TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 2,910 $289K 0.1% -38 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 2,908 $289K 0.1% 0 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 2,906 $289K 0.05% +536 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 2,903 $289K 0.04% 0 13F-HR Timeline PZENA INVESTMENT MANAGEMENT LLC More: the full row for PZENA INVESTMENT MANAGEMENT LLC 2,898 $288K <0.01% new 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 2,891 $288K 0.22% 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 2,883 $287K 0.02% -8 13F-HR Timeline Group Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 2,892 $287K 0.07% +88 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 2,880 $287K 0.21% -176 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 3,281 $286K 0.31% 13F-HR Timeline Campbell Wealth Management More: the full row for Campbell Wealth Management 2,879 $286K 0.03% +1,055 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 2,874 $286K 0.06% -349 13F-HR Timeline Womack Financial LLC More: the full row for Womack Financial LLC 2,874 $286K 0.25% 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 2,866 $285K 0.04% +728 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 2,866 $285K 0.1% -998 13F-HR Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 2,862 $285K 0.03% 0 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 2,862 $285K 0.03% -200 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 2,854 $284K 0.18% -312 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 2,854 $284K 0.02% -426 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 2,849 $283K 0.17% 13F-HR Timeline Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 2,847 $283K 0.19% +7 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 2,841 $283K 0.09% -22 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Balefire, LLC More: the full row for Balefire, LLC 2,843 $282K 0.1% -2,065 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 2,833 $282K 0.15% -1,669 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 2,827 $281K 0.11% -189 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 2,827 $281K 0.13% +66 13F-HR Timeline Wells Trecaso Financial Group, LLC More: the full row for Wells Trecaso Financial Group, LLC 2,823 $281K 0.09% -250 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 2,821 $281K 0.16% +64 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 2,820 $281K 0.13% 0 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 2,819 $280K 0.07% 0 13F-HR Timeline William Allan Corp More: the full row for William Allan Corp 2,819 $280K 0.17% -1 13F-HR Timeline Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 2,812 $280K 0.27% 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 2,807 $279K 0.1% +272 13F-HR Timeline HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 2,800 $279K 0.07% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 2,800 $279K 0.47% -155 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 2,795 $278K 0.15% -150 13F-HR Timeline BLUE SQUARE ASSET MANAGEMENT, LLC More: the full row for BLUE SQUARE ASSET MANAGEMENT, LLC 2,793 $278K 0.14% 0 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 2,788 $277K 0.11% -50 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 2,783 $277K 0.15% +207 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 2,760 $277K 0.07% -406 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 3,161 $276K 0.01% +745 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 2,773 $276K 0.08% -693 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 2,770 $276K 0.07% +300 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 2,764 $275K 0.14% new 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 2,760 $275K 0.12% -456 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 2,757 $274K 0.24% 13F-HR Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 2,757 $274K 0.01% 0 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 2,752 $274K 0.03% -56 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 2,749 $273K 0.08% -234 13F-HR Timeline Intrinsic Value Partners, LLC More: the full row for Intrinsic Value Partners, LLC 2,749 $273K 0.27% 0 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 2,706 $273K 0.13% +7 13F-HR Timeline Obsidian Personal Planning Solutions LLC More: the full row for Obsidian Personal Planning Solutions LLC 2,763 $273K 0.13% +119 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 2,740 $273K 0.06% -247 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 2,843 $272K 0.11% +48 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 2,735 $272K 0.17% +118 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 2,731 $272K 0.16% -2,386 13F-HR/A Timeline KELLY FINANCIAL GROUP LLC More: the full row for KELLY FINANCIAL GROUP LLC 2,703 $271K 0.1% 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 2,722 $271K 0.13% -84 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 2,721 $271K 0.23% 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 2,714 $270K 0.09% -38 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 2,711 $270K 0.14% +9 13F-HR Timeline Penbrook Management LLC More: the full row for Penbrook Management LLC 2,706 $269K 0.18% -1,500 13F-HR Timeline Guardian Partners Inc. More: the full row for Guardian Partners Inc. 2,695 $269K 0.03% 13F-HR Timeline Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 2,705 $269K 0.04% -6,276 13F-HR Timeline Group AHL INVESTMENT MANAGEMENT, INC. More: the full row for AHL INVESTMENT MANAGEMENT, INC. 2,705 $269K 0.19% new 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 2,704 $269K 0.11% +455 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 2,704 $269K 0.06% new 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 2,702 $269K 0.03% -65 13F-HR Timeline Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 2,700 $269K 0.04% -1,612 13F-HR Timeline Group Moment Partners, LLC More: the full row for Moment Partners, LLC 2,699 $268K 0.05% 13F-HR Timeline CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 2,697 $268K 0.1% +2,572 13F-HR Timeline Whitegate Investment Counselors, Inc. More: the full row for Whitegate Investment Counselors, Inc. 2,690 $268K 0.09% +14 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 2,690 $268K 0.06% +703 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 2,680 $267K 0.03% -360 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 2,678 $266K 0.13% +100 13F-HR Timeline Tandem Investment Advisors, Inc. More: the full row for Tandem Investment Advisors, Inc. 2,678 $266K 0.01% -311 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 2,658 $264K 0.08% -105 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 2,656 $264K 0.11% +9 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 2,652 $264K 0.13% -23 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 2,603 $263K 0.14% +2 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 2,645 $263K 0.13% -494 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 2,636 $263K 0.08% +6 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 2,641 $263K 0.17% 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 2,640 $263K 0.22% +886 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 2,639 $263K 0.16% +552 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 2,637 $262K 0.02% +1 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 2,631 $262K 0.11% -1,755 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 2,630 $262K 0.05% -179 13F-HR Timeline Nexus Investment Management ULC More: the full row for Nexus Investment Management ULC 2,625 $261K 0.03% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 2,623 $261K 0.05% -146 13F-HR Timeline Lorne Steinberg Wealth Management Inc. More: the full row for Lorne Steinberg Wealth Management Inc. 2,623 $261K 0.08% 0 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 2,616 $260K 0.17% 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 2,616 $260K 0.3% 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 2,609 $260K 0.05% -5,304 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 2,609 $260K 0.11% +119 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 2,608 $259K 0.17% 13F-HR Timeline New Jersey Better Educational Savings T… More: the full row for New Jersey Better Educational Savings Trust 2,605 $259K 0.5% 0 13F-HR Timeline Community Bank of Raymore More: the full row for Community Bank of Raymore 2,605 $259K 0.2% 0 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 2,642 $259K 0.06% -979 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 2,600 $259K 0.05% -478 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 2,600 $259K 0.11% -25 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 2,598 $258K 0.01% -689 13F-HR Timeline Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 2,596 $258K 0.02% -10,527 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 2,593 $258K 0.13% -94 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 2,586 $257K 0.22% 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 2,584 $257K 0.23% 13F-HR Timeline Santori & Peters, Inc. More: the full row for Santori & Peters, Inc. 2,570 $256K 0.1% -320 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 2,558 $254K 0.05% new 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 2,558 $254K 0.31% 13F-HR Timeline NDVR, Inc. More: the full row for NDVR, Inc. 2,550 $254K 0.24% +158 13F-HR Timeline Lanham O'Dell & Company, Inc. More: the full row for Lanham O'Dell & Company, Inc. 2,548 $253K 0.14% new 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 2,545 $253K 0.04% +180 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 2,542 $253K 0.12% -158 13F-HR Timeline ACADEMY CAPITAL MANAGEMENT More: the full row for ACADEMY CAPITAL MANAGEMENT 2,540 $253K 0.04% new 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 2,537 $252K 0.15% new 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 2,534 $252K 0.13% -852 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 2,941 $252K 0.13% new 13F-HR Timeline Monument Group Wealth Advisors, LLC More: the full row for Monument Group Wealth Advisors, LLC 2,530 $252K 0.18% 0 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 2,530 $252K 0.35% 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 2,530 $252K 0.05% 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 2,529 $252K 0.05% +379 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 2,526 $251K 0.06% +500 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 2,548 $251K 0.04% -29 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 2,518 $250K 0.08% +25 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 2,510 $250K 0.1% -757 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 2,510 $250K 0.03% +35 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 2,504 $249K 0.06% 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 2,501 $249K 0.08% new 13F-HR Timeline INDEPENDENT INVESTORS INC More: the full row for INDEPENDENT INVESTORS INC 2,500 $249K 0.05% 0 13F-HR Timeline EHP Funds Inc. More: the full row for EHP Funds Inc. 2,500 $249K 0.26% +700 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 2,499 $249K 0.14% -57 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 2,494 $248K 0.16% +412 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 2,872 $248K 0.11% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 2,490 $248K 0.16% +1,342 13F-HR Timeline Kellett Wealth Advisors, LLC More: the full row for Kellett Wealth Advisors, LLC 2,490 $248K 0.17% -212 13F-HR Timeline JACOBSON & SCHMITT ADVISORS, LLC More: the full row for JACOBSON & SCHMITT ADVISORS, LLC 2,487 $247K 0.05% 0 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 2,487 $247K 0.05% +50 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 2,481 $247K 0.12% 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 2,479 $247K 0.05% -75 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 2,468 $246K 0.08% -50 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 2,466 $245K 0.16% -15 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 2,462 $245K 0.1% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 2,461 $245K 0.1% 0 13F-HR/A Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 2,460 $245K 0.04% -3,828 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 2,454 $244K 0.07% 0 13F-HR Timeline MARSHALL & SULLIVAN INC /WA/ More: the full row for MARSHALL & SULLIVAN INC /WA/ 2,450 $244K 0.12% 0 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 2,448 $244K 0.05% +246 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 2,423 $243K 0.21% 13F-HR Timeline ClearAlpha Technologies LP More: the full row for ClearAlpha Technologies LP 2,443 $243K 0.21% new 13F-HR Timeline ADAR1 Capital Management, LLC in group ADAR1 Capital Management, LLC More: the full row for ADAR1 Capital Management, LLC 2,440 $243K 0.05% +1,300 13F-HR Timeline Group HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 2,437 $242K 0.21% 0 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 2,829 $242K 0.18% 13F-HR Timeline Stillwater Wealth Management Group More: the full row for Stillwater Wealth Management Group 2,429 $242K 0.22% 13F-HR Timeline Prosperitas Financial LLC More: the full row for Prosperitas Financial LLC 2,424 $241K 0.12% new 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 2,423 $241K 0.02% -396 13F-HR Timeline ISTHMUS PARTNERS, LLC More: the full row for ISTHMUS PARTNERS, LLC 2,422 $241K 0.03% +608 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 2,407 $239K 0.03% -1,513 13F-HR Timeline ShankerValleau Wealth Advisors, Inc. More: the full row for ShankerValleau Wealth Advisors, Inc. 2,407 $239K 0.08% +300 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 2,406 $239K 0.12% 0 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 2,405 $239K 0.12% +16 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 2,402 $239K 0.07% +51 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 2,397 $238K 0.12% +14 13F-HR Timeline FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 2,397 $238K 0.04% 0 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 2,394 $238K 0.21% 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 2,393 $238K 0.03% new 13F-HR Timeline Wellington Wealth Strategies, LLC. More: the full row for Wellington Wealth Strategies, LLC. 2,819 $238K 0.22% -25,402 13F-HR Timeline Valley Financial Group, Inc. More: the full row for Valley Financial Group, Inc. 2,389 $238K 0.17% -1,056 13F-HR Timeline DROMS STRAUSS ADVISORS INC /MO/ /ADV More: the full row for DROMS STRAUSS ADVISORS INC /MO/ /ADV 2,386 $237K 0.08% -455 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 2,382 $237K 0.08% new 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 2,418 $237K 0.02% -17 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 2,370 $236K 0.05% 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 2,369 $236K 0.19% -388 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 2,075 $236K 0.04% 0 13F-HR Timeline Wambolt & Associates, LLC More: the full row for Wambolt & Associates, LLC 2,367 $235K 0.08% -1,305 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 2,367 $235K 0.09% -342 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 2,365 $235K 0.04% -422 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 2,360 $235K 0.07% 0 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 2,358 $235K 0.22% -100 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 2,358 $235K 0.09% -6 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 2,356 $234K 0.13% -109 13F-HR Timeline Banque de Luxembourg S.A. More: the full row for Banque de Luxembourg S.A. 2,341 $234K 0.13% 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,345 $233K 0.05% +131 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 2,341 $233K 0.03% 0 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 2,340 $233K 0.04% -19 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 2,339 $233K 0.1% -206 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 2,331 $232K 0.29% -33 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 2,036 $231K 0.1% 0 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 2,324 $231K 0.16% 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 2,320 $231K 0.1% +313 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 2,322 $231K 0.13% +342 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 2,321 $231K 0.04% 0 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 2,314 $230K 0.11% +305 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 2,313 $230K 0.08% -144 13F-HR Timeline TAP Consulting, LLC More: the full row for TAP Consulting, LLC 2,311 $230K 0.05% -74 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 1,742 $230K 0.07% new 13F-HR Timeline AAF Wealth Management, LLC More: the full row for AAF Wealth Management, LLC 2,309 $230K 0.12% +179 13F-HR/A Timeline Triune Financial Partners, LLC More: the full row for Triune Financial Partners, LLC 2,302 $229K 0.07% +10 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 2,300 $229K 0.05% 0 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 2,293 $228K 0.15% -317 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 2,293 $228K 0.19% -506 13F-HR Timeline