Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 644 $398K 0.04% -54 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 645 $398K <0.01% 0 13F-HR Timeline Group Colter Lewis Investment Partners LLC More: the full row for Colter Lewis Investment Partners LLC 640 $396K 0.37% 0 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 627 $387K 0.01% +8 13F-HR Timeline Group Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 626 $386K 0.05% +141 13F-HR Timeline MLP3, LLC More: the full row for MLP3, LLC 623 $384K 0.42% +1 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 621 $383K 0.17% -80 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 618 $381K 0.04% 0 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 618 $381K 0.05% 0 13F-HR Timeline CORTLAND ASSOCIATES INC/MO More: the full row for CORTLAND ASSOCIATES INC/MO 616 $380K 0.05% +36 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 615 $379K 0.03% 0 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 600 $378K 0.16% 0 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 609 $376K 0.12% -114 13F-HR/A Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 609 $376K 0.02% +177 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 562 $373K 0.22% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 600 $370K 0.01% -37 13F-HR Timeline Group TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 600 $370K 0.1% 0 13F-HR Timeline Seascape Capital Management More: the full row for Seascape Capital Management 600 $370K 0.11% 0 13F-HR Timeline CORSAIR CAPITAL MANAGEMENT, L.P. More: the full row for CORSAIR CAPITAL MANAGEMENT, L.P. 597 $368K 0.05% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 566 $364K 0.01% +1 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 589 $363K 0.01% +4 13F-HR/A Timeline Financial Council, LLC More: the full row for Financial Council, LLC 585 $361K 0.14% 0 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 585 $361K 0.02% -116 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 584 $360K 0.04% -8 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 583 $359K 0.14% +2 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 582 $359K 0.04% -30 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 580 $357K 0.04% -18 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 578 $356K 0.04% -14 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 576 $355K 0.06% 0 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 576 $355K 0.03% -2 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 575 $355K 0.03% -70 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 575 $355K 0.04% -15 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 575 $355K 0.05% 0 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 573 $354K 0.03% -2 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 572 $353K 0.02% -50 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 571 $352K 0.01% -65 13F-HR Timeline NORTHEAST PLANNING ASSOCIATES, INC. / N… More: the full row for NORTHEAST PLANNING ASSOCIATES, INC. / NH / 570 $352K 0.24% 0 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 570 $352K 0.01% 0 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 570 $352K 0.21% -2 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 569 $351K 0.03% -29 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 565 $348K 0.05% -25 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 563 $348K 0.06% -1 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 563 $347K <0.01% 0 13F-HR Timeline Paragon Capital Management LLC More: the full row for Paragon Capital Management LLC 563 $347K 0.17% 0 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 562 $347K 0.04% 0 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 536 $347K 0.03% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 557 $344K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 557 $344K 0.08% 0 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 556 $343K 0.15% -43 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 555 $342K 0.09% +2 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 551 $340K <0.01% new 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 550 $339K 0.11% new 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 549 $339K 0.02% new 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 548 $338K 0.03% -2 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 546 $337K 0.01% -9 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 544 $336K 0.03% 0 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 543 $335K 0.02% +49 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 542 $335K 0.09% +1 13F-HR Timeline ArborFi Advisors, LLC More: the full row for ArborFi Advisors, LLC 541 $334K 0.27% -17 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 534 $332K 0.05% 0 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 535 $330K 0.02% +51 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 529 $327K 0.01% 0 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 524 $323K 0.14% new 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 523 $323K 0.03% 0 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 523 $323K 0.05% 0 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 522 $322K 0.05% 0 13F-HR Timeline Counterweight Ventures, LLC More: the full row for Counterweight Ventures, LLC 522 $322K 0.18% +122 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 521 $321K 0.03% -47 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 521 $321K 0.16% 0 13F-HR Timeline WEALTHCARE CAPITAL MANAGEMENT LLC More: the full row for WEALTHCARE CAPITAL MANAGEMENT LLC 519 $320K 0.03% 0 13F-HR Timeline J. Team Financial, Inc. More: the full row for J. Team Financial, Inc. 518 $319K 0.36% -47 13F-HR Timeline Guidance Point Advisors, LLC More: the full row for Guidance Point Advisors, LLC 515 $319K 0.08% -2 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 516 $318K 0.04% 0 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 516 $318K 0.12% 0 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 515 $318K 0.09% 0 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 515 $318K 0.23% -38 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 511 $315K 0.05% 0 13F-HR Timeline Samara Investment Management, LLC More: the full row for Samara Investment Management, LLC 511 $315K 0.33% 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 511 $315K 0.1% -13 13F-HR Timeline Good Harbor Advisors, Inc. More: the full row for Good Harbor Advisors, Inc. 503 $310K 0.34% 0 13F-HR Timeline SHAKER INVESTMENTS LLC/OH More: the full row for SHAKER INVESTMENTS LLC/OH 501 $309K 0.14% +1 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 500 $308K 0.03% 0 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 500 $308K 0.02% 0 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 499 $308K 0.01% -63 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 497 $307K <0.01% +109 13F-HR Timeline Group TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 492 $303K 0.03% +156 13F-HR Timeline Berkeley, Inc More: the full row for Berkeley, Inc 489 $302K 0.1% -97 13F-HR Timeline Pathfinder Wealth Consulting, Inc. More: the full row for Pathfinder Wealth Consulting, Inc. 489 $302K 0.2% -15 13F-HR Timeline marrick wealth, LLC More: the full row for marrick wealth, LLC 488 $301K 0.25% 0 13F-HR Timeline Western Reserve Capital Management, LLC More: the full row for Western Reserve Capital Management, LLC 488 $301K 0.25% 0 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 487 $300K 0.15% -50 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 485 $299K 0.03% 0 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 483 $298K 0.11% 0 13F-HR Timeline Sound Portfolio Advisors, LLC More: the full row for Sound Portfolio Advisors, LLC 483 $298K 0.24% -43 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 482 $297K 0.07% new 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 481 $297K 0.15% +40 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 479 $295K 0.13% -12 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 475 $293K 0.04% new 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 475 $293K 0.01% 0 13F-HR Timeline Lesa Sroufe & Co More: the full row for Lesa Sroufe & Co 470 $290K 0.2% 0 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 469 $289K 0.01% -5 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 468 $289K 0.02% 0 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 468 $288K 0.03% +2 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 429 $287K 0.01% +2 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 466 $287K 0.04% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 465 $287K 0.01% 0 13F-HR Timeline TICINO WEALTH More: the full row for TICINO WEALTH 460 $286K 0.1% 0 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 464 $286K 0.2% +20 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 463 $286K 0.09% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 463 $286K 0.01% 0 13F-HR Timeline Group WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 462 $285K 0.07% -4 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 461 $285K 0.16% -74 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 460 $284K 0.09% 0 13F-HR Timeline O'Brien Greene & Co. Inc More: the full row for O'Brien Greene & Co. Inc 460 $284K 0.08% 0 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 457 $283K <0.01% 0 13F-HR/A Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 457 $283K 0.01% 0 13F-HR Timeline ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 458 $282K 0.28% 0 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 456 $282K 0.02% new 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT INC More: the full row for NORTHSTAR ASSET MANAGEMENT INC 456 $281K 0.09% 0 13F-HR Timeline Progressive Investment Management Corp More: the full row for Progressive Investment Management Corp 455 $281K 0.07% -44 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 455 $281K 0.21% new 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 452 $279K 0.03% -4 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 450 $278K 0.19% 0 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 450 $278K 0.39% -118 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 450 $278K 0.11% 0 13F-HR Timeline American National Bank of Texas More: the full row for American National Bank of Texas 450 $278K 0.26% 0 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 449 $277K 0.05% -20 13F-HR Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 448 $276K <0.01% -75 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 448 $276K 0.03% 0 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 448 $276K 0.06% +1 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 445 $275K 0.03% 0 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 445 $274K 0.03% 0 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 445 $274K 0.07% 0 13F-HR Timeline Aquire Wealth Advisors, LLC More: the full row for Aquire Wealth Advisors, LLC 444 $274K 0.07% 0 13F-HR Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 443 $273K 0.21% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 443 $273K <0.01% 0 13F-HR Timeline TD Asset Management Inc More: the full row for TD Asset Management Inc 442 $273K <0.01% 0 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 442 $273K 0.12% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 437 $271K 0.08% -27 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 439 $271K 0.01% -26 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 437 $270K 0.05% +1 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 436 $269K <0.01% 0 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 436 $269K 0.08% +2 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 435 $268K 0.04% new 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 434 $268K 0.03% 0 13F-HR Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 433 $267K 0.05% 0 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 432 $267K 0.04% +1 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 430 $265K 0.08% 0 13F-HR Timeline OxenFree Capital LLC More: the full row for OxenFree Capital LLC 405 $264K 0.13% 0 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 427 $263K 0.14% 0 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 427 $263K 0.27% +2 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 426 $263K 0.05% 0 13F-HR Timeline Estate Counselors, LLC More: the full row for Estate Counselors, LLC 425 $262K 0.02% new 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 425 $262K 0.02% 0 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 424 $262K <0.01% -19 13F-HR Timeline Group INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 424 $262K 0.09% 0 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 429 $261K 0.03% +2 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 422 $260K 0.01% -238 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 422 $260K 0.03% 0 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 421 $260K 0.09% 0 13F-HR Timeline LOWERY THOMAS, LLC More: the full row for LOWERY THOMAS, LLC 421 $259K 0.15% +2 13F-HR Timeline Powerhouse Assets LLC More: the full row for Powerhouse Assets LLC 418 $258K 0.22% +10 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 414 $255K 0.01% 0 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 411 $253K <0.01% new 13F-HR Timeline Trust Co More: the full row for Trust Co 411 $253K 0.02% 0 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 410 $253K 0.01% new 13F-HR Timeline S&A Financial Services, Inc. More: the full row for S&A Financial Services, Inc. 410 $253K 0.17% 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 409 $252K 0.03% +1 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 406 $250K 0.03% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 405 $250K 0.01% +1 13F-HR Timeline Alexander Randolph Advisory, Inc. More: the full row for Alexander Randolph Advisory, Inc. 404 $249K 0.21% 0 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 400 $247K 0.02% -84 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 400 $247K 0.06% new 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 400 $247K 0.06% 0 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 400 $247K 0.05% 0 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 400 $247K 0.02% 0 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 400 $247K 0.12% 0 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 398 $245K 0.21% 0 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 397 $245K 0.02% 0 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 395 $244K 0.03% 0 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 394 $243K 0.03% +1 13F-HR Timeline Ruggiero Investments, Inc. More: the full row for Ruggiero Investments, Inc. 393 $242K 0.23% -65 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 392 $242K 0.03% -2 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 392 $242K 0.03% 0 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 387 $239K 0.14% +14 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 387 $238K 0.02% -49 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 385 $237K 0.02% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 385 $237K 0.01% +10 13F-HR/A Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 384 $237K 0.16% -86 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 383 $236K 0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 380 $236K 0.04% 0 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 381 $235K 0.01% 0 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 380 $234K 0.03% -50 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 377 $233K 0.01% -46 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 377 $233K 0.01% 0 13F-HR Timeline Arjuna Capital More: the full row for Arjuna Capital 375 $231K 0.06% new 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 375 $231K 0.02% 0 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 374 $231K 0.02% 0 13F-HR Timeline Team Hewins, LLC More: the full row for Team Hewins, LLC 373 $231K 0.07% new 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 374 $230K 0.08% 0 13F-HR Timeline