Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 2,437 $349K 0.18% new 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 2,436 $349K 0.06% +642 13F-HR Timeline Tailwinds Wealth, LLC More: the full row for Tailwinds Wealth, LLC 2,435 $349K 0.38% 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 2,430 $348K 0.06% -108 13F-HR Timeline Berkshire Money Management, Inc. More: the full row for Berkshire Money Management, Inc. 2,431 $348K 0.03% new 13F-HR Timeline STONERIDGE INVESTMENT PARTNERS LLC More: the full row for STONERIDGE INVESTMENT PARTNERS LLC 2,426 $348K 0.24% new 13F-HR Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 2,411 $346K 0.34% 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $345K 0.15% -2,840 13F-HR Timeline Amount filed as zero, left out of ratios. Profit Investment Management, LLC More: the full row for Profit Investment Management, LLC 2,406 $345K 1.39% -314 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 2,406 $345K 0.12% -244 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 2,404 $345K 0.05% +250 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 2,402 $344K 0.06% +5 13F-HR Timeline Connecticut Capital Management Group, L… More: the full row for Connecticut Capital Management Group, LLC 2,402 $344K 0.33% 13F-HR Timeline Value Investment Professionals, LLC More: the full row for Value Investment Professionals, LLC 2,401 $344K 0.36% 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 2,400 $344K 0.25% 0 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 2,398 $344K 0.01% -310 13F-HR Timeline Group O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 2,395 $343K 0.05% -47 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 2,395 $343K 0.04% +100 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 2,393 $343K 0.03% +161 13F-HR Timeline Group Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 2,391 $343K 0.24% +265 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 2,389 $342K 0.12% -428 13F-HR/A Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 2,388 $342K 0.09% -203 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 2,385 $342K 0.12% -128 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 2,384 $342K 0.1% +114 13F-HR Timeline FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 2,381 $341K 0.05% -239 13F-HR Timeline Quarry LP More: the full row for Quarry LP 2,380 $341K 0.06% -149 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 2,379 $341K 0.06% -28 13F-HR Timeline Pachira Investments Inc. More: the full row for Pachira Investments Inc. 2,378 $341K 0.17% +20 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 2,371 $340K 0.11% -43 13F-HR/A Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 2,369 $340K 0.1% -266 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 2,367 $339K 0.19% -81 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 2,366 $339K 0.07% 0 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 2,367 $339K 0.22% -19 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 2,363 $339K 0.03% -133 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 2,040 $337K 0.08% new 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 2,348 $337K 0.05% +225 13F-HR Timeline Wilkins Miller Wealth Management, LLC More: the full row for Wilkins Miller Wealth Management, LLC 2,346 $336K 0.2% -46 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 2,338 $335K 0.12% -169 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 2,126 $334K 0.1% +128 13F-HR Timeline Stillwater Wealth Management Group More: the full row for Stillwater Wealth Management Group 2,333 $334K 0.23% +344 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 2,329 $334K 0.13% 0 13F-HR Timeline Elevation Wealth Management LLC More: the full row for Elevation Wealth Management LLC 2,329 $334K 0.32% 13F-HR Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 2,328 $334K 0.33% +4 13F-HR Timeline Trellis Wealth Advisors LLC More: the full row for Trellis Wealth Advisors LLC 2,325 $333K 0.13% +500 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 2,324 $333K 0.06% -188 13F-HR Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 2,209 $332K 0.05% -599 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 2,314 $332K 0.05% +241 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 2,312 $331K 0.07% +2 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 2,309 $331K 0.23% 0 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 2,302 $330K 0.26% -88 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 2,303 $330K 0.03% -59,559 13F-HR Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 2,302 $330K 0.22% -533 13F-HR Timeline Index Technologies Group LLC More: the full row for Index Technologies Group LLC 2,301 $330K 0.34% 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 2,301 $330K 0.35% 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 2,300 $330K 0.16% 0 13F-HR Timeline Provident Investment Management, Inc. More: the full row for Provident Investment Management, Inc. 2,295 $329K 0.03% 0 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 2,295 $329K 0.15% 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 2,294 $329K 0.25% -722 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 2,291 $328K 0.02% -14,959 13F-HR Timeline Group NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 2,290 $328K 0.05% +171 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 2,286 $328K 0.13% +25 13F-HR Timeline Stronghold Wealth Management L.L.C. More: the full row for Stronghold Wealth Management L.L.C. 2,285 $327K 0.48% 13F-HR Timeline Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 2,285 $327K 0.23% -106 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 2,284 $327K 0.06% +444 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 2,281 $327K 0.31% +733 13F-HR Timeline Veridan Wealth LLC More: the full row for Veridan Wealth LLC 2,279 $327K 0.11% +21 13F-HR Timeline Thayer Partners, LLC / MA More: the full row for Thayer Partners, LLC / MA 2,274 $326K 0.16% 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 2,270 $325K 0.04% -100 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 2,266 $325K 0.04% -174 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 2,265 $325K 0.15% 0 13F-HR Timeline Group OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 2,264 $324K 0.14% -31 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 2,262 $324K 0.09% +113 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 2,259 $324K 0.05% -27 13F-HR Timeline Sandro Wealth Management LLC More: the full row for Sandro Wealth Management LLC 2,259 $324K 0.27% 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 2,256 $323K 0.12% -92 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 2,250 $322K 0.02% -68 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 2,249 $322K 0.05% 0 13F-HR Timeline Kooman & Associates More: the full row for Kooman & Associates 2,247 $322K 0.1% -85 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 2,199 $322K 0.24% 13F-HR Timeline Compton Financial Group, LLC More: the full row for Compton Financial Group, LLC 2,243 $321K 0.07% +32 13F-HR Timeline Clearview Wealth Advisors LLC More: the full row for Clearview Wealth Advisors LLC 2,234 $320K 0.2% -74 13F-HR Timeline Davies Financial Advisors, Inc. More: the full row for Davies Financial Advisors, Inc. 2,233 $320K 0.59% -2,626 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 2,232 $320K 0.2% -204 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 2,231 $320K 0.15% -307 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 2,224 $319K 0.09% +1 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 2,222 $318K 0.29% 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 2,220 $318K 0.08% 13F-HR Timeline ABLES, IANNONE, MOORE & ASSOCIATES, INC. More: the full row for ABLES, IANNONE, MOORE & ASSOCIATES, INC. 2,219 $318K 0.17% -633 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 2,217 $318K 0.01% new 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 2,217 $318K 0.13% -37 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 2,215 $317K 0.1% +320 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 2,122 $317K 0.03% -387 13F-HR Timeline PICTET BANK & TRUST Ltd More: the full row for PICTET BANK & TRUST Ltd 2,209 $317K 0.38% -9,446 13F-HR Timeline Henson-Edgewater Management, LLC More: the full row for Henson-Edgewater Management, LLC 2,206 $316K 0.19% 13F-HR/A Timeline EDGEWOOD MANAGEMENT LLC More: the full row for EDGEWOOD MANAGEMENT LLC 2,200 $315K <0.01% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 2,199 $315K 0.27% -22 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 2,198 $315K 0.1% +87 13F-HR Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 2,194 $314K 0.03% -5 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 2,190 $314K 0.11% -18 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 2,189 $314K 0.08% -168 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 2,190 $314K 0.07% 0 13F-HR Timeline Alliance Private Wealth, LLC More: the full row for Alliance Private Wealth, LLC 2,020 $314K 0.11% 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 2,183 $313K 0.11% +84 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 2,183 $313K 0.07% +373 13F-HR Timeline Michael Brady & Co., LLC More: the full row for Michael Brady & Co., LLC 2,180 $312K 0.31% 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 2,178 $312K 0.1% +253 13F-HR Timeline Aznar Financial Advisors, LLC More: the full row for Aznar Financial Advisors, LLC 2,175 $312K 0.3% 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 2,174 $312K 0.06% -112 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 2,171 $311K 0.11% -129 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 2,168 $311K 0.16% +10 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 2,168 $311K 0.17% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 2,168 $311K 0.06% +266 13F-HR Timeline Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 2,161 $310K 0.04% 0 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 2,161 $310K 0.21% +32 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 2,158 $309K 0.23% 0 13F-HR/A Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 2,156 $309K 0.05% +75 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 2,150 $308K 0.15% -110 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 2,149 $308K 0.15% -501 13F-HR Timeline Sylvest Advisors, LLC More: the full row for Sylvest Advisors, LLC 2,149 $308K 0.16% -1,000 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 2,144 $307K 0.18% -39 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 2,290 $307K 0.1% +244 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 2,142 $307K 0.09% +11 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 2,142 $307K 0.21% +30 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 2,141 $307K 0.08% -69 13F-HR Timeline Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 2,140 $307K 0.07% +228 13F-HR Timeline Core Wealth Advisors, Inc. More: the full row for Core Wealth Advisors, Inc. 2,136 $306K 0.08% -796 13F-HR Timeline Latash Investments, LLC More: the full row for Latash Investments, LLC 2,131 $305K 0.21% 0 13F-HR Timeline Carbahal Olsen Financial Services Group… More: the full row for Carbahal Olsen Financial Services Group, LLC 2,130 $305K 0.23% 0 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 2,128 $305K 0.07% 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 2,116 $305K 0.08% -931 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 2,127 $305K 0.16% -79 13F-HR Timeline Parkway Wealth Management Group, LLC More: the full row for Parkway Wealth Management Group, LLC 2,124 $304K 0.04% 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 2,124 $304K 0.09% -464 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 2,123 $304K 1.04% +208 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 2,121 $304K 0.12% -80 13F-HR Timeline Group Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 2,120 $304K 0.12% -150 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 2,117 $303K 0.05% +161 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 2,117 $303K 0.09% +12 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 1,998 $303K 0.04% new 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 2,116 $303K 0.04% -404 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 2,116 $303K 0.05% +16 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 2,111 $303K 0.05% +309 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 2,109 $302K 0.08% +13 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 2,106 $302K 0.09% -36 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 2,101 $301K 0.11% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. AMARILLO NATIONAL BANK More: the full row for AMARILLO NATIONAL BANK 2,100 $301K 0.05% -418 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 2,091 $300K 0.05% +376 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 2,089 $299K 0.11% -171 13F-HR Timeline PCB Capital LLC More: the full row for PCB Capital LLC 2,089 $299K 0.48% 13F-HR Timeline Rempart Asset Management Inc. More: the full row for Rempart Asset Management Inc. 2,088 $299K 0.06% 0 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 2,087 $299K 0.14% 13F-HR/A Timeline Core Wealth Management, Inc. More: the full row for Core Wealth Management, Inc. 2,087 $299K 0.09% -23 13F-HR Timeline Antonelli Financial Advisors, LLC More: the full row for Antonelli Financial Advisors, LLC 2,086 $299K 0.2% +255 13F-HR Timeline Vancity Investment Management Ltd More: the full row for Vancity Investment Management Ltd 2,076 $298K 0.04% new 13F-HR/A Timeline RICE HALL JAMES & ASSOCIATES, LLC More: the full row for RICE HALL JAMES & ASSOCIATES, LLC 2,079 $298K 0.02% 0 13F-HR Timeline FORESIGHT CAPITAL MANAGEMENT ADVISORS, … More: the full row for FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 2,079 $298K 0.16% +104 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 2,074 $297K 0.57% -536 13F-HR Timeline Independence Wealth Advisors, LLC More: the full row for Independence Wealth Advisors, LLC 2,073 $297K 0.17% 13F-HR Timeline Campbell Deegan Wealth Management, LLC More: the full row for Campbell Deegan Wealth Management, LLC 2,072 $297K 0.24% +10 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 2,072 $297K 0.22% +28 13F-HR Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 2,070 $297K 0.15% +622 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 2,069 $296K 0.11% +1 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 1,861 $296K 0.1% 0 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 2,059 $295K 0.11% 0 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 2,052 $294K 0.09% +560 13F-HR Timeline Belleair Asset Management, LLC More: the full row for Belleair Asset Management, LLC 2,046 $293K 0.28% 13F-HR Timeline LANE BROTHERS & CO INC More: the full row for LANE BROTHERS & CO INC 2,045 $293K 0.21% 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 2,066 $293K 0.11% -50 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 2,044 $293K 0.07% +7 13F-HR Timeline Bull Oak Capital, LLC More: the full row for Bull Oak Capital, LLC 2,044 $293K 0.12% new 13F-HR Timeline J. Goldman & Co LP More: the full row for J. Goldman & Co LP 2,032 $291K 0.01% new 13F-HR Timeline Goldstream Capital Management Ltd More: the full row for Goldstream Capital Management Ltd 2,026 $290K 0.12% 0 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 2,042 $290K 0.07% -109 13F-HR Timeline Nolet Wealth Management, LLC More: the full row for Nolet Wealth Management, LLC 2,018 $289K 0.16% 13F-HR/A Timeline BRIGHT FINANCIAL ADVISORS, INC. More: the full row for BRIGHT FINANCIAL ADVISORS, INC. 2,015 $289K 0.14% 0 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 2,011 $288K 0.03% +704 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 2,011 $288K 0.16% -70 13F-HR Timeline Riverpoint Wealth Management Holdings, … More: the full row for Riverpoint Wealth Management Holdings, LLC 2,011 $288K 0.06% -20 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 2,047 $287K 0.15% -1 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 2,000 $287K <0.01% 0 13F-HR Timeline Group PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 2,000 $287K 0.07% -281 13F-HR Timeline HOURGLASS CAPITAL, LLC More: the full row for HOURGLASS CAPITAL, LLC 2,000 $287K 0.06% 0 13F-HR Timeline Erickson Financial Group, LLC More: the full row for Erickson Financial Group, LLC 2,000 $287K 0.18% 0 13F-HR Timeline PMV Capital Advisers, LLC More: the full row for PMV Capital Advisers, LLC 2,000 $287K 0.52% 0 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 1,999 $286K 0.05% -319 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 1,998 $286K 0.16% 0 13F-HR Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 1,995 $286K 0.2% +532 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 1,994 $286K 0.08% 0 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 1,993 $286K 0.12% +30 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 1,993 $286K 0.08% 0 13F-HR Timeline FIRST WILSHIRE SECURITIES MANAGEMENT INC More: the full row for FIRST WILSHIRE SECURITIES MANAGEMENT INC 1,990 $285K 0.07% -10 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 1,982 $284K 0.08% +86 13F-HR Timeline Ridgepath Capital Management LLC More: the full row for Ridgepath Capital Management LLC 1,847 $284K 0.13% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 1,980 $284K 0.1% +63 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 1,974 $283K 0.07% -49 13F-HR Timeline Greater Midwest Financial Group, LLC More: the full row for Greater Midwest Financial Group, LLC 1,971 $283K 0.16% -20 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 1,969 $282K 0.07% -12,954 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 1,967 $282K 0.24% 0 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 1,961 $281K 0.24% 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 1,956 $280K 0.15% +45 13F-HR Timeline