WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 4,798 $699K 0.25% +202 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 4,789 $699K 0.47% +221 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 4,786 $699K 0.05% -167 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 4,786 $699K 0.19% -83 13F-HR Timeline Berkshire Money Management, Inc. More: the full row for Berkshire Money Management, Inc. 4,782 $698K 0.07% +95 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 4,775 $697K 0.09% -140 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 4,768 $696K 0.17% +261 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 4,760 $695K 0.02% +149 13F-HR Timeline Hayek Kallen Investment Management More: the full row for Hayek Kallen Investment Management 4,762 $695K 0.24% new 13F-HR Timeline Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 4,757 $695K 0.06% -100 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 4,748 $693K 0.01% +508 13F-HR Timeline Group Fire Capital Management LLC More: the full row for Fire Capital Management LLC 4,746 $693K 0.44% 0 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 4,739 $692K 0.05% -636 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 4,739 $692K 0.22% +5 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 4,735 $691K 0.31% -106 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 4,727 $690K 0.08% -120 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 4,725 $690K 0.03% +452 13F-HR Timeline Group POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 4,593 $690K 0.04% new 13F-HR/A Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 4,718 $689K 0.03% -951 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 4,712 $688K 0.32% -295 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 4,708 $687K 0.26% -540 13F-HR Timeline SL ADVISORS, LLC More: the full row for SL ADVISORS, LLC 4,702 $687K 1.24% new 13F-HR/A Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 4,698 $686K 0.26% -456 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 4,694 $685K 0.23% 0 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 4,689 $685K 0.21% 0 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 4,691 $685K 0.15% -16 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 4,679 $683K 0.46% -26 13F-HR Timeline PURE PORTFOLIOS HOLDINGS LLC More: the full row for PURE PORTFOLIOS HOLDINGS LLC 4,675 $683K 0.23% -28 13F-HR Timeline Bienville Capital Management, LLC More: the full row for Bienville Capital Management, LLC 4,669 $682K 0.13% 0 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 4,657 $680K 0.28% -69 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 4,653 $679K 0.09% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 4,639 $677K 0.38% new 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 4,629 $676K 0.13% +416 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 4,627 $676K 0.21% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 4,625 $675K 0.1% -145 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 4,620 $675K 0.45% -200 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 4,614 $674K 0.14% -500 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 4,604 $672K 0.04% +917 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 4,599 $672K 0.05% new 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 4,600 $672K 0.44% 0 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 4,586 $670K 0.1% -27 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 4,582 $669K 0.55% -257 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 4,582 $669K 0.23% +59 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 4,579 $669K 0.41% 0 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 4,572 $668K 0.25% -310 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 4,571 $667K 0.46% -671 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 4,562 $666K +2,571 Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 4,559 $666K 0.11% +125 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 4,592 $665K 0.37% 0 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 4,550 $664K 0.18% +5 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 4,542 $663K 0.12% +120 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 4,537 $662K 0.15% +89 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 4,526 $661K 0.26% -96 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 4,516 $659K 0.06% +57 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 4,504 $658K 0.75% +51 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 4,493 $656K 0.07% +228 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 4,486 $655K 0.06% +290 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 4,485 $655K 0.04% +52 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 4,482 $654K 0.1% +261 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 4,454 $650K 0.14% -34 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 4,435 $648K 0.05% new 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 4,429 $647K 0.16% -1,222 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 4,416 $645K 0.46% +31 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 4,406 $643K 0.28% -1,316 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 4,405 $643K 0.38% 0 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 4,408 $643K 0.23% +113 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 4,389 $641K 0.39% +66 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 4,376 $639K 0.04% 0 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 4,370 $638K 0.06% -20 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 4,364 $637K 0.22% 0 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 4,351 $635K 0.29% -52 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 4,344 $634K 0.14% -112 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 4,367 $633K 0.07% +2,528 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 4,333 $633K 0.29% -571 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 4,330 $632K 0.2% +286 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 4,326 $632K 0.32% +5 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 4,320 $631K 0.13% -330 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 4,318 $630K 0.52% -501 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 4,318 $630K 0.27% +9 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 4,317 $630K 0.16% new 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 4,309 $629K 0.43% 0 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 4,305 $629K 0.05% +740 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 4,299 $628K 0.05% -810 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 4,298 $628K 0.04% -186 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 4,294 $627K 0.21% -189 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 4,291 $627K 0.14% +17 13F-HR Timeline 111 Capital More: the full row for 111 Capital 4,287 $626K 0.11% new 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 4,284 $626K 0.6% +170 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 4,278 $625K 0.13% 0 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 4,257 $622K 0.08% +2,270 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 4,691 $621K 0.45% -1,160 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 4,253 $621K 0.04% -128 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 4,240 $619K 0.38% -400 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 4,235 $618K 0.04% +569 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 4,233 $618K 0.05% +199 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 4,229 $618K 0.07% -399 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 4,225 $617K 0.27% -3,113 13F-HR Timeline OMC Financial Services LTD More: the full row for OMC Financial Services LTD 4,223 $617K 0.25% -310 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 4,219 $616K 0.13% +3,804 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 4,218 $616K 0.1% +81 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 4,213 $615K 0.05% -596 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 4,209 $615K 0.18% +954 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 4,198 $613K 0.11% -290 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 4,196 $613K 0.3% +106 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 4,195 $613K 0.12% 0 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 6,472 $610K 0.14% -1,048 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 4,176 $610K 0.31% 0 13F-HR Timeline Artemis Wealth Advisors, LLC More: the full row for Artemis Wealth Advisors, LLC 4,173 $609K 0.1% +18 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 4,172 $609K 0.04% -302 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 4,161 $608K 0.06% +53 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 4,156 $607K 0.19% 0 13F-HR Timeline Ion Asset Management Ltd. More: the full row for Ion Asset Management Ltd. 4,150 $606K 0.04% +1,100 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 4,148 $606K 0.05% +110 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 4,147 $606K 0.11% 0 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 4,142 $605K 0.05% -21 13F-HR/A Timeline WESTPORT ASSET MANAGEMENT INC More: the full row for WESTPORT ASSET MANAGEMENT INC 4,127 $603K 0.27% 0 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 4,110 $600K 0.02% +659 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 4,104 $599K 0.04% -151 13F-HR Timeline ONE PLUS ONE WEALTH MANAGEMENT, LLC More: the full row for ONE PLUS ONE WEALTH MANAGEMENT, LLC 4,100 $599K 0.33% 0 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 4,093 $598K 0.14% +73 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 4,079 $596K 0.13% -28 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 594,593 $595K 0.85% +590,521 13F-HR/A Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 4,064 $593K 0.01% new 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 4,058 $593K 0.03% -209 13F-HR Timeline Savoie Capital LLC More: the full row for Savoie Capital LLC 4,041 $590K 0.07% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 4,041 $590K 0.22% new 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 4,040 $590K 0.03% 0 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 4,040 $590K 0.02% new 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 4,022 $587K 0.06% +3 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 4,011 $586K 0.1% -188 13F-HR Timeline Counterweight Ventures, LLC More: the full row for Counterweight Ventures, LLC 4,010 $586K 0.38% +80 13F-HR Timeline FISHMAN JAY A LTD/MI More: the full row for FISHMAN JAY A LTD/MI 4,000 $584K 0.06% 0 13F-HR Timeline Amica Retiree Medical Trust More: the full row for Amica Retiree Medical Trust 4,001 $584K 0.84% 0 13F-HR Timeline Womack Financial LLC More: the full row for Womack Financial LLC 3,991 $583K 0.49% +2 13F-HR/A Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 3,984 $582K 0.06% -67 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 3,980 $581K <0.01% +2,082 13F-HR Timeline Obsidian Personal Planning Solutions LLC More: the full row for Obsidian Personal Planning Solutions LLC 3,952 $577K 0.23% 0 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 3,949 $577K 0.09% -74 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 3,948 $576K 0.03% -74,052 13F-HR/A Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 3,948 $576K 0.18% -407 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 3,943 $576K 0.11% -118 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 3,943 $576K 0.3% +949 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 3,934 $574K 0.05% +36 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 3,952 $574K 0.38% 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 3,928 $574K 0.2% +102 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 3,916 $572K 0.05% -211 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 3,914 $572K 0.05% -147 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 3,911 $571K 0.09% 0 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 3,898 $569K 0.06% -80 13F-HR Timeline LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 3,900 $569K <0.01% 0 13F-HR Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 3,896 $569K 0.21% +22 13F-HR Timeline Group SK Wealth Management, LLC More: the full row for SK Wealth Management, LLC 3,883 $568K 0.25% +40 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 3,886 $567K 0.43% +1 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 3,880 $567K 0.07% +3 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 3,877 $566K 0.06% new 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 3,872 $565K 0.19% 0 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 3,863 $564K 0.3% +57 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 3,854 $563K 0.26% -5 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 3,849 $562K 0.13% -621 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 3,827 $559K 0.23% 0 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 3,823 $558K 0.28% +1,843 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 3,813 $557K 0.04% +2 13F-HR Timeline TODD ASSET MANAGEMENT LLC More: the full row for TODD ASSET MANAGEMENT LLC 3,785 $553K 0.01% -226,215 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 3,778 $552K 0.04% -156 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 3,779 $552K 0.64% -499 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 3,777 $552K 0.3% 0 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 3,774 $551K 0.11% +248 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 3,818 $551K 0.04% +1,992 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 3,766 $550K 0.15% +167 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 3,764 $550K 0.16% -13 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 3,763 $549K 0.13% -16 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 3,762 $549K 0.1% +3 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 3,740 $546K 0.23% 0 13F-HR Timeline Lumbard & Kellner, LLC More: the full row for Lumbard & Kellner, LLC 3,734 $545K 0.24% 0 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 3,734 $545K 0.41% +36 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 3,734 $545K 0.06% +655 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 3,734 $545K 0.17% +192 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 3,731 $545K 0.12% -55 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 3,726 $544K 0.23% 0 13F-HR Timeline Silver Lake Advisory, LLC More: the full row for Silver Lake Advisory, LLC 3,720 $543K 0.23% +16 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 3,715 $542K 0.23% +88 13F-HR Timeline Williamson Legacy Group, LLC More: the full row for Williamson Legacy Group, LLC 3,710 $542K 0.46% +454 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 3,709 $542K 0.19% -73 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 3,708 $541K 0.37% 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 3,704 $541K 0.18% 0 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 3,702 $541K 0.15% new 13F-HR Timeline Belmont Capital, LLC More: the full row for Belmont Capital, LLC 3,701 $540K 0.08% 0 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 3,680 $537K 0.05% -215 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 3,679 $537K 0.28% +1,849 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 3,677 $537K 0.57% -22 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 3,676 $537K 0.37% 0 13F-HR Timeline Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 3,671 $536K 0.3% new 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 3,660 $534K 0.08% 0 13F-HR Timeline Group TFR Capital, LLC. More: the full row for TFR Capital, LLC. 3,651 $533K 0.19% +327 13F-HR/A Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 3,647 $533K 0.2% +110 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 3,646 $532K 0.07% -20 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 3,645 $532K 0.06% +850 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 4,012 $531K 0.1% -22 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 3,622 $529K 0.34% -300 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 3,613 $528K 0.04% +1,150 13F-HR Timeline