Atlas Wealth Partners, LLC More: the full row for Atlas Wealth Partners, LLC 1,050 $296K 0.3% 0 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 1,049 $296K 0.13% +5 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 1,049 $296K 0.02% +60 13F-HR Timeline FMB WEALTH MANAGEMENT More: the full row for FMB WEALTH MANAGEMENT 1,048 $296K 0.13% -39 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 1,047 $295K 0.11% -14 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 1,047 $295K 0.18% +257 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 1,045 $295K 0.15% +127 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 1,045 $295K 0.01% +311 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 1,042 $294K 0.1% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 1,039 $293K 0.08% -3,777 13F-HR/A Timeline Leslie Global Wealth, LLC More: the full row for Leslie Global Wealth, LLC 1,037 $293K 0.14% +2 13F-HR Timeline ShankerValleau Wealth Advisors, Inc. More: the full row for ShankerValleau Wealth Advisors, Inc. 1,035 $292K 0.07% 0 13F-HR Timeline Marathon Strategic Advisors, LLC More: the full row for Marathon Strategic Advisors, LLC 1,033 $291K 0.23% new 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 1,032 $291K 0.05% -9 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 1,032 $291K 0.16% -100 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 1,032 $291K 0.07% +5 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 1,029 $290K 0.17% 0 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 1,026 $290K 0.07% -289 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 1,026 $289K 0.08% -12 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 1,024 $289K 0.12% new 13F-HR Timeline TradeWell Securities, LLC. More: the full row for TradeWell Securities, LLC. 1,007 $289K 0.12% +5 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 1,020 $288K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Northstar Group, Inc. More: the full row for Northstar Group, Inc. 1,019 $288K 0.04% 0 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 1,017 $287K 0.05% +152 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 1,016 $287K 0.11% +2 13F-HR Timeline Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 1,016 $287K 0.05% -705 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 1,015 $286K 0.07% -6 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 993 $286K 0.04% +25 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 1,013 $286K 0.06% +3 13F-HR Timeline CIM, LLC More: the full row for CIM, LLC 1,012 $286K 0.04% -85 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 1,012 $286K 0.11% -17 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 1,011 $285K 0.15% +3 13F-HR Timeline EUBEL BRADY & SUTTMAN ASSET MANAGEMENT … More: the full row for EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 1,010 $285K 0.03% 0 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 1,009 $285K 0.08% +22 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 1,009 $285K 0.01% +151 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1,007 $284K 0.07% +114 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 1,004 $283K 0.04% +242 13F-HR Timeline Atwater Malick LLC More: the full row for Atwater Malick LLC 1,004 $283K 0.08% 0 13F-HR Timeline Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 1,004 $283K 0.14% +7 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 1,004 $283K 0.07% -424 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 1,003 $283K 0.11% -13 13F-HR Timeline Clarion Wealth Managment Partners, LLC More: the full row for Clarion Wealth Managment Partners, LLC 1,001 $283K 0.28% +1 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 1,000 $282K 0.06% 0 13F-HR Timeline Private Capital Advisors, Inc. More: the full row for Private Capital Advisors, Inc. 1,000 $282K 0.03% 0 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 1,000 $282K 0.04% +15 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 1,000 $282K 0.16% 0 13F-HR Timeline EASTERLY INVESTMENT PARTNERS LLC More: the full row for EASTERLY INVESTMENT PARTNERS LLC 1,000 $282K 0.02% 0 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 1,000 $282K 0.08% 0 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 1,000 $282K 0.12% 0 13F-HR Timeline Cobblestone Asset Management LLC More: the full row for Cobblestone Asset Management LLC 1,000 $282K 0.13% 0 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 1,000 $282K 0.04% 0 13F-HR Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 1,000 $282K 0.19% -233 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 999 $282K 0.04% -10 13F-HR Timeline KilterHowling LLC More: the full row for KilterHowling LLC 997 $281K 0.16% +6 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 997 $281K 0.05% +4 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 997 $281K 0.08% +21 13F-HR/A Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 994 $280K 0.07% -1,056 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 992 $280K 0.19% -66 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 990 $279K 0.03% +137 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 989 $279K 0.05% -395 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 985 $278K 0.16% +21 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 985 $278K 0.21% -156 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 983 $277K 0.05% 0 13F-HR Timeline Sterling Manor Financial, LLC More: the full row for Sterling Manor Financial, LLC 981 $277K 0.17% 0 13F-HR Timeline Dupree Financial Group, LLC More: the full row for Dupree Financial Group, LLC 981 $277K 0.11% +217 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 981 $277K 0.01% +73 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 981 $277K 0.08% +199 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 980 $277K 0.1% 0 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 979 $276K 0.02% new 13F-HR Timeline PINKERTON WEALTH, LLC More: the full row for PINKERTON WEALTH, LLC 978 $276K 0.03% +297 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 976 $275K 0.14% +1 13F-HR Timeline RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 976 $275K 0.21% -152 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 975 $275K 0.14% -85 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 974 $275K 0.02% +20 13F-HR Timeline Mason & Associates, LLC More: the full row for Mason & Associates, LLC 932 $275K 0.07% 0 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 973 $275K 0.23% -1 13F-HR Timeline Fiscal Wisdom Wealth Management, LLC More: the full row for Fiscal Wisdom Wealth Management, LLC 953 $274K 0.26% 13F-HR Timeline First Financial Group Corp More: the full row for First Financial Group Corp 966 $273K 0.24% +11 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 965 $272K 0.04% +42 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 964 $272K 0.05% +150 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 963 $272K 0.08% +66 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 959 $271K 0.08% -397 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 960 $271K 0.03% 0 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 960 $271K 0.22% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 960 $271K 0.2% -17 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 958 $270K 0.32% +28 13F-HR Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 957 $270K 0.27% +2 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 956 $270K 0.08% +3 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 955 $269K 0.04% +10 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 954 $269K 0.07% 0 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 953 $269K 0.18% -31 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 952 $269K 0.13% +247 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 951 $268K 0.17% -199 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 950 $268K 0.04% new 13F-HR Timeline Lumbard & Kellner, LLC More: the full row for Lumbard & Kellner, LLC 950 $268K 0.1% 0 13F-HR Timeline Constant Guidance Financial LLC More: the full row for Constant Guidance Financial LLC 950 $268K 0.21% new 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 870 $268K 0.08% 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 947 $267K 0.05% 0 13F-HR Timeline Lesa Sroufe & Co More: the full row for Lesa Sroufe & Co 945 $267K 0.22% 0 13F-HR Timeline High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 946 $267K 0.05% -2,998 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 946 $267K 0.05% 0 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 945 $267K 0.04% new 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 945 $267K 0.14% +9 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 945 $267K 0.22% -94 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 944 $266K 0.1% 0 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 943 $266K 0.05% -13 13F-HR Timeline AMJ Financial Wealth Management More: the full row for AMJ Financial Wealth Management 943 $266K 0.06% -2,489 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 943 $266K 0.01% +42 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 942 $266K 0.02% +1 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 942 $266K 0.04% 0 13F-HR Timeline Williams Financial, LLC More: the full row for Williams Financial, LLC 941 $266K 0.27% 0 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 940 $265K 0.12% new 13F-HR Timeline Orca Wealth Management, LLC More: the full row for Orca Wealth Management, LLC 940 $265K 0.2% 0 13F-HR Timeline Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 940 $265K 0.18% +30 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 939 $265K 0.08% -21 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 937 $264K 0.08% -11 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 936 $264K 0.13% -101 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 935 $264K 0.08% +100 13F-HR Timeline Schorn Wealth LLC More: the full row for Schorn Wealth LLC 935 $264K 0.08% new 13F-HR Timeline Silver Lake Advisory, LLC More: the full row for Silver Lake Advisory, LLC 932 $263K 0.1% -203 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 930 $262K 0.1% 0 13F-HR Timeline Euro Pacific Asset Management, LLC More: the full row for Euro Pacific Asset Management, LLC 891 $262K 0.03% 0 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 928 $262K 0.2% 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 927 $262K 0.06% +17 13F-HR Timeline Custos Family Office, LLC More: the full row for Custos Family Office, LLC 927 $262K 0.15% +76 13F-HR Timeline Sunesis Advisors, LLC More: the full row for Sunesis Advisors, LLC 926 $261K 0.12% 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 925 $261K 0.12% -31 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 925 $261K 0.03% 0 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 923 $260K 0.14% +14 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 922 $260K 0.06% +55 13F-HR Timeline Independent Family Office, LLC More: the full row for Independent Family Office, LLC 921 $260K 0.11% 0 13F-HR Timeline DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 921 $260K 0.1% +13 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 920 $260K 0.03% -4,198 13F-HR Timeline Broadleaf Partners, LLC More: the full row for Broadleaf Partners, LLC 918 $259K 0.05% +50 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 922 $259K 0.19% 0 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 917 $259K 0.1% +154 13F-HR/A Timeline CONNORS INVESTOR SERVICES INC More: the full row for CONNORS INVESTOR SERVICES INC 916 $258K 0.02% +49 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 913 $258K 0.17% +152 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 889 $257K 0.07% -247 13F-HR Timeline Headland Capital, LLC More: the full row for Headland Capital, LLC 911 $257K 0.07% +5 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 911 $257K 0.08% 0 13F-HR Timeline Woodward Financial Advisors, Inc. More: the full row for Woodward Financial Advisors, Inc. 908 $256K 0.1% +106 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 17,212 $256K 0.05% 0 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 906 $256K 0.11% 0 13F-HR Timeline ARGENT CAPITAL MANAGEMENT LLC More: the full row for ARGENT CAPITAL MANAGEMENT LLC 907 $256K 0.01% 0 13F-HR Timeline Parkshore Wealth Management, Inc. More: the full row for Parkshore Wealth Management, Inc. 906 $256K 0.1% +5 13F-HR Timeline KELLY FINANCIAL GROUP LLC More: the full row for KELLY FINANCIAL GROUP LLC 906 $256K 0.07% +200 13F-HR Timeline Meritas Wealth Management, LLC More: the full row for Meritas Wealth Management, LLC 905 $255K 0.13% new 13F-HR Timeline A4 Wealth Advisors LLC More: the full row for A4 Wealth Advisors LLC 903 $255K 0.21% 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 902 $255K 0.06% -18 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 902 $255K 0.06% 0 13F-HR Timeline Whitcomb & Hess, Inc. More: the full row for Whitcomb & Hess, Inc. 902 $255K 0.07% 0 13F-HR Timeline Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 900 $254K 0.12% 0 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 900 $254K 0.19% 0 13F-HR Timeline CONSOLIDATED CAPITAL MANAGEMENT, LLC More: the full row for CONSOLIDATED CAPITAL MANAGEMENT, LLC 900 $254K 0.09% 0 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 900 $254K 0.11% -300 13F-HR Timeline First International Bank & Trust More: the full row for First International Bank & Trust 898 $253K 0.09% -1 13F-HR Timeline Quilter Plc in group Quilter Plc More: the full row for Quilter Plc 896 $253K <0.01% 0 13F-HR Timeline Group Ferguson Shapiro LLC More: the full row for Ferguson Shapiro LLC 893 $252K 0.08% 0 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 892 $252K 0.06% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 891 $251K 0.09% -106 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 890 $251K 0.06% +5 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 890 $251K 0.05% -648 13F-HR Timeline William Howard & Co Financial Advisors … More: the full row for William Howard & Co Financial Advisors Inc 887 $250K 0.21% 0 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 886 $250K 0.1% +7 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 880 $248K 0.05% 0 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 879 $248K 0.04% 0 13F-HR Timeline Main Line Retirement Advisors, LLC More: the full row for Main Line Retirement Advisors, LLC 876 $247K 0.13% +6 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 875 $247K 0.07% +121 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 875 $247K 0.04% -101 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 874 $247K 0.07% 0 13F-HR Timeline Financial Harvest, LLC More: the full row for Financial Harvest, LLC 873 $246K 0.17% +7 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 872 $246K 0.1% +14 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 872 $246K 0.23% +50 13F-HR Timeline New England Professional Planning Group… More: the full row for New England Professional Planning Group Inc. 871 $246K 0.11% -158 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 870 $246K 0.1% new 13F-HR Timeline Hobbs Wealth Management, LLC More: the full row for Hobbs Wealth Management, LLC 868 $245K 0.21% +103 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 867 $245K 0.15% -13 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 867 $245K 0.05% +42 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 866 $244K 0.1% 0 13F-HR Timeline Sensible Money, LLC More: the full row for Sensible Money, LLC 865 $244K 0.08% 0 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 865 $244K 0.11% new 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 864 $244K 0.07% +140 13F-HR Timeline Foundation Wealth Management, LLC More: the full row for Foundation Wealth Management, LLC 865 $244K 0.16% +72 13F-HR Timeline BRIGHTON SECURITIES CORP. More: the full row for BRIGHTON SECURITIES CORP. 862 $243K 0.13% -393 13F-HR/A Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 862 $243K 0.06% +6 13F-HR Timeline Eagle Capital Management, LLC More: the full row for Eagle Capital Management, LLC 861 $243K 0.09% 0 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 861 $243K 0.11% 0 13F-HR Timeline Clear Point Advisors Inc. More: the full row for Clear Point Advisors Inc. 858 $242K 0.19% -75 13F-HR Timeline DROMS STRAUSS ADVISORS INC /MO/ /ADV More: the full row for DROMS STRAUSS ADVISORS INC /MO/ /ADV 857 $242K 0.07% +45 13F-HR Timeline Stephenson & Company, Inc. More: the full row for Stephenson & Company, Inc. 857 $242K 0.14% 0 13F-HR Timeline OFC FINANCIAL PLANNING, LLC More: the full row for OFC FINANCIAL PLANNING, LLC 857 $242K 0.24% 0 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 857 $242K 0.18% +1 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 839 $241K 0.03% 0 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 854 $241K 0.23% -157 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 853 $241K 0.07% +15 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 851 $240K 0.06% 0 13F-HR Timeline AtlasMark Financial, Inc More: the full row for AtlasMark Financial, Inc 851 $240K 0.16% 0 13F-HR Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 850 $240K 0.01% 0 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 850 $240K 0.08% -42 13F-HR Timeline