Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 18,508 $446K 0.02% new 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 18,507 $446K 0.03% -2,176 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 18,451 $444K 0.01% -26,665 13F-HR Timeline Group MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 18,437 $444K 0.09% +2,340 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 18,379 $443K 0.02% 0 13F-HR/A Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 18,376 $442K 0.04% -189 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 18,343 $442K 0.06% +1,529 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 18,300 $441K 0.01% new 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 18,270 $440K 0.06% -11,946 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 18,216 $439K 0.1% -1,935 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 18,215 $439K 0.02% -749 13F-HR Timeline Forefront Analytics, LLC More: the full row for Forefront Analytics, LLC 18,210 $438K 0.48% +5,120 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 18,187 $438K 0.06% +289 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 18,158 $437K 0.08% +2,363 13F-HR Timeline KELLY FINANCIAL GROUP LLC More: the full row for KELLY FINANCIAL GROUP LLC 18,133 $437K 0.1% +164 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 18,088 $436K 0.11% 0 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 18,005 $434K 0.02% -1,798 13F-HR/A Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 17,975 $433K 0.19% -1,800 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 17,946 $432K 0.04% +4,538 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 17,927 $432K 0.15% +280 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 17,910 $431K 0.04% -1,669 13F-HR Timeline Group Miller Financial Services LLC More: the full row for Miller Financial Services LLC 17,891 $431K 0.35% -50 13F-HR Timeline BANK OZK More: the full row for BANK OZK 17,887 $431K 0.13% -909 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 17,842 $430K 0.15% +7,757 13F-HR Timeline M. Kraus & Co More: the full row for M. Kraus & Co 17,839 $430K 0.11% 0 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 17,760 $428K 0.14% -134 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 17,749 $427K 0.25% -7,144 13F-HR Timeline Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 17,732 $427K 0.97% +779 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 17,701 $426K 0.06% -961 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 17,698 $426K 0.06% -135 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 17,688 $426K 0.03% +8,021 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 17,634 $425K 0.29% +7 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 17,600 $424K 0.08% -5,996 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 17,522 $422K 0.08% -840 13F-HR Timeline MONTGOMERY INVESTMENT MANAGEMENT INC More: the full row for MONTGOMERY INVESTMENT MANAGEMENT INC 17,470 $421K 0.13% 0 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 17,470 $421K 0.3% +1,966 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 17,457 $420K 0.06% -1,212 13F-HR Timeline Group REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 17,445 $420K 0.26% -133 13F-HR Timeline Elk River Wealth Management LLC More: the full row for Elk River Wealth Management LLC 17,404 $419K 0.07% -368 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 17,345 $418K 0.09% +134 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 17,312 $417K 0.03% 0 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 17,312 $417K 0.05% -41 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 17,278 $416K 0.16% -166 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 17,273 $416K 0.19% +672 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 17,268 $416K 0.03% -1,415 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 17,215 $415K 0.08% -2,184 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 17,200 $414K 0.03% -5,500 13F-HR Timeline Group Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 17,084 $411K 0.04% +359 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 17,084 $411K 0.05% -5,403 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 17,062 $411K 0.06% +8,501 13F-HR Timeline LONDON CO OF VIRGINIA More: the full row for LONDON CO OF VIRGINIA 17,061 $411K <0.01% 0 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 17,043 $410K 0.02% +76 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 17,009 $410K 0.02% +358 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 16,987 $409K <0.01% -2,740 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 16,986 $409K 0.24% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LVW Advisors, LLC More: the full row for LVW Advisors, LLC 16,983 $409K 0.04% -3,710 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 16,975 $409K 0.24% -617 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 16,944 $408K 0.08% +15 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 16,932 $408K 0.32% +240 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 16,866 $406K 0.01% +1,982 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 14,975 $405K 0.14% +244 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 16,798 $405K 0.06% -515 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 16,740 $403K 0.03% -569 13F-HR Timeline Defender Capital, LLC. More: the full row for Defender Capital, LLC. 16,735 $403K 0.13% 0 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 16,728 $403K 0.03% -1,000 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 16,620 $400K 0.16% 0 13F-HR Timeline Group Alteri Wealth LLC More: the full row for Alteri Wealth LLC 16,607 $400K 0.11% -383 13F-HR Timeline Ironvine Capital Partners, LLC More: the full row for Ironvine Capital Partners, LLC 16,600 $400K 0.04% 0 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 16,582 $399K 0.09% +266 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 16,411 $399K 0.03% -4,787 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 16,416 $399K 0.22% 0 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 16,564 $399K 0.08% -760 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 16,517 $398K 0.01% -400 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 16,515 $398K 0.3% -4,711 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 16,501 $397K 0.04% -1,846 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 16,496 $397K 0.02% -1,727 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 16,484 $397K 0.05% -910 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 16,362 $395K 0.06% +83 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 16,359 $394K 0.02% -1,419 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 16,318 $393K 0.05% +155 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 16,295 $392K 0.16% -1,169 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 16,294 $392K 0.06% -1,273 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 16,281 $392K 0.07% -327 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 16,281 $392K 0.03% -500 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 16,265 $392K 0.07% +705 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 16,236 $391K 0.11% +1,586 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 16,017 $390K 0.3% -499 13F-HR Timeline Orion Investment Co More: the full row for Orion Investment Co 16,206 $390K 0.11% 0 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 16,183 $390K 0.12% +110 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 16,158 $389K 0.27% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 16,120 $388K 0.03% +6,696 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 16,048 $386K 0.15% -194 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 16,031 $386K 0.04% +3,359 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 16,025 $386K 0.09% +810 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 16,016 $386K 0.05% -555 13F-HR Timeline OceanIQ Capital, LLC More: the full row for OceanIQ Capital, LLC 14,479 $385K 0.24% 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 15,998 $385K 0.08% -347 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 15,983 $385K 0.02% -2,407 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 15,962 $384K 0.03% +1,294 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 15,911 $383K 0.02% -1,038 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 15,875 $382K 0.12% new 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 15,868 $382K 0.15% -145 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 15,850 $382K 0.03% +902 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 15,837 $381K 0.02% -4,351 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 15,802 $381K 0.03% -193 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 15,799 $380K 0.01% 0 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 15,783 $380K 0.1% -1,565 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 15,768 $380K 0.05% -327 13F-HR Timeline Avail Investment Partners, LLC More: the full row for Avail Investment Partners, LLC 15,747 $379K 0.29% +7,378 13F-HR Timeline FCG Investment Co More: the full row for FCG Investment Co 15,702 $378K 0.13% new 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 15,632 $378K 0.06% 0 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 15,667 $377K 0.12% +875 13F-HR Timeline WEIK CAPITAL MANAGEMENT More: the full row for WEIK CAPITAL MANAGEMENT 15,650 $377K 0.14% -265 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 15,646 $377K 0.04% +730 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 15,343 $376K 0.12% -2,449 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 15,577 $375K 0.03% -2,164 13F-HR Timeline NBH Bank More: the full row for NBH Bank 15,555 $375K 0.16% 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 15,547 $374K 0.05% -472 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 15,526 $374K 0.21% -104 13F-HR Timeline AMARILLO NATIONAL BANK More: the full row for AMARILLO NATIONAL BANK 15,513 $374K 0.06% 0 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 15,465 $372K 0.05% -2,238 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 15,403 $371K 0.05% -10,180 13F-HR Timeline ARMSTRONG HENRY H ASSOCIATES INC More: the full row for ARMSTRONG HENRY H ASSOCIATES INC 15,394 $371K 0.04% 0 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 15,391 $371K 0.17% +795 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 15,390 $371K 0.03% -400 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 15,362 $370K 0.21% +147 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 15,363 $370K 0.02% -2,818 13F-HR Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 15,327 $369K 0.12% -2,415 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 15,327 $369K 0.02% -364 13F-HR Timeline PRENTISS SMITH & CO INC More: the full row for PRENTISS SMITH & CO INC 15,327 $369K 0.2% 0 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 15,291 $368K 0.09% -1,351 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 15,207 $368K 0.04% -88,253 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 15,274 $368K 0.04% -159 13F-HR Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 15,266 $368K <0.01% new 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 15,257 $367K 0.02% +98 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 15,236 $367K 0.05% -2,368 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 16,100 $367K <0.01% -2,073 13F-HR Timeline Group Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 15,210 $366K 0.06% -3,590 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 15,206 $366K 0.08% -625 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 15,178 $365K 0.02% +14,631 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 15,148 $365K 0.28% +3 13F-HR Timeline AMES NATIONAL CORP in group AMES NATIONAL CORP More: the full row for AMES NATIONAL CORP 15,027 $364K 0.2% -915 13F-HR Timeline Group Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 15,105 $364K 0.08% +165 13F-HR Timeline Regatta Research & Money Management More: the full row for Regatta Research & Money Management 15,106 $364K 0.34% 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 15,030 $362K 0.04% -1,058 13F-HR Timeline NIA IMPACT ADVISORS, LLC More: the full row for NIA IMPACT ADVISORS, LLC 15,005 $361K 0.15% +1,526 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 14,995 $361K 0.1% -6,800 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 15,000 $361K 0.03% 0 13F-HR Timeline DUTCH ASSET Corp More: the full row for DUTCH ASSET Corp 14,948 $360K 0.18% -1,213 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 14,921 $359K 0.04% -4,665 13F-HR Timeline Group Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 14,918 $359K 0.09% +3,206 13F-HR Timeline Legal Advantage Investments, Inc. More: the full row for Legal Advantage Investments, Inc. 14,900 $359K 0.13% +400 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 15,023 $359K 0.05% -611 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 14,882 $358K 0.18% +591 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 14,858 $358K 0.09% -2,299 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 14,856 $358K 0.08% -1,038 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 14,841 $357K 0.02% +334 13F-HR Timeline Capstone Capital Management Ltd More: the full row for Capstone Capital Management Ltd 14,840 $357K 0.16% -14,829 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 14,832 $357K 0.07% +1,010 13F-HR Timeline LAWOOD & CO More: the full row for LAWOOD & CO 14,818 $357K 0.24% -733 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 14,807 $357K 0.09% +1,108 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 12,687 $356K 0.01% -7,503 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 14,784 $356K 0.23% -1,011 13F-HR Timeline DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 14,745 $355K 0.1% +555 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 18,230 $355K 0.13% +30 13F-HR Timeline ABNER HERRMAN & BROCK LLC More: the full row for ABNER HERRMAN & BROCK LLC 14,750 $355K 0.03% 0 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 14,740 $355K 0.2% 0 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 22,248 $355K 0.06% +6,746 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 14,678 $353K 0.1% +139 13F-HR Timeline NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 14,648 $353K 0.21% -600 13F-HR Timeline ZEVIN ASSET MANAGEMENT LLC More: the full row for ZEVIN ASSET MANAGEMENT LLC 14,641 $353K 0.05% 0 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 14,633 $352K 0.03% +1,883 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 14,609 $352K 0.03% -1,024 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 14,609 $352K 0.04% +78 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 14,560 $351K 0.01% -14 13F-HR Timeline Group Zhang Financial LLC More: the full row for Zhang Financial LLC 14,553 $350K 0.01% -2,130 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 14,546 $350K 0.01% +640 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 14,517 $350K 0.11% -392 13F-HR Timeline SAYBROOK CAPITAL /NC More: the full row for SAYBROOK CAPITAL /NC 14,500 $349K 0.09% 0 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 14,485 $349K 0.02% -2,071 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 14,593 $348K 0.07% -406 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 14,457 $348K 0.04% +37 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 14,441 $348K 0.15% +334 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 13,974 $347K 0.11% -247 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 14,402 $347K 0.04% -187 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 14,386 $346K 0.01% -10,198 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 14,384 $346K 0.02% +743 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 14,370 $346K 0.05% +2,405 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 14,302 $344K 0.07% -2,249 13F-HR/A Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 14,289 $344K 0.07% +82 13F-HR Timeline VAUGHAN & Co SECURITIES, INC. More: the full row for VAUGHAN & Co SECURITIES, INC. 14,258 $343K 0.16% -1,153 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 14,258 $343K 0.12% +358 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 14,251 $343K 0.03% +3,966 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 14,250 $343K 0.12% -25 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 14,247 $343K 0.18% 0 13F-HR Timeline Mainsail Financial Group, LLC More: the full row for Mainsail Financial Group, LLC 14,238 $343K 0.12% +147 13F-HR Timeline Sound Portfolio Advisors, LLC More: the full row for Sound Portfolio Advisors, LLC 14,209 $342K 0.24% -216 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 14,186 $342K 0.04% +181 13F-HR Timeline Todd Wealth Management, LLC More: the full row for Todd Wealth Management, LLC 14,184 $342K 0.26% -660 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 14,176 $341K 0.01% -403 13F-HR Timeline