CEERA INVESTMENTS, LLC More: the full row for CEERA INVESTMENTS, LLC 4,772 $867K 0.27% +1,245 13F-HR Timeline Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 4,771 $867K -8,469 Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 4,719 $858K 0.03% -72 13F-HR Timeline Cooksen Wealth, LLC More: the full row for Cooksen Wealth, LLC 4,711 $856K 0.69% +639 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 4,709 $856K 0.69% -49,701 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 4,682 $851K 0.55% +1,709 13F-HR Timeline Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 4,679 $850K 0.48% +175 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 4,661 $847K 0.06% -622 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 4,647 $845K 0.04% -15,350 13F-HR Timeline Group SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 4,634 $842K 0.03% +183 13F-HR/A Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 4,512 $842K 0.17% -1,122 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 4,624 $840K 0.28% +562 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 4,616 $839K 0.33% 0 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 4,616 $839K 0.18% +1,246 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 4,610 $838K 0.02% +1,155 13F-HR/A Timeline Beck Bode, LLC More: the full row for Beck Bode, LLC 4,609 $838K 0.14% -2,205 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 4,594 $835K 0.26% -20,121 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 4,593 $835K 0.14% -125 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 4,575 $831K 0.64% +200 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 4,558 $828K 0.08% +1,550 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 4,541 $825K 0.08% +282 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 4,540 $825K 0.22% +2,950 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 4,535 $824K 0.37% -975 13F-HR Timeline Waycross Investment Management Co More: the full row for Waycross Investment Management Co 4,533 $824K 0.86% -414 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 4,507 $819K 0.31% -135 13F-HR Timeline Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 4,476 $818K 0.68% -4,671 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 4,499 $818K 0.05% +7 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 4,498 $817K 0.19% +226 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 4,497 $817K 0.41% 0 13F-HR Timeline OneAscent Financial Services LLC group of 3 filers holding More: the full row for OneAscent Financial Services LLC 4,486 $816K -1,148 Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 4,484 $815K 0.05% +1,747 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 4,478 $814K 0.25% -16 13F-HR Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 4,476 $813K 0.59% +1,897 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 4,467 $812K 0.06% -47 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 4,455 $810K 0.31% +88 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 4,450 $809K 0.02% 0 13F-HR Timeline Atwater Malick LLC More: the full row for Atwater Malick LLC 4,451 $809K 0.26% +34 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 4,445 $808K 0.18% +132 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 4,430 $805K 0.8% -12,761 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 4,407 $801K 0.33% -102 13F-HR Timeline Fortitude Financial, LLC More: the full row for Fortitude Financial, LLC 13,052 $799K 0.71% -27,859 13F-HR Timeline Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 4,371 $794K 0.15% 0 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 4,369 $794K 0.35% -11 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 4,338 $788K 0.61% +316 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 4,336 $788K 0.45% +130 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 4,304 $782K 0.22% +872 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 4,300 $781K 0.02% -9,466 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 4,295 $781K 0.23% -2,774 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 4,295 $781K 0.08% -210 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 4,294 $780K 0.05% +14 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 4,257 $774K 0.1% +16 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 4,252 $773K 0.01% -30 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 4,223 $767K 0.04% -228 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 4,213 $766K 0.02% -1,273 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 4,207 $765K 0.26% -873 13F-HR Timeline Serenus Wealth Advisors, LLC More: the full row for Serenus Wealth Advisors, LLC 4,194 $762K 0.13% -1,075 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 4,158 $756K 0.59% +497 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 4,155 $755K 0.24% -1,949 13F-HR/A Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 4,130 $751K 0.1% 0 13F-HR Timeline Group Runnymede Capital Advisors, Inc. More: the full row for Runnymede Capital Advisors, Inc. 4,126 $750K 0.69% -24 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 4,114 $748K 0.08% +7 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 4,107 $746K 0.2% 0 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 4,088 $743K 0.08% -10 13F-HR Timeline Monte Financial Group, LLC More: the full row for Monte Financial Group, LLC 4,071 $740K 0.29% -56 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 4,070 $740K 0.2% new 13F-HR/A Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 4,064 $739K 0.29% +106 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 4,055 $737K 0.02% +140 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 4,043 $735K 0.37% -598 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 4,040 $734K 0.29% -3,054 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 4,037 $734K 0.03% -3 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 4,027 $732K 0.05% new 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 4,025 $732K 0.09% -278 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 4,021 $731K 0.27% -419 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 4,008 $728K 0.21% -41 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 4,000 $727K 0.46% 0 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 3,996 $726K 0.03% -962 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 3,994 $726K 0.04% -2,804 13F-HR Timeline Donald L. Hagan, LLC More: the full row for Donald L. Hagan, LLC 3,991 $725K 0.36% -3,360 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 3,988 $725K 0.01% -3,676 13F-HR Timeline Group Weaver Consulting Group More: the full row for Weaver Consulting Group 3,984 $724K 0.2% +558 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 3,970 $721K 0.03% +453 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 3,969 $721K 0.01% +28 13F-HR/A Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 3,950 $718K 0.05% 0 13F-HR Timeline Phraction Management LLC More: the full row for Phraction Management LLC 3,943 $717K 0.23% 0 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 3,901 $709K 0.25% -283 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 3,895 $708K 0.13% +200 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 3,883 $706K 0.21% +126 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 3,853 $700K 0.17% -177 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 3,852 $700K 0.21% new 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 3,849 $699K 0.57% +13 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 3,833 $697K 0.13% -223 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 3,832 $696K 0.14% +20 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 3,818 $694K 0.11% +6 13F-HR Timeline CONSCIOUS WEALTH INVESTMENTS, LLC More: the full row for CONSCIOUS WEALTH INVESTMENTS, LLC 3,707 $691K 0.44% 0 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 3,800 $691K 0.02% 0 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 3,779 $687K 0.02% 0 13F-HR Timeline Group ARRIEN INVESTMENTS, INC. More: the full row for ARRIEN INVESTMENTS, INC. 3,779 $687K 0.43% -1,186 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 3,768 $685K 0.07% 0 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 3,758 $683K 0.02% +79 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 3,750 $681K 0.17% +354 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 3,748 $681K 0.42% 0 13F-HR Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 3,745 $681K 0.38% +2 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 3,732 $678K 0.15% -579 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 3,731 $678K <0.01% -63 13F-HR Timeline Group Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 3,720 $676K 0.67% -854 13F-HR/A Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 3,716 $675K 0.54% +1,407 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 3,712 $675K 0.08% -238 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 3,675 $668K 0.12% +175 13F-HR Timeline Group Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 3,670 $667K 0.23% +2 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 3,663 $666K 0.2% -407,063 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 3,631 $660K 0.29% +123 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 3,616 $657K 0.08% -210 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 3,612 $656K 0.09% -393 13F-HR/A Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 3,609 $656K 0.12% -5,907 13F-HR Timeline RED CRANE WEALTH MANAGEMENT, LLC More: the full row for RED CRANE WEALTH MANAGEMENT, LLC 3,601 $654K 0.6% +10 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 3,600 $654K 0.32% +686 13F-HR Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 3,598 $654K 0.29% 0 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 3,592 $653K 0.17% +169 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 3,606 $652K 0.08% -59 13F-HR/A Timeline SwitchPoint Financial Planning, LLC More: the full row for SwitchPoint Financial Planning, LLC 3,587 $652K 0.53% 0 13F-HR Timeline MARSHALL FINANCIAL GROUP INC /ADV More: the full row for MARSHALL FINANCIAL GROUP INC /ADV 3,559 $647K 0.19% +14 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 3,549 $645K 0.12% -26 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 3,527 $641K 0.47% 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 3,522 $640K 0.06% 0 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 3,519 $640K 0.46% 0 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 3,516 $639K 0.07% -41 13F-HR Timeline Group PVG ASSET MANAGEMENT CORP More: the full row for PVG ASSET MANAGEMENT CORP 3,513 $638K 2.17% new 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 3,509 $638K 0.11% -613 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 3,476 $632K 0.17% +74 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 3,423 $630K 0.07% -765 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 3,457 $628K 0.11% -17,535 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 3,440 $625K 0.02% -1,087 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 3,439 $625K 0.02% +681 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 3,424 $622K 0.31% +350 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 3,424 $622K 0.09% -4 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 3,424 $622K 0.14% -527 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 3,422 $622K 0.06% -1,279 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 3,417 $621K 0.07% 0 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 3,416 $621K 0.39% +82 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 3,412 $620K 0.21% +769 13F-HR Timeline Yakira Capital Management, Inc. More: the full row for Yakira Capital Management, Inc. 3,411 $620K 0.23% new 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 3,404 $619K 0.03% +2 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 3,396 $617K 0.26% +337 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 3,394 $617K 0.14% +728 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 3,369 $612K 0.07% +22 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 3,344 $608K 0.22% -99 13F-HR Timeline Trinity Wealth Management, LLC More: the full row for Trinity Wealth Management, LLC 3,325 $604K 0.24% +1,947 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 3,316 $603K 0.07% -2,540 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT LLC More: the full row for SCHNIEDERS CAPITAL MANAGEMENT LLC 3,308 $601K 0.11% -125 13F-HR Timeline BRAUN STACEY ASSOCIATES INC More: the full row for BRAUN STACEY ASSOCIATES INC 3,305 $601K 0.02% -1 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 3,293 $599K 0.15% +425 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 3,289 $598K 0.37% -29 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,273 $595K 0.06% +222 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 3,268 $594K 0.08% +40 13F-HR Timeline Omnitrust Wealth Management, Inc More: the full row for Omnitrust Wealth Management, Inc 2,781 $592K 0.7% 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 3,250 $591K 0.03% 0 13F-HR Timeline Group Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 3,248 $590K 0.06% +259 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 3,247 $590K 0.27% -795 13F-HR Timeline Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 3,238 $588K 0.23% +704 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 3,235 $588K 0.04% -62 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,182 $588K 0.03% -144 13F-HR Timeline Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 3,231 $588K 0.11% -98 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 3,233 $588K 0.21% +8 13F-HR Timeline DOHJ, LLC More: the full row for DOHJ, LLC 3,559 $587K 0.17% new 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 3,226 $586K 0.01% 0 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 3,222 $585K 0.41% -2,758 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 3,218 $585K 0.04% -238 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,217 $585K 0.02% +30 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 3,214 $584K 0.51% 0 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 3,206 $583K 0.5% -225 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 3,203 $582K 0.37% +608 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 3,189 $580K 0.03% +96 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 3,178 $578K 0.53% 0 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 3,175 $577K 0.18% new 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 3,161 $574K 0.01% +356 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 3,157 $574K 0.01% -308 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 3,154 $573K 0.11% -1,595 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 3,147 $572K 0.14% -300 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 3,138 $570K 0.32% -538 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 3,138 $570K 0.1% -12 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 3,135 $570K <0.01% +50 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 3,091 $570K 0.12% -5,540 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 3,134 $570K 0.13% +184 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 3,129 $569K 0.16% -15 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 3,127 $568K 0.03% +422 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 3,126 $568K 0.19% 0 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 3,110 $565K 0.08% -10 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 3,100 $563K 0.21% 0 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 3,096 $563K 0.08% +5 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 3,028 $563K 0.24% +472 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 3,091 $562K 0.13% +361 13F-HR/A Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 3,087 $561K 0.1% -1,177 13F-HR Timeline True Vision MN LLC More: the full row for True Vision MN LLC 3,087 $561K 0.31% +26 13F-HR Timeline Elios Financial Group Inc. More: the full row for Elios Financial Group Inc. 3,083 $560K 0.25% -123 13F-HR Timeline Sherrill & Hutchins Financial Advisory,… More: the full row for Sherrill & Hutchins Financial Advisory, Inc 3,066 $557K 0.43% 0 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 3,066 $557K 0.22% +12 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 3,061 $556K 0.01% -761 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 3,047 $554K 0.1% 0 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 3,046 $554K 0.18% +592 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 3,031 $551K 0.03% +303 13F-HR Timeline