SARD WEALTH MANAGEMENT GROUP, LLC More: the full row for SARD WEALTH MANAGEMENT GROUP, LLC 3,341 $609K 0.35% -195 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 3,340 $609K 0.08% +795 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 3,334 $608K 0.08% -662 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 3,329 $607K 0.2% -465 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 3,317 $605K 0.1% -316 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 3,317 $605K 0.08% new 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 3,311 $604K 0.16% -9,341 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 3,306 $603K 0.11% +694 13F-HR Timeline Sara-Bay Financial More: the full row for Sara-Bay Financial 3,300 $602K 0.17% +1,300 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 3,300 $602K 0.42% +300 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 3,292 $601K 0.03% +66 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 3,274 $597K 0.02% +330 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 3,273 $597K 0.15% -893 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 3,264 $595K 0.62% +317 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 3,262 $595K 0.29% +495 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 3,259 $595K 0.03% 0 13F-HR Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 3,205 $593K 0.1% +33 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 3,249 $593K 0.19% 0 13F-HR Timeline Headland Capital, LLC More: the full row for Headland Capital, LLC 3,244 $592K 0.17% +503 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 3,237 $590K 0.03% +36 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 3,223 $588K 0.04% -270 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 3,209 $586K 0.2% +925 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 3,202 $584K 0.05% +1,489 13F-HR Timeline CX Institutional More: the full row for CX Institutional 3,202 $584K 0.02% +654 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 3,200 $584K 0.04% -1,000 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 3,194 $583K 0.19% +1,443 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 3,170 $578K 0.08% -230 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 3,144 $574K 0.32% -676 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 3,134 $572K 0.19% +31 13F-HR/A Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 3,134 $572K 0.05% -10,007 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 3,134 $572K 0.31% -216 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 3,124 $570K 0.04% +50 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 3,123 $570K 0.07% -165 13F-HR Timeline Semanteon Capital Management, LP More: the full row for Semanteon Capital Management, LP 3,114 $568K 0.71% new 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 3,109 $567K 0.08% +325 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 3,100 $566K 0.17% 0 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 3,094 $564K 0.07% new 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 3,086 $563K 0.22% -10 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 3,085 $563K 0.03% +116 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 3,084 $563K 0.04% +1,057 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 3,083 $562K 0.09% +727 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 3,082 $562K 0.04% -1,352 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 3,080 $562K 0.01% -1,825 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 3,079 $562K 0.07% -4,668 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 3,075 $561K 0.02% +1,175 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 3,073 $561K 0.03% +143 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 3,072 $560K 0.54% new 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 3,069 $560K 0.39% +1,495 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 3,064 $559K 0.01% new 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 3,044 $559K 0.15% -126 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 3,058 $558K 0.04% -1,031 13F-HR/A Timeline Cooper Capital Advisors LLC More: the full row for Cooper Capital Advisors LLC 3,056 $557K 0.36% +784 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 3,042 $555K 0.04% new 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 3,035 $554K 0.11% -100 13F-HR Timeline Martin Capital Advisors, LLP More: the full row for Martin Capital Advisors, LLP 3,028 $552K 0.33% +40 13F-HR Timeline Trace Wealth Advisors, LLC More: the full row for Trace Wealth Advisors, LLC 3,020 $551K 0.41% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 2,975 $550K 0.18% +1,135 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 3,016 $550K 0.11% +367 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 3,015 $550K 0.08% +469 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 3,013 $550K 0.14% new 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 3,013 $549K 0.23% +479 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 3,004 $548K 0.09% -675 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 3,003 $548K 0.01% +510 13F-HR Timeline Fairbanks Capital Management, Inc. More: the full row for Fairbanks Capital Management, Inc. 3,000 $547K 0.3% 0 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 3,000 $547K 0.36% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 2,999 $547K 0.04% -45 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 2,995 $546K 0.03% new 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 2,993 $546K 0.05% -156 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 2,988 $545K <0.01% 0 13F-HR Timeline Group Covenant Partners, LLC More: the full row for Covenant Partners, LLC 2,983 $544K 0.15% 0 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 2,964 $541K 0.03% +894 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 2,960 $540K 0.17% +142 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 2,959 $540K 0.21% +107 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 2,950 $538K 0.33% 0 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 2,948 $538K 0.15% 0 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 2,943 $537K 0.28% -329 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 2,941 $536K 0.13% -225 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 2,928 $534K 0.29% -33 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 3,080 $533K 0.03% -212 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 2,913 $531K 0.17% -34 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 2,908 $530K 0.15% -235 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 2,906 $530K 0.04% +297 13F-HR Timeline WJ Wealth Management, LLC More: the full row for WJ Wealth Management, LLC 2,643 $530K 0.23% -521 13F-HR/A Timeline TB Alternative Assets Ltd. More: the full row for TB Alternative Assets Ltd. 2,900 $529K 0.08% new 13F-HR Timeline Private Capital Advisors, Inc. More: the full row for Private Capital Advisors, Inc. 2,898 $529K 0.06% +78 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 2,895 $528K 0.11% new 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 2,890 $527K 0.22% 0 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 2,888 $527K 0.05% -427 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 2,886 $526K 0.02% +56 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 2,884 $526K 0.09% +708 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 2,883 $526K 0.16% -776 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 2,879 $525K 0.28% +100 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 2,878 $525K 0.13% -31 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 2,868 $523K 0.11% -177 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 2,863 $522K 0.26% +114 13F-HR Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 2,863 $522K 0.26% -29 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 2,859 $522K 0.09% +179 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 2,855 $521K 0.18% -2,301 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 2,854 $521K 0.04% +324 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 2,849 $520K 0.08% +42 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 2,838 $518K 0.25% -87 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 2,837 $518K 0.08% -33 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 2,835 $517K 0.05% new 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 2,826 $516K 0.46% -1,552 13F-HR Timeline SIH Partners, LLLP in group SIH Partners, LLLP More: the full row for SIH Partners, LLLP 2,823 $515K 0.05% new 13F-HR Timeline Group Abel Hall, LLC More: the full row for Abel Hall, LLC 2,821 $515K 0.21% +71 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 2,815 $514K 0.13% +521 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 2,814 $513K 0.13% -134 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 2,811 $513K 0.01% +1,342 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 2,810 $513K 0.06% new 13F-HR Timeline HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 2,800 $511K 0.11% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CVFG LLC More: the full row for CVFG LLC 2,795 $510K 0.37% 0 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 2,793 $509K 0.29% +94 13F-HR Timeline Counterpoint Mutual Funds LLC More: the full row for Counterpoint Mutual Funds LLC 2,790 $509K 0.04% new 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,784 $508K 0.03% -1,602 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 2,779 $507K 0.06% +888 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 2,777 $507K 0.28% -500 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 2,764 $504K 0.12% new 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 2,757 $503K 0.03% +539 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 2,752 $502K 0.13% new 13F-HR Timeline WASHINGTON GROWTH STRATEGIES LLC More: the full row for WASHINGTON GROWTH STRATEGIES LLC 2,748 $501K 0.36% 0 13F-HR Timeline Roberts Capital Advisors, LLC More: the full row for Roberts Capital Advisors, LLC 2,744 $501K 0.56% -8,320 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 2,737 $500K 0.12% -2,461 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 2,739 $500K 0.03% -7 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 2,735 $499K 0.06% +297 13F-HR Timeline Glass Wealth Management Co LLC More: the full row for Glass Wealth Management Co LLC 2,708 $494K 0.22% new 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 2,706 $494K 0.06% new 13F-HR Timeline Abich Financial Wealth Management LLC More: the full row for Abich Financial Wealth Management LLC 2,706 $494K 0.18% 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 2,702 $493K 0.18% -1 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 2,702 $493K 0.25% +389 13F-HR Timeline Group SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 2,700 $493K 0.06% new 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 2,700 $493K 0.13% +707 13F-HR/A Timeline Claris Financial LLC More: the full row for Claris Financial LLC 2,689 $491K 0.28% -17 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 2,675 $488K 0.14% -150 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 2,675 $488K 0.31% -40 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 2,674 $488K 0.12% -5,600 13F-HR Timeline Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 2,637 $488K 0.17% -2,490 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 2,666 $486K 0.08% +268 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 2,626 $486K 0.13% +24 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 2,655 $484K 0.03% +1,229 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 2,654 $484K 0.08% 0 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 2,650 $483K 0.4% -30 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 2,634 $480K 0.3% +17 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 2,674 $478K 0.05% new 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 2,615 $477K 0.33% +172 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 2,612 $476K 0.16% -1,000 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 2,603 $475K 0.06% -605 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 2,596 $474K 0.16% -10,649 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 2,591 $473K 0.11% -2,919 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 2,589 $472K 0.11% -9,256 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 2,576 $470K 0.02% new 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 2,575 $470K 0.01% -3,002 13F-HR Timeline Group PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 2,569 $469K 0.21% new 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 2,569 $469K 0.21% -1,470 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 2,567 $468K 0.1% +793 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 2,563 $468K 0.3% -85 13F-HR Timeline New Harbor Financial Group, LLC More: the full row for New Harbor Financial Group, LLC 2,559 $467K 0.09% new 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 2,559 $467K 0.02% -98 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 2,559 $467K 0.05% new 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 2,553 $466K 0.1% new 13F-HR Timeline Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 2,550 $465K 0.29% -31 13F-HR Timeline Madrid Financial Services More: the full row for Madrid Financial Services 2,550 $465K 0.29% +270 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 2,548 $465K 0.08% -1,360 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 2,542 $464K 0.02% 0 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 2,537 $463K 0.2% 0 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 2,535 $462K 0.13% -1,804 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 2,534 $462K 0.17% 0 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 2,527 $461K 0.14% -37 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 2,525 $461K 0.02% -2,728 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 2,524 $460K 0.07% +177 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 2,521 $460K 0.09% +124 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 2,519 $460K 0.17% -250 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 2,514 $459K 0.06% +206 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 2,513 $458K 0.11% -50 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 2,504 $457K 0.17% -296 13F-HR Timeline Sassicaia Capital Advisers LLC More: the full row for Sassicaia Capital Advisers LLC 2,500 $456K 0.2% new 13F-HR Timeline SPRING CAPITAL MANAGEMENT, LLC More: the full row for SPRING CAPITAL MANAGEMENT, LLC 2,500 $456K 0.22% 0 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 2,500 $456K 0.11% 0 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 2,499 $456K 0.16% -86 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 2,499 $456K 0.15% -90 13F-HR Timeline Altrafin AG More: the full row for Altrafin AG 2,497 $455K 0.14% -1 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 2,496 $455K 0.05% +294 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 2,495 $455K 0.2% new 13F-HR Timeline Resolute Advisors LLC More: the full row for Resolute Advisors LLC 2,480 $452K 0.12% -800 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 2,477 $452K 0.01% +65 13F-HR Timeline Group KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 2,471 $451K 0.06% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 2,471 $451K 0.23% 0 13F-HR Timeline Guardian Wealth Management, Inc. More: the full row for Guardian Wealth Management, Inc. 2,462 $449K 0.27% 0 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 2,460 $449K 0.06% -269 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 2,452 $447K 0.18% +53 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 2,450 $447K 0.06% -70 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 2,448 $447K 0.13% -380 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 2,445 $446K 0.03% +21 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 2,445 $446K 0.1% new 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 2,445 $446K 0.05% 0 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 2,443 $446K 0.01% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 2,434 $444K 0.03% -8 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 2,432 $444K 0.1% +10 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 2,428 $443K 0.14% -7 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 2,426 $443K 0.02% +134 13F-HR Timeline