Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 1,773 $321K 0.17% +161 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 1,765 $319K 0.04% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 1,749 $319K 0.24% 0 13F-HR Timeline SEMPER AUGUSTUS INVESTMENTS GROUP LLC More: the full row for SEMPER AUGUSTUS INVESTMENTS GROUP LLC 1,762 $319K 0.04% 0 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 1,761 $319K 0.07% +141 13F-HR Timeline IKE Capital, LLC More: the full row for IKE Capital, LLC 1,761 $318K 0.17% +41 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,760 $318K 0.09% -10 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 1,754 $317K 0.11% -33 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 1,749 $316K 0.04% +142 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 1,744 $316K 0.03% 0 13F-HR Timeline NBH Bank More: the full row for NBH Bank 1,744 $316K 0.13% 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 1,904 $315K 0.04% 0 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 1,739 $315K 0.16% +2 13F-HR Timeline MONTGOMERY INVESTMENT MANAGEMENT INC More: the full row for MONTGOMERY INVESTMENT MANAGEMENT INC 1,739 $315K 0.1% +16 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 1,734 $314K 0.17% +45 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 1,732 $313K 0.2% +8 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 1,726 $312K 0.04% -300 13F-HR Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 1,726 $312K 0.1% 0 13F-HR Timeline Capstone Wealth Management, LLC More: the full row for Capstone Wealth Management, LLC 1,723 $312K 0.14% new 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 1,717 $311K 0.01% -109 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 1,713 $310K 0.07% -32 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 1,711 $309K 0.11% -166 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 1,710 $309K 0.05% +179 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 1,709 $309K 0.02% new 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 1,703 $308K 0.08% 0 13F-HR Timeline Parsonex Advisory Services, Inc. More: the full row for Parsonex Advisory Services, Inc. 1,700 $308K 0.27% -557 13F-HR Timeline Eastover Investment Advisors LLC More: the full row for Eastover Investment Advisors LLC 1,700 $308K 0.12% 0 13F-HR Timeline Wiser Wealth Management, Inc More: the full row for Wiser Wealth Management, Inc 1,700 $308K 0.06% +138 13F-HR Timeline McAlister, Sweet & Associates, Inc. More: the full row for McAlister, Sweet & Associates, Inc. 1,700 $308K 0.16% 0 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 1,700 $308K 0.16% 0 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 1,699 $307K 0.03% +60 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 1,697 $307K 0.17% +1,609 13F-HR Timeline AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 1,695 $307K <0.01% new 13F-HR/A Timeline Group AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 1,695 $307K 0.09% -1,058 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 1,700 $307K 0.02% +104 13F-HR Timeline Group KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 1,694 $306K 0.04% -39 13F-HR/A Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 1,689 $306K 0.08% -11 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 1,685 $305K 0.09% +31 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 1,682 $304K 0.04% +362 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 1,679 $304K 0.07% +13 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 1,677 $303K 0.08% +142 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 1,677 $303K 0.07% -113 13F-HR Timeline Group Canopy Partners, LLC More: the full row for Canopy Partners, LLC 1,675 $303K 0.09% -139 13F-HR Timeline ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 1,674 $303K 0.09% 0 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 1,673 $303K 0.08% +61 13F-HR Timeline RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 1,660 $303K 0.16% +4 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 1,672 $302K 0.11% -286 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 1,667 $302K 0.02% +13 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 1,666 $301K 0.03% new 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 1,664 $301K 0.07% -319 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 1,663 $301K 0.08% +353 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 1,661 $300K 0.19% -73 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 1,657 $300K 0.11% +8 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 1,655 $299K 0.12% +190 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 1,655 $299K 0.03% -405 13F-HR Timeline HOME FEDERAL BANK OF TENNESSEE More: the full row for HOME FEDERAL BANK OF TENNESSEE 1,650 $299K 0.06% new 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 1,650 $299K 0.05% 0 13F-HR Timeline Onyx Financial Advisors, LLC More: the full row for Onyx Financial Advisors, LLC 1,647 $298K 0.11% +15 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 1,646 $298K 0.05% -184 13F-HR Timeline Wilkins Miller Wealth Management, LLC More: the full row for Wilkins Miller Wealth Management, LLC 1,643 $297K 0.16% -98 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 1,642 $297K 0.02% +328 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 1,641 $297K 0.18% -268 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 1,639 $297K 0.01% -30 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 1,638 $296K 0.04% +62 13F-HR Timeline CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 1,634 $296K 0.1% +2 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 1,634 $296K 0.03% new 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 1,632 $295K 0.19% 0 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 1,632 $295K 0.07% +24 13F-HR Timeline R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 1,633 $295K 0.13% 0 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 1,630 $295K 0.03% +2 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 1,630 $295K 0.14% new 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 1,621 $293K 0.04% +95 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 1,621 $293K 0.14% 0 13F-HR Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 1,620 $293K 0.09% -1 13F-HR Timeline WAYCROSS PARTNERS, LLC More: the full row for WAYCROSS PARTNERS, LLC 1,619 $293K 0.02% 0 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 1,619 $293K 0.09% 0 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 1,603 $292K 0.05% +160 13F-HR Timeline Slocum, Gordon & Co LLP More: the full row for Slocum, Gordon & Co LLP 1,616 $292K 0.19% -89 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 1,612 $292K 0.19% -1,387 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 1,611 $291K 0.09% +154 13F-HR Timeline American National Bank of Texas More: the full row for American National Bank of Texas 1,607 $291K 0.27% +19 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,601 $290K <0.01% -111 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 1,600 $290K 0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 1,603 $290K 0.07% +164 13F-HR Timeline Longview Financial Advisors, Inc. More: the full row for Longview Financial Advisors, Inc. 1,600 $289K 0.17% 0 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 1,599 $289K 0.03% -37 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 1,598 $289K 0.03% -43 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 1,597 $289K 0.12% +100 13F-HR Timeline S Harris Financial Group, LLC More: the full row for S Harris Financial Group, LLC 1,596 $289K 0.22% +16 13F-HR Timeline October Effect Ltd More: the full row for October Effect Ltd 1,596 $289K 0.27% 0 13F-HR Timeline Eurizon SLJ Capital Ltd More: the full row for Eurizon SLJ Capital Ltd 1,596 $289K 0.11% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 1,595 $289K 0.06% 0 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 1,592 $288K 0.02% -10 13F-HR Timeline Group Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 1,538 $288K 0.18% 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 1,589 $287K 0.04% +5 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 1,588 $287K 0.09% -396 13F-HR Timeline Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 1,511 $287K 0.06% 0 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 1,568 $286K 0.04% new 13F-HR Timeline DUTCH ASSET Corp More: the full row for DUTCH ASSET Corp 1,579 $286K 0.14% +215 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 1,557 $284K 0.01% -1,143 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 1,569 $284K 0.01% -56 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 1,565 $283K 0.06% -20 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 1,564 $283K 0.02% -11,606 13F-HR Timeline Group Essential Partners LLC More: the full row for Essential Partners LLC 1,563 $283K 0.13% -179 13F-HR Timeline BETO FINANCIAL GROUP, LLC More: the full row for BETO FINANCIAL GROUP, LLC 1,467 $283K 0.15% +8 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 1,562 $283K 0.02% new 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 1,561 $282K 0.1% 0 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 3,924 $282K 0.04% 0 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 1,560 $282K 0.13% +39 13F-HR Timeline Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 1,555 $281K 0.06% 0 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 1,551 $281K 0.16% 0 13F-HR Timeline William Allan Corp More: the full row for William Allan Corp 1,551 $281K 0.14% +6 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 1,537 $280K 0.01% +61 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 1,547 $280K 0.09% 0 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 1,546 $280K 0.19% +37 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 1,543 $279K 0.19% 0 13F-HR Timeline Arlington Trust Co LLC group of 2 filers holding More: the full row for Arlington Trust Co LLC 1,542 $279K -52 Timeline Rose Capital Advisors LLC More: the full row for Rose Capital Advisors LLC 1,539 $278K 0.15% 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,537 $278K 0.01% -66 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 2,743 $278K 0.29% -789 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 1,535 $278K 0.01% 0 13F-HR Timeline LOUNTZIS ASSET MANAGEMENT, LLC More: the full row for LOUNTZIS ASSET MANAGEMENT, LLC 1,522 $278K 0.09% 0 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 1,532 $277K 0.15% 0 13F-HR Timeline Rockport Wealth LLC More: the full row for Rockport Wealth LLC 1,529 $277K 0.05% +170 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 1,527 $276K 0.11% +140 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 1,524 $276K 0.05% +92 13F-HR Timeline O'Keefe Stevens Advisory, Inc. More: the full row for O'Keefe Stevens Advisory, Inc. 1,524 $276K 0.06% 0 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 1,524 $276K 0.02% -74 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 1,522 $275K 0.06% +11 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 1,521 $275K 0.07% +32 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 1,520 $275K 0.11% -43 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 1,520 $275K 0.03% +230 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 1,519 $275K 0.01% new 13F-HR/A Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 1,515 $274K 0.07% -57 13F-HR Timeline KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 1,513 $274K 0.17% -52 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 1,513 $274K 0.07% +14 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 1,512 $273K 0.06% -222 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 1,510 $273K 0.01% +9 13F-HR/A Timeline ALLEN WEALTH MANAGEMENT, LLC More: the full row for ALLEN WEALTH MANAGEMENT, LLC 1,509 $273K 0.13% 0 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 1,508 $273K 0.1% +19 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 1,506 $272K 0.11% new 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 1,503 $272K 0.07% +64 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 1,502 $272K 0.03% +50 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 1,502 $272K 0.07% -193 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 1,500 $271K 0.03% 0 13F-HR Timeline Courage Miller Partners, LLC More: the full row for Courage Miller Partners, LLC 1,500 $271K 0.07% 0 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. 1,500 $271K <0.01% 0 13F-HR Timeline Group LPWM LLC More: the full row for LPWM LLC 1,500 $271K 0.06% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,498 $271K 0.04% 0 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 1,500 $271K 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BIRINYI ASSOCIATES INC More: the full row for BIRINYI ASSOCIATES INC 1,500 $271K 0.06% 0 13F-HR Timeline LFG Wealth Partners, LLC More: the full row for LFG Wealth Partners, LLC 1,493 $270K 0.13% -14,860 13F-HR Timeline Simplify Asset Management Inc. More: the full row for Simplify Asset Management Inc. 1,489 $269K <0.01% +62 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,485 $269K 0.05% +13 13F-HR/A Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 1,481 $268K 0.04% 0 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 1,480 $268K 0.04% 0 13F-HR Timeline HFR Wealth Management, LLC More: the full row for HFR Wealth Management, LLC 1,478 $267K 0.07% 0 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 1,477 $267K 0.17% -1 13F-HR Timeline GOLDEN ROAD ADVISORS LLC More: the full row for GOLDEN ROAD ADVISORS LLC 1,475 $267K 0.13% +165 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 1,476 $266K <0.01% +1,347 13F-HR Timeline Group Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 1,471 $266K 0.03% -6 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 1,470 $266K 0.02% 0 13F-HR Timeline Delta Wealth Advisors LLC More: the full row for Delta Wealth Advisors LLC 1,464 $265K 0.19% 0 13F-HR Timeline Forefront Analytics, LLC More: the full row for Forefront Analytics, LLC 1,463 $265K 0.29% +13 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 1,462 $265K 0.07% +72 13F-HR Timeline Whetstone Capital Advisors, LLC More: the full row for Whetstone Capital Advisors, LLC 1,461 $264K 0.07% 0 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 1,461 $264K 0.04% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1,461 $264K 0.16% +274 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 1,597 $264K 0.05% 0 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 1,456 $263K 0.04% -300 13F-HR Timeline WOODLEY FARRA MANION PORTFOLIO MANAGEME… More: the full row for WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 1,444 $263K 0.01% -1 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 1,454 $263K 0.01% -297 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,451 $262K 0.17% -99 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 1,450 $262K 0.06% +26 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 1,450 $262K 0.08% -250 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 1,443 $261K 0.06% 0 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 1,442 $261K 0.01% -2,559 13F-HR Timeline Group Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 1,441 $261K 0.02% +50 13F-HR Timeline CPWA, LLC More: the full row for CPWA, LLC 1,440 $261K 0.3% 0 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 1,426 $260K 0.05% -18 13F-HR/A Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 1,436 $260K 0.11% -18 13F-HR Timeline COTTONWOOD CAPITAL ADVISORS, LLC More: the full row for COTTONWOOD CAPITAL ADVISORS, LLC 1,432 $259K 0.16% +7 13F-HR Timeline INSTRUMENTAL WEALTH, LLC More: the full row for INSTRUMENTAL WEALTH, LLC 1,430 $259K 0.13% new 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 1,430 $259K 0.11% -31 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 1,428 $258K 0.15% -78 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 1,428 $258K 0.02% new 13F-HR Timeline AmeriServ Wealth Advisors in group AmeriServ Wealth Advisors More: the full row for AmeriServ Wealth Advisors 1,428 $258K 0.17% -219 13F-HR Timeline Group Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 1,342 $258K 0.15% new 13F-HR Timeline Stembrook Asset Management, LLC More: the full row for Stembrook Asset Management, LLC 1,426 $258K 0.22% 0 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 1,426 $258K 0.17% -107 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 1,424 $258K 0.03% -3,328 13F-HR Timeline PRING TURNER CAPITAL GROUP INC More: the full row for PRING TURNER CAPITAL GROUP INC 1,370 $258K 0.15% -248 13F-HR Timeline Gross & Hartman Investments LLC More: the full row for Gross & Hartman Investments LLC 1,421 $257K 0.11% 0 13F-HR Timeline Safe Harbor Family Capital, LLC More: the full row for Safe Harbor Family Capital, LLC 1,421 $257K 0.17% 0 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 1,421 $257K 0.02% +35 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 1,425 $257K 0.02% 0 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 1,417 $256K 0.03% new 13F-HR Timeline Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 1,415 $256K 0.11% 0 13F-HR Timeline MASTER'S WEALTH MANAGEMENT INC. More: the full row for MASTER'S WEALTH MANAGEMENT INC. 1,415 $256K 0.08% +132 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 1,385 $256K 0.08% 0 13F-HR Timeline