CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 1,116 $238K 0.02% -494 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 1,116 $238K 0.03% new 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 1,110 $237K 0.08% -1,400 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 1,106 $236K 0.05% new 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 1,105 $236K 0.04% new 13F-HR Timeline Element Squared LLC More: the full row for Element Squared LLC 1,104 $236K 0.13% -336 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 1,102 $235K 0.05% new 13F-HR Timeline Legacy Wealth Advisors, LLC More: the full row for Legacy Wealth Advisors, LLC 1,101 $235K 0.12% new 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 1,100 $235K 0.02% -190 13F-HR Timeline Group Carrera Capital Advisors More: the full row for Carrera Capital Advisors 1,098 $235K 0.04% -249 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 1,098 $235K 0.07% new 13F-HR Timeline Olympiad Research LP More: the full row for Olympiad Research LP 1,093 $234K 0.71% -259 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 1,093 $234K 0.11% new 13F-HR Timeline Sanchez Wealth Management Group More: the full row for Sanchez Wealth Management Group 1,090 $233K 0.05% new 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 1,048 $233K 0.04% new 13F-HR Timeline ABS Direct Equity Fund LLC More: the full row for ABS Direct Equity Fund LLC 900 $233K 0.18% new 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 1,088 $233K 0.02% new 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 1,088 $232K 0.09% new 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 1,087 $232K 0.01% +499 13F-HR Timeline Group Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 1,086 $232K 0.03% -246 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 1,086 $232K 0.06% new 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 1,084 $232K 0.12% -373 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 1,082 $231K 0.15% new 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 1,080 $231K 0.08% 0 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 1,079 $231K 0.1% new 13F-HR Timeline Momentous Wealth Management, Inc. More: the full row for Momentous Wealth Management, Inc. 1,077 $230K 0.13% new 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 1,076 $230K 0.02% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Clifford Group, LLC More: the full row for Clifford Group, LLC 1,073 $229K 0.18% new 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 1,070 $229K 0.09% -50 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 1,069 $228K 0.01% new 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 1,068 $228K 0.02% new 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 1,067 $228K 0.02% new 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 1,057 $226K 0.02% -148 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 1,054 $225K 0.04% new 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 1,051 $225K 0.06% new 13F-HR Timeline DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 1,050 $224K 0.01% new 13F-HR/A Timeline Financial Solutions Advisory Group, Inc. More: the full row for Financial Solutions Advisory Group, Inc. 1,050 $224K 0.03% 13F-HR Timeline SK Wealth Management, LLC More: the full row for SK Wealth Management, LLC 1,016 $224K 0.06% 0 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 1,046 $223K <0.01% new 13F-HR Timeline Group S Harris Financial Group, LLC More: the full row for S Harris Financial Group, LLC 1,044 $223K 0.2% -701 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 1,040 $222K 0.05% 0 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 1,038 $222K 0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,035 $221K 0.01% -21 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 1,035 $221K 0.15% new 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 1,033 $221K 0.03% new 13F-HR Timeline Verde Capital Management More: the full row for Verde Capital Management 1,029 $220K 0.05% new 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 1,027 $219K 0.06% new 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 1,026 $219K 0.04% new 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 1,024 $219K <0.01% new 13F-HR Timeline Group Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 1,023 $219K 0.18% -451 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 1,022 $218K 0.02% new 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 1,020 $218K 0.07% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 1,020 $218K 0.05% +81 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 1,020 $218K 0.19% new 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 1,019 $218K 0.06% new 13F-HR Timeline Militia Capital Management LLC in group Militia Capital Management LLC More: the full row for Militia Capital Management LLC 1,018 $218K 0.05% 13F-HR/A Timeline Group Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 1,016 $217K 0.06% new 13F-HR Timeline DB&C Advisors, LLC More: the full row for DB&C Advisors, LLC 1,016 $217K 0.28% new 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 1,014 $217K 0.04% new 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 1,014 $217K 0.07% new 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 1,014 $217K 0.15% new 13F-HR Timeline J. Team Financial, Inc. More: the full row for J. Team Financial, Inc. 1,012 $216K 0.24% new 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 1,012 $216K 0.04% new 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 1,012 $216K 0.03% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,011 $216K 0.04% +151 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 1,011 $216K 0.1% new 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 1,009 $216K 0.02% new 13F-HR Timeline Madson Wealth Advisors Inc More: the full row for Madson Wealth Advisors Inc 1,008 $215K 0.18% 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 1,004 $214K 0.12% -214 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 1,003 $214K 0.03% new 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 1,000 $214K 0.06% new 13F-HR Timeline WILSEY ASSET MANAGEMENT INC More: the full row for WILSEY ASSET MANAGEMENT INC 1,000 $214K 0.03% new 13F-HR Timeline Compass Wealth Management, LLC/GA More: the full row for Compass Wealth Management, LLC/GA 1,000 $214K 0.09% new 13F-HR Timeline KTF INVESTMENTS, LLC More: the full row for KTF INVESTMENTS, LLC 1,000 $214K 0.04% new 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 996 $213K 0.08% new 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 994 $212K 0.03% new 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 987 $211K 0.04% new 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 986 $211K 0.08% -14 13F-HR Timeline Oxford Wealth Group, LLC More: the full row for Oxford Wealth Group, LLC 985 $210K 0.11% new 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 985 $210K 0.06% new 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 981 $210K 0.04% -935 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 816 $209K 0.13% -444 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 979 $209K 0.02% new 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 979 $209K 0.15% new 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 977 $209K 0.02% new 13F-HR Timeline Core Wealth Advisors, Inc. More: the full row for Core Wealth Advisors, Inc. 976 $209K 0.05% new 13F-HR Timeline HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 975 $208K 0.02% new 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 973 $208K 0.12% new 13F-HR Timeline Leslie Global Wealth, LLC More: the full row for Leslie Global Wealth, LLC 971 $207K 0.11% new 13F-HR Timeline Summit Place Financial Advisors, LLC More: the full row for Summit Place Financial Advisors, LLC 970 $207K 0.1% new 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 967 $207K 0.05% new 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 966 $206K 0.09% new 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 959 $205K 0.02% new 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 960 $205K 0.03% new 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 958 $205K 0.1% new 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 958 $205K 0.09% new 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 957 $205K 0.24% +53 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 740 $204K 0.68% new 13F-HR Timeline Omnitrust Wealth Management, Inc More: the full row for Omnitrust Wealth Management, Inc 955 $204K 0.26% -489 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 954 $204K 0.05% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 954 $204K 0.01% -25 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 953 $204K 0.05% +22 13F-HR Timeline Bienville Capital Management, LLC More: the full row for Bienville Capital Management, LLC 950 $203K 0.04% -280 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 950 $203K 0.03% new 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 949 $203K 0.01% new 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 944 $202K 0.04% new 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 944 $202K 0.02% new 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 943 $202K 0.08% new 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 942 $201K 0.02% new 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 940 $201K 0.02% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 939 $201K 0.04% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 939 $201K 0.03% +175 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 929 $198K 0.05% -283 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 914 $195K 0.03% -654 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 910 $194K 0.02% -150 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 886 $189K 0.07% +39 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 860 $184K 0.02% 0 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 819 $184K 0.09% +9 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 803 $172K 0.04% +533 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 800 $171K 0.21% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 800 $171K 0.04% 0 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 796 $170K 0.01% 0 13F-HR Timeline Group Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 772 $165K 0.09% +712 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 758 $162K 0.09% +60 13F-HR Timeline Ashurst Perkins Coie Trust Co More: the full row for Ashurst Perkins Coie Trust Co 750 $160K 0.03% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 749 $160K 0.06% new 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 743 $159K 0.01% +93 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 739 $158K 0.03% -113 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 730 $156K 0.01% +670 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 720 $154K 0.05% -25 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 720 $154K 0.15% +196 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 679 $153K 0.05% +1 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 714 $153K 0.05% +314 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 713 $152K 0.01% -143 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 711 $152K 0.04% -8 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 638 $151K 0.05% +308 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 704 $150K 0.12% +39 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 700 $150K 0.08% 0 13F-HR Timeline BAROMETER CAPITAL MANAGEMENT INC. More: the full row for BAROMETER CAPITAL MANAGEMENT INC. 690 $147K 0.05% -3,110 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 681 $146K 0.05% +653 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 650 $139K 0.1% -781 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 650 $139K 0.01% 0 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 647 $138K 0.84% 0 13F-HR Timeline Group Financial Freedom, LLC More: the full row for Financial Freedom, LLC 641 $137K 0.07% +1 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 637 $136K 0.02% +9 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 628 $134K 0.12% +61 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 607 $130K 0.07% -78 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 603 $129K 0.02% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 600 $128K 0.01% -990 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 589 $126K 0.05% +43 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 584 $125K 0.07% +24 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 583 $125K 0.03% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 436 $120K 0.02% +108 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 530 $118K 0.09% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 550 $118K 0.02% 0 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 550 $118K 0.06% 0 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 550 $118K 0.09% 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 530 $113K 0.02% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 526 $112K 0.01% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 510 $109K 0.01% -50 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 507 $108K 0.1% -13 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 500 $107K 0.04% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 500 $107K 0.04% 0 13F-HR Timeline Robbins Farley More: the full row for Robbins Farley 500 $107K 0.05% 0 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 491 $105K <0.01% -472 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 489 $104K 0.02% -10 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 423 $104K 0.07% -93 13F-HR/A Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 465 $99.4K 0.01% new 13F-HR Timeline Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 460 $98.4K 0.05% +210 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 460 $98.3K 0.06% -78,283 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 460 $98K 0.03% 0 13F-HR/A Timeline Walsh & Associates, LLC More: the full row for Walsh & Associates, LLC 451 $96.4K 0.1% -199 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 450 $96.1K 0.07% -400 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 432 $92.4K 0.01% +32 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 423 $90.4K <0.01% +23 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 416 $88.9K 0.01% +46 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 412 $88K 0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 396 $87.9K <0.01% +38 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 404 $86.4K 0.02% +6 13F-HR Timeline Finley Financial, LLC More: the full row for Finley Financial, LLC 400 $85.5K 0.04% 0 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 394 $84.2K 0.03% +199 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 393 $84K 0.05% +46 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 380 $81.2K 0.04% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 363 $77.6K 0.02% +183 13F-HR Timeline Harber Asset Management LLC More: the full row for Harber Asset Management LLC 361 $77.1K 0.05% -48,239 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 360 $76.9K 0.04% 0 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 356 $76.1K 0.07% 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 350 $74.8K 0.04% 0 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 300 $73.9K 0.05% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 343 $73.3K 0.02% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 339 $72.4K 0.02% new 13F-HR/A Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 333 $71.1K <0.01% -1 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 330 $70.5K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 326 $69.7K 0.04% -15 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 325 $69.5K 0.04% +1 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 315 $67.3K 0.06% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 313 $66.9K 0.03% +70 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 312 $66.7K 0.02% 0 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 300 $65.5K 0.09% 0 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 305 $65.2K 0.04% 0 13F-HR Timeline