Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 1,105 $549K 0.08% -2,619 13F-HR/A Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 1,130 $549K 0.04% -421 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 1,134 $548K 0.08% +11 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 1,132 $548K 0.08% -1 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 1,131 $547K 0.2% new 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 1,127 $545K 0.19% -78 13F-HR/A Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 1,126 $545K 0.35% 0 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 1,126 $545K 0.27% 0 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 1,124 $544K 0.15% +460 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 1,124 $544K 0.18% +26 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 1,123 $543K 0.04% -28 13F-HR Timeline Counterweight Ventures, LLC More: the full row for Counterweight Ventures, LLC 1,121 $542K 0.3% -101 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 1,117 $540K 0.01% -26 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 1,116 $540K 0.41% +8 13F-HR Timeline WPWealth LLP More: the full row for WPWealth LLP 1,112 $538K 0.08% +30 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 1,110 $537K 0.09% 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 1,109 $536K 0.04% 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 1,107 $536K 0.11% +241 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 1,075 $534K 0.13% +46 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 1,102 $533K 0.08% -9 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 1,100 $532K 0.47% 0 13F-HR Timeline Godshalk Welsh Capital Management, Inc. 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More: the full row for Strathmore Capital Advisors, Inc. 1,054 $510K 0.17% 0 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 1,053 $509K 0.07% new 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 1,053 $509K 0.08% -60 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 1,053 $509K 0.04% +175 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 1,052 $509K 0.16% 0 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 1,051 $508K 0.04% new 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 1,051 $508K 0.04% -93 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,049 $507K 0.02% -4 13F-HR Timeline MERIDIAN MANAGEMENT CO More: the full row for MERIDIAN MANAGEMENT CO 1,048 $507K 0.13% +1 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 1,042 $504K 0.06% -112 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 1,041 $504K 0.06% new 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 1,010 $502K 0.18% -15 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,038 $502K 0.08% +214 13F-HR Timeline Divergent Planning, LLC More: the full row for Divergent Planning, LLC 1,009 $502K 0.13% 0 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 1,036 $501K 0.21% +13 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 1,031 $499K 0.06% +71 13F-HR Timeline Murphy Pohlad Asset Management LLC More: the full row for Murphy Pohlad Asset Management LLC 1,031 $499K 0.19% +112 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 1,030 $498K 0.07% -19 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 1,024 $496K 0.29% 0 13F-HR Timeline CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 1,024 $495K 0.21% +7 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 865 $495K 0.25% 0 13F-HR Timeline PURE PORTFOLIOS HOLDINGS LLC More: the full row for PURE PORTFOLIOS HOLDINGS LLC 1,019 $493K 0.15% +1 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 1,020 $493K 0.01% -25 13F-HR Timeline Group Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 1,018 $492K 0.05% +118 13F-HR Timeline Thoma Capital Management LLC More: the full row for Thoma Capital Management LLC 1,018 $492K 0.28% 0 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 1,017 $492K 0.25% +44 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 1,015 $491K 0.08% 0 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 1,012 $489K 0.07% +437 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1,009 $488K 0.05% -163 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 1,009 $488K 0.51% new 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 1,008 $488K 0.11% -27 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,007 $487K 0.05% -7 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,006 $487K 0.02% -2,428 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 1,005 $486K 0.02% -5,995 13F-HR Timeline Group Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 1,004 $486K 0.05% +2 13F-HR Timeline TRUEFG, LLC More: the full row for TRUEFG, LLC 1,001 $484K 0.13% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 1,001 $484K 0.11% -15 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 1,001 $484K 0.33% 0 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 1,000 $484K 0.14% 0 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,000 $484K 0.07% +180 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 1,000 $484K 0.06% +11 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 1,000 $484K 0.22% +20 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 1,000 $484K 0.1% 0 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 1,000 $484K 0.01% -20 13F-HR Timeline NEEDHAM INVESTMENT MANAGEMENT LLC in group NEEDHAM INVESTMENT MANAGEMENT… More: the full row for NEEDHAM INVESTMENT MANAGEMENT LLC 1,000 $484K 0.03% 0 13F-HR Timeline Group AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 1,000 $484K 0.08% new 13F-HR Timeline HOURGLASS CAPITAL, LLC More: the full row for HOURGLASS CAPITAL, LLC 1,000 $484K 0.1% 0 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 999 $483K 0.06% -150 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 994 $481K 0.06% +418 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 993 $480K 0.14% 0 13F-HR Timeline Clearview Wealth Advisors LLC More: the full row for Clearview Wealth Advisors LLC 992 $480K 0.3% -45 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 988 $478K 0.1% 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 827 $478K 0.04% +333 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 986 $477K 0.22% 0 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 985 $476K 0.07% -4 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 985 $476K 0.06% +19 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 985 $476K 0.03% -496 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 984 $476K 0.42% 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 984 $476K 0.34% +17 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 979 $476K 0.14% new 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 983 $476K 0.11% 0 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 982 $475K 0.04% -8 13F-HR Timeline Borer Denton & Associates, Inc. More: the full row for Borer Denton & Associates, Inc. 982 $475K 0.16% 0 13F-HR Timeline OPAL CAPITAL LLC More: the full row for OPAL CAPITAL LLC 760 $474K 0.12% 13F-HR Timeline VARCOV Co. More: the full row for VARCOV Co. 976 $472K 0.19% 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 975 $472K 0.41% 0 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 975 $472K 0.09% 0 13F-HR Timeline SCHOLTZ & COMPANY, LLC More: the full row for SCHOLTZ & COMPANY, LLC 975 $472K 0.2% 0 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 973 $470K 0.2% -14 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 971 $470K 0.21% +5 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 969 $469K 0.03% -100 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 967 $468K 0.02% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 966 $467K 0.24% +246 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 965 $467K 0.03% -127 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 965 $467K 0.12% -89 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 956 $466K <0.01% 0 13F-HR Timeline Group Lexington Hill Partners, LLC More: the full row for Lexington Hill Partners, LLC 963 $466K 0.35% 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 963 $466K 0.09% -454 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 856 $465K 0.06% +2 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 959 $464K 0.08% 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 957 $463K 0.22% +6 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 955 $462K 0.12% +140 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 727 $461K 0.18% new 13F-HR/A Timeline FOREFRONT WEALTH MANAGEMENT INC. More: the full row for FOREFRONT WEALTH MANAGEMENT INC. 952 $461K 0.33% -15 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 952 $460K 0.15% +27 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 951 $460K 0.19% +7 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 950 $459K 1.48% new 13F-HR Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 949 $459K 0.07% 0 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 948 $459K 0.16% 0 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 948 $459K 0.33% +16 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 945 $457K 0.06% new 13F-HR Timeline CLG LLC More: the full row for CLG LLC 945 $457K 0.11% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 944 $457K 0.01% -10 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 939 $454K 0.03% -31 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Claris Financial LLC More: the full row for Claris Financial LLC 939 $454K 0.24% -41 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 938 $454K 0.09% 0 13F-HR Timeline Group Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 937 $453K 0.35% +31 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 937 $453K 0.04% +236 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 936 $453K 0.06% 13F-HR Timeline BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 934 $452K 0.21% 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 933 $451K 0.12% -43 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 933 $451K 0.1% -50 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 932 $451K 0.18% 0 13F-HR Timeline East Coast Asset Management, LLC. More: the full row for East Coast Asset Management, LLC. 932 $451K 0.13% -50 13F-HR Timeline Granite Investment Partners, LLC More: the full row for Granite Investment Partners, LLC 930 $450K 0.03% 0 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 928 $449K 0.24% 0 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 927 $448K 0.05% +245 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 925 $447K 0.02% new 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 925 $447K 0.04% 0 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 924 $447K 0.1% +219 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 924 $447K 0.11% -9 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 780 $447K 0.34% 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 703 $446K 0.2% 0 13F-HR Timeline PTM WEALTH MANAGEMENT, LLC More: the full row for PTM WEALTH MANAGEMENT, LLC 868 $444K 0.25% +6 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 763 $444K 0.05% -49 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 817 $444K 0.05% 0 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 913 $442K 0.02% -32 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 913 $442K 0.02% 13F-HR Timeline Redwood Family Wealth LLC More: the full row for Redwood Family Wealth LLC 912 $441K 0.44% 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 911 $441K 0.19% 0 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 910 $440K 0.05% -6 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 910 $440K 0.05% -22 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 $440K 0.01% 0 13F-HR Timeline Group Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 910 $440K 0.14% -35 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 910 $440K 0.05% +367 13F-HR Timeline Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 908 $439K 0.15% -38 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 905 $438K 0.13% +6 13F-HR Timeline Journey Beyond Wealth, LLC More: the full row for Journey Beyond Wealth, LLC 904 $437K 0.35% 0 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 902 $436K 0.07% +24 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 902 $436K 0.01% +86 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 900 $435K 0.01% +152 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 899 $435K 0.01% -1,081 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 896 $433K 0.19% 0 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 894 $432K 0.09% +16 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 893 $432K 0.04% 0 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 889 $430K 0.02% +252 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 886 $428K 0.11% 0 13F-HR Timeline Sun Financial Inc More: the full row for Sun Financial Inc 884 $428K 0.24% 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 883 $427K 0.02% +8 13F-HR Timeline SL ADVISORS, LLC More: the full row for SL ADVISORS, LLC 883 $427K 0.87% -93 13F-HR/A Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 882 $427K 0.17% +47 13F-HR Timeline CORRADO ADVISORS, LLC More: the full row for CORRADO ADVISORS, LLC 880 $426K 0.21% -25 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 878 $425K 0.04% 0 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 704 $425K 0.11% +40 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 877 $424K 0.06% -164 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 877 $424K 0.11% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 876 $424K 0.13% -480 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 875 $423K 0.11% +3 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 873 $422K 0.05% +19 13F-HR Timeline