HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,917 $294K 0.04% +66 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 1,917 $294K 0.26% 0 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 1,916 $294K 0.03% -20 13F-HR Timeline CONNORS INVESTOR SERVICES INC More: the full row for CONNORS INVESTOR SERVICES INC 1,965 $294K 0.03% -70 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 1,915 $294K 0.09% -30 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 1,913 $294K 0.06% new 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 1,911 $294K 0.02% -14,659 13F-HR Timeline Group Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 1,905 $293K 0.06% -200 13F-HR Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 1,905 $293K 0.19% 0 13F-HR Timeline SANDLER CAPITAL MANAGEMENT More: the full row for SANDLER CAPITAL MANAGEMENT 1,900 $292K 0.09% 0 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 1,900 $292K 0.36% -14 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Investors Research Corp More: the full row for Investors Research Corp 1,899 $292K 0.06% 0 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 1,896 $291K 0.05% -20 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 1,895 $291K 0.11% -257 13F-HR Timeline XY Capital Ltd More: the full row for XY Capital Ltd 1,891 $290K 0.19% +1,098 13F-HR Timeline Counterweight Ventures, LLC More: the full row for Counterweight Ventures, LLC 1,888 $290K 0.21% -210 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 1,879 $289K 0.02% 0 13F-HR Timeline Womack Financial LLC More: the full row for Womack Financial LLC 1,879 $289K 0.26% 0 13F-HR/A Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 1,879 $289K 0.04% +258 13F-HR Timeline CEERA INVESTMENTS, LLC More: the full row for CEERA INVESTMENTS, LLC 1,875 $288K 0.1% 0 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 1,871 $287K 0.09% +45 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 1,870 $287K 0.13% +506 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 1,865 $286K 0.03% +367 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 1,862 $286K 0.04% +30 13F-HR Timeline BANK OZK More: the full row for BANK OZK 1,860 $286K 0.12% -444 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 1,856 $285K 0.34% 0 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 1,849 $284K 0.06% +11 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 1,846 $284K 0.11% 0 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 1,832 $281K 0.07% -321 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 1,830 $281K 0.02% -270 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 1,821 $280K 0.07% 0 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 1,819 $279K 0.21% +361 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 1,813 $279K 0.03% -23 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 1,810 $278K 0.29% +345 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 1,809 $278K 0.08% +76 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 1,809 $278K 0.06% +213 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 1,806 $277K 0.13% -74 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 1,798 $277K 0.04% -272 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 1,803 $277K 0.14% -127 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 1,802 $277K 0.02% +496 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 1,802 $277K 0.11% -138 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,796 $276K 0.03% new 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 1,793 $275K 0.04% 0 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 1,793 $275K 0.07% -4 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 1,791 $275K 0.08% 0 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 1,789 $275K 0.17% +4 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 1,788 $275K 0.05% +4 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 1,788 $275K 0.3% new 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 1,785 $274K 0.1% 0 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 1,780 $273K 0.15% -221 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 1,737 $273K 0.18% +1,171 13F-HR Timeline Capital Market Strategies LLC More: the full row for Capital Market Strategies LLC 1,766 $271K 0.18% 0 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 1,865 $271K 0.18% +184 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 1,762 $271K 0.04% +228 13F-HR Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 1,755 $270K 0.02% 0 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 1,752 $269K 0.07% 0 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 1,748 $268K 0.03% -280 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 1,744 $268K 0.23% 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 1,744 $268K 0.06% new 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 1,741 $267K 0.03% -344 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 1,741 $267K 0.03% -73 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 1,737 $267K 0.05% +19 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 1,734 $266K 0.06% -224 13F-HR/A Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 1,731 $266K 0.03% 0 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 1,731 $266K 0.13% +141 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 1,730 $266K 0.27% +103 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 1,727 $265K 0.13% new 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 1,727 $265K 0.22% +157 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 1,726 $265K 0.05% +59 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 1,726 $265K 0.16% -25 13F-HR Timeline Group Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 1,717 $264K 0.04% +9 13F-HR Timeline BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 1,715 $263K 0.22% 0 13F-HR Timeline Family Office Research LLC More: the full row for Family Office Research LLC 1,714 $263K 0.13% +2 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 1,710 $263K 0.11% -30 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 1,711 $263K 0.07% +58 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 1,709 $263K 0.06% +9 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 1,709 $263K 0.09% +56 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 1,708 $262K 0.22% +250 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 1,708 $262K 0.07% new 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 1,708 $262K 0.07% -376 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 1,706 $262K 0.03% +1 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 1,705 $262K 0.25% +75 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 1,704 $262K 1.26% +140 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 1,704 $262K 0.36% -37 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 1,700 $261K 0.05% 0 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 1,700 $261K 0.09% 0 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 1,696 $261K 0.07% 0 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 1,696 $260K 0.06% -315 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 1,695 $260K 0.15% 0 13F-HR Timeline CMT Capital Markets Trading GmbH in group CMT Capital Markets Trading G… More: the full row for CMT Capital Markets Trading GmbH 1,690 $260K 0.11% -21,053 13F-HR Timeline Group Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 1,687 $259K 0.06% +125 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 1,758 $259K 0.17% -92 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 1,685 $259K 0.02% +21 13F-HR Timeline Torray Investment Partners LLC More: the full row for Torray Investment Partners LLC 1,684 $259K 0.04% -61,165 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,738 $258K 0.11% new 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 1,680 $258K 0.02% 0 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 1,679 $258K 0.07% 0 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 1,840 $257K 0.03% +24 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 1,674 $257K 0.05% 0 13F-HR Timeline Moody Aldrich Partners LLC More: the full row for Moody Aldrich Partners LLC 1,671 $257K 0.05% new 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 1,668 $256K 0.02% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,662 $255K 0.06% +229 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 1,659 $255K 0.02% -218 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 1,655 $254K 0.14% +83 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 1,654 $254K 0.06% +90 13F-HR Timeline Safeguard Financial, LLC More: the full row for Safeguard Financial, LLC 1,650 $253K 0.06% -281 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 1,650 $253K 0.03% 0 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 1,645 $253K 0.11% -52 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 1,644 $253K 0.01% +140 13F-HR Timeline Group SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 1,641 $252K 0.05% +47 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 1,635 $251K 0.16% new 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 1,631 $251K 0.26% new 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 1,627 $250K 0.13% +7 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 1,624 $249K 0.18% -20 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 1,620 $249K 0.12% +170 13F-HR Timeline CLG LLC More: the full row for CLG LLC 1,619 $249K 0.09% +1 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 1,619 $249K 0.03% -203 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 1,616 $248K <0.01% -101 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 1,613 $248K 0.04% +107 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 1,613 $248K 0.15% +19 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 1,610 $247K 0.05% -67 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 1,606 $247K 0.01% -154 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 1,604 $246K 0.05% +95 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 1,603 $246K 0.08% -169 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 1,600 $246K 0.03% 0 13F-HR Timeline ONE Advisory Partners, LLC More: the full row for ONE Advisory Partners, LLC 1,600 $246K 0.1% 0 13F-HR Timeline David Wealth Management LLC More: the full row for David Wealth Management LLC 1,600 $246K 0.21% 0 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 1,592 $245K 0.03% -36 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 1,587 $244K 0.03% -62 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 1,587 $244K 0.22% 0 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 1,586 $244K 0.08% 0 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 1,580 $243K 0.03% new 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 1,576 $242K 0.12% +57 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 1,574 $242K 0.16% 0 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 1,570 $241K 0.02% -4,308 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 1,567 $241K 0.07% -222 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 1,567 $241K 0.1% +31 13F-HR Timeline Capital International Investors in group Capital International Investo… More: the full row for Capital International Investors 1,568 $239K <0.01% -1,259 13F-HR Timeline Group White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 1,555 $239K 0.22% -1,585 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 1,555 $239K 0.13% -100 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 1,553 $239K 0.11% -51 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 1,553 $239K 0.1% -204 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 1,551 $238K 0.22% 0 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 1,550 $238K 0.15% 0 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 1,547 $238K 0.23% +7 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 1,542 $237K 0.03% -487 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 1,535 $236K 0.15% +9 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 1,528 $235K 0.02% -248 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 1,520 $233K 0.03% -250 13F-HR Timeline BluePointe Capital Management, LLC More: the full row for BluePointe Capital Management, LLC 1,520 $233K 0.09% new 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 1,519 $233K 0.08% -42 13F-HR/A Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 1,519 $233K 0.02% -11 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 1,518 $233K 0.12% 0 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 1,517 $233K 0.18% new 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 1,517 $233K 0.12% -16 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 1,514 $233K 0.02% 0 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 1,512 $232K 0.02% -115 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 1,506 $231K 0.07% +17 13F-HR Timeline NIA IMPACT ADVISORS, LLC More: the full row for NIA IMPACT ADVISORS, LLC 1,505 $231K 0.09% +20 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,505 $231K 0.1% -117 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 1,504 $231K 0.04% +66 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 1,503 $231K 0.03% -83 13F-HR/A Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 1,501 $231K 0.08% +118 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 1,500 $230K 0.06% 0 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 1,496 $230K 0.18% -53 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 1,495 $230K 0.12% +148 13F-HR Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 1,493 $229K 0.05% 0 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 1,493 $229K 0.03% -84 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 1,490 $229K 0.2% -134 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 1,488 $229K 0.02% 0 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 1,487 $228K <0.01% new 13F-HR Timeline Group Main Street Research LLC More: the full row for Main Street Research LLC 1,485 $228K 0.01% new 13F-HR Timeline Berkshire Money Management, Inc. More: the full row for Berkshire Money Management, Inc. 1,484 $228K 0.03% new 13F-HR Timeline DEFINE FINANCIAL, LLC More: the full row for DEFINE FINANCIAL, LLC 1,636 $228K 0.17% +58 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 1,475 $227K 0.2% +20 13F-HR Timeline Prossimo Advisors, LLC More: the full row for Prossimo Advisors, LLC 1,468 $226K 0.17% -150 13F-HR Timeline Humankind Investments LLC More: the full row for Humankind Investments LLC 1,469 $226K 0.06% -29 13F-HR Timeline Mandatum Life Insurance Co Ltd More: the full row for Mandatum Life Insurance Co Ltd 1,467 $225K 0.07% -438 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 1,465 $225K 0.15% +9 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 1,464 $225K 0.01% new 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 1,462 $225K 0.03% new 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 1,620 $225K 0.09% +16 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 1,459 $224K 0.05% new 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 1,457 $224K 0.25% -56 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,453 $223K 0.02% +5 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 1,450 $223K 0.09% 0 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 1,451 $223K 0.09% +95 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 1,450 $223K 0.02% -220 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 1,448 $222K 0.02% 0 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 1,448 $222K 0.21% 0 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 1,447 $222K 0.08% +75 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 1,441 $221K 0.04% -974 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 1,436 $221K 0.1% -103 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 1,435 $220K 0.03% new 13F-HR Timeline Antonelli Financial Advisors, LLC More: the full row for Antonelli Financial Advisors, LLC 1,432 $220K 0.18% -200 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 1,432 $220K 0.01% new 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 1,431 $220K 0.01% new 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 1,430 $220K 0.08% 0 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 1,427 $219K 0.12% +3 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 1,425 $219K 0.15% -645 13F-HR/A Timeline