Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 2,511 $355K 0.11% +64 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 2,118 $354K 0.07% +1,875 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 2,116 $354K 0.03% -265 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 2,112 $353K 0.11% new 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 2,109 $353K 0.1% +116 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 2,100 $351K 0.07% 0 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 2,099 $351K 0.17% new 13F-HR Timeline KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 2,096 $351K 0.13% 0 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 2,092 $350K 0.03% -90 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 2,089 $350K 0.27% +40 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 2,083 $349K 0.26% +470 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 2,081 $348K 0.05% +385 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 2,069 $346K 0.06% new 13F-HR/A Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 2,064 $345K 0.12% +504 13F-HR Timeline Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 2,061 $345K 0.15% 0 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 2,058 $344K 0.11% -1,890 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 2,039 $341K 0.03% +38 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 2,033 $340K 0.1% -36 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 2,032 $340K 0.05% -269 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 2,025 $339K 0.05% -253 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 2,024 $339K 0.05% +482 13F-HR Timeline Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 2,022 $338K 0.01% +154 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 2,019 $338K 0.1% -144 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 2,018 $338K 0.16% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 2,014 $337K 0.04% 0 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 2,013 $337K 0.09% +5 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 2,010 $336K 0.18% new 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 2,007 $336K 0.13% new 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 2,007 $336K 0.05% -105 13F-HR Timeline Kooman & Associates More: the full row for Kooman & Associates 2,004 $335K 0.1% -93 13F-HR Timeline Warther Private Wealth, LLC More: the full row for Warther Private Wealth, LLC 2,003 $335K 0.08% -127 13F-HR Timeline HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 2,000 $335K 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 $335K 0.08% 0 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 1,999 $334K 0.06% +9 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 1,992 $333K 0.06% new 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 1,989 $333K 0.15% +18 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 1,993 $332K 0.02% -195 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 1,984 $332K 0.12% +275 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 1,978 $331K 0.18% -4,727 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 1,975 $330K 0.06% +116 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 1,974 $330K 0.12% -106 13F-HR Timeline CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 1,965 $329K 0.14% new 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 1,961 $328K 0.04% -327 13F-HR Timeline Sunesis Advisors, LLC More: the full row for Sunesis Advisors, LLC 1,961 $328K 0.15% 13F-HR Timeline ACADEMY CAPITAL MANAGEMENT More: the full row for ACADEMY CAPITAL MANAGEMENT 1,956 $327K 0.05% 0 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 1,956 $327K 0.08% -43 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 1,959 $327K 0.04% +98 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 1,950 $326K 0.05% -627 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 1,949 $326K 0.05% +80 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 1,948 $326K 0.06% -992 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 1,947 $326K 0.05% +120 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 1,947 $326K 0.19% -100 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 1,944 $325K 0.11% 0 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 1,936 $324K 0.04% 0 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 1,936 $324K 0.05% 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 1,934 $324K 0.15% -20 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 1,928 $323K 0.12% new 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 1,927 $322K 0.09% 0 13F-HR Timeline WEIK CAPITAL MANAGEMENT More: the full row for WEIK CAPITAL MANAGEMENT 1,922 $322K 0.12% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 1,921 $321K 0.06% -193 13F-HR/A Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 1,918 $321K 0.18% +8 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,915 $320K 0.13% -48 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 1,915 $320K 0.04% +217 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 1,913 $320K 0.38% -1,573 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 1,908 $319K 0.2% -25 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 1,906 $319K 0.08% +61 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 1,904 $319K 0.23% +328 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 1,900 $318K 0.05% +196 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,899 $318K 0.06% +166 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 1,899 $318K 0.11% +50 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 1,899 $318K 0.03% new 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 1,898 $318K 0.13% +2 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 1,896 $317K 0.09% +6 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 1,896 $317K 0.01% -3,661 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 1,897 $317K 0.23% 0 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 1,894 $317K 0.23% 0 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 1,889 $316K 0.06% +114 13F-HR Timeline Group Global View Capital Management LLC More: the full row for Global View Capital Management LLC 1,889 $316K 0.07% +391 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 1,885 $315K 0.09% -122 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 1,785 $315K 0.14% 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 1,880 $315K 0.02% -616 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 1,879 $314K 0.11% +55 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 1,876 $314K 0.16% +18 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 1,874 $314K 0.36% -100 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,870 $313K 0.23% 0 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 1,873 $313K 0.05% -78 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 1,873 $313K 0.22% -1,204 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 1,872 $313K 0.08% -142 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 1,868 $313K 0.02% +148 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 1,862 $312K 0.04% +311 13F-HR/A Timeline Group Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 1,861 $311K 0.21% +4 13F-HR Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 1,857 $311K 0.03% 0 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 1,850 $310K 0.08% new 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 1,848 $309K 0.34% -104 13F-HR Timeline HTG Investment Advisors, Inc. 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More: the full row for Wealth Management Associates, Inc. 1,830 $306K 0.11% +104 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 1,816 $304K 0.12% +1 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 1,814 $304K 0.17% +103 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 1,816 $303K 0.14% -44 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 1,809 $303K 0.18% -114 13F-HR Timeline FORONJY FINANCIAL LLC More: the full row for FORONJY FINANCIAL LLC 1,808 $302K 0.13% -891 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 1,804 $302K 0.01% +367 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 4,944 $302K 0.08% +3,250 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 1,800 $301K 0.17% 0 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 1,797 $301K 0.06% +55 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 1,797 $301K 0.17% 0 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 2,057 $300K 0.02% -519 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 1,792 $300K 0.1% +166 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 1,788 $299K 0.09% -970 13F-HR/A Timeline Monument Group Wealth Advisors, LLC More: the full row for Monument Group Wealth Advisors, LLC 1,782 $298K 0.18% 0 13F-HR Timeline Dash Acquisitions Inc. More: the full row for Dash Acquisitions Inc. 1,690 $298K 0.06% new 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 1,779 $298K 0.01% +14 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 1,778 $298K 0.06% -230 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 2,245 $297K 0.18% 0 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 1,789 $297K 0.07% +19 13F-HR Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 1,771 $296K 0.05% 0 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 1,769 $296K 0.06% new 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 1,768 $296K 0.14% -39 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 1,644 $295K 0.06% +33 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 1,759 $294K 0.07% -240 13F-HR Timeline PATTON FUND MANAGEMENT, INC. 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More: the full row for Kozak & Associates, Inc. 1,657 $291K 0.06% +70 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 1,736 $290K 0.18% new 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 1,734 $290K 0.1% -244 13F-HR Timeline QVR LLC More: the full row for QVR LLC 1,731 $290K 0.35% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 1,732 $289K 0.06% +164 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 1,726 $289K 0.1% -65 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 1,724 $288K 0.04% +204 13F-HR Timeline Endowment Wealth Management, Inc. 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ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 1,689 $283K 0.2% 0 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 1,688 $282K 0.05% new 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 1,688 $282K 0.04% 0 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 1,687 $282K 0.05% new 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 1,687 $282K 0.05% 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 1,683 $282K 0.06% +376 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 1,682 $281K 0.11% -22 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 1,682 $281K 0.17% -117 13F-HR/A Timeline GERBER, LLC More: the full row for GERBER, LLC 1,680 $281K 0.18% -755 13F-HR Timeline Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 1,680 $281K 0.17% 0 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 1,678 $281K 0.05% -27 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 1,676 $280K 0.08% -43 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 1,682 $280K 0.05% +54 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 1,675 $280K 0.02% +4 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 1,672 $280K 0.21% 0 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 1,672 $280K 0.17% -6 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 1,668 $279K 0.03% +6 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 1,668 $279K 0.13% -30 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 1,663 $278K 0.17% 0 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 1,658 $277K 0.01% 0 13F-HR Timeline Group Solstein Capital, LLC More: the full row for Solstein Capital, LLC 1,658 $277K 0.13% -96 13F-HR Timeline WINSLOW ASSET MANAGEMENT INC More: the full row for WINSLOW ASSET MANAGEMENT INC 1,648 $276K 0.05% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 1,644 $275K 0.1% +96 13F-HR/A Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 1,635 $274K 0.06% 0 13F-HR/A Timeline AVENIR CORP More: the full row for AVENIR CORP 1,634 $273K 0.03% 0 13F-HR Timeline Gordian Advisors LLC More: the full row for Gordian Advisors LLC 1,632 $273K 0.18% +3 13F-HR Timeline Stillwater Wealth Management Group More: the full row for Stillwater Wealth Management Group 1,629 $273K 0.19% 13F-HR Timeline ALTA CAPITAL MANAGEMENT LLC/ More: the full row for ALTA CAPITAL MANAGEMENT LLC/ 1,628 $272K 0.02% -340 13F-HR Timeline ROSENBLUM SILVERMAN SUTTON S F INC /CA More: the full row for ROSENBLUM SILVERMAN SUTTON S F INC /CA 1,626 $272K 0.06% 0 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 1,625 $272K 0.16% new 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 1,620 $271K 0.18% 0 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 1,616 $270K 0.08% +3 13F-HR Timeline AAF Wealth Management, LLC More: the full row for AAF Wealth Management, LLC 1,616 $270K 0.12% -403 13F-HR Timeline EUBEL BRADY & SUTTMAN ASSET MANAGEMENT … More: the full row for EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 1,615 $270K 0.03% -25 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 1,613 $270K 0.05% +120 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 1,612 $270K 0.02% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 1,611 $270K 0.08% +187 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 1,611 $269K 0.05% -907 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 1,609 $269K 0.12% -35 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,611 $269K 0.04% +7 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 1,606 $269K 0.09% new 13F-HR Timeline