0.12% +173 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 950 $290K 0.14% -85 13F-HR Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 1,004 $289K 0.33% +82 13F-HR Timeline City State Bank More: the full row for City State Bank 946 $288K 0.09% 0 13F-HR Timeline KIECKHEFER GROUP LLC More: the full row for KIECKHEFER GROUP LLC 945 $288K 0.16% -950 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 944 $288K 0.04% +218 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 944 $288K 0.17% -6 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 940 $287K 0.04% 0 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 940 $287K 0.16% -810 13F-HR Timeline MCDANIEL TERRY & CO More: the full row for MCDANIEL TERRY & CO 939 $286K 0.02% 0 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 939 $286K 0.06% -237 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 938 $286K 0.11% 0 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 937 $286K 0.09% -1,260 13F-HR Timeline ALLEN WEALTH MANAGEMENT, LLC More: the full row for ALLEN WEALTH MANAGEMENT, LLC 937 $286K 0.2% +80 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 935 $285K 0.1% -34 13F-HR/A Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 934 $285K 0.18% 0 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 934 $285K 0.19% -38 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 933 $284K 0.06% 0 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 931 $284K 0.04% 0 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 930 $283K 0.05% +100 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 930 $283K 0.02% +100 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 926 $282K 0.21% -79 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 925 $282K 0.24% -49 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 923 $281K 0.09% 0 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 923 $281K 0.3% 0 13F-HR Timeline KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 921 $281K 0.22% new 13F-HR Timeline OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 921 $281K 0.1% +20 13F-HR Timeline