OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 1,744 $288K 0.04% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,742 $288K 0.1% +66 13F-HR Timeline Wilkins Miller Wealth Management, LLC More: the full row for Wilkins Miller Wealth Management, LLC 1,741 $288K 0.17% -19 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 1,737 $287K 0.18% +31 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 1,734 $287K 0.2% -36 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 1,734 $287K 0.07% -588 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 1,733 $287K 0.04% +24 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 1,731 $286K 0.14% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 1,726 $285K 0.23% +61 13F-HR Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 1,726 $285K 0.1% -67 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 1,725 $285K 0.08% new 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 1,724 $285K 0.21% +7 13F-HR Timeline MONTGOMERY INVESTMENT MANAGEMENT INC More: the full row for MONTGOMERY INVESTMENT MANAGEMENT INC 1,723 $285K 0.1% +15 13F-HR Timeline IKE Capital, LLC More: the full row for IKE Capital, LLC 1,720 $284K 0.16% new 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 1,721 $284K 0.06% +2 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 1,718 $284K 0.07% -253 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,712 $283K <0.01% +214 13F-HR Timeline Slocum, Gordon & Co LLP More: the full row for Slocum, Gordon & Co LLP 1,705 $282K 0.19% -57 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 1,704 $282K 0.04% new 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 1,704 $282K 0.24% 0 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 1,703 $282K 0.08% 0 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 1,703 $282K 0.05% -43 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 1,700 $281K 0.08% +15 13F-HR Timeline Eastover Investment Advisors LLC More: the full row for Eastover Investment Advisors LLC 1,700 $281K 0.12% -45 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 1,700 $281K 0.13% 0 13F-HR Timeline McAlister, Sweet & Associates, Inc. More: the full row for McAlister, Sweet & Associates, Inc. 1,700 $281K 0.18% 0 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 1,700 $281K 0.17% 0 13F-HR/A Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 1,700 $281K 0.11% 0 13F-HR/A Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 1,695 $280K 0.09% +61 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 1,689 $279K 0.18% -83 13F-HR Timeline ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 1,674 $277K 0.09% -145 13F-HR Timeline RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 1,656 $276K 0.18% +6 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 1,669 $276K 0.01% +13 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 1,666 $275K 0.07% 0 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 1,655 $274K 0.05% +170 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 1,654 $273K 0.09% 0 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 1,654 $273K 0.02% 0 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 1,650 $273K 0.05% 0 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 1,649 $273K 0.12% 0 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 1,648 $272K 0.15% +330 13F-HR Timeline AmeriServ Wealth Advisors in group AmeriServ Wealth Advisors More: the full row for AmeriServ Wealth Advisors 1,647 $272K 0.17% +219 13F-HR Timeline Group Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 1,641 $271K 0.03% +63 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 1,641 $271K 0.04% +189 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 1,639 $271K 0.03% new 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 1,636 $271K 0.03% +86 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 1,633 $270K 0.03% +255 13F-HR Timeline CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 1,632 $270K 0.11% +1 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 1,632 $270K 0.19% 0 13F-HR Timeline Onyx Financial Advisors, LLC More: the full row for Onyx Financial Advisors, LLC 1,632 $270K 0.11% +15 13F-HR Timeline Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 1,630 $270K 0.21% new 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 1,628 $269K 0.03% +38 13F-HR Timeline R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 1,633 $269K 0.13% new 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 1,625 $269K 0.01% +23 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 1,623 $268K 0.07% +121 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 1,621 $268K 0.13% 0 13F-HR Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 1,621 $268K 0.1% +1 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 1,620 $268K 0.07% -36 13F-HR Timeline WAYCROSS PARTNERS, LLC More: the full row for WAYCROSS PARTNERS, LLC 1,619 $268K 0.03% 0 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 1,619 $268K 0.09% 0 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 1,617 $267K 0.13% 0 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 1,617 $267K 0.09% +1 13F-HR Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 1,614 $267K 0.17% 0 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 1,613 $267K 0.07% -253 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 1,612 $267K 0.09% -15 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 1,612 $267K 0.16% +253 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 1,608 $266K 0.08% +76 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 1,607 $266K 0.04% +15 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,603 $265K 0.01% -87 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 1,602 $265K 0.01% -159 13F-HR Timeline Group CSM Advisors, LLC More: the full row for CSM Advisors, LLC 1,600 $265K 0.01% -124 13F-HR Timeline Longview Financial Advisors, Inc. More: the full row for Longview Financial Advisors, Inc. 1,600 $265K 0.16% -135 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 1,598 $264K 0.02% +229 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 1,597 $264K 0.05% +140 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 1,596 $264K 0.02% new 13F-HR Timeline Group Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 1,596 $264K 0.03% -364 13F-HR Timeline October Effect Ltd More: the full row for October Effect Ltd 1,596 $264K 0.3% 0 13F-HR Timeline Eurizon SLJ Capital Ltd More: the full row for Eurizon SLJ Capital Ltd 1,596 $264K 0.13% new 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 1,595 $264K 0.07% +750 13F-HR Timeline Arlington Trust Co LLC group of 2 filers holding More: the full row for Arlington Trust Co LLC 1,594 $264K +1,542 Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 1,592 $263K 0.04% +3 13F-HR Timeline American National Bank of Texas More: the full row for American National Bank of Texas 1,588 $263K 0.25% -30 13F-HR Timeline CPWA, LLC More: the full row for CPWA, LLC 1,440 $262K 0.31% 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 1,585 $262K 0.06% +17 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 1,584 $262K 0.05% +10 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 1,583 $262K 0.05% -7 13F-HR Timeline S Harris Financial Group, LLC More: the full row for S Harris Financial Group, LLC 1,580 $261K 0.24% +292 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 1,576 $261K 0.04% -718 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 1,572 $260K 0.07% 0 13F-HR Timeline PRING TURNER CAPITAL GROUP INC More: the full row for PRING TURNER CAPITAL GROUP INC 1,618 $260K 0.16% 0 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 3,924 $259K 0.04% 0 13F-HR Timeline KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 1,565 $259K 0.18% +12 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 1,563 $258K 0.12% -2 13F-HR Timeline Wiser Wealth Management, Inc More: the full row for Wiser Wealth Management, Inc 1,562 $258K 0.06% -145 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 1,561 $258K 0.09% 0 13F-HR Timeline Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 1,555 $257K 0.05% 0 13F-HR Timeline Legacy Wealth Advisors, LLC More: the full row for Legacy Wealth Advisors, LLC 1,553 $257K 0.13% new 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 1,551 $256K 0.17% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,550 $256K 0.17% -115 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 1,547 $256K 0.09% 0 13F-HR Timeline William Allan Corp More: the full row for William Allan Corp 1,545 $255K 0.15% +38 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 1,543 $255K 0.19% new 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 1,561 $255K 0.18% 0 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 1,539 $255K 0.01% -513 13F-HR Timeline LOUNTZIS ASSET MANAGEMENT, LLC More: the full row for LOUNTZIS ASSET MANAGEMENT, LLC 1,522 $254K 0.09% 0 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 1,535 $254K 0.09% +12 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 1,535 $254K 0.01% -316 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 1,533 $254K 0.19% +113 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 1,532 $253K 0.04% 0 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 1,532 $253K 0.17% +1 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 1,531 $253K 0.08% -14 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 1,531 $253K 0.04% -192 13F-HR/A Timeline Calydon Capital More: the full row for Calydon Capital 1,526 $252K 0.04% +4 13F-HR Timeline Leith Wheeler Investment Counsel Ltd. More: the full row for Leith Wheeler Investment Counsel Ltd. 1,526 $252K 0.02% -17 13F-HR Timeline O'Keefe Stevens Advisory, Inc. More: the full row for O'Keefe Stevens Advisory, Inc. 1,524 $252K 0.06% -258 13F-HR Timeline Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 1,523 $252K 0.05% -205 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 1,521 $252K 0.05% -341 13F-HR Timeline McGrath & Associates, Inc. More: the full row for McGrath & Associates, Inc. 1,518 $251K 0.37% 0 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 1,513 $250K 0.02% +215 13F-HR/A Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 1,499 $250K 0.04% +89 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 1,511 $250K 0.07% -1,055 13F-HR Timeline BETO FINANCIAL GROUP, LLC More: the full row for BETO FINANCIAL GROUP, LLC 1,459 $250K 0.15% -38 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 1,509 $250K 0.2% -67 13F-HR Timeline ALLEN WEALTH MANAGEMENT, LLC More: the full row for ALLEN WEALTH MANAGEMENT, LLC 1,509 $249K 0.12% 0 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 1,506 $249K 0.17% -175 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 1,503 $249K 0.04% 0 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 1,500 $248K 0.03% 0 13F-HR Timeline Courage Miller Partners, LLC More: the full row for Courage Miller Partners, LLC 1,500 $248K 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 $248K <0.01% -1,350 13F-HR Timeline Group LPWM LLC More: the full row for LPWM LLC 1,500 $248K 0.06% 0 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 1,500 $248K 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 $248K 0.07% 0 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 1,499 $248K 0.08% -1,379 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,498 $248K 0.04% +298 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 1,497 $248K 0.11% 0 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 1,501 $247K 0.01% 0 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 1,495 $247K 0.03% +61 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 1,476 $246K 0.01% -664 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 1,489 $246K 0.11% +212 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 1,489 $246K 0.07% +83 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 1,487 $246K 0.05% new 13F-HR Timeline Omnitrust Wealth Management, Inc More: the full row for Omnitrust Wealth Management, Inc 1,481 $245K 0.32% new 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 1,480 $245K 0.04% 0 13F-HR Timeline HFR Wealth Management, LLC More: the full row for HFR Wealth Management, LLC 1,478 $244K 0.06% -5 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 1,478 $244K 0.17% +3 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 1,476 $244K 0.12% 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 1,477 $244K 0.03% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,472 $243K 0.05% +11 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 1,470 $243K 0.03% new 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 1,470 $243K 0.02% +18 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 1,465 $242K 0.11% +12 13F-HR Timeline Delta Wealth Advisors LLC More: the full row for Delta Wealth Advisors LLC 1,464 $242K 0.18% +64 13F-HR Timeline Whetstone Capital Advisors, LLC More: the full row for Whetstone Capital Advisors, LLC 1,461 $242K 0.09% +33 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 1,461 $242K 0.04% 0 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 1,461 $241K 0.11% +1 13F-HR Timeline WOODLEY FARRA MANION PORTFOLIO MANAGEME… More: the full row for WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 1,445 $241K 0.01% +5 13F-HR Timeline Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 1,511 $241K 0.05% +23 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 1,457 $241K 0.08% new 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 1,443 $241K 0.05% new 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 1,454 $240K 0.13% -723 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 1,452 $240K 0.03% -41 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 1,451 $240K 0.12% +720 13F-HR Timeline Forefront Analytics, LLC More: the full row for Forefront Analytics, LLC 1,450 $240K 0.22% +13 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 1,521 $239K 0.14% new 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 1,447 $239K 0.08% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 1,443 $239K 0.07% 0 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 1,444 $238K 0.05% +27 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 1,439 $238K 0.07% new 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 1,439 $238K 0.06% +43 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 1,432 $237K 0.05% new 13F-HR Timeline Simplify Asset Management Inc. More: the full row for Simplify Asset Management Inc. 1,427 $236K <0.01% -89 13F-HR Timeline Stembrook Asset Management, LLC More: the full row for Stembrook Asset Management, LLC 1,426 $236K 0.23% 0 13F-HR Timeline COTTONWOOD CAPITAL ADVISORS, LLC More: the full row for COTTONWOOD CAPITAL ADVISORS, LLC 1,425 $236K 0.17% +7 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 1,424 $235K 0.06% +11 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 1,425 $235K 0.02% 0 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 1,422 $235K 0.01% -79 13F-HR Timeline Gross & Hartman Investments LLC More: the full row for Gross & Hartman Investments LLC 1,421 $235K 0.12% -112 13F-HR Timeline Safe Harbor Family Capital, LLC More: the full row for Safe Harbor Family Capital, LLC 1,421 $235K 0.18% -112 13F-HR Timeline Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 1,415 $234K 0.1% 0 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 1,414 $234K 0.08% 0 13F-HR Timeline Aristotle Capital Management, LLC in group ARISTOTLE INVESTMENT SERVICES… More: the full row for Aristotle Capital Management, LLC 1,414 $234K <0.01% +30 13F-HR Timeline Group TABLEAUX LLC More: the full row for TABLEAUX LLC 1,413 $234K 0.11% +50 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 1,411 $233K 0.08% -125 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 1,411 $233K 0.03% new 13F-HR Timeline Alpha Financial Advisors, LLC More: the full row for Alpha Financial Advisors, LLC 1,411 $233K 0.07% +6 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 1,481 $233K 0.04% new 13F-HR Timeline GenWealth Group, Inc. More: the full row for GenWealth Group, Inc. 1,408 $233K 0.04% 0 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 1,408 $233K 0.23% +2 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 1,406 $232K 0.08% +34 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 1,401 $232K 0.02% new 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 1,400 $231K 0.14% 0 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 1,400 $231K 0.17% 0 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 1,399 $231K 0.02% 13F-HR Timeline Coquina Private Wealth LLC More: the full row for Coquina Private Wealth LLC 1,395 $231K 0.19% +5 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 1,393 $230K <0.01% 0 13F-HR Timeline Group Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 1,391 $230K 0.02% +74 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 1,390 $230K 0.05% +305 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 1,390 $230K 0.07% -578 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 1,387 $229K 0.16% new 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 1,387 $229K 0.11% -20 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 1,386 $229K 0.02% 13F-HR Timeline