WPWealth LLP More: the full row for WPWealth LLP 1,082 $540K 0.09% -2 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 1,081 $540K 0.3% new 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 1,080 $539K 0.04% +41 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 1,073 $539K 0.25% +21 13F-HR Timeline DIAMANT ASSET MANAGEMENT, INC. More: the full row for DIAMANT ASSET MANAGEMENT, INC. 1,075 $537K 0.4% +175 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 1,069 $534K 0.03% 0 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 1,063 $531K 0.07% -4 13F-HR Timeline Group Tudor Financial Inc. More: the full row for Tudor Financial Inc. 1,061 $530K 0.28% +1 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 1,060 $529K 0.37% +18 13F-HR Timeline EWG Elevate Inc. More: the full row for EWG Elevate Inc. 1,058 $528K 0.17% +1 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 1,058 $528K 0.03% -768 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 1,054 $526K 0.14% -26 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 1,054 $526K 0.22% +5 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,053 $526K 0.02% -182 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 1,053 $526K 0.05% +13 13F-HR Timeline Group BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 1,052 $525K 0.16% -315 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 1,049 $524K 0.07% +4 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 1,048 $523K 0.01% -1,126 13F-HR Timeline MERIDIAN MANAGEMENT CO More: the full row for MERIDIAN MANAGEMENT CO 1,047 $523K 0.14% 0 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 1,046 $522K 0.07% -1 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 1,045 $522K 0.01% new 13F-HR/A Timeline Group HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 1,042 $520K 0.29% -42 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 1,041 $520K 0.02% new 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 1,041 $520K 0.08% -39 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 1,040 $519K 0.16% new 13F-HR Timeline Clearview Wealth Advisors LLC More: the full row for Clearview Wealth Advisors LLC 1,037 $518K 0.33% -28 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 1,035 $517K 0.12% +11 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,031 $515K 0.11% +81 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 1,031 $515K 0.15% -1,748 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 1,030 $514K 0.03% +73 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 1,029 $514K 0.13% +46 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 1,027 $513K 0.08% 0 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 1,025 $511K 0.17% -143 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 1,024 $511K 0.31% 0 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 1,023 $511K 0.22% +37 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 1,020 $509K 0.01% 0 13F-HR Timeline Divergent Planning, LLC More: the full row for Divergent Planning, LLC 1,009 $509K 0.14% 0 13F-HR/A Timeline PURE PORTFOLIOS HOLDINGS LLC More: the full row for PURE PORTFOLIOS HOLDINGS LLC 1,018 $508K 0.16% -46 13F-HR Timeline Thoma Capital Management LLC More: the full row for Thoma Capital Management LLC 1,018 $508K 0.29% -60 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 1,017 $508K 0.03% -94 13F-HR Timeline CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 1,017 $508K 0.21% +7 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 1,016 $507K 0.14% -4 13F-HR Timeline SIH Partners, LLLP in group SIH Partners, LLLP More: the full row for SIH Partners, LLLP 1,016 $507K 0.04% new 13F-HR Timeline Group Affiance Financial, LLC More: the full row for Affiance Financial, LLC 1,015 $507K 0.09% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,014 $506K 0.06% -16 13F-HR Timeline Bell Bank More: the full row for Bell Bank 1,008 $503K 0.02% -143 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,006 $502K 0.02% -282 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 1,002 $500K 0.05% +2 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 1,001 $500K 0.36% 0 13F-HR Timeline TRUEFG, LLC More: the full row for TRUEFG, LLC 1,001 $500K 0.14% 0 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 1,000 $499K 0.1% 0 13F-HR Timeline NEEDHAM INVESTMENT MANAGEMENT LLC in group NEEDHAM INVESTMENT MANAGEMENT… More: the full row for NEEDHAM INVESTMENT MANAGEMENT LLC 1,000 $499K 0.03% new 13F-HR Timeline Group HOURGLASS CAPITAL, LLC More: the full row for HOURGLASS CAPITAL, LLC 1,000 $499K 0.11% 0 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 1,000 $499K 0.15% new 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 999 $499K 0.1% +108 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 997 $498K 0.12% -113 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 997 $498K 0.36% +23 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 993 $496K 0.15% 0 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 991 $495K 0.01% +62 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 990 $494K 0.04% -518 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 989 $494K 0.06% -46 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 989 $494K 0.07% -23 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 989 $494K 0.06% +88 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 988 $493K 0.07% -92 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 987 $493K 0.39% +76 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 987 $493K 0.21% -67 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 986 $492K 0.24% +500 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 983 $491K 0.11% -3 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 983 $491K 0.12% -10 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 983 $491K 0.08% -219 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 982 $490K 0.04% 0 13F-HR Timeline East Coast Asset Management, LLC. More: the full row for East Coast Asset Management, LLC. 982 $490K 0.15% 0 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 982 $490K 0.05% +176 13F-HR Timeline Borer Denton & Associates, Inc. More: the full row for Borer Denton & Associates, Inc. 982 $490K 0.16% 0 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 981 $490K 0.02% -17,129 13F-HR/A Timeline Claris Financial LLC More: the full row for Claris Financial LLC 980 $489K 0.28% +62 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 980 $489K 0.23% +35 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 978 $488K 0.05% +390 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 976 $487K 0.13% +3 13F-HR Timeline SL ADVISORS, LLC More: the full row for SL ADVISORS, LLC 976 $487K 0.96% -212 13F-HR/A Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 975 $487K 0.09% -21 13F-HR Timeline SCHOLTZ & COMPANY, LLC More: the full row for SCHOLTZ & COMPANY, LLC 975 $487K 0.21% -25 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 975 $487K 0.44% 0 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 974 $486K 0.03% -27,078 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 975 $486K 0.2% -17 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 973 $485K 0.25% +90 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 970 $484K 0.04% -12 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 967 $483K 0.37% +59 13F-HR Timeline FOREFRONT WEALTH MANAGEMENT INC. More: the full row for FOREFRONT WEALTH MANAGEMENT INC. 967 $483K 0.35% +1 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 966 $482K 0.07% +36 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 966 $482K 0.21% +2 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 964 $481K 0.04% -161 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 960 $479K 0.06% -11,581 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 954 $476K 0.01% -108 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 952 $475K 0.25% -144 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 951 $475K 0.24% +6 13F-HR Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 949 $474K 0.07% 0 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 949 $474K 0.09% 0 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 948 $473K 0.18% 0 13F-HR Timeline Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 946 $472K 0.16% -21 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 945 $472K 0.15% +29 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 945 $472K 0.03% -76 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 944 $471K 0.2% +6 13F-HR Timeline Sterling Financial Group, Inc. More: the full row for Sterling Financial Group, Inc. 944 $471K 0.15% -1 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 956 $471K 0.01% 0 13F-HR Timeline Group Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 943 $471K 0.11% -213 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 938 $468K 0.09% 13F-HR Timeline Group Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 934 $466K 0.01% -254 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 933 $466K 0.12% -211 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 932 $465K 0.06% -7 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 932 $465K 0.35% new 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 932 $465K 0.2% -104 13F-HR Timeline Granite Investment Partners, LLC More: the full row for Granite Investment Partners, LLC 930 $464K 0.03% 0 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 928 $463K 0.26% 0 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 926 $462K 0.03% -452 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 925 $462K 0.17% -33 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 925 $462K 0.05% 0 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 924 $462K 0.08% +4 13F-HR Timeline Murphy Pohlad Asset Management LLC More: the full row for Murphy Pohlad Asset Management LLC 919 $459K 0.18% 0 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 916 $457K 0.05% -105 13F-HR Timeline WIN ADVISORS, INC More: the full row for WIN ADVISORS, INC 913 $456K 0.22% new 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 911 $455K 0.2% +3 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 910 $454K 0.01% -150 13F-HR Timeline Group Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 911 $454K 0.2% -24 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 908 $453K 0.1% -35 13F-HR Timeline Select Asset Management & Trust More: the full row for Select Asset Management & Trust 907 $453K 0.14% 0 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 906 $452K 0.37% -185 13F-HR Timeline CORRADO ADVISORS, LLC More: the full row for CORRADO ADVISORS, LLC 905 $452K 0.24% new 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 905 $452K 0.29% -42 13F-HR Timeline Journey Beyond Wealth, LLC More: the full row for Journey Beyond Wealth, LLC 904 $451K 0.37% -20 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 900 $449K 0.05% 0 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 899 $449K 0.14% +4 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 896 $447K 0.21% +4 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 893 $446K 0.04% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 892 $445K 0.04% -21 13F-HR Timeline PTM WEALTH MANAGEMENT, LLC More: the full row for PTM WEALTH MANAGEMENT, LLC 862 $443K 0.26% +6 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 886 $442K 0.04% +4 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 886 $442K 0.12% -12 13F-HR Timeline High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 885 $442K 0.09% +1 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 883 $441K 0.06% +178 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 880 $440K <0.01% +1 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 878 $438K 0.04% 0 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 878 $438K 0.1% -58 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 878 $438K 0.08% -252 13F-HR Timeline OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 877 $438K 0.14% -10 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 877 $438K 0.12% +181 13F-HR Timeline RBA Wealth Management, LLC More: the full row for RBA Wealth Management, LLC 876 $437K 0.15% -134 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 875 $437K 0.02% -95 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 874 $436K 0.01% 0 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 848 $436K 0.11% -1,371 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 873 $436K 0.16% new 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 873 $436K 0.29% 0 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 872 $435K 0.11% +2 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 870 $434K 0.04% +55 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 870 $434K 0.26% -146 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 870 $434K 0.17% 0 13F-HR Timeline Group Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 866 $432K 0.1% -142 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 865 $432K 0.24% 0 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 864 $431K 0.12% 0 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 854 $431K 0.06% -31 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 863 $431K 0.03% -47 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 861 $430K 0.03% -74 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 860 $429K 0.08% 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 859 $429K 0.22% -14 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 859 $429K 0.21% -15 13F-HR Timeline AEGON ASSET MANAGEMENT UK Plc More: the full row for AEGON ASSET MANAGEMENT UK Plc 857 $428K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 856 $427K 0.09% -1,200 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 856 $427K 0.07% -11 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 856 $427K 0.14% +24 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 854 $426K 0.05% 0 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 878 $426K 0.03% +111 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 853 $426K 0.09% +48 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 852 $425K 0.09% +39 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 851 $425K 0.2% -3 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 845 $422K 0.04% +103 13F-HR Timeline Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 852 $419K 0.1% +36 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 1,261 $419K 0.14% +113 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 837 $418K 0.07% -103 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 836 $417K 0.22% new 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 835 $417K 0.09% -11 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 835 $417K 0.17% new 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 834 $416K 0.09% 0 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 833 $416K 0.03% -91 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 830 $414K 0.33% -185 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 828 $413K 0.18% +3 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 827 $413K 0.53% -2 13F-HR Timeline Quarry LP More: the full row for Quarry LP 824 $411K 0.1% -2,183 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 821 $410K 0.08% +68 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 820 $410K 0.32% -35 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 820 $410K 0.06% +14 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 817 $408K 0.02% +218 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 816 $407K 0.01% -57 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 816 $407K 0.22% 0 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 815 $407K 0.11% -158 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 815 $407K 0.1% +70 13F-HR Timeline Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 814 $406K 0.31% -235 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 812 $405K 0.05% +101 13F-HR Timeline Court Place Advisors, LLC More: the full row for Court Place Advisors, LLC 811 $405K 0.12% +2 13F-HR Timeline Randall & Associates Wealth Management More: the full row for Randall & Associates Wealth Management 811 $405K 0.29% -65 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 809 $404K 0.16% -5 13F-HR Timeline