MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 1,659 $269K 0.01% -229 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 1,654 $268K 0.09% -111 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 1,652 $268K 0.19% +3 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 1,650 $268K 0.05% 0 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 1,649 $267K 0.12% 0 13F-HR Timeline RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 1,645 $267K 0.2% +4 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 1,643 $267K 0.09% -2,178 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 1,642 $266K 0.06% +116 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 1,644 $266K <0.01% +485 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 1,636 $265K 0.01% +34 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 1,630 $264K 0.02% 0 13F-HR Timeline Group CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 1,630 $264K 0.11% +130 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 1,629 $264K 0.05% -18,483 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 1,627 $264K 0.07% -44 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 1,626 $264K 0.12% -653 13F-HR Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 1,622 $263K 0.11% 0 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 1,621 $263K 0.01% +25 13F-HR Timeline WAYCROSS PARTNERS, LLC More: the full row for WAYCROSS PARTNERS, LLC 1,619 $263K 0.02% 0 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 1,619 $263K 0.09% +246 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 1,619 $263K 0.1% 0 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 1,619 $263K 0.05% -30 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 1,617 $262K 0.15% +172 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 1,616 $262K 0.03% -2,793 13F-HR/A Timeline Group Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 1,607 $262K 0.03% -34 13F-HR Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 1,614 $262K 0.17% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 1,610 $261K 0.21% +354 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 1,607 $261K 0.14% -1 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 1,604 $260K 0.09% -36 13F-HR Timeline Onyx Financial Advisors, LLC More: the full row for Onyx Financial Advisors, LLC 1,602 $260K 0.12% +11 13F-HR Timeline Wiser Wealth Management, Inc More: the full row for Wiser Wealth Management, Inc 1,600 $260K 0.06% +40 13F-HR Timeline Longview Financial Advisors, Inc. More: the full row for Longview Financial Advisors, Inc. 1,600 $260K 0.19% 0 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 1,599 $259K 0.09% -52 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 3,924 $259K 0.04% 0 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 1,598 $259K 0.16% +9 13F-HR Timeline October Effect Ltd More: the full row for October Effect Ltd 1,596 $259K 0.29% -107 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 1,594 $259K 0.08% +416 13F-HR/A Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 1,582 $257K 0.04% +111 13F-HR Timeline Orion Investment Co More: the full row for Orion Investment Co 1,578 $256K 0.08% 0 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 1,574 $255K 0.1% -76 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 1,570 $255K 0.05% +2 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 1,565 $254K 0.12% 0 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 1,565 $254K 0.02% -2 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 1,560 $253K 0.04% new 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 1,551 $253K <0.01% new 13F-HR Timeline Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 1,555 $252K 0.05% 0 13F-HR Timeline MANE GLOBAL CAPITAL MANAGEMENT LP More: the full row for MANE GLOBAL CAPITAL MANAGEMENT LP 1,552 $252K 0.01% -110,375 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 1,551 $252K 0.16% -175 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 1,551 $252K 0.02% -106 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 1,550 $251K 0.18% -72 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 1,550 $251K 0.09% +19 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 1,548 $251K 0.04% -14 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 1,547 $251K 0.09% 0 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 1,546 $251K 0.03% -18 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 1,544 $250K 0.24% 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 1,542 $250K 0.04% +31 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 1,540 $250K 0.08% -303 13F-HR Timeline KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 1,539 $250K 0.19% -109 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 1,538 $249K 0.03% +47 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 1,536 $249K 0.09% 0 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 1,528 $248K 0.07% +124 13F-HR Timeline LOUNTZIS ASSET MANAGEMENT, LLC More: the full row for LOUNTZIS ASSET MANAGEMENT, LLC 1,522 $247K 0.08% 0 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 1,519 $246K 0.1% +55 13F-HR Timeline McGrath & Associates, Inc. More: the full row for McGrath & Associates, Inc. 1,517 $246K 0.37% -24 13F-HR Timeline First International Bank & Trust More: the full row for First International Bank & Trust 1,516 $246K 0.09% -10 13F-HR Timeline NIA IMPACT ADVISORS, LLC More: the full row for NIA IMPACT ADVISORS, LLC 1,514 $246K 0.08% -63 13F-HR Timeline NAPA WEALTH MANAGEMENT More: the full row for NAPA WEALTH MANAGEMENT 1,512 $245K 0.11% -13,954 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 1,509 $245K 0.07% +9 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1,507 $244K 0.19% +188 13F-HR Timeline Sonoma Allocations LLC More: the full row for Sonoma Allocations LLC 1,565 $244K 0.09% 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 1,591 $244K 0.05% +21 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 1,501 $243K 0.01% new 13F-HR/A Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 1,500 $243K 0.02% 0 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 1,500 $243K 0.03% 0 13F-HR Timeline Courage Miller Partners, LLC More: the full row for Courage Miller Partners, LLC 1,500 $243K 0.07% 0 13F-HR Timeline Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 1,500 $243K 0.06% 0 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 1,500 $243K 0.1% -45 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 1,499 $243K 0.03% 0 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 1,501 $243K 0.01% -2 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 1,500 $243K 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 $243K 0.06% 0 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 1,493 $242K 0.06% +90 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,492 $242K <0.01% -348 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 1,488 $241K 0.22% -46 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1,488 $241K 0.05% +79 13F-HR Timeline HFR Wealth Management, LLC More: the full row for HFR Wealth Management, LLC 1,483 $241K 0.06% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,495 $240K 0.08% +197 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 1,469 $238K 0.14% +40 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 1,469 $238K 0.03% 0 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 1,469 $238K 0.12% -586 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 1,466 $238K 0.07% 0 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 1,465 $238K 0.08% -3 13F-HR Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 1,462 $237K 0.16% -1,459 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 1,461 $237K 0.04% 0 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 1,460 $237K 0.11% +30 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 1,453 $236K 0.04% 0 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 1,449 $235K 0.03% -775 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,449 $235K 0.05% +10 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 1,448 $235K 0.02% -44 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 1,447 $235K 0.07% -28 13F-HR Timeline MOTCO More: the full row for MOTCO 1,443 $234K 0.02% +788 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 1,443 $234K 0.06% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,441 $234K 0.01% +30 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 1,441 $234K 0.04% 0 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 1,440 $234K 0.05% -1,312 13F-HR Timeline WOODLEY FARRA MANION PORTFOLIO MANAGEME… More: the full row for WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 1,439 $233K 0.01% +23 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 1,432 $232K 0.06% 0 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 1,430 $231K 0.02% 0 13F-HR Timeline Forefront Analytics, LLC More: the full row for Forefront Analytics, LLC 1,424 $231K 0.22% +11 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 1,424 $231K 0.03% -56 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 1,423 $231K 0.04% 0 13F-HR Timeline Whetstone Capital Advisors, LLC More: the full row for Whetstone Capital Advisors, LLC 1,422 $231K 0.06% new 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 1,422 $231K 0.03% +138 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 1,422 $231K 0.04% +51 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,418 $230K 0.03% new 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 1,417 $230K 0.18% +2 13F-HR Timeline Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 1,415 $230K 0.11% 0 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 1,414 $229K 0.03% 0 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 1,412 $229K 0.02% +158 13F-HR Timeline COTTONWOOD CAPITAL ADVISORS, LLC More: the full row for COTTONWOOD CAPITAL ADVISORS, LLC 1,411 $229K 0.17% -1,300 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 1,410 $229K 0.05% +72 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 1,410 $229K 0.1% +6 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 1,409 $229K 0.04% -1,131 13F-HR Timeline ALLEN WEALTH MANAGEMENT, LLC More: the full row for ALLEN WEALTH MANAGEMENT, LLC 1,409 $229K 0.15% -75 13F-HR Timeline Olympiad Research LP More: the full row for Olympiad Research LP 1,406 $228K 0.32% -133 13F-HR Timeline GreatBanc Trust CO More: the full row for GreatBanc Trust CO 1,402 $227K 0.16% 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 1,400 $227K 0.04% 0 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 1,400 $227K 0.16% 0 13F-HR Timeline Delta Wealth Advisors LLC More: the full row for Delta Wealth Advisors LLC 1,400 $227K 0.18% 0 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 1,399 $227K 0.02% +49 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 1,399 $227K 0.02% +98 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 1,391 $227K 0.03% -543 13F-HR Timeline PINKERTON WEALTH, LLC More: the full row for PINKERTON WEALTH, LLC 1,395 $226K 0.02% -15,605 13F-HR Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 3,424 $226K 0.05% 0 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 1,433 $226K 0.17% 0 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 1,393 $226K <0.01% -530 13F-HR Timeline Group AmeriServ Wealth Advisors in group AmeriServ Wealth Advisors More: the full row for AmeriServ Wealth Advisors 1,392 $226K 0.11% 0 13F-HR Timeline Group Weaver Consulting Group More: the full row for Weaver Consulting Group 1,389 $225K 0.06% +39 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1,385 $225K 0.16% +618 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 1,384 $224K 0.01% -827 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 1,381 $224K 0.1% 0 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 1,442 $224K 0.1% -193 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 1,374 $223K 0.04% -16 13F-HR Timeline United Bank More: the full row for United Bank 1,372 $223K 0.08% 0 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 1,369 $222K 0.06% 0 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 1,366 $222K 0.07% -9 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 1,366 $222K 0.03% -8 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 1,364 $221K 0.05% -351 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 1,364 $221K 0.16% +187 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 1,422 $221K 0.09% +2 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 1,361 $221K 0.05% -32 13F-HR Timeline Teramo Advisors, LLC More: the full row for Teramo Advisors, LLC 1,360 $221K 0.08% 0 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 1,359 $220K 0.06% 0 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 1,358 $220K 0.04% -156 13F-HR Timeline Resolute Advisors LLC More: the full row for Resolute Advisors LLC 1,357 $220K 0.06% -80 13F-HR Timeline ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 1,351 $219K 0.08% 0 13F-HR Timeline Rockport Wealth LLC More: the full row for Rockport Wealth LLC 1,347 $218K 0.04% +5 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 1,346 $218K 0.14% -4 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 1,346 $218K 0.1% new 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 1,342 $218K 0.07% 0 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 1,339 $217K 0.01% 0 13F-HR Timeline Sulzberger Capital Advisors, Inc. More: the full row for Sulzberger Capital Advisors, Inc. 1,338 $217K 0.24% new 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 1,335 $217K 0.13% 0 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 1,333 $216K 0.11% +3 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 1,333 $216K 0.01% -98 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 1,333 $216K 0.12% +7 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,332 $216K 0.08% -113 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 1,331 $216K 0.05% new 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 1,330 $216K 0.01% +86 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 1,330 $216K 0.03% 0 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 1,328 $215K 0.02% -19 13F-HR Timeline Aristotle Capital Management, LLC in group ARISTOTLE INVESTMENT SERVICES… More: the full row for Aristotle Capital Management, LLC 1,326 $215K <0.01% +12 13F-HR Timeline Group Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 1,326 $215K 0.1% +71 13F-HR Timeline Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 1,488 $215K 0.05% +12 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 1,322 $214K 0.03% +52 13F-HR Timeline Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 1,317 $214K 0.1% +92 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 1,315 $213K 0.12% +2 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 1,312 $213K 0.16% -105 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 1,313 $213K 0.07% new 13F-HR Timeline Hutchinson Financial Advisors, INC More: the full row for Hutchinson Financial Advisors, INC 1,312 $213K 0.21% new 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 1,310 $213K 0.02% -42 13F-HR Timeline Simplify Asset Management Inc. More: the full row for Simplify Asset Management Inc. 1,310 $212K <0.01% -26,741 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 1,310 $212K 0.14% 0 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 1,309 $212K 0.16% 0 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 1,304 $212K 0.09% -78 13F-HR Timeline Straight Path Wealth Management More: the full row for Straight Path Wealth Management 1,304 $212K 0.06% 0 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 1,301 $211K 0.02% +9 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 1,301 $211K 0.04% +90 13F-HR Timeline MOUNT VERNON ASSOCIATES INC /MD/ More: the full row for MOUNT VERNON ASSOCIATES INC /MD/ 1,300 $211K 0.15% 0 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 1,301 $211K 0.07% +24 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 1,297 $210K 0.12% +10 13F-HR Timeline Sender Co & Partners, Inc. More: the full row for Sender Co & Partners, Inc. 1,295 $210K 0.08% new 13F-HR Timeline TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 1,294 $210K 0.08% -34 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 1,294 $210K 0.06% new 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 729 $210K 0.04% new 13F-HR Timeline Wallington Asset Management, LLC More: the full row for Wallington Asset Management, LLC 1,291 $209K 0.03% +151 13F-HR Timeline THOMAS STORY & SON LLC More: the full row for THOMAS STORY & SON LLC 1,291 $209K 0.08% new 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 1,291 $209K 0.03% -57 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 1,287 $209K 0.07% +87 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 1,286 $209K 0.07% new 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 1,356 $208K 0.08% +54 13F-HR Timeline