Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 2,060 $273K 0.18% -4,137 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 2,056 $272K 0.06% 0 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 2,054 $272K 0.25% 0 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 2,047 $271K 0.17% +1 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 2,046 $271K 0.16% 0 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 2,030 $269K 0.39% +156 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 2,029 $269K 0.17% -55 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 2,024 $268K 0.06% 0 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 2,023 $268K 0.04% -34 13F-HR/A Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 2,023 $268K 0.24% new 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 2,021 $268K 0.08% +30 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 2,018 $267K 0.02% +34 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 2,018 $267K 0.14% 0 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 2,016 $267K 0.04% -10 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 2,012 $267K 0.06% new 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 2,016 $267K 0.05% new 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 2,014 $267K 0.05% 0 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 2,000 $265K 0.11% new 13F-HR Timeline HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 2,000 $265K 0.07% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 2,000 $265K 0.07% 0 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 2,000 $265K 0.03% +73 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 1,999 $265K 0.07% -263 13F-HR Timeline Panoramic Capital Partners, LLC More: the full row for Panoramic Capital Partners, LLC 2,191 $264K 0.27% new 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 1,991 $264K -10,495 Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 1,990 $264K 0.2% 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 1,988 $263K 0.23% -55 13F-HR Timeline Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 1,987 $263K 0.21% new 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 1,987 $263K 0.04% +75 13F-HR Timeline Grant/GrossMendelsohn, LLC More: the full row for Grant/GrossMendelsohn, LLC 2,106 $263K 0.15% +30 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 1,979 $262K 0.06% 0 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 1,980 $262K 0.15% +897 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 2,059 $262K 0.06% new 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 1,974 $261K 0.08% 0 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 1,972 $261K 0.4% 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 1,971 $261K 0.14% 0 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 1,970 $261K 0.09% +6 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 1,969 $261K 0.03% -225 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 1,969 $261K 0.07% new 13F-HR Timeline ALTA CAPITAL MANAGEMENT LLC/ More: the full row for ALTA CAPITAL MANAGEMENT LLC/ 1,968 $261K 0.02% -1,638 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 1,966 $260K 0.03% -28 13F-HR Timeline W1M Investment Management Ltd More: the full row for W1M Investment Management Ltd 1,965 $260K <0.01% new 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 1,963 $260K 0.05% +162 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,963 $260K 0.13% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 1,957 $260K 0.15% -234 13F-HR Timeline Sunesis Advisors, LLC More: the full row for Sunesis Advisors, LLC 1,961 $260K 0.14% 0 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 1,961 $260K 0.05% 0 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 1,960 $260K 0.05% -107 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 1,959 $259K 0.03% +171 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 2,007 $259K 0.19% 0 13F-HR Timeline ACADEMY CAPITAL MANAGEMENT More: the full row for ACADEMY CAPITAL MANAGEMENT 1,956 $259K 0.04% 0 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 1,953 $259K 0.12% -16 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 1,951 $258K 0.06% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 1,942 $257K 0.1% +1,417 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 1,941 $257K 0.04% +70 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 1,938 $257K 0.17% -220 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 1,937 $257K 0.08% -17 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 1,936 $256K 0.03% -184 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 1,936 $256K 0.17% -455 13F-HR/A Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 1,935 $256K 0.01% new 13F-HR Timeline Group Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 1,927 $255K 0.08% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 1,919 $254K 0.07% -200 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 1,909 $253K 0.05% 0 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 1,909 $253K 0.21% 0 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 1,909 $253K 0.11% new 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 1,901 $252K 0.15% +9 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,898 $251K <0.01% -18 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 1,895 $251K 0.03% -1,592 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,892 $251K 0.03% +45 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 1,892 $251K 0.05% +3 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 1,886 $250K 0.02% new 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 1,884 $250K 0.09% +7 13F-HR Timeline WEIK CAPITAL MANAGEMENT More: the full row for WEIK CAPITAL MANAGEMENT 1,883 $249K 0.1% 0 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 1,880 $249K 0.21% -4 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 1,875 $248K 0.08% new 13F-HR Timeline WOOSTER CORTHELL WEALTH MANAGEMENT, INC. More: the full row for WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 1,870 $248K 0.05% new 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,870 $248K 0.24% +7 13F-HR Timeline Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 1,868 $247K <0.01% 0 13F-HR Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 1,857 $246K 0.03% new 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 1,846 $245K 0.1% 0 13F-HR Timeline New Jersey Better Educational Savings T… More: the full row for New Jersey Better Educational Savings Trust 1,845 $244K 0.47% 0 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 1,844 $244K 0.2% 0 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 1,845 $244K 0.05% new 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 1,837 $243K 0.19% new 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 1,836 $243K 0.23% +14 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 1,830 $242K 0.07% +67 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 1,830 $242K 0.15% new 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 1,828 $242K 0.07% -409 13F-HR Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 1,824 $242K 0.06% +5 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 1,826 $242K 0.02% -584 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 1,825 $242K 0.04% +36 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 1,819 $241K 0.09% new 13F-HR Timeline IronBridge Private Wealth, LLC More: the full row for IronBridge Private Wealth, LLC 1,816 $241K 0.09% new 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 1,819 $240K 0.04% +117 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 1,814 $240K 0.12% -27 13F-HR Timeline RESTON WEALTH MANAGEMENT LLC More: the full row for RESTON WEALTH MANAGEMENT LLC 1,811 $240K 0.1% -861 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 1,800 $238K 0.16% 0 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 1,797 $238K 0.05% +4 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 1,797 $238K 0.05% -29 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 1,796 $238K 0.17% +25 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 1,796 $237K 0.06% -35 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 1,791 $237K 0.11% +1 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 1,839 $237K 0.03% new 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 1,789 $237K 0.1% -111,744 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 1,788 $237K 0.13% new 13F-HR Timeline Berry Wealth Group, LP More: the full row for Berry Wealth Group, LP 1,779 $236K 0.18% new 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 1,775 $235K 0.06% +19 13F-HR Timeline Group Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 1,775 $235K 0.12% new 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 1,820 $235K 0.05% -33 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 1,771 $235K 0.02% 0 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 1,766 $234K 0.05% new 13F-HR/A Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 1,766 $234K 0.05% new 13F-HR Timeline FOUNDATION RESOURCE MANAGEMENT INC More: the full row for FOUNDATION RESOURCE MANAGEMENT INC 1,749 $232K 0.04% 0 13F-HR Timeline McMill Wealth Management More: the full row for McMill Wealth Management 1,748 $232K 0.08% +12 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 1,742 $231K 0.08% +21 13F-HR Timeline Alley Investment Management Company, LLC More: the full row for Alley Investment Management Company, LLC 1,740 $230K 0.03% 0 13F-HR Timeline Monument Group Wealth Advisors, LLC More: the full row for Monument Group Wealth Advisors, LLC 1,733 $230K 0.16% 0 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 1,727 $229K 0.05% new 13F-HR/A Timeline Columbia Bank More: the full row for Columbia Bank 1,728 $229K 0.08% -286 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 1,726 $229K 0.1% new 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,725 $228K 0.05% -67 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 1,778 $228K 0.15% +1 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 1,807 $228K 0.02% new 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 1,716 $227K 0.02% +1 13F-HR/A Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 1,714 $227K 0.09% new 13F-HR Timeline HICKORY ASSET MANAGEMENT, INC. More: the full row for HICKORY ASSET MANAGEMENT, INC. 1,708 $226K 0.2% -141 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 1,711 $226K 0.12% new 13F-HR Timeline SPRENG CAPITAL MANAGEMENT, INC. More: the full row for SPRENG CAPITAL MANAGEMENT, INC. 1,703 $226K 0.1% new 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 1,702 $225K 0.05% new 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 1,700 $225K 0.09% new 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 1,700 $225K 0.21% -500 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 1,698 $225K 0.05% -231 13F-HR Timeline New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 1,695 $225K 0.26% -8,797 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 1,692 $224K 0.19% new 13F-HR Timeline Torray Investment Partners LLC More: the full row for Torray Investment Partners LLC 1,689 $224K 0.03% new 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 1,686 $223K 0.06% new 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 1,686 $223K 0.18% -79 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 1,683 $223K 0.04% new 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 1,682 $223K 0.02% new 13F-HR Timeline Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 1,680 $223K 0.14% new 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 1,678 $222K 0.05% -98 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 1,678 $222K 0.16% new 13F-HR Timeline Elite Wealth Management, Inc. More: the full row for Elite Wealth Management, Inc. 1,677 $222K 0.06% -1,000 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 1,677 $222K 0.18% new 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 1,676 $222K 0.02% new 13F-HR Timeline Paradigm Capital Management, LLC/NV More: the full row for Paradigm Capital Management, LLC/NV 1,676 $222K 0.23% new 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 1,675 $222K 0.12% new 13F-HR Timeline VanderPol Investments L.L.C. More: the full row for VanderPol Investments L.L.C. 1,672 $221K 0.47% new 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 1,671 $221K 0.04% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,670 $221K 0.03% -274 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 1,670 $221K 0.05% -100 13F-HR/A Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 1,669 $221K 0.02% 0 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 1,660 $220K 0.06% new 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 1,658 $220K 0.13% 0 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 1,658 $220K 0.14% new 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 1,657 $219K 0.07% -70,821 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 1,656 $219K 0.1% new 13F-HR Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 1,655 $219K 0.05% new 13F-HR Timeline Burt Wealth Advisors More: the full row for Burt Wealth Advisors 1,655 $219K 0.05% new 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 1,649 $218K 0.03% new 13F-HR Timeline EUBEL BRADY & SUTTMAN ASSET MANAGEMENT … More: the full row for EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 1,648 $218K 0.03% new 13F-HR Timeline WINSLOW ASSET MANAGEMENT INC More: the full row for WINSLOW ASSET MANAGEMENT INC 1,648 $218K 0.05% new 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 1,642 $218K 0.1% new 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 1,639 $217K 0.18% new 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 1,635 $217K 0.02% new 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 1,635 $217K 0.07% new 13F-HR Timeline AVENIR CORP More: the full row for AVENIR CORP 1,634 $216K 0.02% new 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 1,633 $216K 0.03% new 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 1,681 $216K 0.11% -590 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 1,631 $216K 0.08% new 13F-HR Timeline Stillwater Wealth Management Group More: the full row for Stillwater Wealth Management Group 1,629 $216K 0.19% new 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 1,676 $216K 0.01% -186 13F-HR Timeline ROSENBLUM SILVERMAN SUTTON S F INC /CA More: the full row for ROSENBLUM SILVERMAN SUTTON S F INC /CA 1,626 $215K 0.06% new 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 1,625 $215K 0.09% new 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 1,623 $215K 0.16% +3 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 1,663 $215K 0.05% +2 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 1,620 $215K 0.17% new 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 1,618 $214K 0.06% new 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 1,610 $214K 0.01% -1,608 13F-HR Timeline Group Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 1,615 $214K <0.01% new 13F-HR Timeline Group Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 1,612 $214K 0.02% new 13F-HR Timeline Group Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 1,606 $213K 0.04% new 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 1,604 $212K 0.12% new 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 1,603 $212K 0.07% new 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 1,603 $212K 0.01% new 13F-HR Timeline Navera Investment Management Ltd. More: the full row for Navera Investment Management Ltd. 1,600 $212K <0.01% 0 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 1,599 $212K 0.03% new 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 1,599 $212K 0.16% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 1,561 $212K 0.15% +6 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,596 $211K 0.04% +764 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 1,592 $211K 0.04% new 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 1,590 $211K 0.06% new 13F-HR Timeline Headland Capital, LLC More: the full row for Headland Capital, LLC 1,586 $210K 0.07% new 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 1,586 $210K 0.1% new 13F-HR Timeline Gouws Capital LLC More: the full row for Gouws Capital LLC 1,581 $209K 0.14% new 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 1,580 $209K <0.01% +129 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 1,578 $209K 0.03% -269 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 1,577 $209K 0.18% new 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 1,572 $208K 0.06% new 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 1,571 $208K 0.01% new 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 1,565 $207K 0.25% 0 13F-HR Timeline