Waterford Advisors, LLC More: the full row for Waterford Advisors, LLC 2,778 $292K 0.11% -250 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 2,777 $292K 0.1% -43 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 2,691 $292K 0.1% +4 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 2,773 $292K 0.16% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 2,773 $292K 0.02% +229 13F-HR Timeline Integrated Wealth Management More: the full row for Integrated Wealth Management 2,760 $291K 0.33% 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 2,732 $290K 0.22% -620 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 2,753 $290K 0.14% +6 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 2,745 $289K 0.16% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 2,744 $289K 0.09% -54 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 2,743 $289K 0.2% 0 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 2,743 $289K 0.06% 0 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 2,741 $289K 0.01% 0 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 2,739 $288K 0.1% -313 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 2,734 $288K 0.03% new 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 2,728 $287K 0.05% -913 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 2,685 $287K 0.04% -637 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 2,723 $287K 0.14% +63 13F-HR Timeline Winthrop Partners - WNY, LLC More: the full row for Winthrop Partners - WNY, LLC 2,722 $287K 0.15% 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 2,718 $286K 0.04% +12 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 2,717 $286K 0.05% new 13F-HR Timeline ASL Financial, LLC More: the full row for ASL Financial, LLC 2,714 $286K 0.22% 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 2,691 $286K 0.06% 0 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 2,712 $285K 0.09% -33 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 2,710 $285K 0.05% -570 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 2,703 $285K 0.01% 0 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 2,705 $285K 0.03% +37 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 2,704 $285K 0.08% +180 13F-HR Timeline JM2 Capital Inc. More: the full row for JM2 Capital Inc. 2,701 $284K 0.23% 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 2,700 $284K 0.08% 0 13F-HR Timeline Cedarwood Wealth LLC More: the full row for Cedarwood Wealth LLC 2,644 $284K 0.32% 13F-HR Timeline BRIGHTON SECURITIES CORP. More: the full row for BRIGHTON SECURITIES CORP. 2,698 $284K 0.14% -328 13F-HR Timeline JAG CAPITAL MANAGEMENT, LLC More: the full row for JAG CAPITAL MANAGEMENT, LLC 2,696 $284K 0.03% 0 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 2,692 $283K 0.06% 0 13F-HR Timeline Lanham O'Dell & Company, Inc. More: the full row for Lanham O'Dell & Company, Inc. 2,691 $283K 0.08% +2 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 2,688 $283K 0.05% -267 13F-HR Timeline Group NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 2,686 $283K 0.03% -5,707 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 2,684 $283K 0.1% 0 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 2,680 $282K 0.05% -99 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 2,667 $281K 0.27% 13F-HR Timeline KDK Private Wealth Management, LLC More: the full row for KDK Private Wealth Management, LLC 2,659 $280K 0.24% new 13F-HR/A Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 2,652 $279K 0.2% +51 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 2,650 $279K 0.09% +52 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 2,649 $279K 0.03% new 13F-HR Timeline Signet Private Wealth LLC More: the full row for Signet Private Wealth LLC 2,645 $278K 0.27% 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 2,636 $277K 0.18% -200 13F-HR Timeline GRANVILLE CAPITAL, INC. More: the full row for GRANVILLE CAPITAL, INC. 2,633 $277K 0.15% 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 2,651 $277K 0.08% new 13F-HR Timeline S Harris Financial Group, LLC More: the full row for S Harris Financial Group, LLC 2,630 $277K 0.27% 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 2,623 $276K 0.03% 0 13F-HR Timeline KELLY FINANCIAL GROUP LLC More: the full row for KELLY FINANCIAL GROUP LLC 2,600 $276K 0.07% -207 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 2,612 $275K 0.03% +78 13F-HR Timeline ONE PLUS ONE WEALTH MANAGEMENT, LLC More: the full row for ONE PLUS ONE WEALTH MANAGEMENT, LLC 2,611 $275K 0.13% +111 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 2,608 $275K 0.11% +73 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 2,606 $274K 0.26% -136 13F-HR Timeline Triune Financial Partners, LLC More: the full row for Triune Financial Partners, LLC 2,484 $274K 0.06% +42 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 2,600 $274K 0.1% 0 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 2,595 $273K 0.04% +110 13F-HR Timeline QP WEALTH MANAGEMENT, LLC More: the full row for QP WEALTH MANAGEMENT, LLC 2,595 $273K 0.24% 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 2,584 $272K 0.1% new 13F-HR Timeline Leslie Global Wealth, LLC More: the full row for Leslie Global Wealth, LLC 2,581 $272K 0.12% +38 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 2,558 $271K 0.02% +20 13F-HR Timeline O'Keefe Stevens Advisory, Inc. More: the full row for O'Keefe Stevens Advisory, Inc. 2,569 $270K 0.07% +25 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 2,553 $269K 0.05% new 13F-HR/A Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 2,548 $268K 0.04% -173 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 2,546 $268K 0.03% -167 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 2,539 $267K 0.07% -25 13F-HR Timeline Tandem Investment Advisors, Inc. More: the full row for Tandem Investment Advisors, Inc. 2,531 $266K 0.01% -570 13F-HR Timeline Monument Group Wealth Advisors, LLC More: the full row for Monument Group Wealth Advisors, LLC 2,530 $266K 0.15% 0 13F-HR Timeline ACADEMY CAPITAL MANAGEMENT More: the full row for ACADEMY CAPITAL MANAGEMENT 2,524 $266K 0.04% 0 13F-HR Timeline J.E. Simmons & Co., P.C. More: the full row for J.E. Simmons & Co., P.C. 2,524 $266K 0.17% 13F-HR Timeline Southern Financial Group, LLC More: the full row for Southern Financial Group, LLC 2,520 $265K 0.08% 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 2,518 $265K 0.07% -55 13F-HR Timeline FWG Investments, LLC. More: the full row for FWG Investments, LLC. 2,518 $265K 0.17% new 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 2,513 $265K 0.14% +27 13F-HR Timeline GREENBERG FINANCIAL GROUP More: the full row for GREENBERG FINANCIAL GROUP 2,511 $264K 0.11% 13F-HR Timeline Kellett Wealth Advisors, LLC More: the full row for Kellett Wealth Advisors, LLC 2,509 $264K 0.15% -307 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 2,508 $264K 0.06% 13F-HR Timeline HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 2,500 $263K 0.06% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. INDEPENDENT INVESTORS INC More: the full row for INDEPENDENT INVESTORS INC 2,500 $263K 0.05% 0 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 2,500 $263K 0.04% 0 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 2,500 $263K 0.13% new 13F-HR Timeline WAYCROSS PARTNERS, LLC More: the full row for WAYCROSS PARTNERS, LLC 2,500 $263K 0.02% 0 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 2,500 $263K 0.11% -275 13F-HR Timeline FORTE ASSET MANAGEMENT LLC More: the full row for FORTE ASSET MANAGEMENT LLC 2,475 $263K 0.12% 0 13F-HR Timeline Ground Swell Capital, LLC More: the full row for Ground Swell Capital, LLC 2,492 $262K 0.54% new 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 2,488 $262K 0.02% -198 13F-HR Timeline American Trust Investment Advisors, LLC More: the full row for American Trust Investment Advisors, LLC 2,483 $261K 0.14% 0 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 2,478 $261K 0.15% new 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 2,476 $261K 0.16% -236 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 2,470 $260K 0.19% +10 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 2,463 $259K 0.03% 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 2,456 $259K 0.16% 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 2,436 $259K 0.05% -380 13F-HR Timeline HBE Wealth Management, LLC More: the full row for HBE Wealth Management, LLC 2,449 $258K 0.24% 13F-HR Timeline Coquina Private Wealth LLC More: the full row for Coquina Private Wealth LLC 2,446 $258K 0.21% 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 2,439 $257K <0.01% -10 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 2,433 $256K 0.08% -31 13F-HR Timeline Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 2,433 $256K 0.01% -114,797 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 2,430 $256K 0.13% -55 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 2,428 $256K 0.08% +66 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 2,424 $255K 0.09% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 2,423 $255K 0.04% +40 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 2,423 $255K 0.07% -927 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 2,423 $255K 0.19% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 2,421 $255K 0.04% -439 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 2,405 $254K 0.09% new 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 2,415 $254K 0.11% 0 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 2,413 $254K 0.18% +116 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 2,412 $254K 0.19% -532 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 2,411 $254K 0.01% 0 13F-HR Timeline Alessandra Capital Management, LLC More: the full row for Alessandra Capital Management, LLC 2,410 $254K 0.23% 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 2,408 $253K 0.09% new 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 2,407 $253K 0.1% new 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 2,407 $253K <0.01% -3 13F-HR Timeline Group ShankerValleau Wealth Advisors, Inc. More: the full row for ShankerValleau Wealth Advisors, Inc. 2,407 $253K 0.07% 0 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 2,400 $253K <0.01% 0 13F-HR Timeline Group CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 2,401 $253K 0.02% -554 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 2,400 $253K 0.11% 0 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 2,399 $252K 0.08% new 13F-HR Timeline E6 Portfolios, LLC More: the full row for E6 Portfolios, LLC 2,394 $252K 0.29% 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 2,394 $252K 0.08% new 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 2,392 $252K 0.11% new 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 2,388 $251K 0.06% new 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 2,385 $251K 0.08% new 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 2,382 $251K 0.1% new 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 2,358 $250K 0.1% new 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 2,376 $250K 0.04% new 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 2,360 $250K 0.11% new 13F-HR Timeline Charter Capital Management, LLC\DE More: the full row for Charter Capital Management, LLC\DE 2,375 $250K 0.13% -15 13F-HR Timeline Wallington Asset Management, LLC More: the full row for Wallington Asset Management, LLC 2,372 $250K 0.03% new 13F-HR Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 2,363 $249K 0.01% new 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 2,362 $249K 0.23% -239 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 2,361 $249K 0.09% new 13F-HR Timeline Holland Advisory Services, Inc. More: the full row for Holland Advisory Services, Inc. 2,360 $248K 0.34% new 13F-HR Timeline Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 2,357 $248K 0.06% -54 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 2,349 $247K 0.04% -1,798 13F-HR/A Timeline Santori & Peters, Inc. More: the full row for Santori & Peters, Inc. 2,347 $247K 0.08% new 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 2,336 $246K 0.12% new 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 2,333 $246K 0.07% new 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 2,333 $246K 0.04% new 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 2,328 $245K 0.09% -74 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 2,325 $245K 0.02% new 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 2,324 $245K 0.07% new 13F-HR Timeline Tamar Securities, LLC More: the full row for Tamar Securities, LLC 2,322 $244K 0.03% new 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 2,318 $244K 0.13% 13F-HR Timeline Accuvest Global Advisors More: the full row for Accuvest Global Advisors 2,322 $244K 0.18% -1,132 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 2,317 $244K 0.03% +1,517 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 2,316 $244K 0.11% new 13F-HR Timeline Reliant Investment Management, LLC More: the full row for Reliant Investment Management, LLC 2,311 $243K 0.1% new 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 2,311 $243K 0.06% -355 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 2,310 $243K 0.13% -8,699 13F-HR Timeline Evansbrook LLC More: the full row for Evansbrook LLC 2,309 $243K 0.16% 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 2,304 $243K 0.01% new 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 2,304 $243K 0.04% new 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 2,303 $242K 0.06% new 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 2,277 $242K 0.24% 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 2,291 $241K 0.11% 13F-HR Timeline Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 2,265 $240K 0.1% new 13F-HR Timeline Prism Planning Partners LLC More: the full row for Prism Planning Partners LLC 2,278 $240K 0.27% 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 2,272 $239K 0.02% new 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 2,272 $239K 0.02% -1,185 13F-HR Timeline Financially in Tune, LLC More: the full row for Financially in Tune, LLC 2,271 $239K 0.22% 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 2,271 $239K 0.08% 0 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 2,267 $239K 0.07% 0 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 2,267 $239K 0.12% new 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 2,266 $239K 0.13% -662 13F-HR Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 2,260 $238K 0.05% new 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 2,259 $238K 0.17% new 13F-HR Timeline Marin Bay Wealth Advisors, LLC More: the full row for Marin Bay Wealth Advisors, LLC 2,244 $236K 0.14% 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 2,243 $236K 0.08% new 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 2,238 $236K 0.03% new 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 2,231 $235K 0.06% -771 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 2,230 $235K 0.07% new 13F-HR Timeline Vines Capital Management, LLC More: the full row for Vines Capital Management, LLC 2,229 $235K 0.23% 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 2,227 $234K 0.05% new 13F-HR Timeline Triad Investment Management More: the full row for Triad Investment Management 2,225 $234K 0.24% 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 2,222 $234K 0.3% -335 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 2,219 $234K 0.04% 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 1,983 $233K 0.07% new 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 2,214 $233K 0.08% new 13F-HR Timeline Golden Reserve Retirement LLC More: the full row for Golden Reserve Retirement LLC 2,214 $233K 0.04% new 13F-HR Timeline THRYVE WEALTH MANAGEMENT LLC More: the full row for THRYVE WEALTH MANAGEMENT LLC 2,206 $232K 0.11% 13F-HR Timeline Community Bank of Raymore More: the full row for Community Bank of Raymore 2,205 $232K 0.16% -200 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 2,205 $232K 0.09% new 13F-HR Timeline BOWEN HANES & CO INC More: the full row for BOWEN HANES & CO INC 2,204 $232K 0.01% new 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 2,204 $232K 0.1% new 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 2,200 $232K 0.06% new 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 2,192 $231K 0.19% new 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 2,191 $231K 0.03% new 13F-HR Timeline Taylor Securities Services, Inc. More: the full row for Taylor Securities Services, Inc. 2,190 $231K 0.11% 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 2,188 $230K 0.03% -409 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 2,186 $230K 0.13% new 13F-HR Timeline Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 2,183 $230K 0.15% new 13F-HR Timeline Hudson Capital Management LLC More: the full row for Hudson Capital Management LLC 2,182 $230K 0.06% new 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 2,179 $229K 0.1% new 13F-HR Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 2,175 $229K 0.08% new 13F-HR Timeline Group Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 2,172 $229K 0.15% new 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 2,160 $229K 0.04% new 13F-HR Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 2,171 $229K 0.16% new 13F-HR Timeline