PDS Planning, Inc More: the full row for PDS Planning, Inc 3,794 $287K 0.03% +390 13F-HR Timeline Incline Global Management LLC More: the full row for Incline Global Management LLC 3,783 $286K 0.22% -107,254 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 3,773 $286K 0.01% +160 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 3,759 $284K 0.07% +202 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 3,738 $283K 0.02% -23 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 3,733 $282K 0.04% +11 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 3,715 $281K 0.02% +863 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 3,707 $281K 0.02% -28 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 3,700 $280K 0.03% -75 13F-HR Timeline United Super Pty Ltd in its capacity as… More: the full row for United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 3,700 $280K 0.01% new 13F-HR Timeline Eagle Ridge Investment Management More: the full row for Eagle Ridge Investment Management 3,696 $280K 0.02% -19 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 3,692 $279K 0.12% +25 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 3,678 $278K 0.06% -4 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 3,675 $278K 0.03% -246 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 3,653 $278K 0.06% 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 3,665 $277K 0.08% -753 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 3,665 $277K 0.05% +407 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 3,632 $276K 0.02% 0 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 3,649 $276K 0.03% -1,122 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 3,644 $276K 0.06% -102 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 3,630 $275K 0.05% -1,088 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 3,623 $274K 0.02% -799 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 3,619 $274K 0.04% -1 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 3,615 $274K 0.02% new 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 3,605 $273K 0.03% +1 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 3,604 $273K <0.01% -9,400 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 3,600 $272K 0.04% -300 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 3,590 $272K 0.13% +283 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 3,712 $271K 0.03% +825 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 3,577 $271K 0.06% +880 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 3,560 $269K 0.1% -32 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 3,560 $269K 0.16% -349 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 3,600 $269K 0.04% -480 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 3,534 $267K 0.05% -592 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 3,522 $267K 0.03% -165 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 3,508 $265K 0.02% +102 13F-HR Timeline Group Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 3,505 $265K 0.16% +5 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 3,500 $265K 0.05% 0 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 3,498 $265K <0.01% -361,814 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 3,497 $265K 0.13% +365 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 3,495 $264K 0.09% +15 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 3,493 $264K 0.05% -512 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 3,490 $264K 0.03% +5 13F-HR Timeline TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 3,478 $263K 0.11% 0 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 3,477 $263K 0.03% -406 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 3,477 $263K <0.01% +803 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 3,462 $262K 0.02% -404 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 3,438 $261K 0.04% new 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 3,440 $260K <0.01% -200 13F-HR Timeline Lake Hills Wealth Management, LLC More: the full row for Lake Hills Wealth Management, LLC 3,433 $260K 0.18% +847 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 3,428 $259K 0.03% -868 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 3,424 $259K 0.05% 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 3,421 $259K 0.13% +3 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 3,391 $258K 0.14% -706 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 3,400 $257K 0.03% -2,000 13F-HR Timeline VIRGINIA WEALTH MANAGEMENT GROUP, INC. More: the full row for VIRGINIA WEALTH MANAGEMENT GROUP, INC. 3,400 $257K 0.16% -317 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 3,387 $256K 0.05% -655 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 3,386 $256K 0.02% -419 13F-HR Timeline Wambolt & Associates, LLC More: the full row for Wambolt & Associates, LLC 3,385 $256K 0.08% 0 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 3,379 $256K 0.02% -3,786 13F-HR Timeline Group THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 3,372 $255K 0.02% +564 13F-HR Timeline BFI Infinity Ltd. More: the full row for BFI Infinity Ltd. 3,366 $255K 0.28% 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 3,364 $255K 0.27% -298 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 3,359 $254K 0.12% -247 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 3,360 $254K 0.03% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 3,347 $253K 0.13% 0 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 3,344 $253K 0.07% +98 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 3,329 $252K 0.04% -530 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 3,327 $252K 0.07% new 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 3,325 $252K 0.05% -315 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 12,238 $251K 0.16% 0 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 3,321 $251K 0.03% 0 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 3,315 $251K 0.18% -183 13F-HR Timeline West Coast Financial LLC More: the full row for West Coast Financial LLC 3,310 $250K 0.03% 0 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 3,308 $250K 0.2% +9 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 3,307 $250K -1,131 Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 3,304 $250K 0.07% 0 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 3,298 $250K 0.2% +50 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 3,298 $250K 0.08% new 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 3,294 $249K 0.01% -84 13F-HR/A Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 3,295 $249K 0.01% -334 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 3,293 $249K 0.02% +289 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 3,498 $249K 0.06% -55 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 3,284 $248K 0.13% new 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 3,329 $248K 0.02% +456 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 3,280 $248K 0.02% new 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 3,267 $247K 0.1% new 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 3,250 $246K 0.01% -250 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 3,243 $245K 0.1% -993 13F-HR Timeline Davies Financial Advisors, Inc. More: the full row for Davies Financial Advisors, Inc. 3,238 $245K 0.21% -1,429 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,210 $243K 0.02% +1,325 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 3,200 $242K 0.06% -200 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 3,198 $242K 0.14% +325 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 3,191 $241K 0.03% -314 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 3,181 $241K 0.23% +25 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 3,171 $240K <0.01% +160 13F-HR Timeline Group Main Street Research LLC More: the full row for Main Street Research LLC 3,147 $239K 0.01% +580 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 3,155 $239K 0.07% -1 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 3,142 $238K 0.02% -112 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 3,141 $238K 0.01% -729 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 3,135 $237K 0.17% 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 3,327 $237K 0.1% 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 3,128 $237K 0.06% +678 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 3,127 $237K 0.11% -4,527 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 3,125 $236K 0.07% +20 13F-HR Timeline ABLES, IANNONE, MOORE & ASSOCIATES, INC. More: the full row for ABLES, IANNONE, MOORE & ASSOCIATES, INC. 3,120 $236K 0.15% -200 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 3,114 $236K 0.05% -2,482 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 3,114 $236K 0.13% +2 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 3,108 $235K 0.03% new 13F-HR Timeline Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 3,105 $235K 0.11% -505 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 3,103 $235K <0.01% new 13F-HR Timeline CAAS CAPITAL MANAGEMENT LP More: the full row for CAAS CAPITAL MANAGEMENT LP 3,103 $235K 0.19% new 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 3,092 $234K 0.04% 0 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 3,092 $234K 0.06% -34 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 3,087 $234K <0.01% new 13F-HR Timeline Group Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 3,085 $233K 0.02% -107 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 3,084 $233K 0.23% +536 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 3,656 $233K 0.08% +310 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 3,077 $233K 0.03% -261 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 3,054 $232K 0.03% -9,740 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 3,047 $232K 0.07% +11 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 3,058 $231K 0.19% new 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 3,053 $231K 0.15% new 13F-HR Timeline BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 3,053 $231K 0.06% 0 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 3,041 $230K 0.1% -213 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 17,864 $230K 0.08% +14,824 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 3,032 $229K 0.03% -236 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 3,025 $229K 0.03% -225 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 3,009 $228K 0.03% -364 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 3,004 $228K 0.21% 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 3,001 $227K 0.05% -55 13F-HR Timeline Wallace Capital Management Inc. More: the full row for Wallace Capital Management Inc. 3,000 $227K 0.03% 0 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 2,996 $227K 0.02% -574 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 2,991 $226K 0.02% +309 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 2,988 $226K 0.08% +171 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 2,987 $226K 0.1% -1,178 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 3,288 $226K 0.25% 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 2,979 $225K 0.01% +28 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 2,974 $225K 0.04% +543 13F-HR Timeline Navera Investment Management Ltd. More: the full row for Navera Investment Management Ltd. 2,970 $225K <0.01% 0 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 2,970 $225K 0.01% +51 13F-HR Timeline Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 2,965 $224K 0.34% 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 2,955 $224K 0.01% -1,683 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 2,953 $223K 0.03% +416 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 2,948 $223K 0.03% -3,271 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 2,947 $223K 0.01% -5,483 13F-HR Timeline Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 2,940 $222K 0.05% 0 13F-HR Timeline Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 2,899 $221K 0.12% -1,141 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 3,003 $221K 0.01% +40 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 2,908 $220K 0.19% +567 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 2,905 $220K 0.03% 0 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 2,894 $219K 0.01% new 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 2,893 $219K 0.16% 0 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 2,884 $218K 0.01% -924 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 2,880 $218K 0.12% +58 13F-HR Timeline O'Dell Group, LLC More: the full row for O'Dell Group, LLC 2,876 $218K 0.05% +11 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 2,868 $217K 0.04% +23 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 2,867 $217K 0.04% -64 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 2,864 $217K 0.02% -97 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 2,856 $216K 0.02% -137 13F-HR Timeline Long Run Wealth Advisors, LLC More: the full row for Long Run Wealth Advisors, LLC 2,840 $215K 0.05% -150 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 2,838 $215K 0.07% new 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 2,833 $214K 0.11% -235 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 2,824 $214K 0.01% new 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 2,824 $214K 0.02% new 13F-HR Timeline Group Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 2,819 $213K 0.03% +1,011 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 2,816 $213K 0.04% 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 2,809 $213K 0.03% 0 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 2,944 $212K 0.08% new 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 2,794 $211K 0.04% +29 13F-HR Timeline M. Kraus & Co More: the full row for M. Kraus & Co 2,773 $210K 0.06% 0 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 2,766 $209K 0.01% new 13F-HR Timeline Sabal Trust CO More: the full row for Sabal Trust CO 2,758 $209K 0.01% -383 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 2,752 $208K 0.07% +2 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 2,743 $208K 0.04% new 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 2,741 $207K 0.05% +9 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 2,738 $207K 0.02% new 13F-HR Timeline Barnett & Company, Inc. More: the full row for Barnett & Company, Inc. 2,735 $207K 0.14% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 2,729 $207K 0.06% -30 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 2,728 $206K 0.05% +1 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 2,725 $206K 0.1% +100 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 2,722 $206K 0.06% +167 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 2,713 $205K 0.03% new 13F-HR Timeline SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 2,709 $205K 0.06% new 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 2,704 $205K 0.04% -65 13F-HR Timeline WILKINS INVESTMENT COUNSEL INC More: the full row for WILKINS INVESTMENT COUNSEL INC 2,700 $204K 0.03% 0 13F-HR Timeline CTC LLC More: the full row for CTC LLC 2,698 $204K 0.02% +5 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 2,697 $204K 0.1% +413 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 2,696 $204K 0.02% -125 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 2,677 $204K 0.17% 0 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 2,670 $202K 0.01% +200 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 2,656 $201K 0.02% 0 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 2,653 $201K 0.18% 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 2,646 $200K 0.01% new 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 2,645 $200K 0.02% -121 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 2,243 $198K 0.18% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,595 $196K 0.03% 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 2,578 $195K 0.16% 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 2,563 $194K 0.05% -61 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 2,520 $191K 0.03% 0 13F-HR Timeline