MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 659 $319K 0.07% +65 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 657 $318K 0.23% 0 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 655 $317K 0.02% -15 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 653 $316K 0.38% 0 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 653 $316K 0.09% 0 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 653 $316K 0.11% 0 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 653 $316K 0.19% +4 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 652 $315K 0.03% -54 13F-HR Timeline Group HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 652 $315K 0.04% -24 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 634 $315K 0.18% +26 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 651 $315K 0.02% -323 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 650 $314K 0.02% 0 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 650 $314K 0.08% -75 13F-HR Timeline Worthington Financial Partners, LLC More: the full row for Worthington Financial Partners, LLC 649 $314K 0.28% 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 542 $313K 0.04% 0 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 646 $312K 0.01% 13F-HR Timeline Group Bridgelight Financial Advisors, Inc. More: the full row for Bridgelight Financial Advisors, Inc. 644 $311K 0.27% 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 572 $311K 0.08% -53 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 641 $310K 0.05% new 13F-HR Timeline Group Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 640 $310K 0.27% 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 640 $310K 0.03% -230 13F-HR Timeline Counterpoint Mutual Funds LLC More: the full row for Counterpoint Mutual Funds LLC 639 $309K 0.02% new 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 638 $309K 0.02% 0 13F-HR Timeline BARR E S & CO More: the full row for BARR E S & CO 637 $308K 0.02% new 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 637 $308K 0.05% 0 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 636 $308K 0.26% 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 633 $306K 0.08% +20 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 633 $306K 0.09% -1 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 632 $306K 0.07% +9 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 630 $305K 0.06% +100 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 630 $305K 0.15% -57 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 478 $305K 0.13% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 628 $304K 0.03% -13 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 628 $304K 0.07% -117 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 627 $303K 0.04% -140 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 627 $303K 0.2% 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 627 $303K 0.07% -991 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 620 $300K 0.01% +120 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 619 $299K 0.07% -56 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 618 $299K 0.07% -110 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 618 $299K 0.09% +2 13F-HR Timeline TrustBank in group TrustBank More: the full row for TrustBank 616 $298K 0.12% 13F-HR Timeline Group LongView Wealth Management More: the full row for LongView Wealth Management 538 $296K 0.07% +1 13F-HR Timeline PCB Capital LLC More: the full row for PCB Capital LLC 613 $296K 0.48% 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 612 $296K 0.18% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 612 $296K 0.11% -2 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 611 $296K 0.15% +61 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 610 $295K 0.18% +32 13F-HR Timeline IKE Capital, LLC More: the full row for IKE Capital, LLC 610 $295K 0.26% 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 609 $295K 0.08% 0 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 608 $294K 0.01% -103 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 471 $294K 0.1% -1 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 606 $293K 0.02% -211 13F-HR Timeline Alpha Advisors, LLC/VA More: the full row for Alpha Advisors, LLC/VA 606 $293K 0.23% -26 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 605 $293K 0.13% new 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 605 $293K 0.2% +8 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 605 $293K 0.22% -81 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 604 $292K 0.05% -51 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 603 $292K 0.03% +3 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 603 $292K 0.12% +4 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 602 $291K 0.03% +141 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 602 $291K 0.16% +2 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 602 $291K 0.01% -389 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 601 $291K 0.02% new 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 600 $290K 0.06% 0 13F-HR Timeline Constitution Capital LLC More: the full row for Constitution Capital LLC 600 $290K 0.14% 0 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 600 $290K 0.07% -1,400 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 599 $290K 0.01% -11 13F-HR/A Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 596 $288K 0.2% -184 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 594 $287K 0.09% -18 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Scientech Research LLC More: the full row for Scientech Research LLC 594 $287K 0.18% new 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 593 $287K 0.08% 0 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 593 $287K 0.1% -3 13F-HR Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 592 $286K 0.11% 0 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 592 $286K 0.04% +16 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 591 $286K 0.03% -60 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 591 $286K 0.09% +40 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 591 $286K 0.02% -148 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 590 $285K 0.02% new 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 590 $285K 0.01% 0 13F-HR Timeline CDM FINANCIAL COUNSELING SERVICES, INC. More: the full row for CDM FINANCIAL COUNSELING SERVICES, INC. 585 $283K 0.27% 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 448 $283K 0.11% +1 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 584 $283K 0.17% +4 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 584 $282K 0.05% -69 13F-HR Timeline Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 584 $282K 0.24% -12 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 584 $282K 0.11% +100 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 583 $282K 0.02% -15 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 583 $282K 0.04% +18 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 582 $281K 0.08% -34 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 480 $281K 0.11% 0 13F-HR Timeline Clarion Wealth Managment Partners, LLC More: the full row for Clarion Wealth Managment Partners, LLC 581 $281K 0.26% -73 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 581 $281K 0.22% -39 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 578 $280K 0.02% 0 13F-HR Timeline Group Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 578 $280K 0.02% +1 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 578 $280K 0.03% 0 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 577 $279K 0.08% -40 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 483 $279K 0.04% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 577 $279K 0.04% -201 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 576 $279K 0.12% -9 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 575 $278K 0.04% +100 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 575 $278K 0.1% 0 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 575 $278K 0.06% -20 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 575 $278K 0.31% 0 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 574 $278K 0.06% +1 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 573 $277K 0.04% +1 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 572 $277K 0.12% -12 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 572 $276K 0.17% 0 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 468 $276K 0.07% -93 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 571 $276K 0.14% +52 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 570 $276K 0.08% +409 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 570 $276K 0.02% +20 13F-HR Timeline PROFESSIONAL FINANCIAL SOLUTIONS LLC … More: the full row for PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV 570 $276K 0.26% 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 570 $276K 0.12% -5 13F-HR Timeline First Growth Capital LLC More: the full row for First Growth Capital LLC 438 $275K 0.24% 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 568 $275K 0.07% -52 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 568 $275K 0.01% -40 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 568 $275K 0.04% +78 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 568 $275K 0.03% +1 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 567 $274K 0.14% 0 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 550 $274K 0.04% +103 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 565 $273K 0.14% 13F-HR Timeline Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 564 $273K 0.21% -250 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 564 $273K 0.04% -6 13F-HR Timeline Sanchez Wealth Management Group More: the full row for Sanchez Wealth Management Group 561 $272K 0.06% new 13F-HR Timeline BAYBAN More: the full row for BAYBAN 560 $271K 0.24% 13F-HR Timeline Trust Investment Advisors More: the full row for Trust Investment Advisors 560 $271K 0.14% +132 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 560 $271K 0.07% +3 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 559 $271K 0.11% +102 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 558 $270K 0.11% 0 13F-HR Timeline Lord & Richards Wealth Management, LLC More: the full row for Lord & Richards Wealth Management, LLC 557 $269K 0.23% new 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 556 $269K 0.04% +45 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 555 $269K 0.11% +1 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 555 $268K 0.12% -135 13F-HR Timeline Group MRA Advisory Group More: the full row for MRA Advisory Group 554 $268K 0.11% -158 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 554 $268K 0.06% +20 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 467 $268K 0.05% -9 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 553 $267K 0.09% +4 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 552 $267K 0.05% -8 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 551 $267K 0.05% +1 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 551 $267K 0.04% +2 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 550 $266K 0.18% +15 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 550 $266K 0.07% -3 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 550 $266K 0.06% +100 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 550 $266K 0.03% 0 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 548 $265K 0.11% +1 13F-HR Timeline Kingsman Wealth Management, Inc. More: the full row for Kingsman Wealth Management, Inc. 546 $264K 0.14% +13 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 545 $264K 0.16% -68 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 545 $264K 0.02% +25 13F-HR Timeline Goldenstone Wealth Management LLC More: the full row for Goldenstone Wealth Management LLC 545 $263K 0.2% 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 544 $263K 0.18% +2 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 544 $263K 0.11% +1 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 543 $263K 0.14% -11 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 542 $262K 0.16% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 541 $262K 0.03% -50 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 541 $262K 0.02% -4,101 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 541 $261K 0.02% +2 13F-HR Timeline Rock Point Advisors, LLC More: the full row for Rock Point Advisors, LLC 540 $261K 0.07% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 540 $261K 0.03% -75 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 539 $261K 0.24% 0 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 538 $260K 0.1% +6 13F-HR Timeline Group Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 444 $260K 0.03% +3 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 538 $260K 0.08% -62 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 538 $260K 0.01% 0 13F-HR Timeline John Boyer, Inc. More: the full row for John Boyer, Inc. 538 $260K 0.26% +5 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 537 $260K 0.06% 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 537 $260K 0.06% 0 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 536 $259K 0.07% -118 13F-HR Timeline WASHINGTON CAPITAL MANAGEMENT, INC More: the full row for WASHINGTON CAPITAL MANAGEMENT, INC 535 $259K 0.21% -700 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 533 $258K 0.04% +100 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 530 $256K 0.03% +29 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 530 $256K 0.06% 0 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 527 $255K 0.03% -5 13F-HR Timeline Cane Capital Partners, LLC More: the full row for Cane Capital Partners, LLC 526 $254K 0.11% 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 525 $254K 0.18% 0 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 525 $254K 0.03% -126 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 524 $253K 0.04% 0 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 524 $253K 0.17% 0 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 523 $253K 0.02% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 523 $253K 0.04% -50 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 522 $252K 0.1% -100 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 522 $252K 0.07% -29 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 521 $252K 0.07% +8 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 521 $252K 0.09% -60 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 519 $251K 0.05% new 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 517 $250K 0.04% +28 13F-HR Timeline Catalyst Investment Management LLC More: the full row for Catalyst Investment Management LLC 516 $250K 0.24% 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 515 $249K 0.16% 0 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 514 $249K 0.16% 0 13F-HR Timeline INFRASTRUCTURE CAPITAL ADVISORS, LLC More: the full row for INFRASTRUCTURE CAPITAL ADVISORS, LLC 514 $249K 0.03% new 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 511 $247K 0.12% 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 510 $247K 0.29% 0 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 510 $247K 0.08% +144 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 509 $246K 0.03% 0 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 508 $246K 0.07% +32 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 508 $246K 0.07% +2 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 507 $245K 0.07% -75 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 507 $245K 0.04% +56 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 506 $245K 0.07% +5 13F-HR Timeline Tepp RIA, LLC More: the full row for Tepp RIA, LLC 506 $245K 0.24% -54 13F-HR Timeline CFO CAPITAL MANAGEMENT LLC More: the full row for CFO CAPITAL MANAGEMENT LLC 506 $244K 0.18% 13F-HR Timeline