BCWM, LLC More: the full row for BCWM, LLC 1,713 $275K 0.08% 0 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 1,710 $274K 0.03% 0 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 1,709 $274K 0.04% +351 13F-HR Timeline MONTGOMERY INVESTMENT MANAGEMENT INC More: the full row for MONTGOMERY INVESTMENT MANAGEMENT INC 1,708 $274K 0.1% +15 13F-HR Timeline Wiser Wealth Management, Inc More: the full row for Wiser Wealth Management, Inc 1,707 $274K 0.06% +107 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 1,706 $274K 0.17% +108 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 1,704 $273K 0.24% -1 13F-HR/A Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 1,703 $273K 0.07% +36 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 1,700 $273K 0.12% 0 13F-HR Timeline McAlister, Sweet & Associates, Inc. More: the full row for McAlister, Sweet & Associates, Inc. 1,700 $273K 0.21% -635 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 1,700 $273K 0.15% 0 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 1,700 $273K 0.1% 0 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 1,679 $272K 0.27% 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,690 $271K 0.01% +249 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 1,689 $271K 0.04% -110 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 1,688 $271K 0.12% -1,120 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 1,685 $270K 0.08% -73 13F-HR Timeline Spartan Planning & Wealth Management More: the full row for Spartan Planning & Wealth Management 1,683 $270K 0.2% -280 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 1,681 $270K 0.18% new 13F-HR Timeline BETO FINANCIAL GROUP, LLC More: the full row for BETO FINANCIAL GROUP, LLC 1,497 $269K 0.18% 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 1,679 $269K 0.07% 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,676 $269K 0.08% -8,008 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 1,673 $268K 0.1% -271 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 1,666 $267K 0.07% 0 13F-HR Timeline RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 1,650 $267K 0.18% +5 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,665 $267K 0.18% -76 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 1,665 $267K 0.23% +121 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 1,662 $267K 0.05% 0 13F-HR Timeline Essex LLC More: the full row for Essex LLC 1,660 $266K 0.05% -3 13F-HR Timeline BAYBAN More: the full row for BAYBAN 1,657 $266K 0.23% 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 1,656 $266K 0.07% +128 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 1,656 $266K 0.01% -3 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 1,655 $265K 0.02% -42 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 1,654 $265K 0.08% 0 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 1,654 $265K 0.02% new 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 1,650 $265K 0.05% 0 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 1,649 $264K 0.12% 0 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 1,645 $264K 0.09% -71 13F-HR Timeline Center for Wealth Management Advisory More: the full row for Center for Wealth Management Advisory 1,640 $263K 0.19% 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 1,622 $263K <0.01% +71 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 1,635 $262K 0.11% -370 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 1,634 $262K 0.09% +376 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 1,632 $262K 0.18% +286 13F-HR Timeline CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 1,631 $262K 0.11% +1 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 1,627 $261K 0.08% +1 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 1,627 $261K 0.08% +28 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 1,621 $260K 0.13% new 13F-HR Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 1,620 $260K 0.1% -2 13F-HR Timeline WAYCROSS PARTNERS, LLC More: the full row for WAYCROSS PARTNERS, LLC 1,619 $260K 0.02% 0 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 1,619 $260K 0.09% 0 13F-HR Timeline PRING TURNER CAPITAL GROUP INC More: the full row for PRING TURNER CAPITAL GROUP INC 1,618 $260K 0.16% -315 13F-HR Timeline American National Bank of Texas More: the full row for American National Bank of Texas 1,618 $260K 0.25% -437 13F-HR Timeline Onyx Financial Advisors, LLC More: the full row for Onyx Financial Advisors, LLC 1,617 $259K 0.11% +15 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 1,617 $259K 0.14% 0 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 1,616 $259K 0.09% -115 13F-HR Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 1,614 $259K 0.16% 0 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 1,605 $257K 0.08% -14 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 1,602 $257K 0.01% -34 13F-HR Timeline October Effect Ltd More: the full row for October Effect Ltd 1,596 $256K 0.28% 0 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 1,592 $255K 0.04% +32 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 1,590 $255K 0.03% -147 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 1,590 $255K 0.05% -52 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 1,589 $255K 0.04% new 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 1,587 $255K 0.02% new 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 1,570 $254K 0.03% -37 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 1,396 $254K 0.07% new 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 1,580 $253K 0.01% +196 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 1,578 $253K 0.03% -116 13F-HR Timeline Orion Investment Co More: the full row for Orion Investment Co 1,578 $253K 0.08% 0 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 1,576 $253K 0.2% +88 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 1,574 $252K 0.05% -135 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 1,572 $252K 0.07% new 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 1,568 $252K 0.06% -59 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 1,565 $251K 0.12% 0 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 1,561 $250K 0.09% -493 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 1,561 $250K 0.15% 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 1,561 $250K 0.16% 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 1,557 $250K 0.08% -1,237 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 1,556 $250K 0.04% -124 13F-HR Timeline Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 1,555 $249K 0.05% 0 13F-HR Timeline KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 1,553 $249K 0.18% +14 13F-HR Timeline MANE GLOBAL CAPITAL MANAGEMENT LP More: the full row for MANE GLOBAL CAPITAL MANAGEMENT LP 1,552 $249K 0.01% 0 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 1,551 $249K 0.16% 0 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 1,550 $249K 0.02% +4 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 1,547 $248K 0.09% 0 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 1,545 $248K 0.07% +176 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 1,544 $248K 0.05% -26 13F-HR Timeline Leith Wheeler Investment Counsel Ltd. More: the full row for Leith Wheeler Investment Counsel Ltd. 1,543 $248K 0.02% -79,672 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 1,536 $246K 0.09% 0 13F-HR Timeline LOUNTZIS ASSET MANAGEMENT, LLC More: the full row for LOUNTZIS ASSET MANAGEMENT, LLC 1,522 $246K 0.09% 0 13F-HR Timeline Gross & Hartman Investments LLC More: the full row for Gross & Hartman Investments LLC 1,533 $246K 0.14% 13F-HR Timeline Safe Harbor Family Capital, LLC More: the full row for Safe Harbor Family Capital, LLC 1,533 $246K 0.22% 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 1,532 $246K 0.03% -97 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 1,532 $246K 0.07% -72 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 1,531 $246K 0.18% 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 1,524 $244K 0.1% -546 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 1,523 $244K 0.12% +54 13F-HR Timeline Wright Wealth LLC More: the full row for Wright Wealth LLC 1,523 $244K 0.16% 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 1,522 $244K 0.04% -711 13F-HR Timeline ATLANTIC FAMILY WEALTH, LLC More: the full row for ATLANTIC FAMILY WEALTH, LLC 1,519 $244K 0.18% new 13F-HR Timeline McGrath & Associates, Inc. More: the full row for McGrath & Associates, Inc. 1,518 $243K 0.35% +1 13F-HR Timeline Simplify Asset Management Inc. More: the full row for Simplify Asset Management Inc. 1,516 $243K <0.01% +206 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 1,516 $243K 0.04% -247 13F-HR Timeline NIA IMPACT ADVISORS, LLC More: the full row for NIA IMPACT ADVISORS, LLC 1,514 $243K 0.08% 0 13F-HR Timeline ALLEN WEALTH MANAGEMENT, LLC More: the full row for ALLEN WEALTH MANAGEMENT, LLC 1,509 $242K 0.15% +100 13F-HR Timeline William Allan Corp More: the full row for William Allan Corp 1,507 $242K 0.14% new 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 1,503 $241K 0.04% +50 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 1,501 $241K 0.01% 0 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 1,500 $241K 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 $241K 0.06% 0 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 1,502 $241K 0.06% 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 1,501 $241K 0.01% 0 13F-HR/A Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 1,500 $241K 0.03% 0 13F-HR Timeline Courage Miller Partners, LLC More: the full row for Courage Miller Partners, LLC 1,500 $241K 0.07% 0 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 1,500 $241K 0.06% -9 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 1,500 $241K 0.09% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,498 $240K <0.01% +6 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 1,497 $240K 0.09% -77 13F-HR/A Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 1,496 $240K 0.13% new 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 1,420 $240K 0.09% -2 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 1,493 $240K 0.03% -55 13F-HR Timeline Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 1,488 $239K 0.05% 0 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 1,485 $238K 0.05% +121 13F-HR Timeline HFR Wealth Management, LLC More: the full row for HFR Wealth Management, LLC 1,483 $238K 0.06% 0 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 1,480 $237K 0.04% +57 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 1,475 $237K 0.16% -75 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 1,474 $236K 0.13% 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 1,468 $235K 0.08% +3 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 1,466 $235K 0.01% -309 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 1,466 $235K 0.07% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 1,465 $235K 0.05% +164 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 1,461 $234K 0.04% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,461 $234K 0.05% +12 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 1,460 $234K 0.11% 0 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 1,457 $234K 0.04% +16 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 1,454 $233K 0.22% 13F-HR Timeline WOODLEY FARRA MANION PORTFOLIO MANAGEME… More: the full row for WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 1,440 $233K 0.01% +1 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 1,453 $233K 0.12% 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 1,452 $233K 0.04% +30 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 1,452 $233K 0.02% +1,442 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 1,447 $232K 0.07% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 1,443 $231K 0.06% 0 13F-HR Timeline TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 1,442 $231K 0.08% +148 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 1,440 $231K 0.03% 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 1,439 $231K 0.08% -155 13F-HR/A Timeline QP WEALTH MANAGEMENT, LLC More: the full row for QP WEALTH MANAGEMENT, LLC 1,435 $230K 0.2% 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 1,434 $230K 0.03% +25 13F-HR Timeline Forefront Analytics, LLC More: the full row for Forefront Analytics, LLC 1,437 $230K 0.2% +13 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 1,417 $229K 0.05% +7 13F-HR Timeline AmeriServ Wealth Advisors in group AmeriServ Wealth Advisors More: the full row for AmeriServ Wealth Advisors 1,428 $229K 0.13% +36 13F-HR Timeline Group Whetstone Capital Advisors, LLC More: the full row for Whetstone Capital Advisors, LLC 1,428 $229K 0.07% +6 13F-HR Timeline Stembrook Asset Management, LLC More: the full row for Stembrook Asset Management, LLC 1,426 $229K 0.22% 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 1,424 $228K 0.02% new 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 1,410 $228K 0.04% new 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 1,425 $228K 0.02% -5 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 1,420 $228K 0.16% +3 13F-HR Timeline COTTONWOOD CAPITAL ADVISORS, LLC More: the full row for COTTONWOOD CAPITAL ADVISORS, LLC 1,418 $227K 0.16% +7 13F-HR Timeline Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 1,415 $227K 0.09% 0 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 1,414 $227K 0.08% -819 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 1,414 $227K 0.02% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 1,413 $227K 0.05% +241 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 3,924 $226K 0.04% 0 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 1,407 $226K 0.1% -3 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 1,406 $226K 0.06% -1,028 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 1,406 $226K 0.22% 13F-HR Timeline Alpha Financial Advisors, LLC More: the full row for Alpha Financial Advisors, LLC 1,405 $225K 0.07% new 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 1,405 $225K 0.12% -64 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 1,404 $225K 0.06% +15 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 1,400 $225K 0.13% +65 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 1,400 $225K 0.16% 0 13F-HR Timeline Delta Wealth Advisors LLC More: the full row for Delta Wealth Advisors LLC 1,400 $225K 0.19% 0 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 1,394 $224K 0.06% new 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 1,393 $223K <0.01% 0 13F-HR Timeline Group BFSG, LLC More: the full row for BFSG, LLC 1,392 $223K 0.02% -56 13F-HR Timeline Coquina Private Wealth LLC More: the full row for Coquina Private Wealth LLC 1,390 $223K 0.18% 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 1,387 $222K 0.05% 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 1,238 $222K 0.1% 0 13F-HR Timeline Aristotle Capital Management, LLC in group ARISTOTLE INVESTMENT SERVICES… More: the full row for Aristotle Capital Management, LLC 1,384 $222K <0.01% +58 13F-HR Timeline Group Resolute Advisors LLC More: the full row for Resolute Advisors LLC 1,369 $222K 0.07% +12 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 1,381 $222K 0.1% 0 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 1,380 $221K 0.03% new 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 1,378 $221K 0.02% +12 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 1,374 $220K 0.07% +8 13F-HR Timeline Connecticut Capital Management Group, L… More: the full row for Connecticut Capital Management Group, LLC 1,374 $220K 0.21% 13F-HR Timeline United Bank More: the full row for United Bank 1,372 $220K 0.07% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 1,372 $220K 0.08% -4,306 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 1,369 $220K 0.02% +41 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 1,366 $219K 0.02% -2,937 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 1,363 $219K 0.15% -1,363 13F-HR/A Timeline GenWealth Group, Inc. More: the full row for GenWealth Group, Inc. 1,408 $218K 0.04% new 13F-HR Timeline Teramo Advisors, LLC More: the full row for Teramo Advisors, LLC 1,360 $218K 0.06% 0 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 1,359 $218K 0.05% 0 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 1,359 $218K 0.16% -5 13F-HR Timeline Tulsa Wealth Advisors, INC More: the full row for Tulsa Wealth Advisors, INC 1,354 $217K 0.07% 13F-HR Timeline Rockport Wealth LLC More: the full row for Rockport Wealth LLC 1,353 $217K 0.04% +6 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 1,352 $217K 0.06% +13 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 1,352 $217K 0.03% 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 1,346 $216K 0.03% -1,354 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 1,344 $216K 0.02% -2,015 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 1,343 $215K <0.01% -278 13F-HR Timeline