Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 860 $342K 0.02% -160 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 859 $342K 0.1% new 13F-HR Timeline Riverstone Advisors, LLC More: the full row for Riverstone Advisors, LLC 855 $340K 0.14% -26 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 852 $339K 0.08% -48 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 852 $339K 0.02% +6 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 843 $335K 0.04% +193 13F-HR Timeline EVEXIA WEALTH LLC More: the full row for EVEXIA WEALTH LLC 892 $335K 0.09% +409 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 842 $335K 0.03% +11 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 892 $335K 0.02% -64 13F-HR Timeline Unify Financial Advisors More: the full row for Unify Financial Advisors 841 $334K 0.31% +273 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 835 $332K 0.07% -3 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 834 $332K 0.15% +152 13F-HR/A Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 833 $331K 0.01% +97 13F-HR Timeline Group WMS Group LLC More: the full row for WMS Group LLC 828 $329K 0.42% new 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 826 $328K 0.19% -43 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 825 $328K 0.05% -60 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 823 $327K 0.04% -4 13F-HR Timeline Group Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 823 $327K 0.05% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 820 $326K 0.04% -15 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 816 $325K 0.03% -101 13F-HR Timeline Independent Family Office, LLC More: the full row for Independent Family Office, LLC 816 $325K 0.13% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 814 $324K 0.06% -315 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 812 $323K 0.06% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Severin Investments, LLC More: the full row for Severin Investments, LLC 811 $323K 0.24% -109 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 810 $323K 0.09% -18 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 810 $322K 0.05% new 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 810 $322K 0.01% +30 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 810 $322K 0.01% -368 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 809 $322K 0.01% -625 13F-HR Timeline JM2 Capital Inc. More: the full row for JM2 Capital Inc. 809 $322K 0.22% -12 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 807 $321K 0.13% new 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 806 $321K 0.18% +36 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 804 $320K 0.03% +312 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 803 $319K 0.03% -182 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 802 $319K 0.17% new 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 801 $319K 0.02% -1 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 801 $319K 0.03% -167 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 801 $319K 0.08% 0 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 800 $318K 0.02% 0 13F-HR Timeline Arnhold LLC More: the full row for Arnhold LLC 800 $318K 0.02% 0 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 800 $318K 0.06% +54 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 800 $318K 0.11% -4,020 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 799 $318K 0.03% 13F-HR Timeline Group New Hampshire Trust More: the full row for New Hampshire Trust 796 $317K 0.06% +164 13F-HR Timeline WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 795 $316K 0.06% +5 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 794 $316K 0.03% +28 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 792 $315K 0.01% -6 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 789 $314K 0.01% +64 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 789 $314K 0.09% 0 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 917 $312K 0.04% -178 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 784 $312K 0.18% -901 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 784 $312K 0.07% +4 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 780 $310K 0.02% +12 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 779 $310K 0.07% -90 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 778 $309K 0.07% +187 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 777 $309K 0.04% +6 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 776 $309K 0.03% +4 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 773 $307K 0.02% 0 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 772 $307K 0.03% 0 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 772 $307K 0.11% -48 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 773 $307K 0.01% 0 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 772 $307K 0.1% +83 13F-HR Timeline Sylvest Advisors, LLC More: the full row for Sylvest Advisors, LLC 769 $306K 0.14% -250 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 767 $305K 0.22% -229 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 765 $304K 0.18% -45 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 765 $304K 0.04% -485 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 765 $304K 0.02% -453 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 900 $304K 0.06% 0 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 763 $303K 0.14% +7 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 760 $302K 0.01% +21 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 758 $302K 0.06% +27 13F-HR Timeline Glassy Mountain Advisors, Inc. More: the full row for Glassy Mountain Advisors, Inc. 757 $301K 0.08% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 747 $300K 0.08% -49 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 752 $299K 0.04% -73 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 750 $298K 0.05% 0 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 749 $298K 0.03% +309 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 742 $295K 0.13% +656 13F-HR/A Timeline Eagle Wealth Advisors LLC More: the full row for Eagle Wealth Advisors LLC 741 $295K 0.22% -496 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 740 $294K 0.03% -326 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 739 $294K 0.04% -24 13F-HR Timeline Old Peak Finance LLC More: the full row for Old Peak Finance LLC 736 $293K 0.14% +44 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 731 $291K 0.02% -135 13F-HR/A Timeline WEYBOSSET RESEARCH & MANAGEMENT LLC More: the full row for WEYBOSSET RESEARCH & MANAGEMENT LLC 730 $290K 0.08% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 730 $290K 0.02% -32 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 730 $290K 0.01% +76 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 729 $290K 0.06% -5 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 723 $288K +18 Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 721 $287K 0.05% -64 13F-HR/A Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 719 $286K 0.01% +53 13F-HR Timeline DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 717 $285K 0.06% -6 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 717 $285K 0.05% +27 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 716 $285K 0.08% +11 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 713 $284K 0.01% -3 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 711 $283K 0.13% -302 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 710 $282K 0.01% new 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 708 $282K 0.04% 0 13F-HR Timeline Beck Bode, LLC More: the full row for Beck Bode, LLC 708 $281K 0.04% +69 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 704 $280K 0.05% -83 13F-HR Timeline Warther Private Wealth, LLC More: the full row for Warther Private Wealth, LLC 704 $280K 0.06% -300 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 703 $280K 0.03% -59 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 701 $279K 0.01% -5 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 700 $278K 0.01% -300 13F-HR Timeline Group Parkside Investments, LLC More: the full row for Parkside Investments, LLC 700 $278K 0.03% 0 13F-HR Timeline Praxis Capital Management LLC More: the full row for Praxis Capital Management LLC 700 $278K 0.44% -200 13F-HR Timeline SOUTHERN CAPITAL ADVISORS, LLC More: the full row for SOUTHERN CAPITAL ADVISORS, LLC 700 $278K 0.12% 0 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 700 $278K 0.13% 0 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 697 $277K 0.03% new 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 697 $277K 0.12% -641 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 697 $277K 0.02% 0 13F-HR Timeline Hudson Capital Management LLC More: the full row for Hudson Capital Management LLC 694 $276K 0.07% +24 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 692 $275K <0.01% +105 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 699 $275K 0.11% +152 13F-HR Timeline Wills Financial Group LLC More: the full row for Wills Financial Group LLC 691 $275K 0.1% +181 13F-HR Timeline Tribridge Partners Financial LLC More: the full row for Tribridge Partners Financial LLC 766 $273K 0.11% 0 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 687 $273K 0.1% +3 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 686 $273K 0.19% -15 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 685 $272K 0.02% -4 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 680 $270K 0.04% 0 13F-HR Timeline Blom & Howell Financial Planning, Inc. More: the full row for Blom & Howell Financial Planning, Inc. 679 $270K 0.22% -1 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 679 $270K 0.05% -142 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 678 $270K 0.02% +1 13F-HR/A Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 678 $270K 0.17% -55 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 717 $269K 0.21% +96 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 671 $267K 0.11% new 13F-HR Timeline Farnam Financial LLC More: the full row for Farnam Financial LLC 671 $267K 0.19% 0 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 669 $266K 0.06% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 668 $266K 0.03% -1,356 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 667 $265K 0.01% -150 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 665 $264K 0.04% new 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 664 $264K 0.15% -83 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 661 $263K 0.04% -4 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 658 $263K <0.01% +160 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 660 $262K 0.03% 0 13F-HR Timeline MW ADVISORY, LLC More: the full row for MW ADVISORY, LLC 659 $262K 0.1% 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 658 $262K 0.01% 0 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 657 $261K 0.03% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 657 $261K 0.02% -1,537 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 656 $261K 0.02% -703 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 655 $260K 0.05% +41 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 654 $260K 0.07% -1,644 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 650 $258K 0.06% -111 13F-HR/A Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 650 $258K 0.03% 0 13F-HR Timeline LightSquare Wealth Management, LLC More: the full row for LightSquare Wealth Management, LLC 647 $257K 0.18% -61 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 646 $257K 0.01% +150 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 640 $255K 0.09% +25 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 639 $254K 0.07% -386 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 639 $254K 0.13% 0 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 634 $252K 0.07% +7 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 556 $252K 0.04% 0 13F-HR Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 632 $251K 0.02% -15 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 632 $251K 0.02% +590 13F-HR Timeline Group Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 631 $251K 0.02% 0 13F-HR Timeline Equity Wealth Partners, LLC More: the full row for Equity Wealth Partners, LLC 630 $251K 0.09% 0 13F-HR Timeline Turner Financial Group, Inc. More: the full row for Turner Financial Group, Inc. 629 $250K 0.25% 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 629 $250K 0.06% -88 13F-HR Timeline ROSENBLUM SILVERMAN SUTTON S F INC /CA More: the full row for ROSENBLUM SILVERMAN SUTTON S F INC /CA 629 $250K 0.06% 0 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 629 $250K 0.05% -227 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 625 $249K 0.02% new 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 625 $249K 0.07% 0 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 624 $248K 0.05% +154 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 624 $248K 0.07% +53 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 623 $248K 0.15% 0 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 619 $246K 0.03% -75 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 618 $246K 0.12% -202 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 617 $245K 0.03% +41 13F-HR/A Timeline Family Manage LLC More: the full row for Family Manage LLC 616 $245K 0.03% -258 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 615 $245K 0.01% -53 13F-HR Timeline AMG Asset Management Group, Inc. More: the full row for AMG Asset Management Group, Inc. 614 $244K 0.15% -63 13F-HR Timeline Oxford Wealth Group, LLC More: the full row for Oxford Wealth Group, LLC 613 $244K 0.11% -22 13F-HR Timeline Trust Co More: the full row for Trust Co 612 $243K 0.02% -600 13F-HR Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 612 $243K 0.11% 0 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 611 $243K 0.07% +39 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 608 $242K 0.08% +7 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 608 $242K 0.01% +3 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 606 $241K 0.03% -59 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 604 $240K 0.02% -59 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 604 $240K 0.03% -146 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 604 $240K 0.02% 0 13F-HR Timeline Group Jacobsen Capital Management More: the full row for Jacobsen Capital Management 603 $240K 0.07% -7 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 602 $239K <0.01% -18 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 602 $239K 0.03% 0 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 601 $239K 0.01% +81 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 600 $239K 0.21% -10 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 598 $238K 0.04% +5 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 598 $238K 0.06% -162 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 593 $236K 0.03% -2 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 591 $235K 0.04% new 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 591 $235K 0.03% new 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 591 $235K 0.02% -13 13F-HR Timeline Hodges Capital Management Inc. More: the full row for Hodges Capital Management Inc. 587 $233K 0.02% -350 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 587 $233K 0.03% -44 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 587 $233K 0.12% +89 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 586 $233K 0.03% -20 13F-HR Timeline Shah Wealth Advisors, LLC More: the full row for Shah Wealth Advisors, LLC 586 $233K 0.05% 13F-HR Timeline Mokosak Advisory Group, LLC More: the full row for Mokosak Advisory Group, LLC 585 $233K 0.05% -51 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 582 $231K 0.02% -74 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 581 $231K 0.02% -2 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 580 $231K 0.04% -46 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 579 $230K 0.01% new 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 579 $230K 0.01% +30 13F-HR Timeline