Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 3,441 $930K 0.34% +32 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 3,440 $930K 0.08% +627 13F-HR Timeline Group HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 3,439 $930K 0.01% 0 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 3,422 $925K 0.03% +82 13F-HR Timeline Group Successful Portfolios LLC More: the full row for Successful Portfolios LLC 3,355 $925K 0.43% -48 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 3,417 $924K 0.06% -755 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 3,414 $923K 0.11% -82 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 3,413 $923K 0.08% -3,499 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 3,413 $922K 0.59% -376 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 3,408 $921K 0.27% +72 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 3,400 $919K 0.03% -720 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 3,398 $918K 0.16% +84 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 3,396 $918K 0.09% +2 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 3,392 $917K 0.05% -649 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 3,389 $916K 0.49% 0 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 3,387 $916K 0.42% 0 13F-HR Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 3,377 $915K 0.18% -957 13F-HR Timeline AMI ASSET MANAGEMENT CORP More: the full row for AMI ASSET MANAGEMENT CORP 3,381 $914K 0.05% +39 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 3,372 $911K 0.08% 0 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 3,362 $909K 0.22% -513 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 3,362 $909K 0.39% 0 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 3,358 $908K 0.14% -115 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 3,358 $908K 0.06% -260 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 3,350 $906K 0.05% +367 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 3,545 $905K 0.93% +507 13F-HR Timeline Cane Capital Partners, LLC More: the full row for Cane Capital Partners, LLC 3,349 $905K 0.36% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 3,349 $905K 0.06% -13 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 3,343 $904K 0.09% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 3,340 $903K 0.51% -57 13F-HR Timeline Ark Wealth Advisors LLC More: the full row for Ark Wealth Advisors LLC 3,340 $903K 0.8% +108 13F-HR Timeline Kepler Cheuvreux (Suisse) SA More: the full row for Kepler Cheuvreux (Suisse) SA 3,340 $903K 0.05% -4,604 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 3,336 $902K 0.19% -164 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 3,334 $901K 0.7% +28 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 3,332 $901K 0.53% 0 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 3,332 $901K 0.18% +683 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 3,328 $900K 0.61% -126 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 3,325 $899K 0.16% +1,079 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 3,305 $893K 0.05% 0 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 3,299 $892K 0.06% -606 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 3,287 $889K 0.6% +12 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. R Squared Ltd More: the full row for R Squared Ltd 3,277 $886K 0.47% new 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 3,275 $885K 0.12% -147 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 3,267 $883K 0.12% -74 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 3,265 $883K 0.39% -82 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 3,262 $882K 0.16% +53 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 3,258 $881K 0.16% -359 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 3,258 $881K 0.33% +386 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 3,248 $878K 0.05% +60 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 3,247 $878K 0.09% +2,257 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 3,245 $877K 0.06% 0 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 3,245 $877K 0.07% -35 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 3,239 $876K 0.03% -69 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 3,237 $875K 0.54% +374 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 3,234 $874K 0.07% -634 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 3,211 $868K 0.14% -16 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 3,208 $867K 0.1% +15 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 3,200 $866K 0.12% +102 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 3,190 $862K 0.02% +883 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 3,189 $862K <0.01% -3,533 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Lesa Sroufe & Co More: the full row for Lesa Sroufe & Co 3,188 $862K 0.61% 0 13F-HR Timeline CASTLEKEEP INVESTMENT ADVISORS LLC More: the full row for CASTLEKEEP INVESTMENT ADVISORS LLC 3,187 $861K 0.43% -230 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 3,182 $860K 0.11% -39 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 3,181 $860K 0.09% +36 13F-HR Timeline BARR E S & CO More: the full row for BARR E S & CO 3,170 $857K 0.05% -111 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 3,164 $855K 0.39% -356 13F-HR Timeline Beaumont Asset Management, L.L.C. More: the full row for Beaumont Asset Management, L.L.C. 3,163 $855K 0.33% new 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 3,161 $854K 0.08% +611 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 3,157 $853K 0.04% +22 13F-HR Timeline TLWM More: the full row for TLWM 3,156 $853K 0.14% -74 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 3,155 $853K 0.58% 0 13F-HR Timeline COTTONWOOD CAPITAL ADVISORS, LLC More: the full row for COTTONWOOD CAPITAL ADVISORS, LLC 3,152 $852K 0.51% -1 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 3,149 $851K 0.27% +967 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 3,147 $851K 0.08% -236 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 3,137 $848K 0.11% +124 13F-HR Timeline Odyssean, LLC More: the full row for Odyssean, LLC 3,127 $845K 0.14% +1,468 13F-HR Timeline Dickmeyer Boyce Financial Management, I… More: the full row for Dickmeyer Boyce Financial Management, Inc. 3,127 $845K 0.44% +415 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 3,126 $845K 0.34% -781 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 3,120 $843K 0.07% +43 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 3,119 $843K 0.13% -9 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 3,116 $842K 0.35% -141 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 3,111 $841K 0.05% -4,110 13F-HR Timeline MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 3,109 $840K 0.35% -171 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 3,080 $840K 0.09% -3,244 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 3,101 $838K 0.24% 0 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 3,095 $837K 0.24% +27 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 3,095 $837K 0.45% -2,606 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 3,093 $836K 0.08% -27 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 3,089 $835K 0.41% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 3,087 $835K 0.28% 0 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 3,085 $834K 0.17% -36 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 3,080 $833K 0.06% +60 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 3,080 $832K 0.07% -487 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 3,079 $832K 0.13% -673 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 3,078 $832K 0.04% +93 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 3,077 $831K <0.01% +2,340 13F-HR Timeline Group TSFG, LLC More: the full row for TSFG, LLC 3,074 $831K 0.1% +1 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 3,072 $830K 0.08% +21 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 3,069 $830K 0.19% -6 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 3,066 $829K 0.14% +64 13F-HR Timeline Renaissance Investment Group LLC More: the full row for Renaissance Investment Group LLC 3,057 $826K 0.16% +141 13F-HR Timeline Core Wealth Management, Inc. More: the full row for Core Wealth Management, Inc. 3,045 $823K 0.23% -2 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 3,042 $822K 0.36% +51 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 3,041 $822K 0.08% -3,184 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 3,032 $820K 0.29% +2,139 13F-HR Timeline Paradigm Capital Management, LLC/NV More: the full row for Paradigm Capital Management, LLC/NV 3,025 $818K 0.7% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 3,022 $817K 0.14% -55 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 3,049 $816K 0.12% -100 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 3,015 $815K 0.06% +17 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 3,011 $814K 0.18% -220 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 3,010 $814K 0.05% -63 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 3,006 $812K 0.04% +11 13F-HR Timeline BLACKHILL CAPITAL INC More: the full row for BLACKHILL CAPITAL INC 3,000 $811K 0.03% 0 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 2,994 $809K 0.19% +54 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 2,942 $808K 0.15% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 2,987 $807K 0.07% -150 13F-HR Timeline BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 2,984 $807K 0.54% 0 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 2,982 $806K 0.22% -14 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 2,981 $806K 0.18% 0 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 2,974 $804K 0.03% -114 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 2,924 $803K 0.54% 0 13F-HR Timeline RiverPark Advisors, LLC in group RiverPark Advisors, LLC More: the full row for RiverPark Advisors, LLC 2,965 $801K 0.37% 0 13F-HR Timeline Group KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 2,963 $801K 0.03% +75 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 2,960 $800K 0.08% -158 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 2,960 $800K 0.04% -78 13F-HR Timeline Persium Advisors, LLC More: the full row for Persium Advisors, LLC 2,958 $800K 0.52% +624 13F-HR/A Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 2,958 $799K 0.35% -13 13F-HR Timeline Winning Points Advisors, LLC More: the full row for Winning Points Advisors, LLC 3,957 $799K 1.05% +100 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 2,948 $797K 0.15% +381 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 2,946 $796K 0.18% -116 13F-HR Timeline Group BCS Wealth Management More: the full row for BCS Wealth Management 2,942 $795K 0.14% +49 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 2,941 $795K 0.22% -178 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 2,936 $794K 0.07% -161 13F-HR Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 2,939 $792K 0.01% +568 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 2,927 $791K 0.22% +1 13F-HR Timeline Oak Wealth Advisors LLC More: the full row for Oak Wealth Advisors LLC 2,923 $790K 0.38% 0 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 2,921 $789K 0.02% -220 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 2,917 $788K 0.42% 0 13F-HR Timeline Golden Reserve Retirement LLC More: the full row for Golden Reserve Retirement LLC 2,916 $788K 0.12% +1,189 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 2,913 $787K 0.07% -336 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 2,906 $785K 0.16% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 2,901 $784K 0.04% -377 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 2,905 $784K 0.68% 0 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 2,899 $784K 0.03% +59 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 2,860 $780K 0.19% -121 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 2,881 $779K 0.21% 0 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 2,879 $778K 0.29% +197 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 2,877 $778K 0.33% +496 13F-HR Timeline Willow Creek Capital Management, Inc. More: the full row for Willow Creek Capital Management, Inc. 2,873 $777K 0.75% 13F-HR Timeline Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 2,870 $776K 0.16% -25 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 2,870 $776K 0.03% +2 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 2,866 $775K 0.59% 0 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 2,862 $774K 0.58% +409 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 2,855 $772K 0.03% new 13F-HR Timeline FORM Wealth Advisors, LLC More: the full row for FORM Wealth Advisors, LLC 2,852 $771K 0.08% -1,117 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 2,849 $770K 0.02% -5,507 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 2,827 $764K 0.03% -71 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 2,823 $763K 0.33% -37 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 2,802 $763K 0.41% +1 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 2,820 $762K 0.09% -63 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 2,791 $761K 0.11% +92 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 2,814 $761K 0.11% -100 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 2,814 $761K 0.07% -46 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 2,810 $760K 0.06% new 13F-HR Timeline Group CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 2,800 $757K 0.46% 0 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 2,797 $756K 0.11% -21 13F-HR Timeline Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 2,794 $756K 0.07% new 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 2,797 $756K 0.09% -172 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 2,792 $755K 0.36% -57 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 2,791 $754K 0.05% +14 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 2,784 $753K 0.08% +1,656 13F-HR/A Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 2,773 $750K 0.46% -12 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 2,769 $749K 0.02% +401 13F-HR Timeline Group Fire Capital Management LLC More: the full row for Fire Capital Management LLC 2,768 $748K 0.3% +86 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 2,765 $747K 0.24% -52 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 2,767 $747K 0.09% +5 13F-HR Timeline Group FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 2,761 $746K 0.08% +828 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 2,753 $744K 0.1% -147 13F-HR Timeline Delta Global Management LP More: the full row for Delta Global Management LP 2,751 $744K 0.08% -388 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 2,740 $741K 0.05% -569 13F-HR Timeline Signet Private Wealth LLC More: the full row for Signet Private Wealth LLC 2,729 $738K 0.59% -168 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 2,727 $737K 0.22% -235 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 2,724 $736K 0.04% -643 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 2,722 $736K 0.36% -9 13F-HR Timeline Trust Co More: the full row for Trust Co 2,721 $736K 0.07% -3,427 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,719 $735K 0.11% -200 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 2,714 $734K 0.17% 0 13F-HR Timeline Group Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 2,707 $732K 0.02% +15 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 2,707 $732K 0.2% -153 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 2,672 $732K 0.3% +60 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 2,706 $731K 0.01% -841 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 2,704 $731K 0.03% +75 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 2,729 $731K 0.11% +248 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 2,702 $730K 0.09% -78 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 2,700 $730K 0.04% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 2,662 $730K 0.21% -221 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 2,692 $728K <0.01% +440 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 2,683 $725K 0.29% -552 13F-HR Timeline ARRIEN INVESTMENTS, INC. More: the full row for ARRIEN INVESTMENTS, INC. 2,683 $725K 0.37% +16 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 2,675 $723K 0.11% +548 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 2,675 $723K 0.29% -236 13F-HR Timeline