Griffith & Werner, Inc. More: the full row for Griffith & Werner, Inc. 2,210 $351K 0.22% -259 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 2,209 $351K 0.3% +168 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 2,202 $350K 0.21% 0 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 2,195 $348K 0.11% new 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 2,193 $348K 0.14% -438 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 2,190 $348K 0.05% 0 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 2,185 $347K 0.16% +336 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 2,178 $346K 0.24% 0 13F-HR Timeline Roberts Financial Services LLC More: the full row for Roberts Financial Services LLC 2,174 $345K 0.07% -266 13F-HR Timeline Atlas Wealth Partners, LLC More: the full row for Atlas Wealth Partners, LLC 2,154 $345K 0.43% +4 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 2,167 $344K 0.04% +56 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 2,163 $343K 0.1% +34 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 2,163 $343K 0.17% 0 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 2,150 $341K 0.29% new 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 2,832 $341K 0.22% 0 13F-HR Timeline ATLANTIC FAMILY WEALTH, LLC More: the full row for ATLANTIC FAMILY WEALTH, LLC 2,145 $340K 0.31% +74 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 2,144 $340K 0.37% +278 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 2,139 $340K 0.06% -150 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 2,139 $340K 0.08% +141 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 2,137 $339K 0.26% +83 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 2,136 $339K 0.02% +330 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 2,135 $339K 0.41% new 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 2,131 $338K 0.29% 0 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 2,129 $338K 0.03% -26 13F-HR Timeline Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 2,129 $338K 0.03% new 13F-HR Timeline OMC Financial Services LTD More: the full row for OMC Financial Services LTD 2,125 $337K 0.15% 0 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 2,119 $336K 0.06% -174 13F-HR/A Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 2,118 $336K 0.07% 0 13F-HR Timeline WILKINS INVESTMENT COUNSEL INC More: the full row for WILKINS INVESTMENT COUNSEL INC 2,117 $336K 0.05% 0 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 2,111 $335K 0.08% +22 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 2,111 $335K 0.02% +261 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 2,108 $335K 0.02% +133 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 2,108 $335K 0.03% -50 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 2,107 $334K 0.1% 0 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 2,107 $334K 0.2% -5 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 2,105 $334K 0.01% -49 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 2,101 $334K 0.06% +116 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 2,101 $333K 0.19% +319 13F-HR Timeline Riverstone Advisors, LLC More: the full row for Riverstone Advisors, LLC 2,100 $333K 0.2% 0 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 1,937 $333K 0.17% +537 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 2,092 $332K 0.11% -305 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 2,091 $332K 0.04% new 13F-HR/A Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 2,070 $331K 0.14% +44 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 2,086 $331K 0.04% -49 13F-HR Timeline Group Tandem Investment Advisors, Inc. More: the full row for Tandem Investment Advisors, Inc. 2,081 $330K 0.01% +77 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 2,078 $330K 0.15% -1,650 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 2,077 $330K 0.04% 0 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 2,076 $330K 0.02% -160 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 2,075 $329K 0.12% -42 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 2,072 $329K 0.01% new 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 2,070 $329K 0.28% 0 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 2,069 $328K 0.16% 0 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 2,064 $328K 0.2% +344 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 2,090 $327K 0.04% new 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 2,061 $327K 0.11% +235 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 2,060 $327K 0.07% new 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 2,035 $326K 0.13% new 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 2,052 $326K 0.25% -45 13F-HR Timeline BCU Wealth Advisors, LLC More: the full row for BCU Wealth Advisors, LLC 2,048 $325K 0.17% +7 13F-HR Timeline EUBEL BRADY & SUTTMAN ASSET MANAGEMENT … More: the full row for EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 2,039 $324K 0.04% 0 13F-HR Timeline A. D. Beadell Investment Counsel, Inc. More: the full row for A. D. Beadell Investment Counsel, Inc. 2,036 $323K 0.27% new 13F-HR Timeline Bremer Bank National Association More: the full row for Bremer Bank National Association 2,034 $323K 0.06% +300 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 2,032 $323K 0.16% +64 13F-HR Timeline Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 1,835 $322K 0.29% -21 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 2,025 $321K 0.04% 0 13F-HR Timeline Elk River Wealth Management LLC More: the full row for Elk River Wealth Management LLC 2,000 $320K 0.06% 0 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 1,885 $320K 0.22% -85 13F-HR Timeline ACT Advisors, LLC. More: the full row for ACT Advisors, LLC. 2,001 $318K 0.17% +62 13F-HR Timeline OAKLAND FINANCIAL CORP More: the full row for OAKLAND FINANCIAL CORP 2,000 $317K 4.69% -1,000 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 2,000 $317K 0.09% 0 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 1,998 $317K 0.05% +217 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 1,994 $317K <0.01% new 13F-HR Timeline Group JFG Wealth Management, LLC More: the full row for JFG Wealth Management, LLC 1,996 $317K 0.07% -249 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 1,994 $317K 0.21% +63 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 1,993 $316K 0.08% 0 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 1,990 $316K 0.07% -500 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 1,920 $315K 0.07% -140 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 1,983 $315K 0.03% -443 13F-HR Timeline BARR E S & CO More: the full row for BARR E S & CO 1,980 $314K 0.02% 0 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 1,980 $314K 0.09% 0 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 1,979 $314K 0.01% new 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 1,963 $314K 0.14% +9 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 1,978 $314K 0.17% -3,085 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 1,975 $313K 0.1% -36 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 1,842 $313K 0.13% +8 13F-HR Timeline Tilson Financial Group, Inc. 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More: the full row for Newman Dignan & Sheerar, Inc. 1,950 $310K 0.08% 0 13F-HR/A Timeline PRING TURNER CAPITAL GROUP INC More: the full row for PRING TURNER CAPITAL GROUP INC 1,948 $309K 0.19% 0 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 1,948 $309K 0.18% -700 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 1,942 $308K 0.11% new 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 1,926 $308K 0.2% +3 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 1,941 $308K 0.1% -146 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 1,939 $308K 0.16% new 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 1,935 $307K 0.05% +235 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 1,932 $307K 0.04% +12 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 2,543 $306K 0.1% -16 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 1,926 $306K 0.07% 0 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 1,926 $306K 0.08% -586 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 1,925 $305K 0.04% +200 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 1,923 $305K 0.04% 0 13F-HR/A Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 1,918 $304K 0.12% -57 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 1,915 $304K 0.14% -198 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 1,914 $304K 0.25% +1 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 1,892 $303K 0.04% +14 13F-HR Timeline Forge Financial Services LLC More: the full row for Forge Financial Services LLC 1,906 $303K 0.27% 0 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 1,901 $302K 0.08% +25 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 1,901 $302K 0.02% -140 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 1,901 $302K 0.25% +25 13F-HR Timeline Lumbard & Kellner, LLC More: the full row for Lumbard & Kellner, LLC 1,900 $302K 0.13% 0 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 1,889 $300K 0.2% +56 13F-HR Timeline Longview Financial Advisors, Inc. More: the full row for Longview Financial Advisors, Inc. 1,885 $299K 0.26% +2 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 1,884 $299K 0.23% new 13F-HR Timeline Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 1,883 $299K 0.12% new 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 1,882 $299K 0.13% +121 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 1,880 $298K 0.28% 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 1,879 $298K 0.07% +4 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 1,878 $298K 0.03% new 13F-HR Timeline FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 1,872 $297K 0.05% 0 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 1,869 $297K <0.01% -552 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,864 $296K 0.04% -1,873 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 1,864 $296K 0.08% +2 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 1,864 $296K 0.01% +1 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 1,862 $296K 0.06% +100 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 1,859 $295K 0.03% -8,585 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 1,856 $295K 0.16% +46 13F-HR Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 1,856 $295K 0.28% 0 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 1,851 $294K 0.13% -50 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 1,851 $294K 0.01% new 13F-HR Timeline O'Keefe Stevens Advisory, Inc. More: the full row for O'Keefe Stevens Advisory, Inc. 1,851 $294K 0.1% -5,036 13F-HR Timeline Private Wealth Group, LLC More: the full row for Private Wealth Group, LLC 1,850 $294K 0.17% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 1,845 $293K 0.03% 0 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 1,844 $293K 0.05% new 13F-HR Timeline Slocum, Gordon & Co LLP More: the full row for Slocum, Gordon & Co LLP 1,840 $292K 0.22% 0 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 1,833 $291K 0.24% -143 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 1,832 $291K 0.02% 0 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 1,825 $291K 0.09% +33 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 1,869 $290K 0.28% +6 13F-HR Timeline Priebe Wealth Holdings LLC More: the full row for Priebe Wealth Holdings LLC 1,821 $289K 0.18% new 13F-HR Timeline KITCHING PARTNERS, LLC More: the full row for KITCHING PARTNERS, LLC 1,817 $288K 0.33% -286 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,688 $287K 0.12% new 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 1,804 $286K 0.26% new 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 1,803 $286K 0.04% +45 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 1,802 $286K 0.06% new 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 1,802 $286K 0.01% new 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 1,802 $286K 0.23% -49 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 1,781 $285K 0.27% +32 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 1,796 $285K 0.05% +208 13F-HR Timeline Court Place Advisors, LLC More: the full row for Court Place Advisors, LLC 1,795 $285K 0.09% 0 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 1,795 $285K 0.09% +10 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 1,794 $285K 0.03% 0 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 1,789 $284K 0.06% -109 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 1,782 $283K 0.04% 0 13F-HR Timeline Wilkins Miller Wealth Management, LLC More: the full row for Wilkins Miller Wealth Management, LLC 1,780 $283K 0.21% -199 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 1,780 $283K 0.01% 0 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 1,773 $281K 0.1% -87 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 1,771 $281K 0.06% +20 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 1,760 $279K 0.17% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,756 $279K 0.22% -92 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 1,748 $277K 0.04% -38 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 1,747 $277K 0.01% new 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 1,732 $277K 0.25% 0 13F-HR Timeline Eastover Investment Advisors LLC More: the full row for Eastover Investment Advisors LLC 1,745 $277K 0.13% -105 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,744 $277K 0.07% +182 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 1,845 $276K 0.08% -1,955 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 1,739 $276K 0.04% -50 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 1,741 $276K 0.04% -159 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 1,738 $276K 0.1% -221 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,737 $276K <0.01% -55 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 1,733 $275K 0.12% 0 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 1,729 $274K 0.06% 0 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 1,725 $274K 0.14% -52 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 1,724 $274K 0.15% new 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 1,723 $273K 0.09% +3 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 1,792 $272K 0.09% new 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 1,710 $271K 0.03% new 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 1,709 $271K 0.07% +5 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 1,707 $271K 0.04% -4,200 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 1,706 $271K 0.02% new 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 1,700 $270K 0.15% 0 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 1,700 $270K 0.15% 0 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 1,700 $270K 0.13% 0 13F-HR/A Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 1,695 $269K 0.01% new 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 1,731 $269K 0.17% -88 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 1,693 $269K 0.02% -3 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 2,229 $268K 0.08% 0 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 1,689 $268K 0.12% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,687 $268K 0.11% +1,413 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 1,687 $268K 0.07% 0 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 1,683 $267K 0.11% new 13F-HR Timeline MONTGOMERY INVESTMENT MANAGEMENT INC More: the full row for MONTGOMERY INVESTMENT MANAGEMENT INC 1,680 $267K 0.11% 0 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 1,680 $267K 0.09% new 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 1,678 $266K 0.15% 0 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 1,667 $265K 0.1% 0 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 1,665 $264K 0.09% new 13F-HR Timeline Essex LLC More: the full row for Essex LLC 1,664 $264K 0.06% 0 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 1,664 $264K 0.06% new 13F-HR Timeline