Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 2,804 $337K 0.15% -699 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 2,980 $337K 0.04% +295 13F-HR Timeline WealthPoint Financial, LLC More: the full row for WealthPoint Financial, LLC 2,801 $337K 0.28% -1,528 13F-HR/A Timeline BLUE SQUARE ASSET MANAGEMENT, LLC More: the full row for BLUE SQUARE ASSET MANAGEMENT, LLC 2,793 $336K 0.16% 0 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 2,792 $336K 0.1% +80 13F-HR Timeline BankChampaign, National Association More: the full row for BankChampaign, National Association 2,791 $336K 0.33% new 13F-HR Timeline Cane Capital Partners, LLC More: the full row for Cane Capital Partners, LLC 2,790 $336K 0.15% -75 13F-HR Timeline Altar Rock LLC More: the full row for Altar Rock LLC 2,767 $335K 0.39% -209 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 2,785 $335K 0.1% +763 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 2,777 $334K 0.01% +852 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 2,775 $334K 0.08% -121 13F-HR Timeline Signet Private Wealth LLC More: the full row for Signet Private Wealth LLC 2,773 $334K 0.32% +128 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 2,767 $333K 0.24% +355 13F-HR Timeline ASL Financial, LLC More: the full row for ASL Financial, LLC 2,764 $332K 0.27% +50 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 3,704 $332K 0.21% +959 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 2,751 $332K 0.12% -609 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 2,759 $332K 0.17% +6 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 2,757 $332K 0.08% -58 13F-HR Timeline Cornerstone Wealth, LLC/TN More: the full row for Cornerstone Wealth, LLC/TN 3,012 $331K 0.19% 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 2,732 $331K 0.29% 0 13F-HR Timeline OV Management LLC More: the full row for OV Management LLC 2,751 $331K 0.68% -8,488 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 2,744 $330K 0.11% 0 13F-HR Timeline STONE LOFT WEALTH MANAGEMENT LLC More: the full row for STONE LOFT WEALTH MANAGEMENT LLC 2,744 $330K 0.24% +578 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 2,741 $330K 0.12% +157 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 2,741 $330K 0.02% 0 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 2,739 $329K 0.07% -4 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 2,733 $329K 0.07% 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 2,728 $328K 0.05% 0 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 2,728 $328K 0.05% +10 13F-HR Timeline Waterford Advisors, LLC More: the full row for Waterford Advisors, LLC 2,778 $328K 0.1% 0 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 2,727 $328K 0.03% -60 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 2,723 $328K 0.23% -720 13F-HR Timeline Winthrop Partners - WNY, LLC More: the full row for Winthrop Partners - WNY, LLC 2,722 $327K 0.17% 0 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 2,721 $327K 0.06% +41 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 2,709 $326K 0.06% -1 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 2,709 $326K 0.28% new 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 2,706 $325K 0.07% -232 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 2,703 $325K 0.02% 0 13F-HR Timeline JAG CAPITAL MANAGEMENT, LLC More: the full row for JAG CAPITAL MANAGEMENT, LLC 2,696 $324K 0.04% 0 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 2,690 $324K 0.1% new 13F-HR Timeline Flagship Capital Management Inc. More: the full row for Flagship Capital Management Inc. 2,692 $324K 0.24% -379 13F-HR Timeline JM2 Capital Inc. More: the full row for JM2 Capital Inc. 2,691 $324K 0.27% -10 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 2,683 $323K 0.12% +75 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 2,682 $323K 0.01% -23,883 13F-HR Timeline Group Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 2,667 $321K 0.3% 0 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 2,667 $321K 0.1% +17 13F-HR Timeline First Long Island Investors, LLC More: the full row for First Long Island Investors, LLC 2,666 $321K 0.03% -962 13F-HR Timeline REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 2,649 $319K 0.09% -518 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 2,628 $318K 0.11% +270 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 2,643 $318K 0.09% -22,304 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 2,636 $317K 0.21% 0 13F-HR Timeline Bey-Douglas LLC More: the full row for Bey-Douglas LLC 2,635 $317K 0.28% new 13F-HR Timeline Golden Reserve Retirement LLC More: the full row for Golden Reserve Retirement LLC 2,634 $317K 0.07% +420 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 2,632 $317K 0.06% +413 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 2,632 $317K 0.03% new 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 2,625 $316K 0.04% +2 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 2,623 $316K 0.29% +17 13F-HR Timeline Philadelphia Investment Partners, LLC More: the full row for Philadelphia Investment Partners, LLC 2,616 $315K 0.21% 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 2,615 $315K 0.04% +20 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 2,610 $314K 0.14% -587 13F-HR Timeline KELLY FINANCIAL GROUP LLC More: the full row for KELLY FINANCIAL GROUP LLC 2,605 $313K 0.08% +5 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 2,603 $313K 0.08% +270 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 2,603 $313K 0.06% +376 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 2,600 $313K 0.03% -86 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 2,600 $313K 0.11% 0 13F-HR/A Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 2,596 $312K 0.09% -250 13F-HR Timeline Wealth Analytics Partners, LLC More: the full row for Wealth Analytics Partners, LLC 2,593 $312K 0.13% new 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 2,591 $312K 0.12% 13F-HR Timeline Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 2,583 $311K 0.2% -1,581 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 2,580 $310K 0.15% -143 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 2,576 $310K 0.06% -498 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 2,571 $309K 0.05% -117 13F-HR Timeline Group Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 2,565 $309K 0.11% 0 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 2,564 $308K 0.03% 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 2,561 $308K 0.05% +647 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 2,556 $307K 0.04% +207 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 2,546 $306K 0.03% 0 13F-HR Timeline Inspire Investing, LLC group of 2 filers holding More: the full row for Inspire Investing, LLC 2,546 $306K new Timeline O'Keefe Stevens Advisory, Inc. More: the full row for O'Keefe Stevens Advisory, Inc. 2,544 $306K 0.08% -25 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 2,543 $306K 0.22% -200 13F-HR Timeline Southern Financial Group, LLC More: the full row for Southern Financial Group, LLC 2,543 $306K 0.09% +23 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 2,540 $306K 0.02% -233 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 2,536 $305K 0.05% -3,551 13F-HR Timeline Entelevest, LLC More: the full row for Entelevest, LLC 2,535 $305K 0.31% +784 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 2,535 $305K 0.16% new 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 2,765 $305K 0.05% -1,087 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 2,530 $304K 0.17% +52 13F-HR Timeline Monument Group Wealth Advisors, LLC More: the full row for Monument Group Wealth Advisors, LLC 2,530 $304K 0.17% 0 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 2,525 $304K 0.2% -127 13F-HR Timeline J.E. Simmons & Co., P.C. More: the full row for J.E. Simmons & Co., P.C. 2,524 $304K 0.2% 0 13F-HR Timeline Tortuga Wealth Management, Inc More: the full row for Tortuga Wealth Management, Inc 2,521 $303K 0.28% new 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 2,520 $303K 0.11% 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 2,518 $303K 0.08% 0 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 2,518 $303K 0.15% +88 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 2,514 $302K 0.16% +1 13F-HR Timeline PZENA INVESTMENT MANAGEMENT LLC More: the full row for PZENA INVESTMENT MANAGEMENT LLC 2,511 $302K <0.01% -813 13F-HR Timeline HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 2,500 $301K 0.07% 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 $301K 0.06% 0 13F-HR Timeline WAYCROSS PARTNERS, LLC More: the full row for WAYCROSS PARTNERS, LLC 2,500 $301K 0.03% 0 13F-HR Timeline ONE PLUS ONE WEALTH MANAGEMENT, LLC More: the full row for ONE PLUS ONE WEALTH MANAGEMENT, LLC 2,500 $301K 0.13% -111 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 2,500 $301K 0.13% 0 13F-HR Timeline FORTE ASSET MANAGEMENT LLC More: the full row for FORTE ASSET MANAGEMENT LLC 2,475 $300K 0.13% 0 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 2,492 $300K 0.12% +110 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 2,491 $300K 0.08% -48 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 2,487 $299K 0.03% -162 13F-HR Timeline Triune Financial Partners, LLC More: the full row for Triune Financial Partners, LLC 2,484 $299K 0.07% 0 13F-HR Timeline American Trust Investment Advisors, LLC More: the full row for American Trust Investment Advisors, LLC 2,483 $299K 0.17% 0 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 2,479 $298K <0.01% +40 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 2,470 $297K 0.16% +1,640 13F-HR Timeline ACADEMY CAPITAL MANAGEMENT More: the full row for ACADEMY CAPITAL MANAGEMENT 2,469 $297K 0.04% -55 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 2,462 $296K 0.12% -1,747 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 2,459 $296K 0.13% new 13F-HR/A Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 2,439 $295K 0.06% +3 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 2,450 $295K 0.21% new 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 2,450 $295K 0.14% +50 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 2,450 $295K 0.06% +500 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 2,449 $295K 0.01% +145 13F-HR Timeline Summit Place Financial Advisors, LLC More: the full row for Summit Place Financial Advisors, LLC 2,445 $294K 0.14% new 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 2,444 $294K 0.13% +29 13F-HR Timeline Legacy Wealth Advisors, LLC More: the full row for Legacy Wealth Advisors, LLC 2,443 $294K 0.15% new 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 2,441 $294K 0.23% new 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 2,440 $293K 0.07% -13,424 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 2,435 $293K 0.09% +2 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 2,431 $292K 0.14% +95 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 2,427 $292K 0.21% +14 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 2,426 $292K 0.09% +41 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 2,426 $292K 0.08% +3 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 2,424 $292K 0.11% 0 13F-HR Timeline GRANVILLE CAPITAL, INC. More: the full row for GRANVILLE CAPITAL, INC. 2,423 $291K 0.15% -210 13F-HR Timeline Tamar Securities, LLC More: the full row for Tamar Securities, LLC 2,423 $291K 0.03% +101 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 2,418 $291K 0.11% +10 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 2,418 $291K 0.04% -824 13F-HR Timeline Coquina Private Wealth LLC More: the full row for Coquina Private Wealth LLC 2,414 $290K 0.23% -32 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 2,404 $290K 0.11% -1 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 2,414 $290K 0.1% +1,478 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 2,413 $290K <0.01% +6 13F-HR Timeline Group Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 2,412 $290K 0.15% +102 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 2,411 $290K 0.04% -137 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 2,411 $290K 0.02% 0 13F-HR Timeline Alessandra Capital Management, LLC More: the full row for Alessandra Capital Management, LLC 2,410 $290K 0.25% 0 13F-HR Timeline Leslie Global Wealth, LLC More: the full row for Leslie Global Wealth, LLC 2,410 $290K 0.15% -171 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 2,409 $290K 0.09% -1,375 13F-HR Timeline ShankerValleau Wealth Advisors, Inc. More: the full row for ShankerValleau Wealth Advisors, Inc. 2,407 $290K 0.08% 0 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 2,405 $289K 0.15% -71 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 2,400 $289K <0.01% 0 13F-HR Timeline Group E6 Portfolios, LLC More: the full row for E6 Portfolios, LLC 2,399 $289K 0.3% +5 13F-HR Timeline Integrated Wealth Management More: the full row for Integrated Wealth Management 2,393 $288K 0.33% -367 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 2,389 $287K 0.16% +203 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 2,387 $287K 0.02% new 13F-HR Timeline Santori & Peters, Inc. More: the full row for Santori & Peters, Inc. 2,385 $287K 0.09% +38 13F-HR Timeline LONDON CO OF VIRGINIA More: the full row for LONDON CO OF VIRGINIA 2,378 $286K <0.01% -1,491 13F-HR Timeline Charter Capital Management, LLC\DE More: the full row for Charter Capital Management, LLC\DE 2,376 $286K 0.14% +1 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 2,705 $285K 0.03% 0 13F-HR Timeline Evansbrook LLC More: the full row for Evansbrook LLC 2,367 $285K 0.19% +58 13F-HR Timeline Eurizon SLJ Capital Ltd More: the full row for Eurizon SLJ Capital Ltd 2,367 $285K 0.14% -3,988 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 2,366 $285K 0.02% new 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 2,362 $284K 0.26% 0 13F-HR Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 2,363 $284K 0.01% 0 13F-HR Timeline Holland Advisory Services, Inc. More: the full row for Holland Advisory Services, Inc. 2,360 $284K 0.38% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 2,358 $284K 0.09% -70 13F-HR Timeline Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 2,357 $284K 0.07% 0 13F-HR Timeline Tribridge Partners Financial LLC More: the full row for Tribridge Partners Financial LLC 2,340 $283K 0.12% new 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 2,564 $283K 0.04% +188 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 2,348 $282K 0.09% +357 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 2,346 $282K 0.12% +55 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 2,337 $281K 0.05% -380 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 2,335 $281K 0.05% +31 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 2,334 $281K 0.04% -400 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 2,330 $280K 0.1% -354 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 2,330 $280K 0.11% +2 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 2,328 $280K 0.08% -66 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 2,324 $280K 0.08% -64 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 2,325 $280K 0.03% 0 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 2,323 $279K 0.05% +412 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 2,307 $279K 0.12% -53 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 2,314 $278K 0.13% -2 13F-HR Timeline Reliant Investment Management, LLC More: the full row for Reliant Investment Management, LLC 2,311 $278K 0.13% 0 13F-HR Timeline Avid Wealth Partners LLC More: the full row for Avid Wealth Partners LLC 2,299 $277K 0.13% +186 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 2,288 $275K 0.09% +382 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 2,285 $275K 0.04% -799 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 2,280 $274K 0.02% -121 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 2,271 $273K 0.09% 0 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 2,267 $273K 0.08% 0 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 2,264 $272K 0.05% new 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 2,264 $272K 0.07% -47 13F-HR Timeline Cogent Private Wealth, Inc. More: the full row for Cogent Private Wealth, Inc. 2,260 $272K 0.2% new 13F-HR Timeline Prosperitas Financial LLC More: the full row for Prosperitas Financial LLC 2,250 $271K 0.1% +208 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 2,251 $271K 0.17% +896 13F-HR Timeline Wallington Asset Management, LLC More: the full row for Wallington Asset Management, LLC 2,247 $270K 0.04% -125 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 2,234 $270K 0.04% new 13F-HR Timeline Riverstone Advisors, LLC More: the full row for Riverstone Advisors, LLC 2,239 $269K 0.13% new 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 2,238 $269K 0.09% -5 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 2,233 $269K 0.13% +29 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 2,230 $268K 0.07% -73 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 2,226 $268K 0.07% +56 13F-HR Timeline Triad Investment Management More: the full row for Triad Investment Management 2,225 $268K 0.32% 0 13F-HR/A Timeline Promethos Capital, LLC More: the full row for Promethos Capital, LLC 2,223 $267K 0.07% +120 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 2,220 $267K 0.07% +237 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 2,219 $267K 0.05% +295 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 2,210 $266K 0.04% new 13F-HR Timeline