Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 1,008 $292K 0.06% +5 13F-HR Timeline KilterHowling LLC More: the full row for KilterHowling LLC 991 $292K 0.17% 0 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 989 $292K 0.03% 0 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 987 $291K 0.09% new 13F-HR Timeline Masso Torrence Wealth Management Inc. More: the full row for Masso Torrence Wealth Management Inc. 988 $291K 0.13% -24 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 988 $291K 0.05% +33 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 1,199 $290K 0.17% -94 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 993 $290K 0.05% -15 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 985 $290K 0.05% new 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 984 $290K 0.22% new 13F-HR Timeline Clarity Capital Partners LLC More: the full row for Clarity Capital Partners LLC 983 $290K 0.1% -127 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 983 $290K 0.06% 0 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 1,186 $289K 0.12% +1 13F-HR Timeline Sterling Manor Financial, LLC More: the full row for Sterling Manor Financial, LLC 981 $289K 0.19% 0 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 980 $289K 0.07% -116 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 980 $289K 0.11% 0 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 976 $288K 0.09% new 13F-HR Timeline Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 977 $288K 0.2% +14 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 976 $288K 0.05% -230 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 975 $288K 0.15% +5 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 974 $287K 0.26% +1 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 969 $286K 0.11% new 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 968 $285K 0.12% 0 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 964 $284K 0.18% new 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 974 $284K 0.14% +4 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 960 $283K 0.03% new 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 960 $283K 0.28% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 960 $283K 0.1% -121 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 956 $282K 0.14% -23 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 956 $282K 0.06% +61 13F-HR Timeline First Financial Group Corp More: the full row for First Financial Group Corp 955 $282K 0.27% 0 13F-HR Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 955 $281K 0.31% -33 13F-HR/A Timeline Avalon Trust Co More: the full row for Avalon Trust Co 954 $281K 0.02% -266 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 954 $281K 0.08% 0 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 953 $281K 0.09% 0 13F-HR Timeline Lumbard & Kellner, LLC More: the full row for Lumbard & Kellner, LLC 950 $280K 0.12% 0 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 948 $279K 0.1% -143 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 947 $279K 0.06% new 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 947 $279K 0.14% +15 13F-HR Timeline Lesa Sroufe & Co More: the full row for Lesa Sroufe & Co 945 $279K 0.26% 0 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 952 $279K 0.15% new 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 946 $279K 0.11% 0 13F-HR/A Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 945 $278K 0.05% -12 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 944 $278K 0.11% +494 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 942 $278K 0.08% 0 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 942 $278K 0.05% 0 13F-HR Timeline Williams Financial, LLC More: the full row for Williams Financial, LLC 941 $277K 0.3% +94 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 941 $277K 0.03% new 13F-HR Timeline Orca Wealth Management, LLC More: the full row for Orca Wealth Management, LLC 940 $277K 0.23% +5 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 936 $276K 0.04% new 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 936 $276K 0.2% 0 13F-HR Timeline Clear Point Advisors Inc. More: the full row for Clear Point Advisors Inc. 933 $275K 0.23% +45 13F-HR Timeline Mason & Associates, LLC More: the full row for Mason & Associates, LLC 932 $275K 0.07% -7 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 968 $275K 0.05% 0 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 930 $274K 0.11% 0 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 930 $274K 0.17% 0 13F-HR/A Timeline Group Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 930 $274K 0.34% -38 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 925 $273K 0.04% -23 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 923 $272K 0.04% +73 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 922 $272K 0.21% new 13F-HR Timeline Independent Family Office, LLC More: the full row for Independent Family Office, LLC 921 $271K 0.13% new 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 920 $271K 0.07% +21 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 918 $271K 0.15% -58 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 914 $269K 0.1% 0 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 912 $269K 0.04% new 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 912 $269K 0.07% -186 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 911 $268K 0.09% 0 13F-HR Timeline LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 910 $268K 0.1% +85 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 910 $268K 0.07% +10 13F-HR Timeline Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 910 $268K 0.19% +82 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 908 $268K 0.07% 13F-HR Timeline DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 908 $268K 0.11% +3 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 908 $268K 0.01% -58 13F-HR Timeline ARGENT CAPITAL MANAGEMENT LLC More: the full row for ARGENT CAPITAL MANAGEMENT LLC 907 $267K 0.01% 0 13F-HR Timeline Headland Capital, LLC More: the full row for Headland Capital, LLC 906 $267K 0.08% +21 13F-HR/A Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 906 $267K 0.12% 0 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 17,212 $267K 0.06% 0 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 903 $266K 0.02% new 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 902 $266K 0.07% 0 13F-HR Timeline Whitcomb & Hess, Inc. More: the full row for Whitcomb & Hess, Inc. 902 $266K 0.07% 0 13F-HR Timeline Parkshore Wealth Management, Inc. More: the full row for Parkshore Wealth Management, Inc. 901 $266K 0.13% +4 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 901 $265K 0.01% -16 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 900 $265K 0.21% 0 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 900 $265K 0.06% 0 13F-HR Timeline CONSOLIDATED CAPITAL MANAGEMENT, LLC More: the full row for CONSOLIDATED CAPITAL MANAGEMENT, LLC 900 $265K 0.1% -300 13F-HR Timeline First International Bank & Trust More: the full row for First International Bank & Trust 899 $265K 0.09% 0 13F-HR Timeline Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 900 $265K 0.13% 0 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 897 $264K 0.08% +10 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 896 $264K 0.2% -151 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 896 $264K 0.06% new 13F-HR Timeline Quilter Plc in group Quilter Plc More: the full row for Quilter Plc 896 $264K <0.01% -114 13F-HR Timeline Group Massar Capital Management, LP More: the full row for Massar Capital Management, LP 895 $264K 0.2% new 13F-HR/A Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 893 $263K 0.08% +627 13F-HR Timeline Ferguson Shapiro LLC More: the full row for Ferguson Shapiro LLC 893 $263K 0.09% 0 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 892 $263K 0.09% +42 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 892 $263K 0.07% +72 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 889 $262K 0.14% -5 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 889 $262K 0.05% new 13F-HR Timeline Euro Pacific Asset Management, LLC More: the full row for Euro Pacific Asset Management, LLC 891 $262K 0.04% 0 13F-HR/A Timeline William Howard & Co Financial Advisors … More: the full row for William Howard & Co Financial Advisors Inc 887 $261K 0.23% 0 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 885 $261K 0.07% -2 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 880 $260K 0.05% -50 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 880 $259K 0.06% 0 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 880 $259K 0.18% +61 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 879 $259K 0.05% -23 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 879 $259K 0.11% 0 13F-HR Timeline Scott Marsh Financial, LLC More: the full row for Scott Marsh Financial, LLC 878 $259K 0.1% 13F-HR Timeline Dash Acquisitions Inc. More: the full row for Dash Acquisitions Inc. 915 $258K 0.05% 0 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 874 $258K 0.08% -25 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 873 $257K 0.03% new 13F-HR Timeline Main Line Retirement Advisors, LLC More: the full row for Main Line Retirement Advisors, LLC 870 $257K 0.15% +5 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 870 $256K 0.07% new 13F-HR Timeline Broadleaf Partners, LLC More: the full row for Broadleaf Partners, LLC 868 $256K 0.06% 0 13F-HR Timeline CONNORS INVESTOR SERVICES INC More: the full row for CONNORS INVESTOR SERVICES INC 867 $256K 0.02% -146 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 867 $256K 0.07% +16 13F-HR Timeline Financial Harvest, LLC More: the full row for Financial Harvest, LLC 866 $255K 0.19% new 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 866 $255K 0.11% -241 13F-HR Timeline CHB Investment Group, LLC More: the full row for CHB Investment Group, LLC 866 $255K 0.13% -300 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 865 $255K 0.05% +3 13F-HR Timeline Sensible Money, LLC More: the full row for Sensible Money, LLC 865 $255K 0.1% 0 13F-HR Timeline Eagle Capital Management, LLC More: the full row for Eagle Capital Management, LLC 861 $254K 0.11% new 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 861 $254K 0.18% new 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 861 $254K 0.12% 0 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 858 $253K 0.01% -87 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 858 $253K 0.11% +23 13F-HR Timeline Stephenson & Company, Inc. More: the full row for Stephenson & Company, Inc. 857 $253K 0.15% 0 13F-HR Timeline OFC FINANCIAL PLANNING, LLC More: the full row for OFC FINANCIAL PLANNING, LLC 857 $253K 0.27% 0 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 856 $252K 0.21% +17 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 856 $252K 0.06% -102 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 853 $252K 0.03% -158 13F-HR Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 850 $251K 0.01% 0 13F-HR Timeline MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 851 $251K 0.07% 0 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 851 $251K 0.07% 0 13F-HR Timeline AtlasMark Financial, Inc More: the full row for AtlasMark Financial, Inc 851 $251K 0.19% -127 13F-HR Timeline Custos Family Office, LLC More: the full row for Custos Family Office, LLC 851 $251K 0.08% new 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 850 $251K 0.1% -450 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 848 $250K 0.09% +1 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 847 $250K 0.03% new 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 847 $250K 0.05% +845 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 845 $249K 0.17% 0 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 842 $248K 0.06% +30 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 841 $248K 0.03% 0 13F-HR Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 840 $248K 0.03% -289 13F-HR/A Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 838 $247K 0.08% +22 13F-HR Timeline GoalFusion Wealth Management, LLC More: the full row for GoalFusion Wealth Management, LLC 837 $247K 0.13% 0 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 837 $247K 0.06% new 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 835 $246K 0.08% new 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 835 $246K 0.06% 0 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 835 $246K 0.08% -20 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 833 $246K 0.09% 0 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 832 $245K 0.12% -58 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 831 $245K 0.06% 0 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 831 $245K 0.08% new 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 830 $245K 0.12% new 13F-HR Timeline O'Connor Financial Group LLC More: the full row for O'Connor Financial Group LLC 836 $244K 0.11% +15 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 826 $243K 0.06% 0 13F-HR Timeline MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 825 $243K 0.05% 0 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 825 $243K 0.16% 0 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 825 $243K 0.03% -50 13F-HR Timeline Kensington Investment Counsel, LLC More: the full row for Kensington Investment Counsel, LLC 825 $243K 0.1% new 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 825 $243K 0.06% +16 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 991 $242K 0.06% -2 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 820 $242K 0.06% new 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 839 $241K 0.03% -213 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 818 $241K 0.09% new 13F-HR Timeline ZEVIN ASSET MANAGEMENT LLC More: the full row for ZEVIN ASSET MANAGEMENT LLC 817 $241K 0.03% -2 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 817 $241K 0.04% -10 13F-HR Timeline LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 816 $241K 0.23% new 13F-HR Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 815 $240K 0.19% new 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 815 $240K 0.04% new 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 814 $240K 0.05% new 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 814 $240K 0.02% +2 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 813 $240K 0.32% new 13F-HR Timeline DROMS STRAUSS ADVISORS INC /MO/ /ADV More: the full row for DROMS STRAUSS ADVISORS INC /MO/ /ADV 812 $239K 0.07% new 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 812 $239K 0.17% -274 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 812 $239K 0.04% new 13F-HR Timeline Midwest Heritage Bank, FSB More: the full row for Midwest Heritage Bank, FSB 811 $239K 0.09% 0 13F-HR Timeline Base Wealth Management LLC More: the full row for Base Wealth Management LLC 811 $239K 0.15% 0 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 811 $239K 0.12% +1 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 810 $239K 0.12% 0 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 810 $239K 0.06% new 13F-HR Timeline SPRENG CAPITAL MANAGEMENT, INC. More: the full row for SPRENG CAPITAL MANAGEMENT, INC. 808 $238K 0.1% -10 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 808 $238K 0.2% +79 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 822 $238K 0.21% new 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 807 $238K 0.09% -38 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 805 $237K 0.12% 0 13F-HR Timeline Intrinsic Value Partners, LLC More: the full row for Intrinsic Value Partners, LLC 805 $237K 0.21% new 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 804 $237K 0.08% -86 13F-HR Timeline Woodward Financial Advisors, Inc. More: the full row for Woodward Financial Advisors, Inc. 802 $236K 0.1% new 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 801 $236K 0.09% new 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 801 $236K 0.01% -857 13F-HR Timeline Group Lingohr Asset Management GmbH More: the full row for Lingohr Asset Management GmbH 800 $236K 0.43% -10,956 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 800 $236K 0.01% 0 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 800 $236K 0.07% new 13F-HR Timeline West Tower Group, LLC More: the full row for West Tower Group, LLC 800 $236K 0.51% -200 13F-HR Timeline Samjo Management, LLC More: the full row for Samjo Management, LLC 800 $236K 0.1% new 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 800 $236K 0.38% -5,000 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 799 $236K 0.02% new 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 799 $236K 0.03% -15 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 798 $235K 0.05% new 13F-HR Timeline