Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 1,372 $350K 0.03% new 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,370 $350K 0.06% -366 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 1,369 $350K 0.05% new 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 1,367 $349K 0.2% new 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 1,361 $348K <0.01% -237 13F-HR Timeline Group Sunpointe, LLC More: the full row for Sunpointe, LLC 1,360 $347K 0.1% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,359 $347K 0.03% new 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 1,358 $347K 0.05% new 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 1,355 $346K 0.02% -482 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,352 $345K 0.03% +7 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 1,350 $345K 0.13% new 13F-HR Timeline Woodside Wealth Management LLC More: the full row for Woodside Wealth Management LLC 1,350 $345K 0.24% -1,525 13F-HR Timeline Vantus Wealth LLC More: the full row for Vantus Wealth LLC 1,349 $345K 0.18% 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 1,372 $344K 0.05% new 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 1,340 $342K 0.26% -144 13F-HR Timeline PALLADIEM, LLC More: the full row for PALLADIEM, LLC 1,339 $342K 0.33% new 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 1,336 $341K 0.1% new 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 1,840 $341K 0.25% -1,365 13F-HR Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 1,335 $341K 0.25% new 13F-HR Timeline Asset Advisory Group, Inc. More: the full row for Asset Advisory Group, Inc. 1,327 $339K 0.15% new 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 1,323 $338K 0.13% new 13F-HR Timeline Ridgeline Wealth, LLC More: the full row for Ridgeline Wealth, LLC 1,320 $337K 0.2% new 13F-HR Timeline RPS ADVISORY SOLUTIONS LLC More: the full row for RPS ADVISORY SOLUTIONS LLC 1,320 $337K 0.22% new 13F-HR Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 1,318 $337K 0.04% new 13F-HR Timeline Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 1,307 $334K <0.01% new 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 1,305 $333K 0.12% new 13F-HR Timeline STEINBERGANNA WEALTH MANAGEMENT More: the full row for STEINBERGANNA WEALTH MANAGEMENT 1,304 $333K 0.14% -894 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 1,304 $333K 0.13% new 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 1,302 $333K 0.14% new 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 1,300 $332K 0.06% 0 13F-HR Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 1,295 $331K 0.08% new 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 1,499 $331K 0.04% +111 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 1,294 $331K 0.02% new 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 1,292 $330K 0.03% new 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 1,291 $330K 0.1% -1,398 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 1,290 $330K 0.22% +190 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 1,287 $329K 0.09% new 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 1,284 $328K 0.01% -210 13F-HR Timeline Seneca Financial Advisors LLC More: the full row for Seneca Financial Advisors LLC 1,277 $326K 0.08% new 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 1,270 $325K 0.08% new 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 1,270 $324K 0.02% new 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 1,263 $323K <0.01% new 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 1,258 $321K 0.28% new 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 1,257 $321K 0.08% new 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 3,088 $321K 0.02% new 13F-HR Timeline Jeter Robert S II More: the full row for Jeter Robert S II 1,679 $321K 0.31% new 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 1,254 $320K 0.12% new 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 2,031 $320K 0.13% +9 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 1,254 $320K 0.02% new 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 1,252 $320K <0.01% -1,171 13F-HR Timeline Group Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 1,250 $319K 0.02% new 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 1,249 $319K 0.02% new 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 1,248 $319K 0.03% new 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 1,247 $319K 0.06% new 13F-HR Timeline RED REEF ADVISORS LLC More: the full row for RED REEF ADVISORS LLC 1,245 $318K 0.29% new 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 1,244 $318K 0.07% +231 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 1,240 $317K 0.07% new 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 1,240 $317K 0.08% new 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 1,238 $316K 0.03% new 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 1,238 $316K 0.04% new 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 1,234 $315K <0.01% new 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 1,232 $315K 0.03% -4,451 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 1,227 $313K 0.04% -568 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 1,224 $313K 0.02% new 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 1,224 $313K 0.25% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,222 $312K 0.02% -13 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 1,220 $312K 0.03% new 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 1,219 $311K 0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 1,216 $311K 0.09% -97 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 1,211 $309K 0.04% -380 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 1,208 $309K 0.12% new 13F-HR Timeline Wealth Care LLC More: the full row for Wealth Care LLC 1,207 $308K 0.25% new 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 1,204 $308K 0.02% -723 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 1,205 $308K 0.17% new 13F-HR Timeline Cohen Investment Advisors LLC More: the full row for Cohen Investment Advisors LLC 1,205 $308K 0.14% new 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 1,205 $308K 0.21% new 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 1,204 $308K 0.02% new 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 1,202 $307K 0.03% -446 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 1,202 $307K 0.03% new 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 1,200 $307K 0.02% new 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 1,200 $307K 0.08% new 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 1,198 $306K 0.12% new 13F-HR Timeline Eley Financial Management, Inc More: the full row for Eley Financial Management, Inc 1,197 $306K 0.1% new 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 1,193 $305K 0.07% new 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 1,192 $304K 0.02% new 13F-HR Timeline MW ADVISORY, LLC More: the full row for MW ADVISORY, LLC 1,188 $303K 0.12% 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 1,185 $303K 0.05% new 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 1,184 $302K 0.18% new 13F-HR Timeline Piedmont Capital Management, LLC/NC More: the full row for Piedmont Capital Management, LLC/NC 1,182 $302K 0.18% new 13F-HR Timeline GRAND WEALTH MANAGEMENT, LLC More: the full row for GRAND WEALTH MANAGEMENT, LLC 1,180 $301K 0.13% new 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 1,177 $301K 0.03% new 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 1,175 $300K 0.03% new 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 1,175 $300K 0.03% new 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 1,176 $300K 0.03% new 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 1,174 $300K 0.1% new 13F-HR Timeline Arlington Capital Management, Inc. More: the full row for Arlington Capital Management, Inc. 1,173 $300K 0.19% new 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 1,173 $300K 0.01% new 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 1,170 $299K 0.15% new 13F-HR Timeline Oppenheimer & Close, LLC More: the full row for Oppenheimer & Close, LLC 1,170 $299K 0.19% -40,567 13F-HR Timeline Platform Wealth Management, LLC More: the full row for Platform Wealth Management, LLC 1,165 $298K 0.11% 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 1,164 $297K 0.09% 0 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 1,163 $297K 0.04% new 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 1,163 $297K 0.13% +140 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 1,163 $297K 0.12% new 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 1,162 $297K 0.11% 0 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 1,160 $296K 0.04% new 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 1,159 $296K 0.14% new 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 1,158 $296K 0.02% new 13F-HR Timeline Wright Wealth LLC More: the full row for Wright Wealth LLC 1,158 $296K 0.18% new 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 1,503 $296K 0.02% +13 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 1,157 $296K 0.03% -48,276 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 1,156 $295K 0.02% -2,428 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 1,155 $295K 0.14% new 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 1,154 $295K 0.01% new 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 1,148 $293K 0.14% new 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 1,147 $293K 0.03% new 13F-HR Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 1,147 $293K 0.12% new 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 1,498 $292K 0.04% +22 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 1,142 $292K 0.05% new 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 1,140 $291K 0.09% -100 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 1,138 $291K 0.07% -353 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 2,784 $289K 0.07% new 13F-HR Timeline Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 1,883 $288K 0.14% -78 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 1,128 $288K 0.01% new 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 1,128 $288K 0.03% -346 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 1,128 $288K 0.02% new 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 1,128 $288K 0.1% -1,146 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 1,124 $287K 0.08% new 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 1,120 $286K 0.02% new 13F-HR Timeline Riverstone Advisors, LLC More: the full row for Riverstone Advisors, LLC 1,120 $286K 0.12% new 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 1,120 $286K 0.11% new 13F-HR Timeline Prism Planning Partners LLC More: the full row for Prism Planning Partners LLC 1,119 $286K 0.3% 0 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 1,118 $286K 0.03% -13,917 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 1,117 $285K 0.17% +2 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,113 $284K 0.01% -738 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 1,112 $284K 0.07% new 13F-HR Timeline Cogent Private Wealth, Inc. More: the full row for Cogent Private Wealth, Inc. 1,112 $284K 0.18% new 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 1,110 $284K <0.01% new 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 1,110 $284K 0.03% new 13F-HR Timeline Momentous Wealth Management, Inc. More: the full row for Momentous Wealth Management, Inc. 1,108 $283K 0.15% new 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 1,107 $283K 0.02% new 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 1,105 $282K 0.01% new 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 1,103 $282K 0.06% new 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 1,101 $281K 0.06% new 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 1,100 $281K 0.09% new 13F-HR Timeline Renaissance Investment Group LLC More: the full row for Renaissance Investment Group LLC 1,100 $281K 0.06% new 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 1,098 $280K 0.08% -989 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 1,095 $280K 0.14% -36 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 1,095 $280K 0.11% new 13F-HR Timeline Group JB Capital LLC More: the full row for JB Capital LLC 1,093 $279K 0.01% new 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 1,089 $278K 0.15% +110 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 1,086 $278K 0.03% -893 13F-HR Timeline Gambit Capital Management, LLC More: the full row for Gambit Capital Management, LLC 1,084 $277K 0.16% new 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 1,081 $276K 0.01% -6,698 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 1,076 $275K 0.13% new 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 1,075 $275K 0.84% new 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 1,071 $274K 0.06% new 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 1,070 $273K 0.06% new 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 1,069 $273K 0.04% new 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 1,068 $273K 0.1% new 13F-HR Timeline Cedarwood Wealth LLC More: the full row for Cedarwood Wealth LLC 1,066 $272K 0.21% new 13F-HR Timeline AdviceOne Advisory Services, LLC More: the full row for AdviceOne Advisory Services, LLC 1,063 $272K 0.15% new 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 1,063 $272K 0.01% new 13F-HR Timeline Ketron Financial More: the full row for Ketron Financial 1,062 $271K 0.08% new 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 1,061 $271K <0.01% -659 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 1,059 $270K 0.1% new 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 1,057 $270K 0.04% new 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 1,054 $269K 0.03% new 13F-HR Timeline EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 1,054 $269K 0.11% new 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 1,050 $268K 0.04% new 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 1,050 $268K 0.02% new 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 1,040 $266K 0.17% new 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 1,041 $266K 0.04% new 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 1,041 $266K 0.06% new 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 1,037 $265K 0.1% new 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 1,037 $265K 0.1% new 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 1,034 $264K 0.03% new 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 1,033 $264K 0.14% new 13F-HR Timeline Dupree Financial Group, LLC More: the full row for Dupree Financial Group, LLC 1,032 $264K 0.1% new 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 1,027 $262K 0.07% -2,741 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 1,024 $262K 0.09% -5,743 13F-HR Timeline Marin Bay Wealth Advisors, LLC More: the full row for Marin Bay Wealth Advisors, LLC 1,024 $262K 0.14% new 13F-HR/A Timeline Storgate, LLC More: the full row for Storgate, LLC 1,024 $262K 0.05% new 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 1,021 $261K 0.1% new 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 1,019 $260K 0.08% new 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 1,016 $259K 0.02% new 13F-HR Timeline DIAMANT ASSET MANAGEMENT, INC. More: the full row for DIAMANT ASSET MANAGEMENT, INC. 1,014 $259K 0.18% new 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 1,013 $259K 0.05% new 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 1,011 $258K 0.05% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 1,008 $257K 0.04% +3 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 1,008 $257K 0.06% +8 13F-HR Timeline Legacy Advisory Services, LLC More: the full row for Legacy Advisory Services, LLC 1,006 $257K 0.18% new 13F-HR Timeline KIRR MARBACH & CO LLC /IN/ More: the full row for KIRR MARBACH & CO LLC /IN/ 1,000 $255K 0.04% new 13F-HR Timeline AMARILLO NATIONAL BANK More: the full row for AMARILLO NATIONAL BANK 1,000 $255K 0.04% new 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 1,000 $255K 0.02% new 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 1,000 $255K 0.02% -2,000 13F-HR Timeline HOURGLASS CAPITAL, LLC More: the full row for HOURGLASS CAPITAL, LLC 1,000 $255K 0.05% new 13F-HR/A Timeline Black Swift Group, LLC More: the full row for Black Swift Group, LLC 1,000 $255K 0.04% -500 13F-HR Timeline A&I FINANCIAL SERVICES, LLC More: the full row for A&I FINANCIAL SERVICES, LLC 1,000 $255K 0.11% new 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 1,000 $255K 0.09% new 13F-HR Timeline