PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 878 $481K 0.04% +76 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 877 $481K 0.23% +92 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 876 $480K 0.1% +4 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 875 $480K 0.21% -26 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 875 $480K 0.46% -118 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 872 $478K 0.07% 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 871 $477K 0.31% +75 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 870 $477K 0.08% -38 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 869 $476K 0.02% +2 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 868 $476K 0.31% +1 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 867 $475K 0.24% +35 13F-HR Timeline Quarry LP More: the full row for Quarry LP 864 $474K 0.12% new 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 860 $471K 0.05% 0 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 859 $471K 0.07% 0 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 857 $470K 0.14% -10 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 854 $468K 0.27% -50 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 849 $465K 0.25% 0 13F-HR Timeline BURR FINANCIAL SERVICES, LLC More: the full row for BURR FINANCIAL SERVICES, LLC 848 $465K 0.36% -1,141 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 844 $463K 0.06% +55 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 843 $462K 0.02% -10 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 843 $462K 0.1% +196 13F-HR Timeline Group ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 836 $458K 0.02% -344 13F-HR Timeline HAMEL ASSOCIATES, INC. More: the full row for HAMEL ASSOCIATES, INC. 834 $457K 0.16% 0 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 832 $456K 0.09% -3 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 832 $456K 0.15% 0 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 831 $455K 0.1% +2 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 830 $455K 0.24% +43 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 829 $454K 0.32% +7 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 827 $453K 0.42% -35 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 827 $453K 0.14% -14 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 825 $452K 0.11% +28 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 825 $452K 0.1% +275 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 824 $452K 0.3% 0 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 823 $451K 0.35% 0 13F-HR Timeline Oldfather Financial Services, LLC More: the full row for Oldfather Financial Services, LLC 822 $451K 0.17% +1 13F-HR Timeline Dominguez Wealth Management Solutions, … More: the full row for Dominguez Wealth Management Solutions, Inc. 821 $450K 0.33% 0 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 821 $450K 0.09% +101 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 820 $449K 0.09% +44 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 819 $449K 0.17% new 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 830 $448K 0.22% 0 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 818 $448K 0.12% -5 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 817 $448K 0.2% -20 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 816 $447K 0.03% +1 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 811 $445K 0.21% -41 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 811 $445K 0.56% -229 13F-HR/A Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 811 $444K 0.44% +11 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 810 $444K 0.27% -156 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 809 $444K 0.08% +14 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 808 $443K 0.24% -27 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 807 $442K 0.08% +114 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 806 $442K 0.33% +10 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 805 $441K 0.1% -7 13F-HR Timeline Triasima Portfolio Management inc. More: the full row for Triasima Portfolio Management inc. 804 $441K 0.09% -12 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 801 $439K 0.01% -7 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 800 $439K 0.04% -21 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 800 $438K 0.06% 0 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 800 $438K 0.29% 0 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 800 $438K 0.13% 0 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 798 $437K 0.28% -1,417 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 794 $435K 0.33% 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 792 $434K 0.21% +3 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 791 $434K 0.05% +42 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 789 $432K 0.1% -37 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 786 $431K 0.16% +26 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 786 $431K 0.11% +21 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 784 $430K 0.15% 0 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 783 $429K 0.17% +47 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 783 $429K 0.06% +48 13F-HR Timeline Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 782 $429K 0.24% +12 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 782 $429K 0.09% +12 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 781 $428K 0.09% 0 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 778 $426K 0.03% +13 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 778 $426K 0.32% -287 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 776 $425K 0.03% -32 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 776 $425K 0.27% +5 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 774 $424K 0.17% +82 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 774 $424K 0.03% +1 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 773 $424K 0.07% +75 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 773 $424K 0.13% new 13F-HR/A Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 771 $423K 0.47% +62 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 771 $422K 0.31% 0 13F-HR Timeline Ground Swell Capital, LLC More: the full row for Ground Swell Capital, LLC 769 $422K 0.96% new 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 766 $420K 0.13% -62 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 766 $420K 0.32% +24 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 764 $419K 0.45% +122 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 763 $418K 0.34% -29 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 762 $418K 0.19% new 13F-HR Timeline Level Wealth Management LLC More: the full row for Level Wealth Management LLC 760 $417K 0.27% -140 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 759 $416K 0.16% -13 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 759 $416K 0.16% new 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 757 $415K 0.01% +157 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 757 $415K 0.04% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 756 $414K 0.41% -16 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 756 $414K 0.09% -66 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 750 $411K 0.02% 0 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 750 $411K 0.3% 0 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 740 $406K 0.28% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 738 $405K 0.19% -22 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 738 $405K 0.16% 0 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 737 $404K 0.05% +102 13F-HR Timeline Covey Capital Advisors, LLC More: the full row for Covey Capital Advisors, LLC 735 $403K 0.46% 0 13F-HR Timeline Bienville Capital Management, LLC More: the full row for Bienville Capital Management, LLC 734 $402K 0.1% 0 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 733 $402K 0.33% +13 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 732 $401K 0.26% 0 13F-HR Timeline Horan Capital Advisors, LLC. More: the full row for Horan Capital Advisors, LLC. 729 $400K 0.13% -10 13F-HR Timeline BluePointe Capital Management, LLC More: the full row for BluePointe Capital Management, LLC 727 $399K 0.15% +247 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 727 $398K 0.12% 0 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 726 $398K 0.17% +5 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 725 $397K 0.23% -20 13F-HR Timeline Lakeside Advisors, INC. More: the full row for Lakeside Advisors, INC. 725 $397K 0.26% -50 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 719 $394K 0.08% -50 13F-HR/A Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 718 $394K 0.02% +18 13F-HR Timeline Quilter Plc in group Quilter Plc More: the full row for Quilter Plc 718 $394K 0.01% +11 13F-HR Timeline Group ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 718 $394K 0.15% +53 13F-HR Timeline Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 717 $393K 0.29% 0 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 715 $392K 0.11% +19 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 714 $391K 0.14% 0 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 713 $391K 0.04% 0 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 712 $390K 0.12% 0 13F-HR Timeline OBERWEIS ASSET MANAGEMENT INC/ More: the full row for OBERWEIS ASSET MANAGEMENT INC/ 711 $390K 0.02% -5 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 711 $390K 0.22% -279 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 740 $390K 0.26% 0 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 710 $389K 0.13% 0 13F-HR Timeline AEGON ASSET MANAGEMENT UK Plc More: the full row for AEGON ASSET MANAGEMENT UK Plc 706 $387K 0.01% +661 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 705 $386K 0.05% +31 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 703 $385K 0.13% new 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 702 $385K 0.09% +26 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 701 $384K 0.32% -150 13F-HR Timeline Belmont Capital, LLC More: the full row for Belmont Capital, LLC 700 $384K 0.07% 0 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 700 $384K 0.08% -188 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 697 $382K 0.29% +72 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 697 $382K 0.12% -8 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 694 $380K <0.01% +433 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Tamar Securities, LLC More: the full row for Tamar Securities, LLC 693 $380K 0.05% -2 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 693 $380K 0.33% +185 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 693 $380K 0.08% +233 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 692 $379K 0.1% -262 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 691 $379K 0.04% 0 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 691 $379K 0.04% -14 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 690 $378K 0.24% -20 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 689 $378K 0.13% +20 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 689 $378K 0.22% -9 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 711 $377K 0.14% -2 13F-HR/A Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 682 $374K 0.05% +242 13F-HR Timeline Panoramic Capital Partners, LLC More: the full row for Panoramic Capital Partners, LLC 778 $373K 0.38% +284 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 681 $373K 0.15% -43 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 680 $373K 0.02% +116 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 678 $372K 0.08% new 13F-HR Timeline Atlas Wealth Partners, LLC More: the full row for Atlas Wealth Partners, LLC 676 $371K 0.46% 0 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 673 $369K 0.09% -15 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 675 $369K 0.15% +14 13F-HR Timeline Cardinal Strategic Wealth Guidance More: the full row for Cardinal Strategic Wealth Guidance 673 $369K 0.12% -43 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 672 $369K 0.06% -1 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 671 $368K 0.13% +39 13F-HR Timeline 111 Capital More: the full row for 111 Capital 671 $368K 0.07% -320 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 668 $366K 0.07% -1,961 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 714 $366K 0.08% -50 13F-HR Timeline Sustainable Insight Capital Management,… More: the full row for Sustainable Insight Capital Management, LLC 667 $366K 0.18% +200 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 666 $365K 0.2% -115 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 681 $365K 0.12% +36 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 665 $365K 0.02% +30 13F-HR Timeline Long Road Investment Counsel, LLC More: the full row for Long Road Investment Counsel, LLC 665 $364K 0.14% new 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 665 $364K 0.04% +23 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 663 $363K 0.04% +170 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 661 $362K 0.04% -143 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 659 $361K 0.08% new 13F-HR/A Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 659 $361K 0.24% 0 13F-HR Timeline Advanced Portfolio Management, LLC More: the full row for Advanced Portfolio Management, LLC 659 $361K 0.73% new 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 658 $361K 0.17% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 657 $360K 0.12% 0 13F-HR Timeline Ascension Capital Advisors, Inc. More: the full row for Ascension Capital Advisors, Inc. 655 $359K 0.16% 0 13F-HR Timeline Hofer & Associates. Inc More: the full row for Hofer & Associates. Inc 655 $359K 0.24% +47 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 654 $358K 0.03% -1 13F-HR/A Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 652 $358K 0.09% -174 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 652 $357K 0.02% -25 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 651 $357K 0.24% -1 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 650 $356K 0.06% -128 13F-HR Timeline Leslie Global Wealth, LLC More: the full row for Leslie Global Wealth, LLC 650 $356K 0.17% +8 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 649 $356K 0.04% new 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 647 $355K 0.31% +38 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 686 $354K 0.12% -62 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 646 $353K 0.02% -5 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 644 $353K 0.32% 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 643 $352K 0.04% -108 13F-HR Timeline Intrinsic Value Partners, LLC More: the full row for Intrinsic Value Partners, LLC 641 $351K 0.35% -34 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 641 $351K 0.03% +102 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 638 $350K 0.26% +12 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 638 $350K 0.17% +109 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 637 $349K 0.25% -6 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 663 $349K 0.11% 0 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 636 $349K 0.1% +48 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 635 $348K 0.44% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 635 $348K 0.19% 0 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 634 $348K 0.23% +86 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 632 $347K 0.06% +18 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 629 $346K 0.19% -212 13F-HR Timeline WealthBridge Investment Counsel Inc. More: the full row for WealthBridge Investment Counsel Inc. 632 $346K 0.13% 0 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 630 $345K 0.03% 0 13F-HR Timeline Chicago Wealth Management, Inc. More: the full row for Chicago Wealth Management, Inc. 629 $345K 0.18% 0 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 628 $344K 0.14% +4 13F-HR Timeline