TSFG, LLC More: the full row for TSFG, LLC 2,861 $464K 0.07% -80 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 2,855 $463K 0.05% -83 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 2,854 $463K 0.04% +101 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 2,850 $462K 0.01% 0 13F-HR Timeline Group XML Financial, LLC More: the full row for XML Financial, LLC 2,847 $462K 0.04% -216 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 2,840 $461K 0.1% +112 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 2,840 $461K 0.08% +15 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 2,840 $461K 0.01% +1,539 13F-HR Timeline Group GDS Wealth Management More: the full row for GDS Wealth Management 2,833 $460K 0.03% +1,043 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 2,825 $458K 0.08% new 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 2,822 $458K 0.07% +4 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 2,822 $458K 0.17% -262 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 2,512 $458K 0.02% +425 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 2,821 $457K 0.08% -65 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 2,810 $456K 0.11% -69 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 2,808 $455K 0.22% +316 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 2,805 $455K 0.17% +9 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 2,804 $455K 0.07% +253 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 2,803 $455K 0.18% +15 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 2,799 $454K 0.05% +150 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 2,794 $453K 0.16% -512 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 2,790 $453K 0.22% -1,058 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 2,790 $453K 0.04% -1,096 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 2,786 $452K 0.15% +4 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 2,779 $451K 0.06% +694 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 2,776 $450K 0.03% -6 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 2,770 $449K 0.1% +193 13F-HR Timeline DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 2,762 $448K 0.08% 0 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 2,761 $448K 0.13% +268 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 2,759 $448K 0.15% -35 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 2,758 $447K 0.15% +11 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 2,755 $447K 0.2% -225 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 2,750 $446K 0.05% +56 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 2,736 $444K 0.06% -129 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 2,728 $443K 0.05% +169 13F-HR Timeline Wheelhouse Advisory Group LLC More: the full row for Wheelhouse Advisory Group LLC 2,727 $442K 0.19% -1,135 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 2,726 $442K 0.18% +1,313 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 2,726 $442K 0.13% -39 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 2,721 $441K 0.02% -46 13F-HR Timeline Group INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 2,718 $441K 0.14% +13 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 2,715 $440K 0.02% +105 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 2,713 $440K 0.02% -218 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 2,710 $440K 0.05% +294 13F-HR Timeline GRAHAM CAPITAL WEALTH MANAGEMENT, LLC More: the full row for GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 2,707 $439K 0.45% -43 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 2,705 $439K 0.03% +1,012 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 2,703 $438K 0.04% +218 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 2,703 $438K 0.18% -336 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 2,701 $438K 0.04% -18 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 2,700 $438K 0.12% 0 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 2,700 $438K 0.06% +224 13F-HR Timeline Oldfield Partners LLP More: the full row for Oldfield Partners LLP 2,700 $438K 0.14% 0 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 2,700 $438K 0.07% new 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 2,698 $438K 0.17% +53 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 2,697 $437K 0.12% -511 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 2,689 $436K 0.1% +483 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 2,687 $436K 0.14% +271 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 2,686 $436K 0.02% -3,578 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 2,684 $435K 0.14% +1,636 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 2,678 $434K 0.11% -82 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 2,673 $434K 0.11% -331 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 2,665 $432K 0.07% +11 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 2,661 $432K 0.03% 0 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 2,659 $431K 0.02% -307 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 2,658 $431K 0.13% +400 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 2,648 $429K 0.23% -100 13F-HR Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 2,645 $429K 0.13% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 2,645 $429K 0.04% +31 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 2,645 $429K 0.03% 0 13F-HR Timeline COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 2,644 $429K 0.29% 0 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 2,641 $428K <0.01% +4 13F-HR Timeline Steadtrust LLC More: the full row for Steadtrust LLC 2,639 $428K 0.29% +81 13F-HR/A Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 2,636 $428K 0.25% +40 13F-HR Timeline Hilton Capital Management, LLC More: the full row for Hilton Capital Management, LLC 2,628 $426K 0.03% -1,076 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 2,621 $425K 0.15% +5 13F-HR Timeline Select Asset Management & Trust More: the full row for Select Asset Management & Trust 2,622 $425K 0.13% -87 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 2,619 $425K 0.21% -81 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 2,607 $423K 0.14% +11 13F-HR Timeline BANTAMAC CAPITAL, LLC More: the full row for BANTAMAC CAPITAL, LLC 2,600 $422K 0.32% 0 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 2,600 $422K 0.15% -105 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 2,599 $422K 0.12% 0 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 2,599 $422K 0.4% new 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 2,598 $421K 0.1% -5,688 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 2,595 $421K 0.04% 0 13F-HR Timeline Capital Squared Financial LLC More: the full row for Capital Squared Financial LLC 2,594 $421K 0.37% new 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 2,594 $421K 0.03% -16 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 2,593 $421K 0.05% -2 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 2,588 $420K 0.06% -93 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 2,584 $419K 0.04% +73 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 2,580 $418K 0.04% +62 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 2,579 $418K 0.22% -50 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 2,575 $418K 0.04% -6 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 2,574 $418K 0.06% -6,809 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 2,572 $417K 0.32% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,655 $416K 0.02% -180 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 2,562 $416K 0.13% -4 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 2,557 $415K 0.08% +636 13F-HR Timeline Serenus Wealth Advisors, LLC More: the full row for Serenus Wealth Advisors, LLC 2,555 $414K 0.07% 0 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 2,548 $413K 0.06% -80 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 2,548 $413K 0.05% -21 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 2,542 $412K 0.09% 0 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 2,536 $411K 0.03% new 13F-HR Timeline Group Peoples Bank/KS More: the full row for Peoples Bank/KS 2,529 $410K 0.41% -464 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 2,528 $410K 0.04% -110 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 2,527 $410K 0.07% -40 13F-HR Timeline Nicholson Meyer Capital Management, Inc. More: the full row for Nicholson Meyer Capital Management, Inc. 2,525 $410K 0.31% 0 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 2,519 $409K 0.07% -17,195 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 2,519 $409K 0.07% 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 2,520 $409K 0.04% +445 13F-HR Timeline Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 2,518 $408K 0.08% new 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 2,507 $407K 0.15% -32 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 2,506 $406K 0.19% -13 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 2,505 $406K 0.2% 0 13F-HR Timeline Highlander Partners, L.P. More: the full row for Highlander Partners, L.P. 2,500 $406K 0.14% 0 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 2,498 $405K 0.16% -480 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 2,494 $405K 0.04% 0 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 2,478 $402K 0.15% +15 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 2,476 $402K 0.08% 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 2,473 $401K 0.06% +54 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 2,467 $400K 0.07% -213 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 2,460 $399K 0.24% 0 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 2,454 $398K 0.06% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 2,454 $398K 0.13% +39 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 2,453 $398K 0.09% 0 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 2,453 $398K 0.1% +20 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 2,453 $398K 0.03% +36 13F-HR Timeline Osprey Private Wealth LLC More: the full row for Osprey Private Wealth LLC 2,450 $397K 0.14% 0 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 2,537 $397K 0.17% +167 13F-HR Timeline ONE PLUS ONE WEALTH MANAGEMENT, LLC More: the full row for ONE PLUS ONE WEALTH MANAGEMENT, LLC 2,446 $397K 0.19% +84 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 2,443 $396K 0.17% 0 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 2,441 $396K 0.01% -1,239 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 2,440 $396K 0.13% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 2,439 $396K 0.1% 0 13F-HR Timeline MTM FINANCIAL GROUP, LLC More: the full row for MTM FINANCIAL GROUP, LLC 2,437 $395K 0.19% +4 13F-HR Timeline DEAN INVESTMENT ASSOCIATES, LLC in group DEAN INVESTMENT ASSOCIATES, L… More: the full row for DEAN INVESTMENT ASSOCIATES, LLC 2,435 $395K 0.06% -133 13F-HR Timeline Group Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 2,435 $395K 0.12% 0 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 2,434 $395K 0.03% -125 13F-HR/A Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 2,434 $395K 0.06% -395 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 2,434 $395K 0.11% -136 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 2,430 $394K 0.13% 0 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 2,430 $394K 0.05% -117 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 2,424 $393K 0.02% 0 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 2,427 $393K 0.11% 0 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 2,422 $393K 0.23% +521 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 2,419 $392K 0.06% +1,198 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 2,409 $391K 0.06% 0 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 2,407 $390K 0.22% +572 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 2,406 $390K 0.1% 0 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 2,397 $389K 0.24% +188 13F-HR Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 2,396 $389K 0.14% 0 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 2,392 $388K 0.06% +1 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 2,391 $388K 0.08% +1,377 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 2,364 $383K 0.05% -498 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 2,467 $383K 0.04% +836 13F-HR Timeline Capital CS Group, LLC More: the full row for Capital CS Group, LLC 2,360 $383K 0.63% new 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 2,350 $381K 0.09% 0 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 2,349 $381K 0.13% 0 13F-HR Timeline Drum Hill Capital, LLC More: the full row for Drum Hill Capital, LLC 2,344 $380K 0.41% 0 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 2,343 $380K 0.12% -68 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 2,338 $379K 0.03% +47 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 2,338 $379K 0.1% +59 13F-HR Timeline McAlister, Sweet & Associates, Inc. More: the full row for McAlister, Sweet & Associates, Inc. 2,335 $379K 0.25% 0 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 2,332 $378K 0.28% +135 13F-HR Timeline ATALANTA SOSNOFF CAPITAL, LLC in group ATALANTA SOSNOFF CAPITAL, LLC More: the full row for ATALANTA SOSNOFF CAPITAL, LLC 2,331 $378K 0.01% -14 13F-HR Timeline Group DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 2,330 $378K 0.05% +21 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 2,395 $378K 0.03% -110 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 2,325 $377K 0.17% -137 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 2,322 $377K 0.14% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,322 $377K 0.08% +101 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 2,322 $377K 0.03% -3,283 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 2,320 $376K 0.03% -69 13F-HR Timeline WEALTHCARE CAPITAL MANAGEMENT LLC More: the full row for WEALTHCARE CAPITAL MANAGEMENT LLC 2,319 $376K 0.04% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,313 $375K 0.04% -96 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 2,310 $375K 0.16% new 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 2,309 $375K 0.07% +245 13F-HR Timeline AEGON ASSET MANAGEMENT UK Plc More: the full row for AEGON ASSET MANAGEMENT UK Plc 2,309 $374K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 2,301 $373K 0.09% +606 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 2,295 $372K 0.09% +541 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 2,285 $371K 0.01% 0 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 2,282 $370K 0.04% -1,019 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 2,277 $369K 0.09% -33,170 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 2,269 $368K 0.23% +274 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 2,265 $367K 0.01% new 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 2,259 $366K 0.15% -151 13F-HR Timeline City State Bank More: the full row for City State Bank 2,251 $365K 0.11% -25 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 2,249 $365K 0.07% -19 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 2,240 $363K 0.09% -558 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 2,236 $363K 0.2% new 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 2,233 $362K 0.28% +819 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 2,233 $362K 0.28% -85 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 2,233 $362K 0.06% -3,952 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 2,231 $362K 0.06% +266 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 2,227 $361K 0.05% -11 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 2,224 $361K 0.04% -209 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 2,222 $360K 0.2% -65 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 2,221 $360K 0.06% +894 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 2,210 $359K 0.1% +3 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 2,209 $358K 0.21% 0 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 2,202 $357K 0.19% 0 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 2,469 $357K 0.15% +62 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 2,190 $355K 0.08% +148 13F-HR Timeline