Garner Asset Management Corp More: the full row for Garner Asset Management Corp 2,289 $365K 0.17% -504 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 2,282 $364K 0.11% +11 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 2,269 $361K 0.08% 0 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 2,267 $361K 0.15% +21 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 2,266 $361K 0.16% +1,071 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 2,394 $360K 0.07% +634 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 2,260 $360K 0.2% new 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 2,260 $360K 0.26% -131 13F-HR Timeline WOODLEY FARRA MANION PORTFOLIO MANAGEME… More: the full row for WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 2,258 $360K 0.02% -62 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 2,252 $359K 0.13% -142 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 2,250 $359K 0.19% +36 13F-HR Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 2,248 $358K 0.09% +25 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 2,248 $358K 0.24% -165 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 2,247 $358K 0.06% -12 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 2,250 $358K 0.05% 0 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 2,240 $357K 0.11% +85 13F-HR Timeline ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 2,232 $356K 0.25% 0 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 2,229 $355K 0.09% -194 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 2,221 $354K 0.24% +813 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 2,219 $354K 0.12% -248 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 2,218 $353K 0.09% -32 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 2,218 $353K 0.16% -248 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 2,212 $352K 0.11% new 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 2,211 $352K 0.12% -4,316 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 2,208 $352K 0.2% -17 13F-HR Timeline Compton 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Financial Strategies, LLC 2,193 $349K 0.07% +244 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 2,189 $349K 0.35% -690 13F-HR/A Timeline Swan Global Investments, LLC in group Swan Global Investments, LLC More: the full row for Swan Global Investments, LLC 2,183 $348K 0.02% +549 13F-HR Timeline Group PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 2,180 $347K 0.12% +1 13F-HR Timeline FISHMAN JAY A LTD/MI More: the full row for FISHMAN JAY A LTD/MI 2,180 $347K 0.03% 0 13F-HR Timeline Miramar Capital, LLC More: the full row for Miramar Capital, LLC 2,176 $347K 0.08% +284 13F-HR Timeline Tandem Wealth Advisors LLC More: the full row for Tandem Wealth Advisors LLC 2,173 $346K 0.17% -49 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 2,228 $346K 0.24% 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 2,168 $345K 0.21% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 2,164 $345K 0.09% 0 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 2,160 $344K 0.21% -5,003 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 2,158 $344K 0.43% +9 13F-HR/A Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 2,140 $342K 0.12% -84 13F-HR Timeline Wingate Wealth Advisors, Inc. 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More: the full row for Stanley-Laman Group, Ltd. 2,138 $341K 0.05% -1,710 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 2,135 $340K 0.29% -77 13F-HR Timeline Latash Investments, LLC More: the full row for Latash Investments, LLC 2,131 $340K 0.26% 0 13F-HR Timeline Carbahal Olsen Financial Services Group… More: the full row for Carbahal Olsen Financial Services Group, LLC 2,130 $339K 0.29% 0 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 2,130 $339K 0.2% -48 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 2,129 $339K 0.11% -194 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 2,126 $339K 0.26% 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 2,155 $339K 0.07% -576 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 2,121 $338K 0.15% +188 13F-HR Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 2,120 $338K 0.29% +50 13F-HR Timeline Signature Wealth Management Group More: the full row for Signature Wealth Management Group 2,119 $338K 0.13% +4 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 2,118 $337K 0.05% -23 13F-HR Timeline Advanced Portfolio Management, LLC More: the full row for Advanced Portfolio Management, LLC 2,115 $337K 0.94% 0 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 2,107 $336K 0.07% +1 13F-HR Timeline TradeLink Capital LLC More: the full row for TradeLink Capital LLC 2,100 $335K 1.19% new 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 2,102 $335K 0.13% 0 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 2,100 $335K 0.05% -175 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 2,097 $334K 0.05% +9 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 2,095 $334K 0.05% -196 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 2,092 $333K 0.13% 0 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 2,092 $333K 0.11% +164 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 2,088 $333K 0.11% -194 13F-HR Timeline Rempart Asset Management Inc. More: the full row for Rempart Asset Management Inc. 2,088 $333K 0.06% -100 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 2,088 $333K 0.1% -600 13F-HR Timeline Antonelli Financial Advisors, LLC More: the full row for Antonelli Financial Advisors, LLC 2,086 $332K 0.24% 0 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 2,085 $332K 0.15% 0 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 2,082 $332K 0.14% -695 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 2,080 $331K 0.11% -167 13F-HR Timeline RICE HALL JAMES & ASSOCIATES, LLC More: the full row for RICE HALL JAMES & ASSOCIATES, LLC 2,079 $331K 0.02% +280 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 2,075 $331K 0.11% 0 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 2,075 $331K 0.07% -93 13F-HR Timeline Obsidian Personal Planning Solutions LLC More: the full row for Obsidian Personal Planning Solutions LLC 2,069 $330K 0.13% 0 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 2,066 $329K 0.03% +104 13F-HR Timeline Group Paragon Capital Management LLC More: the full row for Paragon Capital Management LLC 2,065 $329K 0.17% -140 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 2,064 $329K 0.06% +2 13F-HR Timeline Beacon Harbor Wealth Advisors, Inc. 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More: the full row for Koesten, Hirschmann & Crabtree, INC. 2,054 $327K 0.17% 0 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 2,048 $326K 0.1% +73 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 2,048 $326K 0.06% -713 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 2,046 $326K 0.05% +317 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 2,036 $324K 0.03% +588 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 2,033 $324K 0.02% +366 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 2,027 $323K 0.04% 0 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 2,027 $323K 0.32% -196 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 2,081 $323K 0.1% -165 13F-HR Timeline SL ADVISORS, LLC More: the full row for SL ADVISORS, LLC 2,026 $323K 0.58% -94 13F-HR/A Timeline Goldstream Capital Management Ltd More: the full row for Goldstream Capital Management Ltd 2,026 $323K 0.14% 0 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 2,025 $323K 0.31% -146 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 2,024 $322K 0.11% -422 13F-HR Timeline HOURGLASS CAPITAL, LLC More: the full row for HOURGLASS CAPITAL, LLC 2,020 $322K 0.08% -77 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 2,019 $322K 0.16% +84 13F-HR Timeline BRIGHT FINANCIAL ADVISORS, INC. More: the full row for BRIGHT FINANCIAL ADVISORS, INC. 2,015 $321K 0.18% -1,240 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 2,015 $321K 0.06% -350 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 2,014 $321K 0.15% +213 13F-HR Timeline PMV Capital Advisers, LLC More: the full row for PMV Capital Advisers, LLC 2,014 $321K 0.72% +14 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 2,013 $321K 0.24% +6 13F-HR Timeline Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 2,010 $320K 0.12% new 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 2,011 $320K 0.06% -77 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 2,004 $319K 0.12% -550 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 2,000 $319K <0.01% -300 13F-HR Timeline Group DAHRING | CUSMANO LLC More: the full row for DAHRING | CUSMANO LLC 2,000 $319K 0.25% +1 13F-HR Timeline FIRST WILSHIRE SECURITIES MANAGEMENT INC More: the full row for FIRST WILSHIRE SECURITIES MANAGEMENT INC 2,000 $319K 0.09% 0 13F-HR Timeline Erickson Financial Group, LLC More: the full row for Erickson Financial Group, LLC 2,000 $319K 0.22% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 2,000 $319K 0.12% +584 13F-HR/A Timeline Group WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 1,999 $318K 0.2% 0 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 1,999 $318K 0.08% -13 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 1,998 $318K 0.12% -60 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 1,998 $318K 0.22% 0 13F-HR Timeline Campbell Deegan Wealth Management, LLC More: the full row for Campbell Deegan Wealth Management, LLC 1,997 $318K 0.31% -9 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 1,995 $318K 0.11% 0 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 1,995 $318K 0.07% -174 13F-HR Timeline Group San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 1,991 $317K 0.07% +8 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 1,989 $317K 0.1% -62 13F-HR Timeline Berkshire Money Management, Inc. More: the full row for Berkshire Money Management, Inc. 1,986 $316K 0.03% 0 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 1,982 $316K 0.18% 0 13F-HR Timeline Alpha Financial Advisors, LLC More: the full row for Alpha Financial Advisors, LLC 1,976 $315K 0.12% +377 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 1,973 $314K 0.3% -347 13F-HR Timeline FORESIGHT CAPITAL MANAGEMENT ADVISORS, … More: the full row for FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 1,972 $314K 0.18% -673 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 1,970 $314K <0.01% -87,003 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 1,967 $313K 0.28% 0 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 1,966 $313K 0.03% +153 13F-HR Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 1,963 $313K 0.1% +34 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 1,957 $312K 0.3% -1,719 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 1,954 $311K 0.08% +231 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 1,954 $311K 0.04% 0 13F-HR Timeline LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 1,954 $311K 0.3% +151 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 1,951 $311K 0.21% 0 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 1,951 $311K 0.08% -989 13F-HR Timeline HT Partners LLC More: the full row for HT Partners LLC 1,948 $310K 0.09% 0 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 1,946 $310K <0.01% new 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 1,946 $310K 0.15% -39 13F-HR Timeline Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 1,941 $309K 0.22% -72 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 1,939 $309K 0.16% -49 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 1,938 $309K 0.12% new 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 1,937 $309K 0.1% -19,261 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 1,934 $308K 0.13% -364 13F-HR Timeline STERLING INVESTMENT MANAGEMENT, LLC More: the full row for STERLING INVESTMENT MANAGEMENT, LLC 1,932 $308K 0.2% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 1,914 $308K 0.21% -57 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 1,931 $308K 0.24% +411 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 1,929 $307K 0.16% +20 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 1,926 $307K 0.14% +9 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 1,925 $307K 0.19% +71 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 1,923 $306K 0.25% +60 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 1,920 $306K 0.11% -20 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 1,894 $305K 0.07% -171 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 1,989 $305K 0.14% -136 13F-HR Timeline CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 1,916 $305K 0.11% new 13F-HR Timeline FORM Wealth Advisors, LLC More: the full row for FORM Wealth Advisors, LLC 1,915 $305K 0.04% 0 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 1,909 $304K 0.27% -4,442 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 1,908 $304K 0.02% -138 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 1,908 $304K 0.05% +122 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 1,908 $304K 0.07% 0 13F-HR Timeline Centerline Wealth Advisors, LLC More: the full row for Centerline Wealth Advisors, LLC 1,906 $304K 0.15% -76 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 1,905 $303K 0.07% +45 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 1,899 $303K 0.04% 0 13F-HR Timeline Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 1,893 $302K 0.12% -286,252 13F-HR Timeline Greater Midwest Financial Group, LLC More: the full row for Greater Midwest Financial Group, LLC 1,893 $302K 0.23% new 13F-HR Timeline BOURNE LENT ASSET MANAGEMENT INC More: the full row for BOURNE LENT ASSET MANAGEMENT INC 1,891 $301K 0.12% 0 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 1,890 $301K 0.17% -9 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 1,887 $301K 0.01% 0 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 1,885 $300K <0.01% -646 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 1,883 $300K 0.04% -1,921 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 1,874 $299K 0.09% 0 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 1,981 $298K 0.05% +52 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,871 $298K 0.04% +100 13F-HR Timeline Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 1,869 $298K 0.04% -12,470 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 1,868 $298K 0.06% -530 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 1,866 $297K 0.26% 0 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 1,866 $297K 0.21% 0 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 1,862 $297K 0.06% 0 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 1,861 $296K 0.09% new 13F-HR Timeline Elite Life Management LLC More: the full row for Elite Life Management LLC 1,859 $296K 0.76% -82 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 1,855 $295K 0.19% 0 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 1,852 $295K 0.05% +230 13F-HR Timeline Lipe & Dalton More: the full row for Lipe & Dalton 1,850 $295K 0.16% 0 13F-HR Timeline ShankerValleau Wealth Advisors, Inc. 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