Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 4,672 $326K 0.09% -3,084 13F-HR Timeline FORTE ASSET MANAGEMENT LLC More: the full row for FORTE ASSET MANAGEMENT LLC 4,670 $326K 0.14% 0 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 4,663 $325K 0.05% +1,140 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 4,657 $325K 0.26% new 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 4,655 $325K 0.15% 0 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 4,639 $324K 0.07% 0 13F-HR Timeline Harrington Investments, INC More: the full row for Harrington Investments, INC 4,632 $323K 0.17% 0 13F-HR Timeline Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 4,631 $323K 0.26% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 4,611 $322K 0.03% +2,970 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 4,605 $321K 0.07% 0 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 4,603 $321K 0.06% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 4,593 $320K 0.28% -309 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 4,588 $320K 0.01% +486 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 4,575 $319K 0.05% 0 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 4,570 $319K 0.21% new 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 4,566 $318K 0.01% -1,484 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 4,553 $318K 0.07% +18 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 4,535 $316K 0.06% +601 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 4,527 $316K 0.02% -994 13F-HR Timeline Bouvel Investment Partners, LLC More: the full row for Bouvel Investment Partners, LLC 4,525 $316K 0.09% 0 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 4,510 $315K 0.05% new 13F-HR Timeline PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 4,504 $314K 0.17% +1,316 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 4,504 $314K <0.01% +556 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 4,490 $313K 0.18% -2,852 13F-HR Timeline Prism Planning Partners LLC More: the full row for Prism Planning Partners LLC 4,481 $313K 0.37% -25 13F-HR Timeline MIRAMONTES CAPITAL, LLC More: the full row for MIRAMONTES CAPITAL, LLC 4,439 $310K 0.11% +658 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 4,437 $309K 0.08% +967 13F-HR Timeline Kagan Cocozza Asset Management More: the full row for Kagan Cocozza Asset Management 4,436 $309K 0.22% new 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 4,418 $308K 0.04% 0 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 4,413 $308K 0.09% -946 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 4,387 $306K 0.02% +753 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 4,382 $306K 0.04% +79 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 4,380 $306K 0.05% new 13F-HR Timeline MOTCO More: the full row for MOTCO 4,362 $304K 0.03% +733 13F-HR Timeline Dynamic Financial Group More: the full row for Dynamic Financial Group 4,362 $304K 0.25% +1,158 13F-HR Timeline Wrenne Financial Planning LLC More: the full row for Wrenne Financial Planning LLC 4,308 $300K 0.12% 0 13F-HR Timeline QUANTIFY CHAOS ADVISORS, LLC More: the full row for QUANTIFY CHAOS ADVISORS, LLC 4,297 $300K 0.93% +109 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 4,293 $299K 0.05% 0 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 4,291 $299K 0.02% +1,220 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 4,288 $299K 0.04% -88 13F-HR Timeline Kooman & Associates More: the full row for Kooman & Associates 4,278 $298K 0.09% -243 13F-HR Timeline INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 4,262 $297K 0.67% +4,068 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 4,260 $297K 0.01% +570 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 4,238 $296K 0.01% +710 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 4,232 $295K 0.14% -8,899 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 4,232 $295K 0.07% -225 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 4,229 $295K 0.04% +721 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 4,228 $295K 0.03% -3,888 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 4,222 $294K 0.01% 0 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 4,219 $294K 0.04% +110 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 4,207 $293K 0.2% 0 13F-HR Timeline CLEAR WAVE WEALTH MANAGEMENT LLC More: the full row for CLEAR WAVE WEALTH MANAGEMENT LLC 4,207 $293K 0.07% 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 4,191 $292K 0.02% -3,244 13F-HR Timeline American National Bank of Texas More: the full row for American National Bank of Texas 4,181 $292K 0.28% new 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 4,181 $292K 0.12% -3,995 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 4,164 $290K 0.09% +451 13F-HR Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 4,162 $290K 0.03% +325 13F-HR Timeline Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 4,157 $290K 0.09% -135 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 4,155 $290K 0.23% -32 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 4,154 $290K 0.14% +217 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 4,145 $289K 0.28% 0 13F-HR Timeline Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 4,128 $288K 1.31% +4,108 13F-HR Timeline Great Point Wealth Advisors, LLC More: the full row for Great Point Wealth Advisors, LLC 4,087 $285K 0.05% -115 13F-HR Timeline Hobbs Wealth Management, LLC More: the full row for Hobbs Wealth Management, LLC 4,082 $285K 0.28% -101,590 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 4,077 $284K 0.15% -174 13F-HR Timeline Financially in Tune, LLC More: the full row for Financially in Tune, LLC 4,070 $284K 0.24% +166 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 4,054 $283K 0.02% 0 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 4,032 $281K 0.2% -4 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 4,019 $280K 0.14% 0 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 4,027 $280K 0.12% -14 13F-HR Timeline Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 4,007 $279K 0.19% 0 13F-HR Timeline FSA WEALTH PARTNERS, INC. More: the full row for FSA WEALTH PARTNERS, INC. 4,002 $279K 0.13% -684 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 4,002 $279K 0.05% +50 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 4,000 $279K 0.09% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. VILLERE ST DENIS J & CO LLC More: the full row for VILLERE ST DENIS J & CO LLC 3,999 $279K 0.03% -2,000 13F-HR Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 3,999 $279K 0.1% -218 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 3,993 $279K 0.02% -690 13F-HR Timeline POSTROCK PARTNERS LLC More: the full row for POSTROCK PARTNERS LLC 3,988 $278K 0.13% 0 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 3,976 $277K 0.11% -285 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 3,974 $277K 0.16% 0 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 3,954 $276K 0.08% -20 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 3,948 $275K 0.08% new 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 3,927 $274K 0.11% new 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 3,924 $274K 0.05% +445 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 3,917 $273K 0.01% new 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 3,913 $273K 0.04% +784 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 3,913 $273K 0.09% -721 13F-HR Timeline BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 3,901 $272K 0.13% new 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 3,886 $271K 0.06% +568 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 3,863 $269K 0.02% -1,563 13F-HR Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 3,856 $269K 0.06% 0 13F-HR Timeline Wealth Care LLC More: the full row for Wealth Care LLC 3,853 $269K 0.24% 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 3,842 $268K 0.12% -704 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 3,837 $268K 0.26% +661 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 3,813 $266K 0.06% +483 13F-HR Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 3,810 $266K 0.08% 0 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 3,801 $265K 0.04% 0 13F-HR Timeline Prairiewood Capital, LLC More: the full row for Prairiewood Capital, LLC 3,794 $265K 0.08% 0 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 3,775 $263K 0.18% 0 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 3,770 $263K 0.28% new 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 3,764 $263K 0.16% new 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 3,748 $261K 0.03% new 13F-HR Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 3,733 $260K 0.05% 0 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 3,717 $259K 0.05% +56 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Allegheny Financial Group More: the full row for Allegheny Financial Group 3,715 $259K 0.03% +27 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 3,709 $259K 0.01% +390 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 3,705 $258K 0.01% 0 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 3,704 $258K 0.1% new 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 3,703 $258K 0.12% new 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 3,690 $257K 0.09% +622 13F-HR Timeline CEERA INVESTMENTS, LLC More: the full row for CEERA INVESTMENTS, LLC 3,660 $255K 0.11% +180 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 3,639 $254K 0.06% -672 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 3,585 $250K 0.13% +200 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 3,581 $250K 0.16% new 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 3,579 $250K 0.05% new 13F-HR Timeline Tailwinds Wealth, LLC More: the full row for Tailwinds Wealth, LLC 3,573 $249K 0.61% -89 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 3,562 $248K 0.12% -63 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 3,562 $248K 0.05% new 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 3,557 $248K 0.06% +343 13F-HR Timeline Capital Advisor Network LLC More: the full row for Capital Advisor Network LLC 3,552 $248K 0.35% 13F-HR/A Timeline Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 3,547 $247K 0.04% 0 13F-HR Timeline Spectrum Strategic Capital Management, … More: the full row for Spectrum Strategic Capital Management, LLC 3,532 $246K 0.13% -463 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 3,526 $246K 0.3% 0 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 3,508 $245K 0.14% new 13F-HR Timeline Highland Financial Advisors, LLC More: the full row for Highland Financial Advisors, LLC 3,508 $245K 0.06% -345 13F-HR Timeline Cordoba Advisory Partners LLC More: the full row for Cordoba Advisory Partners LLC 3,501 $244K 0.07% new 13F-HR Timeline GOLDEN ROAD ADVISORS LLC More: the full row for GOLDEN ROAD ADVISORS LLC 3,500 $244K 0.14% +169 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 3,491 $243K <0.01% -217 13F-HR Timeline Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 3,483 $243K 0.1% -152 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 3,480 $243K 0.02% 0 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 3,475 $242K 0.06% -11,652 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 3,466 $242K 0.04% new 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 3,461 $241K 0.01% new 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 3,456 $241K 0.02% 0 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 3,450 $241K 0.05% 0 13F-HR Timeline INSTRUMENTAL WEALTH, LLC More: the full row for INSTRUMENTAL WEALTH, LLC 3,448 $240K 0.15% +615 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 3,460 $240K 0.03% 0 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 3,436 $240K 0.13% -18,113 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 3,423 $239K <0.01% -768 13F-HR Timeline Group 3EDGE Asset Management, LP More: the full row for 3EDGE Asset Management, LP 3,418 $238K 0.01% -18,363 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 3,414 $238K <0.01% -3,468 13F-HR Timeline Group Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 3,412 $238K 0.01% new 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 3,410 $238K 0.16% -421 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 3,405 $238K 0.03% +364 13F-HR Timeline Swan Global Investments, LLC in group Swan Global Investments, LLC More: the full row for Swan Global Investments, LLC 3,400 $237K 0.01% -309 13F-HR Timeline Group Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 3,384 $236K 0.06% 0 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 3,384 $236K 0.07% 0 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 3,383 $236K 0.16% -310 13F-HR Timeline DB&C Advisors, LLC More: the full row for DB&C Advisors, LLC 3,381 $236K 0.31% -52 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 3,376 $235K 0.18% -1,474 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 3,368 $235K 0.03% new 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 3,339 $233K 0.06% -341 13F-HR Timeline Core Wealth Advisors, Inc. More: the full row for Core Wealth Advisors, Inc. 3,331 $232K 0.06% 0 13F-HR Timeline Merited Wealth, LLC More: the full row for Merited Wealth, LLC 3,329 $232K 0.19% +668 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 3,328 $232K 0.08% +1,575 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 3,297 $230K 0.08% 0 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 3,291 $230K 0.08% -206 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 2,935 $229K 0.07% new 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 3,262 $228K 0.1% +141 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 3,244 $226K 0.04% new 13F-HR Timeline Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 3,225 $225K 0.02% -259 13F-HR Timeline BOYUM WEALTH ARCHITECTS LLC More: the full row for BOYUM WEALTH ARCHITECTS LLC 2,860 $225K 0.09% -126 13F-HR Timeline Sunesis Advisors, LLC More: the full row for Sunesis Advisors, LLC 3,219 $225K 0.1% 0 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 3,193 $223K 0.02% new 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 3,191 $223K 0.07% -234 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 3,185 $222K 0.07% new 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 3,180 $222K 0.07% 0 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 3,170 $221K 0.05% new 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 3,145 $219K 0.07% 0 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 3,142 $219K 0.03% new 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 3,118 $217K 0.08% +368 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 3,118 $217K <0.01% new 13F-HR Timeline WELCH CAPITAL PARTNERS LLC/NY More: the full row for WELCH CAPITAL PARTNERS LLC/NY 3,096 $216K 0.05% 0 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 3,095 $216K <0.01% -146 13F-HR Timeline Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 3,078 $215K 0.14% -77 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 3,067 $214K 0.02% new 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 3,058 $213K <0.01% -464 13F-HR/A Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 2,544 $212K 0.02% new 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 3,032 $211K 0.01% 0 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 3,035 $211K 0.07% -896 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 2,990 $209K 0.05% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 2,958 $208K 0.07% +115 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 2,979 $208K 0.13% new 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 2,977 $208K 0.11% 0 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 2,972 $207K 0.06% new 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 2,960 $206K 0.02% new 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 2,948 $206K 0.02% new 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 2,946 $205K 0.05% 0 13F-HR Timeline Group Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 2,945 $205K 0.09% new 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 2,931 $204K 0.03% new 13F-HR Timeline Mandatum Life Insurance Co Ltd More: the full row for Mandatum Life Insurance Co Ltd 2,930 $204K 0.05% -2,024 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 2,928 $204K 0.04% -93 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 2,923 $204K 0.01% -1,258 13F-HR Timeline Odyssey Capital Advisors, Inc. More: the full row for Odyssey Capital Advisors, Inc. 2,922 $204K 0.18% new 13F-HR Timeline ATLas Financial Planning LLC More: the full row for ATLas Financial Planning LLC 2,922 $204K 0.18% new 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 2,918 $204K 0.04% new 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 2,917 $203K 0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,876 $201K <0.01% new 13F-HR Timeline Group Trellis Wealth Advisors LLC More: the full row for Trellis Wealth Advisors LLC 2,875 $201K 0.08% new 13F-HR Timeline RPg Family Wealth Advisory, LLC More: the full row for RPg Family Wealth Advisory, LLC 2,870 $200K 0.04% -290 13F-HR Timeline