Apella Capital, LLC More: the full row for Apella Capital, LLC 3,428 $287K <0.01% -152 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 3,649 $285K 0.07% 0 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 3,645 $285K 0.01% +837 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 3,642 $285K 0.01% -315 13F-HR Timeline American Trust More: the full row for American Trust 3,636 $284K 0.02% -145 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 3,600 $284K 0.07% 0 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 3,611 $282K 0.04% +72 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 3,607 $282K 0.05% -2,403 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 3,605 $282K 0.04% new 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 3,604 $282K 0.01% -12,669 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 3,588 $281K 0.12% +300 13F-HR/A Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 3,587 $281K 0.05% +312 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 3,587 $281K 0.07% +255 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 3,573 $280K 0.09% new 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 3,561 $279K 0.01% -1,860 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 3,524 $278K 0.01% +712 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 3,555 $278K 0.06% -2,255 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 3,551 $278K 0.02% new 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 3,550 $278K 0.01% -621 13F-HR Timeline CLEAR WAVE WEALTH MANAGEMENT LLC More: the full row for CLEAR WAVE WEALTH MANAGEMENT LLC 3,544 $277K 0.06% -81 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 3,505 $277K 0.01% -2,538 13F-HR Timeline Group Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 3,532 $276K -15,849 Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 3,531 $276K 0.09% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 3,521 $275K 0.11% +1,055 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 3,519 $275K 0.08% -1,654 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 3,468 $274K 0.05% +258 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 3,498 $274K 0.16% -27 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 3,495 $273K 0.02% +172 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 3,484 $273K 0.01% 0 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 3,472 $272K 0.07% -506 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 3,469 $271K 0.17% 0 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 3,453 $270K 0.01% -29,737 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 3,451 $270K 0.84% 0 13F-HR Timeline Summit Investment Advisory Services, LLC More: the full row for Summit Investment Advisory Services, LLC 3,420 $268K 0.07% -979 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 3,406 $266K 0.01% -1,263 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 3,393 $265K 0.04% -260 13F-HR Timeline Parkside Investments, LLC More: the full row for Parkside Investments, LLC 3,391 $265K 0.03% 0 13F-HR Timeline Arsenal Capital Advisors LLC More: the full row for Arsenal Capital Advisors LLC 3,389 $265K 0.16% -73 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 3,277 $264K 0.03% -2,804 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 3,370 $264K 0.16% 0 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 3,358 $263K 0.05% -5,202 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 3,026 $262K 0.04% -10 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 3,346 $262K 0.16% -481 13F-HR Timeline Randall & Associates Wealth Management More: the full row for Randall & Associates Wealth Management 3,342 $261K 0.16% -190 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 3,318 $260K 0.04% -3,315 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 3,316 $259K 0.11% -22 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 3,316 $259K 0.04% -12 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 3,314 $259K 0.06% -169 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 3,315 $259K 0.12% -116 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 3,308 $259K 0.05% -193 13F-HR/A Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 3,298 $258K 0.02% -41,403 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 3,298 $258K 0.09% +216 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 3,288 $257K 0.04% +947 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 3,278 $256K 0.1% -976 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 3,273 $256K 0.09% new 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 2,823 $256K 0.01% -15 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 3,256 $255K 0.02% -188 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 3,216 $252K 0.07% -295 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 3,211 $251K 0.06% new 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 3,186 $249K 0.06% -97 13F-HR Timeline FOUNDERS CAPITAL MANAGEMENT, LLC More: the full row for FOUNDERS CAPITAL MANAGEMENT, LLC 3,184 $249K 0.04% 0 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 3,183 $249K 0.02% new 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 3,170 $248K 0.15% +27 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 3,168 $248K 0.03% +15 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 3,163 $247K 0.08% new 13F-HR Timeline Flavin Financial Services, Inc. More: the full row for Flavin Financial Services, Inc. 3,162 $247K 0.14% +4 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 3,149 $246K 0.01% -967 13F-HR Timeline WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 3,143 $246K <0.01% -480 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 3,142 $246K 0.01% 0 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 3,112 $243K 0.08% -1,006 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 3,101 $243K 0.11% -170 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 3,097 $242K 0.12% -113 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 3,090 $242K 0.02% +305 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 3,073 $240K 0.04% new 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 3,072 $240K 0.16% new 13F-HR Timeline Capital Wealth Planning, LLC More: the full row for Capital Wealth Planning, LLC 3,064 $240K <0.01% -3,519,371 13F-HR Timeline ATLANTIC FAMILY WEALTH, LLC More: the full row for ATLANTIC FAMILY WEALTH, LLC 3,044 $238K 0.15% new 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 3,038 $238K 0.1% new 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 3,030 $237K 0.02% new 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 3,029 $237K 0.15% +136 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 3,025 $237K 0.14% 0 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 3,020 $236K 0.03% -2,837 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 3,019 $236K 0.03% +396 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 3,014 $236K 0.01% +19 13F-HR Timeline Persistent Asset Partners Ltd More: the full row for Persistent Asset Partners Ltd 3,012 $236K 0.07% -234 13F-HR Timeline Wealth Management Strategies, Inc. More: the full row for Wealth Management Strategies, Inc. 3,010 $235K 0.09% -270 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 3,000 $235K 0.06% -3,600 13F-HR Timeline DCF Advisers, LLC More: the full row for DCF Advisers, LLC 3,000 $235K 0.06% new 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 3,000 $235K 0.1% 0 13F-HR Timeline Nicollet Investment Management, Inc. More: the full row for Nicollet Investment Management, Inc. 2,986 $234K 0.07% 0 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 2,990 $234K 0.05% 0 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 2,989 $234K 0.03% -683 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 2,979 $233K 0.03% 0 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 2,965 $232K 0.03% -200 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 2,827 $232K 0.03% 0 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 2,960 $232K <0.01% -6,491 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,945 $230K 0.01% +650 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2,935 $230K 0.02% -296 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 2,936 $230K 0.09% -26 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 2,922 $229K 0.03% 0 13F-HR Timeline Martin Investment Management, LLC More: the full row for Martin Investment Management, LLC 2,906 $227K 0.08% +36 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 2,902 $227K 0.01% -100 13F-HR Timeline Group Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 2,895 $226K 0.07% -479 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 2,890 $226K 0.01% new 13F-HR Timeline DARA CAPITAL US, INC. More: the full row for DARA CAPITAL US, INC. 2,887 $226K 0.16% +737 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 2,883 $226K 0.1% -1,179 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 2,882 $225K 0.15% +157 13F-HR Timeline Whetstone Capital Advisors, LLC More: the full row for Whetstone Capital Advisors, LLC 2,874 $225K 0.06% 0 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 2,871 $225K 0.01% 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 2,870 $225K 0.14% -812 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 2,868 $224K 0.05% 0 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 2,863 $224K 0.09% -37 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,860 $224K <0.01% +437 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 2,548 $223K 0.01% new 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 2,843 $222K <0.01% -3,502 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 2,842 $222K 0.11% 0 13F-HR Timeline LETSON INVESTMENT MANAGEMENT, INC. More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 2,836 $222K 0.08% +6 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,835 $222K 0.01% -878 13F-HR Timeline Group Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 2,805 $221K 0.03% +307 13F-HR Timeline LightSquare Wealth Management, LLC More: the full row for LightSquare Wealth Management, LLC 2,829 $221K 0.15% -640 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 2,820 $221K 0.01% +336 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 2,793 $221K 0.02% -1,079 13F-HR Timeline JM2 Capital Inc. More: the full row for JM2 Capital Inc. 2,815 $220K 0.15% -644 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 2,810 $220K 0.02% new 13F-HR Timeline KRM WEALTH MANAGEMENT L.L.C. More: the full row for KRM WEALTH MANAGEMENT L.L.C. 2,807 $220K 0.1% -7 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 2,801 $219K 0.01% -25 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 2,800 $219K 0.05% -14,000 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 2,796 $219K 0.14% -14 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 2,784 $218K 0.01% new 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 2,770 $217K 0.05% +125 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 2,768 $217K 0.06% +137 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 2,579 $216K 0.1% new 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 2,761 $216K 0.19% new 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 2,755 $215K 0.04% +161 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 2,752 $215K 0.05% -52 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 2,744 $215K 0.01% -426 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 2,745 $215K 0.02% -113 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 2,742 $214K 0.02% new 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 2,737 $214K 0.08% -50 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 2,468 $214K 1.04% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 2,732 $214K 0.15% -68 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 2,729 $213K 0.09% -196 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 2,729 $213K 0.04% +126 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 2,723 $213K 0.04% 0 13F-HR Timeline TL Private Wealth More: the full row for TL Private Wealth 2,540 $213K 0.08% +13 13F-HR Timeline AMG Asset Management Group, Inc. More: the full row for AMG Asset Management Group, Inc. 2,715 $212K 0.13% -113 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 2,704 $212K 0.2% new 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 2,693 $211K 0.09% +274 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 2,692 $211K 0.03% -517 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 2,660 $210K 0.01% -1,169 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 2,668 $209K <0.01% -131 13F-HR Timeline Group Guardian Wealth Advisors, LLC More: the full row for Guardian Wealth Advisors, LLC 2,658 $208K 0.1% -229 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 2,651 $207K 0.11% -1,103 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 2,492 $207K 0.02% new 13F-HR Timeline FULCRUM WEALTH ADVISORS, LLC More: the full row for FULCRUM WEALTH ADVISORS, LLC 2,640 $207K 0.16% new 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 2,634 $206K 0.07% +1,406 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 2,638 $206K 0.08% 0 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 3,205 $206K 0.02% new 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 2,629 $206K 0.1% +109 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 2,626 $205K 0.09% 0 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 2,613 $204K 0.05% +13 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 2,609 $204K 0.05% -644 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 2,605 $204K 0.04% new 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 2,597 $203K 0.03% -114 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 2,595 $203K 0.04% -636 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 2,475 $203K 0.13% new 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 2,592 $203K 0.05% -72 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 2,592 $203K 0.06% -867 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 2,591 $203K 0.01% +183 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 2,589 $203K 0.11% +100 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 2,579 $202K 0.01% -892 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 2,585 $202K 0.01% -445 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 2,582 $202K 0.01% new 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 2,562 $200K 0.02% new 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 2,294 $199K 0.14% +351 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 2,505 $196K 0.01% -3,322 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 2,487 $195K 0.1% +161 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 2,442 $191K 0.12% +22 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 2,439 $191K 0.01% new 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 2,418 $189K 0.02% +168 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 2,365 $185K 0.05% -511 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,354 $184K <0.01% -170 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 2,324 $182K 0.16% +2,200 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 2,302 $180K 0.02% +92 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 2,252 $176K <0.01% +155 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 2,070 $174K 0.06% -41 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 2,199 $172K 0.07% +1,992 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 2,179 $170K 0.02% +854 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2,154 $169K 0.01% -8,504 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 2,122 $166K 0.14% 0 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 3,150 $162K 0.13% -320 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 1,995 $156K 0.01% 0 13F-HR Timeline TrustBank in group TrustBank More: the full row for TrustBank 1,950 $153K 0.05% -34 13F-HR Timeline Group HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,934 $151K 0.02% -71 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 1,932 $151K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,842 $144K 0.01% -166 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 1,841 $144K 0.09% -453 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 1,819 $142K 0.01% new 13F-HR Timeline Limestone Investment Advisors LP More: the full row for Limestone Investment Advisors LP 1,810 $142K 0.07% new 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 1,730 $135K 0.05% +40 13F-HR Timeline