BetterWealth, LLC More: the full row for BetterWealth, LLC 2,623 $403K 0.11% +21 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 2,618 $402K 0.27% -5 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 2,618 $402K 0.31% 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 2,612 $401K 0.16% -14 13F-HR Timeline Counterpoint Mutual Funds LLC More: the full row for Counterpoint Mutual Funds LLC 2,606 $400K 0.05% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 2,323 $400K 0.03% +49 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 2,603 $399K 0.11% 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 2,589 $398K 0.08% -527 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 2,572 $395K 0.02% -130 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 2,572 $395K 0.13% 0 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 2,566 $394K 0.13% +518 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 2,561 $393K 0.08% +649 13F-HR/A Timeline Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 2,551 $392K 0.01% -500 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 2,549 $392K 0.09% -188 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 2,542 $391K 0.06% +340 13F-HR/A Timeline MONTAG & CALDWELL, LLC More: the full row for MONTAG & CALDWELL, LLC 2,542 $391K 0.08% 0 13F-HR Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 2,540 $390K 0.07% +110 13F-HR/A Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 2,540 $390K 0.06% -884 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 2,530 $389K 0.07% -189 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 2,526 $388K 0.01% +360 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 2,522 $387K 0.03% +102 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 2,512 $386K 0.02% +1,109 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 2,512 $386K 0.32% +143 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 2,509 $385K 0.14% new 13F-HR Timeline Koa Wealth Management, LLC More: the full row for Koa Wealth Management, LLC 2,500 $384K 0.31% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,490 $382K 0.05% +652 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 2,486 $382K 0.2% +12 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 2,479 $381K 0.05% -18 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 2,226 $379K 0.26% +401 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 2,464 $379K 0.25% +912 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 2,461 $378K 0.03% +662 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 2,389 $377K 0.08% -126 13F-HR Timeline Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 2,453 $377K 0.02% +89 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 2,450 $376K 0.23% 0 13F-HR Timeline SHARPEPOINT LLC More: the full row for SHARPEPOINT LLC 2,450 $376K 0.34% 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 2,453 $376K 0.2% new 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 2,440 $375K 0.02% +44 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 2,437 $374K 0.01% new 13F-HR Timeline Group Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 1,877 $374K 0.04% 0 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 2,431 $373K 0.15% +529 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 2,415 $371K 0.07% +67 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 2,414 $371K 0.28% +127 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 2,406 $370K 0.03% -126 13F-HR Timeline Black Swift Group, LLC More: the full row for Black Swift Group, LLC 2,400 $369K 0.08% -6,000 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 2,398 $368K 0.01% 0 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 2,390 $367K 0.04% +112 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 2,385 $366K 0.05% +31 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 2,380 $366K 0.11% 0 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 2,380 $366K 0.14% +157 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 2,373 $365K 0.18% -100 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 2,367 $364K 0.16% +291 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 2,367 $364K 0.03% +1 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 2,363 $363K 0.25% -15 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 2,356 $362K 0.14% -250 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 2,350 $361K 0.19% 0 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 2,350 $361K 0.26% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 2,349 $361K 0.25% -398 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 2,346 $360K 0.06% +5 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 2,345 $360K 0.05% +2 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 2,338 $359K 0.01% +162 13F-HR Timeline Group Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 2,335 $359K 0.09% +258 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 2,333 $358K 0.05% -21 13F-HR Timeline Pacific Wealth Management More: the full row for Pacific Wealth Management 2,333 $358K 0.19% -277 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 2,332 $358K 0.03% +10 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 2,331 $358K 0.08% +3 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 2,321 $357K 0.02% -63 13F-HR Timeline 1858 WEALTH MANAGEMENT, LLC More: the full row for 1858 WEALTH MANAGEMENT, LLC 2,320 $356K 0.28% -218 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 2,320 $356K 0.08% new 13F-HR Timeline Argyle Capital Management, LLC More: the full row for Argyle Capital Management, LLC 2,309 $355K 0.14% new 13F-HR Timeline HTLF Bank More: the full row for HTLF Bank 2,307 $354K 0.04% +369 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 2,305 $354K 0.03% new 13F-HR Timeline BANK OZK More: the full row for BANK OZK 2,304 $354K 0.15% -131 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 2,046 $354K 0.02% -1,154 13F-HR Timeline Group WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 2,299 $353K 0.26% -2,830 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 2,289 $352K 0.06% new 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 2,289 $352K 0.32% -20 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 2,281 $350K 0.1% 0 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 2,279 $350K 0.03% +30 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 2,279 $350K 0.03% +157 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 2,275 $349K 0.01% 0 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 2,273 $349K 0.07% +18 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 2,251 $346K 0.15% -6 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 2,245 $345K 0.04% -32 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 1,999 $344K 0.13% 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 2,241 $344K 0.12% -1,391 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 2,238 $344K 0.1% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 2,238 $344K 0.01% -160 13F-HR Timeline Group Westwood Wealth Management More: the full row for Westwood Wealth Management 2,236 $343K 0.12% -13 13F-HR Timeline Thoma Capital Management LLC More: the full row for Thoma Capital Management LLC 2,234 $343K 0.24% 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 2,230 $343K 0.04% -500 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 2,228 $342K 0.03% +1,751 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 2,223 $341K 0.03% -195 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 2,210 $339K 0.05% -381 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 2,209 $339K 0.04% -51 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 2,206 $339K 0.04% 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 2,204 $339K 0.14% +76 13F-HR/A Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 2,201 $338K 0.33% 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 2,201 $338K 0.09% +83 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 2,194 $337K 0.07% new 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 2,193 $337K 0.16% +667 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 2,190 $336K 0.04% +65 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 2,189 $336K 0.21% +1 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 2,188 $336K 0.22% 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 2,187 $336K 0.04% -22 13F-HR Timeline Parker Financial LLC More: the full row for Parker Financial LLC 2,184 $336K 0.16% 0 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 2,181 $335K 0.12% +27 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 2,178 $335K 0.1% -149 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 2,170 $333K 0.03% +291 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 2,170 $333K 0.02% +270 13F-HR Timeline WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 2,164 $332K 0.01% -352,225 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 2,156 $331K 0.07% 0 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 2,153 $331K 0.07% -1,489 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 2,152 $331K 0.03% +7 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 2,152 $331K 0.13% -1 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 2,146 $330K 0.05% +213 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 2,147 $330K 0.14% new 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 2,145 $329K 0.03% -102 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 2,142 $329K 0.29% 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 2,127 $329K 0.03% +933 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 2,138 $328K 0.01% 0 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 2,136 $328K 0.12% +200 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 2,136 $328K 0.04% -6 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 2,116 $325K 0.02% -17 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 2,113 $325K 0.02% 0 13F-HR/A Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 2,112 $324K 0.27% -64 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 2,106 $324K 0.02% 0 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 2,105 $323K 0.07% +120 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 2,104 $323K 0.09% 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 2,100 $323K 0.02% -21 13F-HR Timeline Counterweight Ventures, LLC More: the full row for Counterweight Ventures, LLC 2,098 $322K 0.23% -850 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,096 $322K 0.03% -179 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 2,095 $322K 0.23% +487 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 2,090 $321K 0.2% +26 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 2,090 $321K 0.06% -186 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 2,086 $320K 0.08% 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 2,085 $320K 0.04% -679 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 2,084 $320K 0.09% -586 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 2,083 $320K 0.11% -377 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 2,081 $320K 0.06% +130 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 2,080 $320K 0.09% +19 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 2,070 $319K 0.05% +53 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 2,070 $318K 0.16% +149 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 2,069 $318K 0.16% -142 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 2,067 $317K 0.16% -79 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 2,062 $317K 0.16% +451 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 2,061 $317K 0.04% -498 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 2,060 $316K 0.06% +2 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 2,058 $316K 0.07% +68 13F-HR/A Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 2,055 $316K 0.35% 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 2,051 $315K 0.19% 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 1,850 $315K 0.17% 0 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 2,045 $314K 0.03% -320 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 2,044 $314K 0.06% -99 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,043 $314K 0.03% +206 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 1,816 $313K 0.04% +114 13F-HR Timeline CONNORS INVESTOR SERVICES INC More: the full row for CONNORS INVESTOR SERVICES INC 2,035 $313K 0.03% 0 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 2,032 $312K 0.03% -4,401 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 2,029 $312K 0.04% +122 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 2,028 $311K 0.03% -82 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 2,027 $311K 0.26% 13F-HR/A Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 2,022 $311K 0.03% +2 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 2,022 $311K 0.23% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 2,018 $310K 0.1% +40 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 2,006 $309K 0.1% -73 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 2,013 $309K 0.03% -6 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 2,011 $309K 0.08% +11 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 2,008 $308K 0.26% +5 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 2,007 $308K 0.03% -745 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 2,001 $308K 0.17% -133 13F-HR Timeline BIRINYI ASSOCIATES INC More: the full row for BIRINYI ASSOCIATES INC 2,000 $307K 0.08% 0 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 2,000 $307K 0.03% 0 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 1,997 $307K 0.03% 0 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 1,994 $306K 0.02% +204 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 1,984 $305K 0.11% +42 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 1,980 $304K 0.26% 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 1,978 $304K 0.11% -17 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 1,973 $303K 0.05% +34 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 1,971 $303K 0.26% 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 1,771 $301K 0.1% 0 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 1,958 $301K 0.06% -5 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 1,954 $300K 0.04% -7 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 1,952 $300K 0.01% -2,804 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,951 $300K 0.08% -28 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 1,950 $300K 0.01% -42 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 1,945 $299K 0.03% -590 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 1,945 $299K 0.09% -45 13F-HR Timeline Alexander Randolph Advisory, Inc. More: the full row for Alexander Randolph Advisory, Inc. 1,940 $298K 0.28% 0 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 1,940 $298K 0.12% -87 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 1,936 $297K 0.03% -593 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 1,935 $297K <0.01% 0 13F-HR Timeline Group Safeguard Financial, LLC More: the full row for Safeguard Financial, LLC 1,931 $297K 0.06% -260 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 1,930 $296K 0.15% -10 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 1,919 $295K 0.05% 0 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 1,917 $294K 0.25% -579 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 1,916 $294K 0.05% +82 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 1,914 $294K 0.32% -874 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. W ADVISORS, LLC More: the full row for W ADVISORS, LLC 1,910 $293K 0.18% -16 13F-HR Timeline Mandatum Life Insurance Co Ltd More: the full row for Mandatum Life Insurance Co Ltd 1,905 $293K 0.09% -64 13F-HR Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 1,905 $293K 0.19% 0 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 1,902 $292K 0.13% -642 13F-HR Timeline