Torray Investment Partners LLC More: the full row for Torray Investment Partners LLC 887 $416K 0.06% 0 13F-HR Timeline CANTOR FITZGERALD, L. P. in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD, L. P. 887 $416K 0.02% new 13F-HR Timeline Group Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 887 $416K 0.04% +1 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 884 $415K 0.28% -71 13F-HR Timeline JAG CAPITAL MANAGEMENT, LLC More: the full row for JAG CAPITAL MANAGEMENT, LLC 884 $415K 0.06% 0 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 884 $415K 0.06% -87 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 901 $413K 0.18% 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 856 $412K 0.1% +37 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 878 $412K 0.27% -14 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 877 $412K 0.01% -6 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 877 $412K 0.1% new 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 875 $411K 0.01% new 13F-HR Timeline Group BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 874 $410K 0.1% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 871 $409K 0.09% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 870 $408K 0.01% -640 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 870 $408K 0.01% +109 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 857 $402K 0.01% +112 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 856 $402K 0.03% +762 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 853 $400K 0.21% 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 853 $400K <0.01% -320 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 848 $399K 0.03% 0 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 850 $399K 0.34% -204 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 846 $397K 0.01% +18 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 845 $396K 0.05% +42 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 844 $396K 0.16% 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 844 $396K 0.03% +350 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 842 $395K 0.02% -599 13F-HR Timeline Cascade Investment Advisors, Inc. More: the full row for Cascade Investment Advisors, Inc. 842 $395K 0.25% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 840 $394K 0.11% +132 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 837 $393K 0.03% +5 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 830 $390K <0.01% -2,185 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 843 $390K 0.01% +213 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 828 $389K 0.04% -7 13F-HR Timeline Parker Financial LLC More: the full row for Parker Financial LLC 827 $388K 0.19% 0 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 827 $388K 0.01% +14 13F-HR Timeline Aldebaran Financial Inc. More: the full row for Aldebaran Financial Inc. 827 $386K 0.45% +42 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 821 $385K 0.16% -21 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 820 $385K 0.04% +1 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 819 $384K 0.06% +294 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 816 $383K 0.31% 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 813 $382K 0.02% +26 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 812 $381K 0.03% -24 13F-HR Timeline Group Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 811 $381K 0.25% +222 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 810 $380K +42 Timeline Busey Bank More: the full row for Busey Bank 807 $379K 0.01% -75 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 805 $378K 0.14% 0 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 805 $378K 0.02% +22 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 803 $377K 0.07% 0 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 796 $374K 0.08% +18 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 796 $374K <0.01% -76 13F-HR Timeline Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 795 $373K 0.02% +1 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 791 $371K 0.01% 0 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 790 $371K 0.07% -1,170 13F-HR Timeline CX Institutional More: the full row for CX Institutional 789 $370K 0.01% +50 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 784 $368K 0.54% 13F-HR Timeline Kensington Investment Counsel, LLC More: the full row for Kensington Investment Counsel, LLC 783 $367K 0.15% 0 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 782 $367K 0.04% -7 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 782 $367K 0.13% +1 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 781 $366K 0.04% +4 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 780 $366K <0.01% +25 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 780 $366K 0.08% -243 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 775 $364K 0.04% 0 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 774 $363K 0.02% -11 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 774 $363K 0.29% 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 770 $362K 0.14% -88 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 769 $361K 0.04% 0 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 767 $360K 0.03% -41 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 767 $360K 0.01% -38 13F-HR Timeline Group Keebeck Wealth Management More: the full row for Keebeck Wealth Management 767 $360K 0.05% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 764 $359K 0.01% -44 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 764 $358K <0.01% -73 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 763 $358K 0.11% new 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 763 $358K 0.2% -62 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 762 $358K 0.08% 0 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 762 $358K 0.01% +1 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 760 $357K 0.26% 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 816 $356K 0.04% 0 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 757 $355K 0.05% +29 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 750 $352K <0.01% +156 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 750 $352K 0.02% +103 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 744 $349K 0.29% +591 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 741 $348K 0.07% 0 13F-HR Timeline J. Stern & Co. LLP More: the full row for J. Stern & Co. LLP 740 $347K 0.03% 0 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 740 $347K 0.22% 0 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 734 $344K 0.27% 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 734 $344K 0.09% +40 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 732 $344K 0.08% -3,514 13F-HR/A Timeline RENASANT BANK More: the full row for RENASANT BANK 729 $342K 0.22% +45 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 728 $342K 0.14% -3 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 727 $341K 0.06% 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 725 $340K 0.11% +2 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 724 $340K <0.01% -206 13F-HR Timeline Group South Dakota Investment Council More: the full row for South Dakota Investment Council 723 $339K 0.01% 0 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 721 $338K 0.05% -21 13F-HR Timeline RESTON WEALTH MANAGEMENT LLC More: the full row for RESTON WEALTH MANAGEMENT LLC 718 $337K 0.13% -100 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 717 $337K 0.04% +2 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 717 $336K 0.15% 0 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 717 $336K 0.22% new 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 743 $336K 0.06% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 716 $336K 0.03% +52 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 713 $335K 0.03% +2 13F-HR Timeline CLG LLC More: the full row for CLG LLC 710 $333K 0.12% 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 710 $333K 0.1% -60 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 709 $333K 0.13% -56 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 705 $331K 0.08% +15 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 704 $330K 0.09% 0 13F-HR Timeline Panoramic Capital Partners, LLC More: the full row for Panoramic Capital Partners, LLC 703 $330K 0.29% 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 702 $329K 0.19% -4 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 702 $329K 0.02% +28 13F-HR Timeline Group one8zero8, LLC More: the full row for one8zero8, LLC 700 $329K 0.07% 13F-HR Timeline SimpliFi, Inc. More: the full row for SimpliFi, Inc. 699 $328K 0.15% 0 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 699 $328K 0.14% +54 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 698 $328K 0.59% new 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 693 $325K 0.02% 0 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 690 $324K 0.02% -179 13F-HR Timeline Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 686 $322K 0.03% -28 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 684 $321K 0.05% 0 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 684 $321K 0.05% +37 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 682 $320K 0.1% -3 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 680 $319K 0.02% -100 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 677 $318K 0.03% +59 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 676 $317K 0.01% -292 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 674 $316K 0.22% +11 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 670 $314K 0.05% +102 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 669 $314K 0.11% 0 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 668 $313K 0.27% -1 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 664 $312K 0.11% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 663 $311K 0.04% +78 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 662 $311K 0.01% -24 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 660 $310K 0.06% 0 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 660 $310K 0.1% -1 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 659 $309K 0.12% 0 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 659 $309K 0.02% -9 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 659 $309K 0.01% -338 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 660 $309K 0.07% 0 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 655 $307K 0.02% -150 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 654 $307K 0.07% 0 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 653 $306K <0.01% 0 13F-HR Timeline Group Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 653 $306K 0.06% 0 13F-HR Timeline Group SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 650 $305K 0.14% 0 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 650 $305K 0.14% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 650 $305K 0.12% -50 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 648 $304K 0.3% 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 645 $303K 0.02% +27 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 641 $301K 0.07% +32 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 641 $301K 0.07% 0 13F-HR Timeline Nebula Research & Development LLC More: the full row for Nebula Research & Development LLC 640 $300K 0.04% -1,380 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 637 $299K <0.01% -63 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. McLean Asset Management Corp More: the full row for McLean Asset Management Corp 636 $298K 0.09% +3 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 635 $298K 0.14% -44 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 634 $298K <0.01% -6 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 632 $297K 0.01% new 13F-HR Timeline Group Rossmore Private Capital More: the full row for Rossmore Private Capital 631 $296K 0.04% 0 13F-HR Timeline CHESAPEAKE CAPITAL CORP /IL/ More: the full row for CHESAPEAKE CAPITAL CORP /IL/ 630 $296K 0.3% -807 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 630 $295K 0.04% -113 13F-HR Timeline Front Street Capital Management, Inc. More: the full row for Front Street Capital Management, Inc. 628 $295K 0.05% 0 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 627 $295K 0.08% +2 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 626 $294K <0.01% -5,586 13F-HR Timeline Group Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 625 $293K 0.04% -5 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 624 $293K 0.07% +175 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 620 $291K 0.12% +177 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 619 $290K 0.02% -47 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 618 $290K 0.09% +27 13F-HR Timeline Family Firm, Inc. More: the full row for Family Firm, Inc. 614 $289K 0.06% +1 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 590 $287K 0.13% 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 612 $287K 0.26% 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 612 $287K 0.22% +1 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 610 $286K 0.25% 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 609 $286K 0.07% new 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 607 $285K 0.1% 0 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 604 $284K 0.09% 13F-HR Timeline Horan Securities, Inc. More: the full row for Horan Securities, Inc. 601 $282K 0.11% -3 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 601 $282K 0.01% +1 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 600 $282K 0.04% 0 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 600 $282K 0.08% 0 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 600 $282K 0.06% new 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 599 $281K 0.02% +33 13F-HR Timeline New Vernon Capital Holdings II LLC in group New Vernon Capital Holdings I… More: the full row for New Vernon Capital Holdings II LLC 599 $281K 0.19% -119 13F-HR Timeline Group 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 599 $281K 0.04% 0 13F-HR Timeline Ridgeline Wealth Planning, LLC More: the full row for Ridgeline Wealth Planning, LLC 598 $281K 0.27% 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 600 $280K 0.16% -304 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 596 $280K 0.05% +3 13F-HR Timeline US FINANCIAL ADVISORS, LLC More: the full row for US FINANCIAL ADVISORS, LLC 596 $280K 0.09% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 594 $279K 0.01% -125 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 593 $278K 0.22% -3 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 593 $278K 0.28% 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 591 $277K 0.05% -11 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 591 $277K 0.22% +2 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 589 $276K 0.05% -1,601 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 584 $274K 0.06% 0 13F-HR Timeline HTLF Bank More: the full row for HTLF Bank 584 $274K 0.03% 0 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 583 $274K 0.03% -40 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 581 $273K 0.08% +6 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 579 $272K 0.02% 0 13F-HR Timeline Olympiad Research LP More: the full row for Olympiad Research LP 578 $271K 0.28% +112 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 577 $271K 0.03% -4 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 789 $270K 0.06% -8 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 575 $270K 0.05% +58 13F-HR Timeline Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 575 $270K 0.11% -10 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 568 $269K 0.05% -23 13F-HR Timeline