Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 989 $217K 0.11% +38 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 989 $217K 0.02% 0 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 989 $217K 0.06% +29 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 987 $217K 0.03% +48 13F-HR Timeline Orca Wealth Management, LLC More: the full row for Orca Wealth Management, LLC 985 $216K 0.19% 13F-HR Timeline SACHEM HILL LLC More: the full row for SACHEM HILL LLC 984 $216K 0.05% 0 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 983 $216K 0.04% 0 13F-HR Timeline First International Bank & Trust More: the full row for First International Bank & Trust 982 $216K 0.07% -155 13F-HR Timeline Sterling Manor Financial, LLC More: the full row for Sterling Manor Financial, LLC 981 $216K 0.15% 0 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 968 $216K 0.04% 0 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 980 $215K 0.09% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 979 $215K 0.11% -50 13F-HR Timeline CONNORS INVESTOR SERVICES INC More: the full row for CONNORS INVESTOR SERVICES INC 978 $215K 0.02% 0 13F-HR Timeline AtlasMark Financial, Inc More: the full row for AtlasMark Financial, Inc 978 $215K 0.2% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 976 $215K 0.03% 0 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 975 $214K 0.01% +55 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 973 $214K 0.03% -118 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 973 $214K 0.05% new 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 972 $214K 0.23% 0 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 971 $213K 0.11% -73 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 970 $213K 0.12% +6 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 958 $213K 0.05% +6 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 969 $213K 0.11% -321 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 969 $213K 0.14% new 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 964 $212K 0.11% +6 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 959 $211K 0.14% 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 957 $210K 0.04% -8 13F-HR Timeline First Financial Group Corp More: the full row for First Financial Group Corp 955 $210K 0.23% 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 953 $209K 0.02% +3 13F-HR Timeline Group Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 953 $209K 0.06% +853 13F-HR Timeline Lumbard & Kellner, LLC More: the full row for Lumbard & Kellner, LLC 950 $209K 0.09% 0 13F-HR Timeline Cascade Investment Advisors, Inc. More: the full row for Cascade Investment Advisors, Inc. 950 $209K 0.13% 0 13F-HR Timeline NCP Inc. More: the full row for NCP Inc. 950 $209K 0.11% -100 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 950 $209K 0.17% 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 949 $209K 0.12% new 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 947 $208K 0.02% new 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 945 $208K 0.01% new 13F-HR Timeline Wellment Financial More: the full row for Wellment Financial 944 $207K 0.26% 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 943 $207K 0.06% 0 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 943 $207K 0.04% -16 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 942 $207K 0.04% -26 13F-HR Timeline Leslie Global Wealth, LLC More: the full row for Leslie Global Wealth, LLC 942 $207K 0.1% +27 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 941 $207K 0.14% -70 13F-HR Timeline ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 916 $207K 0.2% -35 13F-HR Timeline SHARPEPOINT LLC More: the full row for SHARPEPOINT LLC 941 $207K 0.19% 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 940 $207K 0.08% 0 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 940 $207K 0.07% -30 13F-HR Timeline Mason & Associates, LLC More: the full row for Mason & Associates, LLC 939 $206K 0.06% 0 13F-HR Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 939 $206K 0.09% 0 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 937 $206K 0.13% -97 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 935 $206K 0.01% -6 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 934 $205K 0.04% 0 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 931 $205K 0.11% +24 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 930 $204K 0.09% 0 13F-HR Timeline Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 930 $204K 0.09% +3 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 930 $204K 0.1% -77 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 927 $204K 0.05% +96 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 926 $204K 0.07% new 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 924 $203K 0.04% -115 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 919 $202K 0.04% 0 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 919 $202K 0.08% +14 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 919 $202K 0.03% -64 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 917 $201K 0.02% new 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 914 $201K 0.07% 0 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 900 $201K 0.03% new 13F-HR Timeline Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 911 $200K 0.06% new 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 794 $200K 0.22% 13F-HR Timeline Wambolt & Associates, LLC More: the full row for Wambolt & Associates, LLC 911 $200K 0.06% -817 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 910 $200K 0.22% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 909 $200K <0.01% new 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 900 $198K 0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 865 $190K 0.15% +21 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 854 $188K 0.05% 0 13F-HR Timeline Kiely Wealth Advisory Group, Inc. More: the full row for Kiely Wealth Advisory Group, Inc. 753 $188K 0.12% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 839 $184K 0.02% -133 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 837 $184K 0.11% 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 835 $184K 0.09% 0 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 830 $182K 0.04% 0 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 824 $181K 0.14% 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 800 $176K <0.01% 0 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 797 $175K 0.09% +100 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 780 $171K 0.03% +153 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 766 $168K 0.03% new 13F-HR Timeline KIECKHEFER GROUP LLC More: the full row for KIECKHEFER GROUP LLC 766 $168K 0.1% 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 763 $168K 0.07% new 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 762 $168K 0.03% -87 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 653 $167K 0.01% +90 13F-HR Timeline Group Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 747 $164K 0.06% -6 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 743 $163K 0.04% new 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 733 $161K 0.13% 0 13F-HR Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 732 $161K 0.06% +158 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 726 $160K <0.01% -672 13F-HR Timeline Sanctuary Wealth Management, L.L.C. More: the full row for Sanctuary Wealth Management, L.L.C. 712 $157K 0.1% +55 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 700 $154K 0.02% -185 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 700 $154K 0.06% 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 694 $153K 0.14% 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 689 $151K 0.02% +35 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 674 $148K 0.05% +47 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 674 $148K 0.05% +21 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 642 $141K 0.03% +308 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 627 $138K 0.11% 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 625 $137K 0.13% 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 620 $136K 0.1% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 615 $135K 0.05% +1 13F-HR Timeline Cutler Capital Management, LLC More: the full row for Cutler Capital Management, LLC 611 $134K 0.05% 0 13F-HR/A Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 602 $132K 0.04% +22 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 600 $132K 0.04% -8,800 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 600 $132K 0.03% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 587 $129K 0.04% 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 584 $128K 0.06% 0 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 576 $127K 0.04% -142 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 577 $127K 0.04% 13F-HR Timeline Group PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 570 $125K 0.01% 0 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 567 $125K 0.11% 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 555 $122K 0.02% 0 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 553 $122K 0.06% 0 13F-HR Timeline Group Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 550 $121K 2.3% 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 542 $119K 0.06% +4 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 535 $118K 0.11% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 527 $116K 0.06% 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 525 $115K 0.08% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 508 $112K 0.01% +53 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 504 $111K 0.06% -50 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 500 $110K 0.08% -221 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 497 $109K 0.02% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 493 $108K 0.02% 0 13F-HR/A Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 491 $108K 0.02% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 491 $108K 0.05% +116 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 490 $108K 0.1% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 477 $105K 0.02% +1 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 470 $103K 0.04% 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 466 $102K 0.07% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 466 $102K 0.03% 0 13F-HR/A Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 460 $100K 0.1% 0 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 452 $99.3K 0.03% -229 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 450 $98.9K 0.05% 0 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 449 $98.7K 0.06% 0 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 441 $96.9K 0.07% new 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 440 $96.7K 0.02% +40 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 436 $95.8K 0.07% 0 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 433 $95.3K 0.04% +3 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 432 $95K 0.02% +185 13F-HR Timeline Trust Co More: the full row for Trust Co 431 $94.7K 0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 429 $94.3K 0.02% +3 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 428 $94.1K 0.05% 0 13F-HR Timeline CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 427 $93.9K 0.1% 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 421 $92.6K 0.05% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 415 $91.1K 0.02% +272 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 409 $89.8K 0.02% new 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 401 $88.2K 0.05% 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 400 $87.9K 0.02% new 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 399 $87.7K 0.02% +5 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 393 $86.5K 0.07% 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 390 $85.7K 0.07% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 389 $85.5K 0.06% 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 387 $85.1K <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 382 $84K 0.03% -8 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 378 $83.1K 0.03% 0 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 376 $82.7K 0.07% 0 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 366 $80.5K 0.07% 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 364 $80K 0.07% 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 357 $78.5K 0.07% new 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 357 $78.4K 0.05% +3 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 348 $76.5K 0.06% 0 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 347 $76.3K 0.03% new 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 347 $76K 0.03% 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 329 $72.6K 0.06% 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 330 $72.5K 0.05% 13F-HR Timeline Robbins Farley More: the full row for Robbins Farley 319 $70.1K 0.03% +6 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 316 $69.5K 0.14% +76 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 315 $69.2K 0.03% +148 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 317 $69K 0.02% +7 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 312 $68.6K 0.02% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 309 $67.9K 0.04% 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 305 $67K 0.04% 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 301 $66.1K 0.03% +63 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 303 $66K 0.03% +19 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 300 $65.9K 0.04% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 300 $65.9K 0.04% 0 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 300 $65K 0.04% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 294 $65K 0.01% +1 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 275 $60.5K 0.04% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 271 $59.5K 0.02% -68 13F-HR Timeline MONTAG & CALDWELL, LLC More: the full row for MONTAG & CALDWELL, LLC 270 $59.4K 0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 255 $56K 0.02% +7 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 250 $55K 0.03% -198 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 250 $55K 0.04% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 248 $54.5K 0.01% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 243 $53.4K 0.04% 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 230 $50.6K 0.05% 13F-HR Timeline M & L Capital Management Ltd More: the full row for M & L Capital Management Ltd 220 $48.4K 0.01% 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 220 $48.4K 0.04% 13F-HR/A Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 217 $47.8K 0.01% +1 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 215 $47.2K 0.02% +12 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 207 $45.5K 0.02% 0 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 207 $45.5K 0.02% -129 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 206 $45.4K <0.01% +9 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 202 $44.4K 0.03% 0 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 200 $44K 0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 200 $44K 0.08% -1,512 13F-HR Timeline