Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,183 $436K 0.03% 0 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 1,180 $435K 0.05% -117 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 1,180 $435K 0.07% -39 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 1,180 $435K 0.16% 0 13F-HR Timeline PRENTISS SMITH & CO INC More: the full row for PRENTISS SMITH & CO INC 1,176 $433K 0.24% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,176 $433K 0.18% +1 13F-HR Timeline Avise Financial Cooperative, Inc. More: the full row for Avise Financial Cooperative, Inc. 1,175 $433K 0.31% 0 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 1,174 $432K 0.2% +15 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 1,170 $431K 0.11% +60 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 1,170 $431K 0.16% +55 13F-HR Timeline Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 1,166 $430K 0.03% 0 13F-HR Timeline Group Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 1,165 $429K 0.04% 0 13F-HR Timeline Belfer Management LLC More: the full row for Belfer Management LLC 1,164 $429K 7.11% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sandhill Capital Partners LLC More: the full row for Sandhill Capital Partners LLC 1,164 $429K 0.03% -8 13F-HR Timeline BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 1,163 $428K 0.1% +132 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 1,164 $428K 0.1% -43 13F-HR Timeline Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 1,160 $427K 0.01% new 13F-HR Timeline Highlander Partners, L.P. More: the full row for Highlander Partners, L.P. 1,160 $427K 0.14% 0 13F-HR Timeline Vigil Wealth Management, LLC More: the full row for Vigil Wealth Management, LLC 1,158 $427K 0.3% -27 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 1,157 $426K 0.05% 0 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 1,157 $426K 0.25% -200 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 1,156 $426K 0.24% -27 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 1,155 $425K 0.02% -11 13F-HR Timeline MUSTICO FINANCIAL GROUP, INC. More: the full row for MUSTICO FINANCIAL GROUP, INC. 1,144 $425K 0.28% +17 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 1,153 $425K 0.04% +150 13F-HR Timeline Point72 Asset Management, L.P. in group Point72 Asset Management, L.P. More: the full row for Point72 Asset Management, L.P. 1,151 $424K <0.01% -48,700 13F-HR Timeline Group Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 1,149 $423K 0.04% +20 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 1,146 $422K 0.12% +220 13F-HR Timeline Private Capital Advisors, Inc. More: the full row for Private Capital Advisors, Inc. 1,143 $421K 0.04% 0 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 1,141 $420K 0.04% 0 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 1,141 $420K 0.34% -52 13F-HR Timeline DIKER MANAGEMENT LLC in group DIKER MANAGEMENT LLC More: the full row for DIKER MANAGEMENT LLC 1,137 $419K 0.32% 0 13F-HR Timeline Group Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 1,137 $419K 0.1% +374 13F-HR Timeline Stephenson & Company, Inc. More: the full row for Stephenson & Company, Inc. 1,136 $418K 0.2% -54 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 1,130 $416K 0.13% +150 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 1,130 $416K 0.23% +3 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 1,128 $416K 0.04% -324 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 1,127 $415K 0.11% +160 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 1,126 $415K 0.04% new 13F-HR Timeline CPR Investments Inc. More: the full row for CPR Investments Inc. 1,126 $415K 0.32% -22,566 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 1,123 $414K 0.07% -43 13F-HR Timeline WPWealth LLP More: the full row for WPWealth LLP 1,123 $414K 0.06% -1,391 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 1,120 $413K 0.08% 0 13F-HR Timeline Carmel Capital Management L.L.C. More: the full row for Carmel Capital Management L.L.C. 1,120 $413K 0.09% 0 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 1,120 $413K 0.21% 0 13F-HR Timeline PRUDENT INVESTORS NETWORK, INC. More: the full row for PRUDENT INVESTORS NETWORK, INC. 1,118 $412K 0.08% -352 13F-HR Timeline Apex Wealth Management, LLC More: the full row for Apex Wealth Management, LLC 1,117 $411K 0.25% +9 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 1,115 $411K 0.15% -195 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 1,117 $410K 0.06% -7 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 1,113 $410K 0.14% 0 13F-HR Timeline TLWM More: the full row for TLWM 1,112 $410K 0.07% 0 13F-HR Timeline Schwallier Wealth Management LLC More: the full row for Schwallier Wealth Management LLC 1,110 $409K 0.26% 0 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 1,109 $409K 0.11% +300 13F-HR Timeline SATOVSKY ASSET MANAGEMENT LLC More: the full row for SATOVSKY ASSET MANAGEMENT LLC 1,106 $407K 0.06% 0 13F-HR Timeline Asset Advisors Investment Management, L… More: the full row for Asset Advisors Investment Management, LLC 1,105 $407K 0.04% 0 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 1,105 $407K 0.05% +108 13F-HR Timeline Rolek Wealth Management LLC More: the full row for Rolek Wealth Management LLC 1,103 $406K 0.23% +74 13F-HR Timeline INFRASTRUCTURE CAPITAL ADVISORS, LLC More: the full row for INFRASTRUCTURE CAPITAL ADVISORS, LLC 1,101 $406K 0.03% +500 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 1,098 $404K 0.17% 0 13F-HR Timeline Heron Bay Capital Management More: the full row for Heron Bay Capital Management 1,098 $404K 0.04% new 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 1,098 $404K 0.38% 0 13F-HR Timeline Zurcher Kantonalbank (Zurich Cantonalba… More: the full row for Zurcher Kantonalbank (Zurich Cantonalbank) 1,094 $404K <0.01% -19 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 1,096 $404K 0.25% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,095 $403K 0.04% +1 13F-HR Timeline Straight Path Wealth Management More: the full row for Straight Path Wealth Management 1,093 $403K 0.09% +5 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 1,090 $401K 0.02% +77 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 1,089 $401K 0.09% 0 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 1,087 $400K 0.04% 0 13F-HR Timeline VIRGINIA WEALTH MANAGEMENT GROUP, INC. More: the full row for VIRGINIA WEALTH MANAGEMENT GROUP, INC. 1,087 $400K 0.2% +230 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 1,086 $400K 0.01% +152 13F-HR Timeline MB Generational Wealth, LLC More: the full row for MB Generational Wealth, LLC 1,086 $400K 0.2% +77 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 1,086 $400K 0.23% -125 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 1,085 $400K 0.01% -213 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 1,082 $399K 0.17% -140 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 1,081 $398K 0.03% 0 13F-HR Timeline Cassady Wealth & Retirement Planning, L… More: the full row for Cassady Wealth & Retirement Planning, LLC 1,078 $397K 0.18% -53 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 1,077 $397K 0.27% -100 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CAP Partners, LLC More: the full row for CAP Partners, LLC 1,075 $396K 0.19% +10 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 1,075 $396K 0.08% -1 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 1,074 $396K 0.08% -2 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 1,073 $395K 0.04% 0 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 1,072 $395K 0.18% 0 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 1,071 $395K 0.05% 0 13F-HR Timeline AMERICAN ASSET MANAGEMENT INC. More: the full row for AMERICAN ASSET MANAGEMENT INC. 1,070 $394K 0.32% -64 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 1,067 $393K 0.22% -52 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 1,066 $393K 0.06% -3,876 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 1,064 $392K 0.05% 0 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 1,063 $392K 0.02% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,059 $390K 0.02% +45 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 1,058 $390K 0.13% -414 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 1,058 $390K 0.05% -207 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 1,057 $389K 0.02% -1 13F-HR Timeline Group HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 1,049 $386K 0.18% +2 13F-HR Timeline Invariant Investment Management More: the full row for Invariant Investment Management 1,011 $386K 0.23% 0 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 1,043 $384K 0.02% 0 13F-HR Timeline DAHRING | CUSMANO LLC More: the full row for DAHRING | CUSMANO LLC 1,043 $384K 0.2% 0 13F-HR Timeline INTREPID CAPITAL MANAGEMENT INC More: the full row for INTREPID CAPITAL MANAGEMENT INC 1,041 $383K 0.14% 0 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 1,040 $383K 0.12% -25 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 1,038 $382K 0.06% +45 13F-HR Timeline Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 1,035 $381K 0.24% 0 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 1,034 $381K 0.09% 0 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 1,033 $381K 0.09% 0 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 1,033 $381K 0.08% 0 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 1,032 $380K 0.02% -36 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 1,032 $380K 0.06% -420 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 1,029 $379K 0.05% -398 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 1,021 $378K 0.05% 0 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 1,026 $378K 0.03% 0 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 1,025 $378K 0.05% -130 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 1,024 $377K 0.06% +268 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 1,022 $376K 0.08% 0 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 1,020 $376K 0.01% 0 13F-HR Timeline MIRAMONTES CAPITAL, LLC More: the full row for MIRAMONTES CAPITAL, LLC 1,019 $375K 0.12% +2 13F-HR Timeline Prosperity Advisers, LLC More: the full row for Prosperity Advisers, LLC 1,018 $375K 0.27% -143 13F-HR Timeline VILLERE ST DENIS J & CO LLC More: the full row for VILLERE ST DENIS J & CO LLC 1,016 $374K 0.04% +202 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 1,014 $374K 0.07% -112 13F-HR Timeline Guidance Point Advisors, LLC More: the full row for Guidance Point Advisors, LLC 1,012 $374K 0.08% +9 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 1,013 $373K 0.06% 0 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 1,011 $372K 0.04% -196 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 1,009 $372K 0.18% +300 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 1,007 $371K 0.08% -142 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 1,007 $371K 0.03% 0 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 1,006 $371K 0.01% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,003 $370K 0.01% -234 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 1,002 $369K <0.01% -185,120 13F-HR/A Timeline Group CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 1,000 $368K 0.16% 0 13F-HR Timeline Old West Investment Management, LLC More: the full row for Old West Investment Management, LLC 1,000 $368K 0.04% 0 13F-HR Timeline Black Maple Capital Management LP More: the full row for Black Maple Capital Management LP 1,000 $368K 0.25% 0 13F-HR Timeline Shay Capital LLC More: the full row for Shay Capital LLC 1,000 $368K 0.04% new 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 1,000 $368K 0.23% +340 13F-HR Timeline Vilga Financial Planning LLC More: the full row for Vilga Financial Planning LLC 1,000 $368K 0.28% 0 13F-HR Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 998 $368K 0.03% +14 13F-HR Timeline Keystone Global Partners, LLC More: the full row for Keystone Global Partners, LLC 998 $368K 0.14% 0 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 998 $368K 0.14% +256 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 996 $367K 0.06% 0 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 992 $365K 0.12% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 992 $365K 0.04% -1,544 13F-HR/A Timeline BCV Asset Management Inc. More: the full row for BCV Asset Management Inc. 987 $365K 0.01% +2 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 988 $364K 0.11% -507 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 988 $364K 0.15% -25 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 988 $364K 0.01% -43 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 986 $363K 0.05% +29 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 983 $362K 0.04% 0 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 973 $362K 0.13% -446 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 982 $362K 0.14% 0 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 981 $361K 0.11% -225 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 981 $361K 0.11% -55 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 980 $361K 0.08% -14 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 978 $360K 0.17% +60 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 975 $359K <0.01% -2,395 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 975 $359K 0.41% +582 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 973 $358K 0.13% 0 13F-HR Timeline Paragon Advisors, LLC More: the full row for Paragon Advisors, LLC 972 $358K 0.08% +68 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 971 $358K 0.01% +84 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 973 $357K 0.16% 0 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 969 $357K 0.5% 0 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 968 $357K 0.15% new 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 966 $356K 0.01% -11 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 965 $355K 0.12% +1 13F-HR Timeline Coquina Private Wealth LLC More: the full row for Coquina Private Wealth LLC 965 $355K 0.24% 0 13F-HR Timeline Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 946 $355K 0.05% 0 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 964 $355K 0.08% 0 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 964 $355K 0.1% -28 13F-HR Timeline Highland Financial Advisors, LLC More: the full row for Highland Financial Advisors, LLC 964 $355K 0.08% new 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 962 $354K 0.06% +485 13F-HR Timeline PRICE T ROWE ASSOCIATES INC /MD/ More: the full row for PRICE T ROWE ASSOCIATES INC /MD/ 960 $354K <0.01% 0 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 960 $354K 0.16% -97 13F-HR/A Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 959 $353K 0.1% +363 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 958 $353K 0.07% new 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 957 $353K 0.02% 0 13F-HR Timeline Group Baring Financial LLC More: the full row for Baring Financial LLC 957 $353K 0.19% -18 13F-HR Timeline SOUTHERN CAPITAL ADVISORS, LLC More: the full row for SOUTHERN CAPITAL ADVISORS, LLC 956 $352K 0.15% 0 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 951 $350K 0.03% 0 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 950 $350K 0.15% -350 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 950 $350K 0.09% -69 13F-HR Timeline Exit Wealth Advisors, LLC. More: the full row for Exit Wealth Advisors, LLC. 949 $350K 0.16% 0 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 947 $349K 0.1% +12 13F-HR Timeline KIECKHEFER GROUP LLC More: the full row for KIECKHEFER GROUP LLC 945 $348K 0.14% 0 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 947 $348K 0.08% +256 13F-HR Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 943 $347K 0.16% -22 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 940 $346K 0.15% -65 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 940 $346K 0.06% -1,930 13F-HR Timeline MCDANIEL TERRY & CO More: the full row for MCDANIEL TERRY & CO 939 $346K 0.03% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 938 $346K 0.09% +51 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 937 $345K 0.09% 0 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 936 $345K 0.2% new 13F-HR Timeline McDonough Capital Management, Inc More: the full row for McDonough Capital Management, Inc 936 $345K 0.17% 0 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 934 $344K 0.15% 0 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 933 $344K 0.01% 0 13F-HR Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 931 $343K 0.03% +28 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 930 $343K 0.04% -120 13F-HR Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 930 $343K 0.07% -9,675 13F-HR Timeline VIMA LLC More: the full row for VIMA LLC 930 $343K 0.33% 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 929 $342K 0.02% 0 13F-HR Timeline Mission Hills Financial Advisory, LLC More: the full row for Mission Hills Financial Advisory, LLC 929 $342K 0.15% +110 13F-HR Timeline Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 926 $341K 0.05% -74 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 924 $340K 0.04% 0 13F-HR Timeline PVG ASSET MANAGEMENT CORP More: the full row for PVG ASSET MANAGEMENT CORP 923 $340K 0.2% -4 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 918 $338K 0.12% +5 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 917 $338K 0.03% -405 13F-HR Timeline