DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 3,284 $471K 0.08% +863 13F-HR Timeline Group FLC Capital Advisors More: the full row for FLC Capital Advisors 3,278 $470K 0.09% 0 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 3,265 $470K 0.09% -313 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 3,244 $469K 0.09% +23 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 3,269 $469K 0.21% +146 13F-HR Timeline FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 3,258 $468K 0.06% -170 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 3,256 $467K 0.1% -3 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 3,252 $467K 0.06% -220 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 3,177 $466K 0.37% +85 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 3,252 $466K 0.08% +15 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 3,244 $466K 0.02% -113 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 3,238 $465K 0.24% -4 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 3,237 $465K 0.13% +958 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 3,231 $464K 0.09% -49 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 3,231 $464K 0.36% +73 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 3,226 $463K 0.13% -1,880 13F-HR Timeline BNB Wealth Management, LLC More: the full row for BNB Wealth Management, LLC 3,222 $462K 0.3% 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 3,216 $462K 0.25% -92 13F-HR Timeline BETO FINANCIAL GROUP, LLC More: the full row for BETO FINANCIAL GROUP, LLC 2,965 $460K 0.31% 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 3,207 $460K 0.05% -47 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 3,196 $459K 0.27% 13F-HR Timeline South Shore Capital Advisors More: the full row for South Shore Capital Advisors 3,196 $459K 0.34% 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 3,193 $458K 0.09% 0 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 3,188 $458K 0.28% 0 13F-HR Timeline Group City State Bank More: the full row for City State Bank 3,187 $457K 0.13% -30 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 3,186 $457K 0.07% 0 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 3,186 $457K 0.23% -11 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 3,183 $457K 0.13% 0 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 3,182 $457K 0.17% -51 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 3,182 $457K 0.09% -25 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 3,181 $457K 0.06% +243 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 3,172 $455K 0.14% 0 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 3,171 $455K 0.24% -434 13F-HR Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 3,169 $455K 0.02% -12 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 3,164 $454K 0.02% +205 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 3,160 $454K 0.1% -2,774 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 3,158 $453K 0.02% -110 13F-HR Timeline Houlihan Financial Resource Group, Ltd. 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More: the full row for Midwest Professional Planners, LTD. 3,139 $451K 0.11% -227 13F-HR Timeline ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 3,135 $450K 0.15% -4 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 3,135 $450K 0.11% -25 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 3,135 $450K 0.04% +92 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 3,133 $450K 0.03% +794 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 3,122 $448K 0.06% 13F-HR Timeline Spartan Planning & Wealth Management More: the full row for Spartan Planning & Wealth Management 3,122 $448K 0.33% new 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 3,111 $446K 0.29% 0 13F-HR Timeline Sage Investment Advisers LLC More: the full row for Sage Investment Advisers LLC 3,108 $446K 0.33% 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 2,854 $442K 0.09% +94 13F-HR Timeline Riverview Capital Advisers, LLC More: the full row for Riverview Capital Advisers, LLC 3,081 $442K 0.13% -5 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 3,080 $442K 0.08% -6 13F-HR Timeline Dodge & Cox More: the full row for Dodge & Cox 3,075 $441K <0.01% 0 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 3,024 $441K 0.05% -4,303 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 3,071 $441K 0.06% -1,018 13F-HR Timeline Vigil Wealth Management, LLC More: the full row for Vigil Wealth Management, LLC 3,071 $441K 0.37% 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 3,068 $440K 0.04% +38 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 3,000 $440K 0.07% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 3,025 $438K 0.24% +1,200 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 3,054 $438K 0.02% -402 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 3,039 $436K 0.11% +139 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 3,034 $435K 0.24% +606 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 3,003 $435K 0.14% +306 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 3,031 $435K 0.19% -10 13F-HR Timeline AMES NATIONAL CORP in group AMES NATIONAL CORP More: the full row for AMES NATIONAL CORP 3,025 $434K 0.25% -145 13F-HR Timeline Group Facet Wealth, Inc. 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More: the full row for Frisch Financial Group, Inc. 2,978 $432K 0.1% -167 13F-HR Timeline G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 3,006 $431K 0.1% +13 13F-HR Timeline PVG ASSET MANAGEMENT CORP More: the full row for PVG ASSET MANAGEMENT CORP 3,005 $431K 0.92% new 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 3,004 $431K 0.04% -96 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 3,000 $431K 0.07% 0 13F-HR Timeline Graver Capital Management, LLC More: the full row for Graver Capital Management, LLC 3,000 $431K 0.34% 0 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 3,000 $431K 0.25% new 13F-HR Timeline Evergreen Wealth Partners LLC More: the full row for Evergreen Wealth Partners LLC 2,999 $430K 0.36% 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 2,999 $430K 0.28% -215 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 2,998 $430K 0.12% -85 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 2,967 $430K 0.13% -116 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 2,996 $430K 0.11% +105 13F-HR Timeline ZEVIN ASSET MANAGEMENT LLC More: the full row for ZEVIN ASSET MANAGEMENT LLC 2,995 $430K 0.06% 0 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 2,997 $430K 0.06% -111 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 2,956 $429K 0.03% +1,027 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,984 $428K 0.05% -398 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 2,977 $427K 0.1% +21 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 2,967 $426K 0.08% -49 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 2,962 $425K 0.05% -30 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 2,960 $425K 0.21% -625 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 2,956 $424K 0.06% +683 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 2,952 $424K 0.03% +479 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 2,951 $424K 0.09% 0 13F-HR Timeline BROOKTREE CAPITAL MANAGEMENT More: the full row for BROOKTREE CAPITAL MANAGEMENT 2,950 $423K 0.28% 0 13F-HR Timeline TANAKA CAPITAL MANAGEMENT INC More: the full row for TANAKA CAPITAL MANAGEMENT INC 2,945 $423K 0.77% 0 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 2,947 $423K 0.15% +127 13F-HR Timeline IRONWOOD INVESTMENT MANAGEMENT LLC More: the full row for IRONWOOD INVESTMENT MANAGEMENT LLC 2,940 $422K 0.18% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 2,937 $422K 0.06% 0 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 2,714 $421K 0.09% -135 13F-HR Timeline Unify Financial Advisors More: the full row for Unify Financial Advisors 2,933 $421K 0.44% 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 2,932 $421K 0.08% +34 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 2,929 $420K 0.06% -239 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 2,924 $420K 0.05% -4 13F-HR Timeline Lexington Hill Partners, LLC More: the full row for Lexington Hill Partners, LLC 2,924 $420K 0.32% 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 2,915 $418K 0.17% -1,369 13F-HR Timeline PITCAIRN CO group of 2 filers holding More: the full row for PITCAIRN CO 2,912 $418K -6,555 Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 2,911 $418K 0.08% -185 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 2,895 $418K 0.03% +575 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 2,908 $417K 0.07% 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 3,046 $417K 0.19% +3 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 2,907 $417K 0.04% +127 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 2,907 $417K 0.07% +5 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 2,902 $416K 0.12% -700 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 2,901 $416K 0.16% -82 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 2,485 $416K 0.07% +396 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 2,882 $414K 0.09% -260 13F-HR Timeline Elefante Mark B More: the full row for Elefante Mark B 2,875 $413K 0.25% -45 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 2,872 $412K 0.12% -401 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 2,864 $411K 0.25% -59 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 2,862 $411K 0.03% 0 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 2,863 $411K 0.17% -134 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 2,862 $411K 0.37% 0 13F-HR Timeline Altrafin AG More: the full row for Altrafin AG 2,855 $410K 0.13% 0 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 2,852 $409K 0.31% +380 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 2,847 $409K 0.27% +389 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 2,449 $408K 0.2% -134 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 2,840 $408K 0.15% -489 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 2,837 $407K 0.04% 0 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 2,837 $407K 0.3% +78 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,836 $407K 0.02% -193 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 2,834 $407K 0.05% -18 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 2,833 $407K 0.17% +355 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 2,830 $406K 0.01% -53 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 2,826 $406K 0.08% +711 13F-HR Timeline Storen Legacy Partners, LLC More: the full row for Storen Legacy Partners, LLC 2,823 $405K 0.13% 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 2,822 $405K 0.16% 0 13F-HR Timeline America First Investment Advisors, LLC More: the full row for America First Investment Advisors, LLC 2,819 $405K 0.07% 0 13F-HR Timeline Alaska Wealth Advisors, LLC in group Alaska Permanent Capital Mana… More: the full row for Alaska Wealth Advisors, LLC 2,818 $404K 0.05% +2 13F-HR Timeline Group RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 2,813 $404K 0.04% 0 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 2,786 $404K 0.08% +23 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 2,813 $404K 0.19% -288 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 2,812 $404K 0.01% -95 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 2,807 $403K 0.56% +1,090 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 2,805 $403K 0.18% 0 13F-HR Timeline Evansbrook LLC More: the full row for Evansbrook LLC 2,802 $402K 0.27% 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 2,801 $402K 0.1% -8,637 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 2,770 $401K 0.11% 0 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 2,795 $401K 0.16% -112 13F-HR Timeline Group Balefire, LLC More: the full row for Balefire, LLC 2,793 $401K 0.08% -258 13F-HR Timeline Urban Wealth Management, LLC More: the full row for Urban Wealth Management, LLC 2,790 $400K 0.37% 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 2,789 $400K 0.03% -43 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 2,786 $400K 0.07% 0 13F-HR Timeline Atwater Malick LLC More: the full row for Atwater Malick LLC 2,784 $400K 0.11% +117 13F-HR Timeline Dupree Financial Group, LLC More: the full row for Dupree Financial Group, LLC 2,782 $399K 0.15% 0 13F-HR Timeline McLaughlin Asset Management, Inc. More: the full row for McLaughlin Asset Management, Inc. 2,778 $399K 0.36% 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 2,778 $399K 0.29% +291 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 2,777 $399K 0.17% -569 13F-HR Timeline Richard C. Young & CO., LTD. More: the full row for Richard C. Young & CO., LTD. 2,775 $398K 0.04% 0 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 2,773 $398K 0.13% -276 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 2,382 $398K 0.18% -1,506 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 2,766 $397K 0.29% +265 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 2,763 $397K 0.17% -115 13F-HR Timeline Golden Reserve Retirement LLC More: the full row for Golden Reserve Retirement LLC 2,762 $396K 0.07% new 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 2,733 $396K 0.07% +37 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 2,759 $396K 0.17% +130 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 2,756 $396K 0.06% -203 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 2,754 $395K 0.03% 13F-HR Timeline Essex LLC More: the full row for Essex LLC 2,747 $394K 0.07% -95 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 2,747 $394K 0.24% 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 2,741 $393K 0.13% -281 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 2,740 $393K 0.09% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 2,728 $391K 0.13% +400 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 2,726 $391K 0.08% +1,243 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,723 $391K 0.01% -699 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 2,722 $391K 0.1% 0 13F-HR Timeline Group Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 2,717 $390K <0.01% -3,980 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Sun Financial Inc More: the full row for Sun Financial Inc 2,715 $390K 0.22% 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 2,715 $390K 0.05% 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. 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More: the full row for Drexel Morgan & Co. 2,700 $388K 0.06% 0 13F-HR Timeline Bannerstone Capital Management, LLC More: the full row for Bannerstone Capital Management, LLC 2,694 $387K 0.37% 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 2,688 $386K 0.15% 0 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 2,687 $386K 0.22% -17 13F-HR Timeline Greenfield Seitz Capital Management, LLC More: the full row for Greenfield Seitz Capital Management, LLC 2,683 $385K 0.13% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 2,684 $385K 0.06% +82 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 2,677 $384K 0.09% -30 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 2,673 $384K 0.22% +24 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 2,668 $383K 0.12% -70 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 2,667 $383K 0.02% -115 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 2,665 $382K 0.16% +121 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 2,659 $382K 0.24% -883 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 2,649 $380K 0.04% -285 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 2,643 $379K 0.06% -1,826 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 2,641 $379K 0.13% +340 13F-HR Timeline