Wealthquest Corp More: the full row for Wealthquest Corp 2,134 $416K 0.03% new 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 2,133 $416K 0.06% -100 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 2,132 $416K 0.03% +234 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 2,132 $416K 0.39% 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 2,131 $415K 0.13% -230 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 2,130 $415K 0.29% +10 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 2,125 $414K 0.08% -345 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 2,124 $414K 0.03% -639 13F-HR Timeline Tandem Financial, LLC More: the full row for Tandem Financial, LLC 2,482 $414K 0.5% +272 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 2,121 $413K 0.04% -107 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 2,640 $413K 0.12% +447 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 2,120 $413K 0.17% -22 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 2,120 $413K 0.09% -566 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 2,116 $412K 0.08% -74 13F-HR Timeline BRASADA CAPITAL MANAGEMENT, LP More: the full row for BRASADA CAPITAL MANAGEMENT, LP 2,104 $412K 0.07% -15,131 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 2,109 $411K 0.14% 0 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 2,109 $411K 0.07% +13 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 2,108 $411K 0.14% 0 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 2,106 $410K 0.15% 0 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 2,102 $410K 0.22% +90 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 2,100 $409K 0.15% -100 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 2,099 $409K 0.07% -723 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 2,099 $409K 0.12% 0 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 2,099 $409K 0.11% 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 2,098 $409K 0.1% +644 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 2,096 $409K 0.24% -174 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 2,095 $408K 0.07% -3 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 2,092 $408K 0.03% -754 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 2,092 $408K 0.08% -30 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 2,086 $407K 0.04% +1 13F-HR Timeline Sun Financial Inc More: the full row for Sun Financial Inc 2,084 $406K 0.23% 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 2,083 $406K 0.32% -170 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Summa Corp. More: the full row for Summa Corp. 2,082 $406K 0.17% 0 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 2,080 $405K 0.14% +1 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 2,079 $405K 0.15% 0 13F-HR Timeline Fortune 45 LLC More: the full row for Fortune 45 LLC 2,069 $405K 0.19% new 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 2,078 $405K 0.1% +58 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 2,077 $405K 0.14% 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 2,077 $405K 0.11% +335 13F-HR Timeline Tumwater Wealth Management, LLC More: the full row for Tumwater Wealth Management, LLC 2,077 $405K 0.16% 0 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 2,076 $405K 0.05% +930 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 2,076 $405K 0.25% 0 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 2,074 $404K 0.06% +788 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 2,072 $404K 0.01% +25 13F-HR Timeline Group Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 2,054 $400K 0.17% -264 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 2,051 $400K 0.02% +666 13F-HR Timeline Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 2,050 $400K 0.06% 0 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 2,050 $400K 0.24% -560 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 2,048 $399K 0.05% +357 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 2,044 $398K 0.11% +219 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 2,044 $398K 0.21% 0 13F-HR Timeline Gambit Capital Management, LLC More: the full row for Gambit Capital Management, LLC 2,044 $398K 0.28% 13F-HR Timeline Prodigy Asset Management LLC More: the full row for Prodigy Asset Management LLC 2,042 $398K 0.14% 0 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 2,041 $398K 0.05% 0 13F-HR Timeline CBM Financial, LLC More: the full row for CBM Financial, LLC 2,545 $397K 0.27% 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 2,037 $397K 0.08% -69 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 2,031 $396K 0.18% -42 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 2,030 $396K 0.2% +57 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 2,028 $395K 0.02% +1,242 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 2,025 $395K 0.16% 0 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 2,026 $395K 0.08% -18 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 2,025 $395K 0.09% -30 13F-HR Timeline BUFFALO BUSINESS & ESTATE SERVICES LTD More: the full row for BUFFALO BUSINESS & ESTATE SERVICES LTD 2,025 $395K 0.06% 13F-HR Timeline LAWOOD & CO More: the full row for LAWOOD & CO 2,024 $394K 0.37% 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 2,022 $394K 0.37% 0 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 2,019 $394K 0.11% -216 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 2,015 $393K 0.06% +35 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 2,009 $393K 0.15% 13F-HR Timeline Midwest Financial Partners Investments,… More: the full row for Midwest Financial Partners Investments, Inc. 2,016 $393K 0.22% 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 2,016 $393K 0.07% -270 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 2,014 $393K 0.09% -100 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 2,008 $391K 0.12% -53 13F-HR Timeline BREAKTHRU ADVISORY SERVICES, LLC More: the full row for BREAKTHRU ADVISORY SERVICES, LLC 2,006 $391K 0.25% +14 13F-HR Timeline EUBEL BRADY & SUTTMAN ASSET MANAGEMENT … More: the full row for EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 2,000 $390K 0.04% +200 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 2,000 $390K 0.17% 0 13F-HR Timeline Wilmar Advisors LLC More: the full row for Wilmar Advisors LLC 2,000 $390K 0.3% +500 13F-HR Timeline Limestone Investment Advisors LP More: the full row for Limestone Investment Advisors LP 2,000 $390K 0.26% new 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 1,995 $389K 0.32% -30 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 1,993 $388K 0.17% +187 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 1,991 $388K 0.06% -74 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 1,989 $388K 0.13% -256 13F-HR Timeline Oldfather Financial Services, LLC More: the full row for Oldfather Financial Services, LLC 1,989 $388K 0.12% +470 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 1,984 $387K 0.1% +954 13F-HR Timeline Peck Wealth Management, LLC More: the full row for Peck Wealth Management, LLC 1,984 $387K 0.37% -122 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 1,980 $386K 0.06% +192 13F-HR Timeline Spectrum Financial Alliance Ltd LLC More: the full row for Spectrum Financial Alliance Ltd LLC 1,978 $386K 0.08% -900 13F-HR Timeline WorthPointe, LLC More: the full row for WorthPointe, LLC 1,976 $385K 0.1% +293 13F-HR Timeline BLUE SQUARE ASSET MANAGEMENT, LLC More: the full row for BLUE SQUARE ASSET MANAGEMENT, LLC 1,975 $385K 0.17% 0 13F-HR Timeline Storen Legacy Partners, LLC More: the full row for Storen Legacy Partners, LLC 1,969 $384K 0.12% 13F-HR Timeline Bowie Capital Management, LLC More: the full row for Bowie Capital Management, LLC 1,969 $384K 0.02% new 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 1,967 $383K 0.09% +47 13F-HR Timeline BENDER ROBERT & ASSOCIATES More: the full row for BENDER ROBERT & ASSOCIATES 1,964 $383K 0.08% -50 13F-HR Timeline M. Kraus & Co More: the full row for M. Kraus & Co 1,959 $382K 0.11% -75 13F-HR Timeline Odyssey Capital Advisors, Inc. More: the full row for Odyssey Capital Advisors, Inc. 1,959 $382K 0.34% 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 1,956 $381K 0.11% -3 13F-HR Timeline Centerline Wealth Advisors, LLC More: the full row for Centerline Wealth Advisors, LLC 1,955 $381K 0.14% -3 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 1,955 $381K 0.12% +91 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 1,883 $381K 0.16% +936 13F-HR Timeline Cauble & Harre Wealth Management, Inc. More: the full row for Cauble & Harre Wealth Management, Inc. 1,954 $381K 0.32% 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 1,954 $381K 0.11% +5 13F-HR Timeline Bowman & Co S.C. More: the full row for Bowman & Co S.C. 1,952 $380K 0.16% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 1,951 $380K 0.13% 0 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 1,951 $380K 0.3% -36 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 2,002 $380K 0.03% +54 13F-HR Timeline Index Technologies Group LLC More: the full row for Index Technologies Group LLC 1,946 $379K 0.4% 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 1,945 $379K 0.12% -70 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 1,940 $378K 0.11% +20 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 1,938 $378K 0.36% +696 13F-HR Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 1,933 $377K 0.07% new 13F-HR Timeline Ruggiero Investments, Inc. More: the full row for Ruggiero Investments, Inc. 1,933 $377K 0.34% 13F-HR Timeline Tortuga Wealth Management, Inc More: the full row for Tortuga Wealth Management, Inc 1,933 $377K 0.4% 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 1,931 $376K 0.17% 0 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 1,930 $376K 0.03% +467 13F-HR Timeline Trust Co of Kansas More: the full row for Trust Co of Kansas 1,931 $376K 0.17% 0 13F-HR Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 1,925 $375K 0.23% +539 13F-HR Timeline SCRATCH CAPITAL LLC More: the full row for SCRATCH CAPITAL LLC 1,925 $375K 0.25% -157 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 1,923 $375K 0.19% +30 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 1,921 $374K 0.06% -112 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 1,920 $374K 0.11% -3,361 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 1,919 $374K 0.02% +74 13F-HR Timeline Group Clarus Group, Inc. More: the full row for Clarus Group, Inc. 1,917 $374K 0.13% +1 13F-HR Timeline COMMUNITY TRUST & INVESTMENT CO More: the full row for COMMUNITY TRUST & INVESTMENT CO 1,916 $373K 0.02% +166 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 1,909 $372K 0.08% +208 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 1,908 $372K 0.22% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 1,906 $372K 0.13% -132 13F-HR Timeline Berkeley, Inc More: the full row for Berkeley, Inc 1,906 $371K 0.12% -107 13F-HR Timeline Contango Wealth Management LLC More: the full row for Contango Wealth Management LLC 1,898 $370K 0.41% 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 1,889 $370K 0.06% -575 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 1,896 $370K 0.05% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 1,895 $369K 0.27% +152 13F-HR Timeline Johnson Wealth Management, LLC More: the full row for Johnson Wealth Management, LLC 1,894 $369K 0.18% -59 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 1,887 $368K 0.05% -17 13F-HR Timeline Swan Global Investments, LLC in group Swan Global Investments, LLC More: the full row for Swan Global Investments, LLC 1,885 $367K 0.02% +793 13F-HR Timeline Group Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 1,885 $367K 0.16% -4 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 1,885 $367K 0.06% +955 13F-HR Timeline Independent Family Office, LLC More: the full row for Independent Family Office, LLC 1,884 $367K 0.15% 0 13F-HR Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 1,881 $367K 0.3% +1 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 1,880 $366K 0.02% -525 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 1,879 $366K 0.01% -376 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 1,873 $365K 0.17% -160 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 1,873 $365K 0.26% 13F-HR Timeline ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 1,868 $364K 0.13% 0 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 1,867 $364K 0.11% +144 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 1,865 $364K 0.04% -10 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 1,854 $361K 0.1% +35 13F-HR Timeline Asset Advisory Group, Inc. More: the full row for Asset Advisory Group, Inc. 1,850 $361K 0.18% 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 1,849 $360K 0.04% +120 13F-HR Timeline Retirement Solution LLC More: the full row for Retirement Solution LLC 1,845 $360K 0.08% +688 13F-HR Timeline Lakewood Asset Management LLC More: the full row for Lakewood Asset Management LLC 1,844 $359K 0.21% +1 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 1,842 $359K 0.04% +20 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 1,836 $358K 0.02% +81 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 1,836 $358K 0.01% -190,849 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 1,833 $357K 0.16% new 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 1,832 $357K 0.08% +10 13F-HR Timeline Breachway Investments LLC More: the full row for Breachway Investments LLC 1,832 $357K 0.38% 13F-HR Timeline WD RUTHERFORD LLC More: the full row for WD RUTHERFORD LLC 1,831 $357K 0.15% -717 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 1,830 $357K 0.1% -28 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 1,828 $356K 0.16% +595 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 1,827 $356K 0.05% -10 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 1,823 $355K 0.1% +37 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 1,821 $355K 0.02% -183 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 1,815 $354K 0.06% -132 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 1,814 $353K 0.53% 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 1,803 $352K 0.19% +100 13F-HR Timeline Zinnia Wealth Advisory, LLC More: the full row for Zinnia Wealth Advisory, LLC 1,801 $351K 0.38% 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 1,798 $350K 0.07% 0 13F-HR Timeline ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 1,797 $350K 0.2% +612 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 1,795 $350K 0.04% -68 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 1,794 $350K 0.03% -20 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 1,794 $350K 0.04% +2 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 1,793 $349K 0.23% -1,109 13F-HR Timeline Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 1,789 $349K 0.25% -1,911 13F-HR Timeline Sandro Wealth Management LLC More: the full row for Sandro Wealth Management LLC 1,786 $348K 0.29% 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 1,784 $348K 0.26% 13F-HR Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 1,781 $347K 0.03% 0 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 1,775 $346K 0.06% +184 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 1,771 $345K 0.11% -23 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 1,770 $345K 0.24% -127 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 1,768 $345K 0.05% -95 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 1,766 $344K 0.36% new 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 1,765 $344K 0.05% -207 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 1,764 $344K 0.02% 0 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 2,089 $344K 0.15% -40 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 1,761 $343K 0.03% 0 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 1,760 $343K 0.38% 0 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 1,755 $342K 0.14% -5 13F-HR Timeline DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 1,753 $342K 0.06% 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 1,752 $341K 0.1% -10 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 1,751 $341K 0.19% +391 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 1,716 $341K 0.07% -46 13F-HR Timeline TL Private Wealth More: the full row for TL Private Wealth 1,716 $341K 0.13% +1 13F-HR/A Timeline Spartan Planning & Wealth Management More: the full row for Spartan Planning & Wealth Management 1,746 $340K 0.25% -1,038 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 1,743 $340K 0.18% +957 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 1,742 $339K 0.1% 0 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 1,738 $339K 0.12% new 13F-HR Timeline DWR WEALTH MANAGEMENT, LLC More: the full row for DWR WEALTH MANAGEMENT, LLC 1,716 $338K 0.31% 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 12,389 $338K 0.18% +11,303 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 1,736 $338K 0.07% +3 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 1,732 $338K 0.08% +30 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 1,727 $337K 0.04% 0 13F-HR Timeline