Tradewinds, LLC. More: the full row for Tradewinds, LLC. 4,881 $817K 0.2% new 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 4,879 $816K 0.35% 0 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 4,868 $815K 0.19% -389 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 4,864 $814K 0.14% +235 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 4,848 $811K 0.43% 0 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 4,844 $811K 0.05% -26 13F-HR Timeline Group Steadtrust LLC More: the full row for Steadtrust LLC 4,826 $808K 0.55% 0 13F-HR/A Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 4,819 $806K 0.26% +21 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 4,815 $806K 0.05% +76 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 4,814 $806K 0.07% -1,719 13F-HR Timeline Group Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 4,801 $803K 0.06% +496 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 4,781 $800K 0.2% -11 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 4,776 $799K 0.21% -10 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 4,769 $798K 0.19% +1 13F-HR Timeline Hayek Kallen Investment Management More: the full row for Hayek Kallen Investment Management 4,764 $797K 0.25% +2 13F-HR Timeline PURE PORTFOLIOS HOLDINGS LLC More: the full row for PURE PORTFOLIOS HOLDINGS LLC 4,760 $797K 0.25% +85 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 4,747 $794K 0.09% -28 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 4,746 $794K 0.46% 0 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 4,742 $793K 0.02% -18 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 4,742 $793K 0.11% -3,967 13F-HR Timeline HFR Wealth Management, LLC More: the full row for HFR Wealth Management, LLC 4,741 $793K 0.18% -200 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 4,730 $792K 0.1% +77 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 4,728 $791K 0.06% +212 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 4,723 $790K 0.12% +137 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 $790K 0.03% 0 13F-HR Timeline Group Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 4,713 $789K 0.29% +56 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 4,707 $788K 0.12% -2,662 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 4,702 $787K 0.25% +4 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 4,695 $786K 0.58% +113 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 4,694 $785K 0.25% 0 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 4,690 $785K 0.22% +1 13F-HR/A Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 4,687 $784K 0.17% -4 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 4,678 $783K 0.25% -30 13F-HR Timeline Obsidian Personal Planning Solutions LLC More: the full row for Obsidian Personal Planning Solutions LLC 4,385 $783K 0.27% +433 13F-HR Timeline SL ADVISORS, LLC More: the full row for SL ADVISORS, LLC 4,676 $782K 1.54% -26 13F-HR/A Timeline Bienville Capital Management, LLC More: the full row for Bienville Capital Management, LLC 4,669 $781K 0.15% 0 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 4,667 $781K 0.14% +893 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 4,659 $780K 0.04% -59 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 4,651 $778K 0.05% -377 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 4,668 $778K 0.02% -241 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 4,636 $776K 0.61% -412 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 4,617 $773K 0.45% -3 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 4,611 $771K 0.03% +2,011 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 4,607 $771K 0.17% -9,600 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 4,601 $770K 0.07% new 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 4,590 $768K 0.12% -226 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 4,579 $766K 0.41% 0 13F-HR Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 4,579 $766K <0.01% -2,769 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 4,578 $766K 0.53% 0 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 4,575 $766K 0.15% new 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 4,575 $766K 10.98% +2,051 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 4,569 $765K 0.48% +260 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 4,565 $764K 0.26% -7 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 4,553 $762K <0.01% -41,073 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 4,552 $762K 0.28% +26 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 4,543 $760K 0.22% +213 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 4,543 $760K 0.12% +1 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 4,537 $759K 0.17% 0 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 4,522 $757K 0.3% +116 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 4,496 $752K 0.6% +80 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 4,491 $752K 0.11% +9 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 4,490 $751K 0.06% +342 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 4,486 $751K 0.12% -73 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 4,482 $750K 0.05% +106 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 4,468 $748K 0.08% +211 13F-HR Timeline Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 4,467 $747K 0.07% -290 13F-HR/A Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 4,463 $747K 0.05% +230 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 4,459 $746K 0.06% -27 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 4,458 $746K 0.15% -156 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 4,457 $746K 0.74% -47 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 4,438 $743K 0.03% -155 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 4,429 $741K 0.04% +176 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 4,424 $740K 0.24% +16 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 4,416 $739K 0.17% +99 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 4,408 $738K 0.06% new 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 4,405 $737K 0.41% 0 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 4,402 $737K 0.01% +338 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 4,403 $737K 0.14% -51 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 4,397 $736K 0.09% +751 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 4,392 $735K 0.47% -179 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 4,391 $735K 0.04% +1,201 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 4,375 $732K 0.07% +5 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 4,362 $730K 0.29% +29 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 4,362 $730K 0.05% +127 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 4,350 $728K 0.2% -200 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 4,334 $725K 0.11% +2,030 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 4,325 $724K 0.27% +610 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 4,324 $723K 0.1% +1,202 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 4,325 $723K 0.01% -423 13F-HR Timeline Group Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 4,316 $722K 0.07% +582 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 4,309 $721K 0.02% +4,232 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 4,301 $720K 0.07% +424 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 4,294 $719K 0.22% 0 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 4,293 $718K 0.21% -71 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 4,278 $716K 0.14% 0 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 4,277 $716K 0.07% +931 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 4,277 $716K 0.25% new 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 4,260 $713K 0.34% +581 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 4,252 $711K 0.3% +849 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 23,040 $710K 0.31% +18,714 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 4,240 $709K 0.42% 0 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 4,234 $708K 0.01% +2,464 13F-HR Timeline Group YANKCOM Partnership More: the full row for YANKCOM Partnership 4,230 $708K 0.32% +34 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 4,226 $707K 0.06% +84 13F-HR Timeline OMC Financial Services LTD More: the full row for OMC Financial Services LTD 4,223 $707K 0.26% 0 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 4,207 $704K 0.11% +264 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 4,195 $702K 0.13% 0 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 4,195 $702K 0.3% -156 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 4,195 $702K 0.16% -96 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 4,181 $700K 0.5% -137 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 6,474 $699K 0.14% +2 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 4,177 $699K 0.37% 0 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 4,176 $699K 0.34% 0 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 4,174 $698K 0.07% +13 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 4,445 $698K 0.46% -344 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 4,168 $698K 0.28% -544 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 4,156 $695K 0.21% 0 13F-HR Timeline Artemis Wealth Advisors, LLC More: the full row for Artemis Wealth Advisors, LLC 4,154 $695K 0.12% -19 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 4,152 $695K 0.1% -66 13F-HR Timeline Ion Asset Management Ltd. More: the full row for Ion Asset Management Ltd. 4,150 $694K 0.08% 0 13F-HR Timeline WESTPORT ASSET MANAGEMENT INC More: the full row for WESTPORT ASSET MANAGEMENT INC 4,127 $691K 0.29% 0 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 4,117 $689K 0.23% +408 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 4,100 $686K 0.02% -10 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 4,099 $686K 0.15% +6 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 4,098 $686K 0.29% -127 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 4,091 $685K 0.03% new 13F-HR/A Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 4,084 $683K 0.1% -114 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 4,083 $683K 0.14% +1,120 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 4,076 $682K 0.03% -1,272 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 4,072 $681K 0.5% -590,521 13F-HR/A Timeline BCS Wealth Management More: the full row for BCS Wealth Management 4,071 $681K 0.15% -273 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 4,285 $680K 0.27% +411 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 4,058 $679K -504 Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 4,031 $675K 0.06% +9 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 4,026 $674K 0.38% +694 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 4,009 $671K 0.22% +1,810 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 4,007 $670K 0.24% new 13F-HR Timeline FISHMAN JAY A LTD/MI More: the full row for FISHMAN JAY A LTD/MI 4,000 $669K 0.06% 0 13F-HR Timeline Stonegate Management LLC More: the full row for Stonegate Management LLC 4,000 $669K 0.44% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Womack Financial LLC More: the full row for Womack Financial LLC 4,000 $669K 0.51% +9 13F-HR Timeline Amica Retiree Medical Trust More: the full row for Amica Retiree Medical Trust 4,001 $669K 0.91% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 3,983 $667K <0.01% +3 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 3,967 $664K 0.05% +33 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 3,962 $663K 0.45% +76 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 3,951 $661K 0.05% -348 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 3,949 $661K 0.18% +215 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 3,934 $658K 0.05% +20 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 3,922 $656K 0.04% -182 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 3,922 $656K 0.36% +300 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 3,920 $656K 0.15% +1,177 13F-HR Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 3,914 $655K 0.22% +18 13F-HR Timeline Group LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 3,900 $653K <0.01% 0 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 3,892 $651K 0.18% -735 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 3,885 $650K 0.25% -850 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 3,884 $650K 0.09% -65 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 3,884 $650K 0.07% +4 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 3,880 $649K 0.31% +17 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 3,872 $648K 0.22% 0 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 3,865 $647K 0.28% +11 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 3,863 $646K 0.04% -309 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 3,845 $643K 0.09% +321 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 3,831 $641K 0.18% +67 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 3,827 $640K 0.25% 0 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 3,820 $639K 0.22% 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 3,812 $638K 0.12% +521 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 3,811 $638K 0.05% -402 13F-HR Timeline Counterweight Ventures, LLC More: the full row for Counterweight Ventures, LLC 3,810 $638K 0.37% -200 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 3,800 $636K 0.06% -98 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 3,794 $635K 0.44% -1,517 13F-HR Timeline TODD ASSET MANAGEMENT LLC More: the full row for TODD ASSET MANAGEMENT LLC 3,785 $633K 0.01% 0 13F-HR Timeline SK Wealth Management, LLC More: the full row for SK Wealth Management, LLC 3,900 $632K 0.24% +17 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 3,776 $632K 0.31% -1 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 3,769 $631K 0.01% +1,502 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 3,764 $630K 0.1% +2 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 3,763 $630K 0.14% 0 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 3,760 $629K 0.7% -19 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 3,759 $629K 0.24% +19 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 3,758 $629K 0.16% +210 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 3,754 $628K 0.19% -174 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 3,746 $627K 0.01% +167 13F-HR Timeline Group Harbor Group, Inc. More: the full row for Harbor Group, Inc. 3,744 $626K 0.1% -403 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 3,738 $626K 0.04% +321 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 3,737 $625K 0.03% +125 13F-HR Timeline Silver Lake Advisory, LLC More: the full row for Silver Lake Advisory, LLC 3,735 $625K 0.25% +15 13F-HR Timeline Lumbard & Kellner, LLC More: the full row for Lumbard & Kellner, LLC 3,734 $625K 0.23% 0 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 3,726 $623K 0.26% 0 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 3,722 $623K 0.04% -6,645 13F-HR/A Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 3,718 $622K 0.43% -16 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 3,718 $622K 0.21% +71 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 3,711 $621K 0.21% +170 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 3,711 $621K 0.18% +139 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 3,702 $619K 0.15% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 3,685 $617K 0.18% -19 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 3,676 $615K 0.41% 0 13F-HR Timeline Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 3,671 $614K 0.32% 0 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 3,664 $613K 0.6% -13 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 3,660 $612K 0.09% 0 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 3,661 $612K 0.1% +230 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 3,660 $612K 0.09% +156 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 3,646 $610K 0.22% -4,152 13F-HR Timeline