Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 2,214 $526K 0.01% 0 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 2,062 $522K 0.05% 0 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 2,178 $517K 0.06% +56 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 2,171 $516K 0.01% -631 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 2,168 $515K 0.05% +1,718 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 2,115 $503K 0.01% +3 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 1,874 $503K 0.2% -1,212 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 2,107 $501K 0.01% +200 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 2,103 $500K 0.14% new 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 2,074 $493K 0.1% new 13F-HR Timeline Santori & Peters, Inc. More: the full row for Santori & Peters, Inc. 2,071 $492K 0.15% +149 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 2,068 $491K 0.01% +756 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 2,060 $489K 0.02% +121 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 2,056 $488K 0.12% +1,029 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 2,053 $488K 0.08% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,052 $488K 0.03% 0 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 2,039 $485K 0.04% +91 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,028 $482K 0.04% +472 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 2,000 $475K 0.21% 0 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 1,980 $471K 0.26% -53 13F-HR/A Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,963 $466K <0.01% +1,114 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 1,961 $466K 0.08% -58 13F-HR Timeline Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 1,956 $465K 0.3% -11 13F-HR Timeline ACT Advisors, LLC. More: the full row for ACT Advisors, LLC. 1,947 $463K 0.2% -106,903 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 1,941 $461K 0.16% +477 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 1,937 $460K 0.01% new 13F-HR Timeline Group Tidemark, LLC More: the full row for Tidemark, LLC 1,928 $458K 0.12% 0 13F-HR Timeline PROTECTIVE LIFE CORP More: the full row for PROTECTIVE LIFE CORP 1,921 $456K 1.52% new 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 2,886 $455K 0.03% -52,490 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 1,914 $455K <0.01% +392 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 1,963 $451K 0.21% +811 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 1,896 $451K 0.15% -1,870 13F-HR/A Timeline DURANTE & WATERS, LLC More: the full row for DURANTE & WATERS, LLC 1,871 $444K 0.32% +3 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 1,870 $444K 0.13% -34 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 1,845 $438K 0.03% +134 13F-HR Timeline Group Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 1,840 $437K 0.11% +1,781 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 1,825 $434K 0.04% new 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 1,823 $433K <0.01% +674 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 1,821 $433K 0.08% +1 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 1,811 $430K <0.01% +709 13F-HR Timeline Group Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 1,801 $428K 0.03% +861 13F-HR Timeline ACUTE INVESTMENT ADVISORY, LLC More: the full row for ACUTE INVESTMENT ADVISORY, LLC 1,799 $427K 4.8% new 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 1,684 $426K <0.01% +648 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 1,539 $425K 0.26% new 13F-HR Timeline Stillwater Wealth Management Group More: the full row for Stillwater Wealth Management Group 1,780 $423K 0.26% +209 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 1,769 $420K 0.05% -127 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 1,765 $419K 0.02% new 13F-HR Timeline Higgins & Schmidt Wealth Strategies LLC More: the full row for Higgins & Schmidt Wealth Strategies LLC 1,758 $418K 0.19% -1,169 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 1,750 $416K 0.16% 0 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 1,743 $414K 0.18% -18 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 1,740 $414K 0.03% 0 13F-HR Timeline LIFE LINE WEALTH MANAGEMENT LLC More: the full row for LIFE LINE WEALTH MANAGEMENT LLC 1,730 $411K 0.18% +2 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 1,463 $411K 0.09% +29 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 1,727 $410K 0.15% +5 13F-HR Timeline TIAA group of 3 filers holding More: the full row for TIAA 1,721 $409K +742 Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 1,703 $405K 0.04% new 13F-HR Timeline FORTRESS FINANCIAL GROUP, LLC More: the full row for FORTRESS FINANCIAL GROUP, LLC 1,685 $400K 0.3% +601 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 1,682 $400K 0.12% +249 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 1,666 $396K 0.03% new 13F-HR Timeline SimpliFi, Inc. More: the full row for SimpliFi, Inc. 1,652 $393K 0.16% -9 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 1,644 $391K 0.07% +57 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 1,636 $389K 0.06% +3 13F-HR Timeline Group LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 1,622 $385K 0.05% new 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 1,617 $384K 0.01% -695 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 1,614 $384K 0.02% +159 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 1,610 $383K 0.16% 13F-HR Timeline GARRISON BRADFORD & ASSOCIATES INC More: the full row for GARRISON BRADFORD & ASSOCIATES INC 1,601 $380K 0.43% new 13F-HR Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 1,597 $379K 0.14% +2 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 1,584 $376K 0.09% +2 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 1,580 $375K 0.05% -1 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,573 $374K <0.01% -2,618 13F-HR Timeline Group TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 1,569 $373K <0.01% +1,480 13F-HR Timeline Group A4 Wealth Advisors LLC More: the full row for A4 Wealth Advisors LLC 1,550 $368K 0.31% -1,087 13F-HR Timeline Bulwark Capital Corp More: the full row for Bulwark Capital Corp 1,550 $368K 0.23% +1,448 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 1,518 $361K <0.01% +538 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 1,510 $359K 0.06% 0 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 1,508 $358K 0.09% +294 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 1,501 $357K 0.02% 0 13F-HR Timeline Mosaic Advisors LLC More: the full row for Mosaic Advisors LLC 1,300 $355K 0.53% 0 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 1,494 $355K 0.01% +1 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 1,492 $355K 0.03% new 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,489 $354K 0.01% +520 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 1,486 $353K 0.03% +147 13F-HR Timeline Group Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 1,477 $351K 0.02% -16,653 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 1,466 $348K 0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,459 $347K 0.01% 0 13F-HR Timeline HERBST GROUP, LLC More: the full row for HERBST GROUP, LLC 1,458 $347K 0.21% new 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 1,455 $346K 0.06% -170 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 1,435 $341K 0.01% -2,715 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 1,434 $341K 0.19% -20 13F-HR Timeline Goldenstone Wealth Management LLC More: the full row for Goldenstone Wealth Management LLC 1,433 $341K 0.25% +1 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 1,428 $339K 0.09% +129 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,422 $338K 0.11% +1,395 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 1,420 $337K <0.01% new 13F-HR Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1,413 $336K 0.02% +203 13F-HR Timeline Group Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 1,411 $335K 0.04% -93 13F-HR Timeline Group Northstar Group, Inc. More: the full row for Northstar Group, Inc. 1,406 $334K 0.05% -142 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 1,400 $333K 0.01% +20 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 1,390 $330K 0.14% +25 13F-HR Timeline Expressive Wealth LLC More: the full row for Expressive Wealth LLC 1,146 $328K 0.31% +183 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 1,200 $328K 0.15% +265 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 1,375 $327K 0.2% new 13F-HR Timeline O'Connor Financial Group LLC More: the full row for O'Connor Financial Group LLC 1,371 $326K 0.13% +20 13F-HR Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 1,367 $325K <0.01% -131 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 1,365 $324K 0.13% -2,489 13F-HR Timeline AFFINITY WEALTH MANAGEMENT LLC More: the full row for AFFINITY WEALTH MANAGEMENT LLC 1,361 $323K 0.05% +2 13F-HR Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 1,355 $322K 0.17% +2 13F-HR Timeline Share Andrew L. More: the full row for Share Andrew L. 1,350 $321K 0.15% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,336 $317K 0.02% 0 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 1,332 $317K <0.01% 13F-HR Timeline Group Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 1,319 $313K 0.01% +122 13F-HR Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 1,312 $312K 0.24% +285 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 1,308 $311K 0.03% 0 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 1,293 $307K 0.01% -288 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 1,290 $307K 0.02% +1 13F-HR Timeline Prosperitas Financial LLC More: the full row for Prosperitas Financial LLC 1,281 $304K 0.11% new 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 1,270 $302K 0.11% -184 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,263 $300K <0.01% +59 13F-HR Timeline Group MATTERS CAPITAL LLC More: the full row for MATTERS CAPITAL LLC 1,262 $300K 0.27% new 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 1,256 $298K 0.03% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,250 $297K 0.05% 0 13F-HR Timeline Kropog Financial Group, LLC More: the full row for Kropog Financial Group, LLC 1,250 $297K 0.24% -283 13F-HR Timeline Thayer Partners, LLC / MA More: the full row for Thayer Partners, LLC / MA 1,246 $296K 0.14% +23 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 1,240 $295K 0.03% +113 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 1,239 $294K <0.01% new 13F-HR Timeline Group KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 1,238 $294K 0.02% +412 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 1,236 $294K 0.03% +2 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 1,234 $293K 0.03% +1 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 1,228 $292K <0.01% new 13F-HR Timeline Group Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 1,227 $291K 0.1% -262 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,226 $291K 0.17% +463 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 1,219 $290K 0.03% new 13F-HR Timeline Base Wealth Management LLC More: the full row for Base Wealth Management LLC 1,219 $290K 0.16% +294 13F-HR Timeline Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 1,215 $289K 0.16% +15 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 1,203 $286K 0.09% new 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 1,200 $285K <0.01% 0 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,196 $284K 0.01% +324 13F-HR Timeline Group Wealth Care LLC More: the full row for Wealth Care LLC 1,196 $284K 0.25% 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 1,190 $283K 0.02% +323 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,187 $282K 0.02% +391 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,184 $281K 0.09% +99 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 1,081 $280K 0.07% new 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 1,175 $279K 0.09% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,171 $278K 0.11% +677 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 1,156 $275K 0.02% -73 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,150 $273K 0.01% +13 13F-HR Timeline Soundwatch Capital LLC More: the full row for Soundwatch Capital LLC 1,140 $271K 0.03% +347 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 1,126 $268K 0.01% new 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 1,124 $267K 0.01% 0 13F-HR Timeline FIRST WILSHIRE SECURITIES MANAGEMENT INC More: the full row for FIRST WILSHIRE SECURITIES MANAGEMENT INC 1,120 $266K 0.06% -923 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 972 $266K 0.09% new 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 1,119 $266K 0.01% +7 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 1,108 $263K 0.12% +21 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 1,106 $263K 0.17% +7 13F-HR Timeline BECK CAPITAL MANAGEMENT, LLC More: the full row for BECK CAPITAL MANAGEMENT, LLC 1,102 $262K 0.06% +40 13F-HR Timeline Purewater Capital LLC More: the full row for Purewater Capital LLC 1,100 $261K 0.25% 13F-HR Timeline DROMS STRAUSS ADVISORS INC /MO/ /ADV More: the full row for DROMS STRAUSS ADVISORS INC /MO/ /ADV 1,100 $261K 0.07% +2 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 1,093 $260K 0.07% -145 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,075 $258K <0.01% +313 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,082 $257K 0.01% 0 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 1,076 $256K <0.01% -68,099 13F-HR Timeline Group Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 1,072 $255K 0.04% -81 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 1,072 $255K 0.04% -187 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,071 $255K 0.02% new 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 1,061 $252K 0.01% +18 13F-HR Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 1,054 $250K 0.02% 0 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 1,043 $248K 0.05% -140 13F-HR Timeline AMJ Financial Wealth Management More: the full row for AMJ Financial Wealth Management 1,040 $247K 0.06% -232 13F-HR Timeline PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 1,039 $247K 0.13% -2,120 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 1,038 $247K 0.03% -391 13F-HR Timeline FORESIGHT CAPITAL MANAGEMENT ADVISORS, … More: the full row for FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 1,033 $245K 0.14% -35 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 1,032 $245K 0.03% +7 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,030 $245K 0.12% -24 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 1,030 $245K 0.11% -278 13F-HR Timeline McGinn Penninger Investment Management,… More: the full row for McGinn Penninger Investment Management, Inc. 423 $244K 0.16% +28 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 1,026 $244K 0.03% new 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 1,026 $244K 0.11% 0 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 1,021 $243K 0.02% new 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 1,017 $242K 0.1% new 13F-HR Timeline Entelevest, LLC More: the full row for Entelevest, LLC 1,016 $241K 0.25% +2 13F-HR Timeline FLOYD FINANCIAL GROUP LLC More: the full row for FLOYD FINANCIAL GROUP LLC 913 $240K 0.16% -39 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 1,007 $239K 0.01% -322 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 1,000 $238K 0.01% +200 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 999 $237K 0.04% 0 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 808 $237K 0.03% new 13F-HR Timeline Vines Capital Management, LLC More: the full row for Vines Capital Management, LLC 997 $237K 0.23% -43 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 995 $236K 0.04% -16,214 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 994 $236K 0.09% 0 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 987 $235K 0.21% +133 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 980 $233K 0.02% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 969 $230K 0.05% 0 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 964 $229K 0.02% 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 958 $228K 0.17% +30 13F-HR Timeline RM Financial Services, LLC More: the full row for RM Financial Services, LLC 956 $227K 0.2% -348 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 955 $227K 0.14% -21 13F-HR Timeline Rock Point Advisors, LLC More: the full row for Rock Point Advisors, LLC 950 $226K 0.06% 0 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 950 $226K 0.06% new 13F-HR Timeline Mills Wealth Advisors LLC More: the full row for Mills Wealth Advisors LLC 944 $224K 0.08% new 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 942 $224K 0.04% new 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 942 $224K 0.02% -32 13F-HR Timeline