Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 1,640 $419K 0.28% -51 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 1,636 $418K 0.08% 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 1,636 $418K 0.09% +42 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,630 $417K 0.04% +33 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,629 $416K 0.02% +109 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 1,627 $416K 0.02% 0 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 1,624 $415K 0.07% +14 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 1,622 $415K 0.17% 0 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 1,619 $414K 0.01% 0 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 1,618 $414K 0.06% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,617 $413K 0.03% -15 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 1,617 $413K 0.06% 0 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 1,617 $413K 0.05% new 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 1,615 $413K 0.07% -1 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 1,613 $412K 0.08% -91 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 1,612 $412K 0.07% +20 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $411K 0.1% new 13F-HR Timeline Amount filed as zero, left out of ratios. NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 1,602 $410K 0.03% 0 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 1,598 $409K 0.02% -931 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 1,592 $407K 0.01% +178 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 1,591 $407K 0.14% -502 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 1,677 $406K 0.02% +11 13F-HR Timeline Unify Financial Advisors More: the full row for Unify Financial Advisors 1,585 $405K 0.37% 0 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 1,584 $405K 0.05% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 1,584 $405K 0.03% +37 13F-HR/A Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 1,583 $405K 0.05% -833 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 1,583 $405K 0.06% -2,417 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 1,576 $403K 0.05% -104 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 1,575 $403K 0.12% 0 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 1,575 $403K 0.04% -6,605 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 1,574 $402K 0.03% +7 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 1,566 $400K 0.11% -8 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 1,562 $399K 0.01% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,554 $397K 0.05% 0 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 1,550 $396K 0.07% 0 13F-HR Timeline Commerce Advisors, LLC More: the full row for Commerce Advisors, LLC 1,550 $396K 0.22% -19 13F-HR Timeline Eddie Patel Inc More: the full row for Eddie Patel Inc 1,546 $395K 0.24% new 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 1,537 $393K 0.09% +7 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 1,527 $390K 0.03% 0 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 1,525 $390K 0.04% 0 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 1,524 $390K 0.04% 0 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 1,522 $389K 0.03% 0 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 1,519 $388K 0.05% 0 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 1,510 $386K 0.09% 0 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 1,509 $386K <0.01% 0 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 1,508 $386K 0.13% +51 13F-HR Timeline RESTON WEALTH MANAGEMENT LLC More: the full row for RESTON WEALTH MANAGEMENT LLC 1,505 $385K 0.1% +3 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 1,501 $384K 0.03% new 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 1,501 $384K 0.16% -18 13F-HR Timeline Group Haverford Trust Co More: the full row for Haverford Trust Co 1,500 $384K <0.01% +274 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 1,500 $384K 0.03% -500 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 1,500 $384K 0.06% 0 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 1,500 $384K 0.31% new 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 1,500 $384K 0.03% -1,000 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 1,499 $383K 0.05% 0 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 1,493 $382K 0.1% -124 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 1,285 $382K 0.01% -1,210 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 1,470 $376K 0.01% 0 13F-HR Timeline Group Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 1,470 $376K 0.24% +14 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 1,469 $376K 0.01% -39 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 1,409 $375K 0.01% +27 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 1,466 $375K 0.07% -10 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 1,465 $375K 0.05% -204 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 1,463 $374K 0.02% +94 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 1,459 $373K 0.13% 0 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 1,648 $373K 0.1% 0 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 1,458 $373K 0.09% +1 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 1,454 $372K 0.05% 0 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 1,449 $371K 0.06% +525 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 1,449 $370K 0.02% +102 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 1,448 $370K 0.26% -20 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 1,419 $370K 0.08% -120 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 1,442 $369K 0.11% 0 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 1,440 $368K 0.03% 0 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 1,434 $367K 0.03% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 1,434 $367K 0.06% +5 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 1,431 $366K 0.25% +310 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 1,428 $365K 0.01% -35 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 1,425 $364K 0.06% +12 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 1,422 $364K 0.01% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 1,421 $363K 0.02% +59 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 1,415 $362K 0.03% new 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 1,288 $362K 0.11% 0 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,413 $361K 0.01% 0 13F-HR Timeline Group Hilltop National Bank More: the full row for Hilltop National Bank 1,411 $361K 0.08% +1 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 1,407 $360K 0.02% new 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 1,404 $359K 0.02% +6 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 1,402 $358K 0.1% -24 13F-HR Timeline BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 1,400 $358K 0.07% 0 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 1,399 $358K 0.03% +3 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 1,396 $357K 0.19% +198 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 1,391 $356K 0.06% new 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 1,390 $355K <0.01% 0 13F-HR Timeline Signet Private Wealth LLC More: the full row for Signet Private Wealth LLC 1,388 $355K 0.28% -32 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 1,387 $355K 0.22% -13 13F-HR Timeline SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. More: the full row for SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. 1,384 $354K 0.25% 0 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 1,378 $352K <0.01% +11 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 1,378 $352K 0.11% 0 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 1,377 $352K 0.08% +69 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 1,377 $352K 0.05% -12 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 1,373 $351K 0.04% new 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 1,367 $349K 0.03% -421 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 1,360 $348K 0.02% -50 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 1,360 $348K 0.07% -5 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 1,351 $345K 0.03% -112 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 1,350 $345K 0.07% -413 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 1,345 $344K 0.08% +2 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 1,342 $343K 0.08% +1 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 1,342 $343K <0.01% -2,280 13F-HR/A Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 1,340 $342K 0.02% +35 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 1,335 $341K 0.02% +43 13F-HR Timeline Group Unifi Asset Management LP More: the full row for Unifi Asset Management LP 1,332 $341K 0.24% +432 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 1,326 $339K 0.1% 0 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 1,324 $339K 0.14% 0 13F-HR Timeline BARR E S & CO More: the full row for BARR E S & CO 1,319 $337K 0.02% 0 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 1,317 $337K 0.06% -4 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 1,315 $336K 0.15% -15 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 1,312 $335K 0.26% new 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 1,310 $335K 0.1% 0 13F-HR Timeline Willow Creek Capital Management, Inc. More: the full row for Willow Creek Capital Management, Inc. 1,310 $335K 0.33% 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 1,307 $334K 0.02% +42 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 1,305 $334K 0.01% -85 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 1,304 $333K 0.02% -400 13F-HR Timeline NLB Skladi, upravljanje premozenja, d.o… More: the full row for NLB Skladi, upravljanje premozenja, d.o.o. 1,300 $332K 0.01% 0 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 1,298 $332K 0.02% 0 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 1,296 $331K 0.02% +167 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 1,294 $331K 0.02% -50 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 1,294 $331K 0.04% +13 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 1,294 $331K 0.04% +109 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,288 $329K 0.01% +40 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 1,286 $329K 0.01% +68 13F-HR Timeline Group Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 1,286 $329K 0.01% -219 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 1,280 $327K 0.1% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,272 $325K 0.03% +5 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 1,269 $325K 0.15% -22 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 1,267 $324K 0.04% +1 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 1,314 $321K 0.04% 0 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 1,251 $320K 0.07% -140 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 1,251 $320K 0.11% -24 13F-HR Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 1,250 $320K 0.04% -194 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 1,247 $319K 0.02% 0 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 1,244 $318K 0.07% +198 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 1,241 $317K 0.03% -52 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 1,240 $317K 0.02% 0 13F-HR Timeline MATTERS CAPITAL LLC More: the full row for MATTERS CAPITAL LLC 1,240 $317K 0.22% 0 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 1,234 $316K 0.08% -34 13F-HR Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 1,190 $315K <0.01% +192 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,226 $314K 0.01% +1 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 1,226 $313K 0.03% +176 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 1,225 $313K 0.01% -62 13F-HR Timeline Nova R Wealth, Inc. More: the full row for Nova R Wealth, Inc. 1,223 $313K 0.09% +11 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 1,221 $312K 0.02% +169 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 1,218 $311K 0.03% 0 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 1,213 $310K 0.02% +64 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 1,203 $308K 0.03% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,200 $307K 0.02% -356 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 1,200 $307K 0.15% new 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 1,194 $305K 0.01% -290 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 1,190 $304K 0.02% 0 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 1,188 $304K 0.02% +40 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 1,186 $303K 0.05% +1 13F-HR Timeline STEPHEN J. GARRY & ASSOCIATES, LLC More: the full row for STEPHEN J. GARRY & ASSOCIATES, LLC 1,185 $303K 0.22% 0 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 1,185 $303K 0.03% +1 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 1,182 $302K 0.02% -447 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA group of 2 filers holding More: the full row for FIRST NATIONAL BANK OF OMAHA 1,178 $301K -3,692 Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 1,175 $300K 0.01% -528 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 1,172 $300K 0.02% 0 13F-HR Timeline Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 1,172 $300K 0.08% +2 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 1,054 $299K 0.14% -64 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,167 $298K 0.03% -1,414 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 1,166 $298K 0.14% +13 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 1,119 $298K 0.22% -1 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 1,162 $297K 0.05% 0 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 1,159 $296K 0.04% 0 13F-HR Timeline Group WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 1,157 $296K 0.02% 0 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,157 $296K 0.07% 0 13F-HR Timeline Group Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 1,152 $295K 0.05% +3 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 1,149 $294K 0.05% -4 13F-HR/A Timeline American Trust More: the full row for American Trust 1,148 $294K 0.02% +106 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 915 $293K 0.12% -292 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 1,144 $292K 0.12% -100 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,144 $292K 0.01% +168 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 1,144 $292K 0.07% -13 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 1,143 $292K 0.1% 0 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 1,140 $291K 0.11% +68 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 1,137 $291K 0.08% -13 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 1,133 $290K 0.03% +27 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 1,131 $289K 0.04% new 13F-HR Timeline Guilbault Capital LLC More: the full row for Guilbault Capital LLC 1,131 $289K 0.29% -55 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 1,131 $289K 0.03% +227 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 1,130 $289K <0.01% +153 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 1,130 $289K 0.15% -149 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,129 $289K 0.01% +226 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 904 $286K 0.04% -9 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 1,118 $286K 0.02% +44 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 1,118 $286K 0.02% -412 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 1,115 $285K 0.03% +260 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 1,115 $285K 0.09% +15 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 1,103 $282K 0.01% +198 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 1,103 $282K 0.01% -17 13F-HR Timeline