Highland Financial Advisors, LLC More: the full row for Highland Financial Advisors, LLC 437 $326K 0.07% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 437 $326K 0.22% -2 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 437 $326K 0.11% +65 13F-HR Timeline Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 435 $325K 0.21% 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 435 $325K 0.12% -31 13F-HR Timeline WHI TRUST Co LLC More: the full row for WHI TRUST Co LLC 435 $325K 0.21% 0 13F-HR Timeline Lighthouse Financial LLC More: the full row for Lighthouse Financial LLC 435 $325K 0.17% 0 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 435 $325K 0.13% -15 13F-HR Timeline Titan Wealth (CI) Ltd in group Titan Investment Solutions Ltd More: the full row for Titan Wealth (CI) Ltd 435 $325K 0.12% 0 13F-HR Timeline Group Client First Capital LLC More: the full row for Client First Capital LLC 435 $325K 0.13% 0 13F-HR Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 434 $324K 0.21% 0 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 433 $324K 0.24% -11 13F-HR Timeline Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 433 $323K 0.14% -42 13F-HR Timeline M Wealth Management, LLC More: the full row for M Wealth Management, LLC 432 $323K 0.25% -32 13F-HR Timeline Mullooly Asset Management, Inc. More: the full row for Mullooly Asset Management, Inc. 432 $323K 0.1% +1 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 432 $323K 5.05% 0 13F-HR Timeline Elk River Wealth Management LLC More: the full row for Elk River Wealth Management LLC 430 $322K 0.05% -32 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 431 $322K 0.16% +8 13F-HR Timeline Premier Private Wealth Management LLC More: the full row for Premier Private Wealth Management LLC 429 $320K 0.28% new 13F-HR Timeline William Allan Corp More: the full row for William Allan Corp 428 $320K 0.16% +1 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 428 $319K 0.24% 0 13F-HR Timeline MTM FINANCIAL GROUP, LLC More: the full row for MTM FINANCIAL GROUP, LLC 427 $319K 0.14% 0 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 427 $319K 0.05% +11 13F-HR Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 426 $318K 0.08% 0 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 424 $317K 0.05% 0 13F-HR Timeline Sterling Group Wealth Management, LLC More: the full row for Sterling Group Wealth Management, LLC 424 $317K 0.13% +25 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 423 $316K 0.08% 0 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 423 $316K 0.28% 0 13F-HR Timeline Biondo Investment Advisors, LLC More: the full row for Biondo Investment Advisors, LLC 423 $316K 0.04% 0 13F-HR Timeline FORTERIS WEALTH MANAGEMENT INC. More: the full row for FORTERIS WEALTH MANAGEMENT INC. 423 $316K 0.26% 0 13F-HR Timeline Western Reserve Capital Management, LLC More: the full row for Western Reserve Capital Management, LLC 423 $316K 0.23% 0 13F-HR Timeline Adaptive Financial Consulting, LLC More: the full row for Adaptive Financial Consulting, LLC 421 $314K 0.11% 0 13F-HR Timeline Barnett & Company, Inc. More: the full row for Barnett & Company, Inc. 420 $314K 0.23% 0 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 420 $314K 0.03% 0 13F-HR Timeline PMG Wealth Management, Inc. More: the full row for PMG Wealth Management, Inc. 420 $314K 0.19% +58 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 419 $312K 0.06% +55 13F-HR Timeline Trust Co of Kansas More: the full row for Trust Co of Kansas 418 $312K 0.16% 0 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 416 $312K 0.16% 0 13F-HR Timeline Richard Young Associates, Ltd. More: the full row for Richard Young Associates, Ltd. 417 $311K 0.21% new 13F-HR Timeline Bellars Harris Wealth Management, LLC More: the full row for Bellars Harris Wealth Management, LLC 417 $311K 0.06% 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 414 $309K 0.16% 0 13F-HR Timeline Elevation Wealth Management LLC More: the full row for Elevation Wealth Management LLC 413 $309K 0.23% -12 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 414 $309K 0.03% +1 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 413 $309K 0.28% -34 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 413 $309K 0.04% +1 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 413 $308K 0.07% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 412 $308K 0.12% 0 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 412 $308K 0.1% -33 13F-HR Timeline Blue Water Asset Management More: the full row for Blue Water Asset Management 411 $307K 0.1% +1 13F-HR Timeline 6th Street Advisors, LLC More: the full row for 6th Street Advisors, LLC 410 $307K 0.18% 0 13F-HR Timeline Prodigy Asset Management LLC More: the full row for Prodigy Asset Management LLC 411 $307K 0.09% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 410 $306K 0.23% 0 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 409 $305K 0.14% -185 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 407 $304K 0.12% -17 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 407 $304K 0.12% -318 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 406 $303K 0.01% 0 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 406 $303K 0.04% 0 13F-HR Timeline LFG Wealth Partners, LLC More: the full row for LFG Wealth Partners, LLC 406 $303K 0.14% new 13F-HR Timeline Carroll Advisory Group, LLC More: the full row for Carroll Advisory Group, LLC 406 $303K 0.1% 0 13F-HR Timeline Biltmore Wealth Management, LLC More: the full row for Biltmore Wealth Management, LLC 405 $302K 0.09% +22 13F-HR Timeline DURANTE & WATERS, LLC More: the full row for DURANTE & WATERS, LLC 405 $302K 0.2% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 404 $302K 0.05% +201 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 403 $301K 0.07% +20 13F-HR Timeline Group Avalon Advisory Group More: the full row for Avalon Advisory Group 403 $301K 0.11% 0 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 400 $299K 0.14% +23 13F-HR Timeline DMKC Advisory Services, LLC More: the full row for DMKC Advisory Services, LLC 399 $298K 0.06% +1 13F-HR Timeline Town Capital LLC More: the full row for Town Capital LLC 398 $297K 0.19% 0 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 398 $297K 0.24% new 13F-HR Timeline DWR WEALTH MANAGEMENT, LLC More: the full row for DWR WEALTH MANAGEMENT, LLC 400 $297K 0.22% +1 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 394 $294K 0.02% -711 13F-HR Timeline Murphy Pohlad Asset Management LLC More: the full row for Murphy Pohlad Asset Management LLC 392 $293K 0.1% 0 13F-HR Timeline PECAUT & CO. More: the full row for PECAUT & CO. 390 $291K 0.09% +1 13F-HR Timeline Axos Invest Inc. More: the full row for Axos Invest Inc. 390 $291K 0.21% -40 13F-HR Timeline Thomas J. Herzfeld Advisors, Inc. More: the full row for Thomas J. Herzfeld Advisors, Inc. 390 $291K 0.09% 0 13F-HR Timeline DRAVO BAY LLC More: the full row for DRAVO BAY LLC 389 $290K 0.1% 0 13F-HR Timeline Leading Edge Financial Planning LLC More: the full row for Leading Edge Financial Planning LLC 389 $290K 0.05% -8 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 388 $290K 0.15% 0 13F-HR Timeline Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 388 $290K 0.1% -70 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 387 $289K 0.03% +1 13F-HR Timeline RIVER'S EDGE WEALTH MANAGEMENT, LLC More: the full row for RIVER'S EDGE WEALTH MANAGEMENT, LLC 383 $289K 0.25% +1 13F-HR Timeline DUTCH ASSET Corp More: the full row for DUTCH ASSET Corp 385 $288K 0.14% +1 13F-HR Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 385 $287K 0.24% -67 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 384 $287K 0.04% -1 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 384 $287K 0.04% 0 13F-HR Timeline Walsh & Associates, LLC More: the full row for Walsh & Associates, LLC 383 $286K 0.23% 0 13F-HR Timeline Disciplined Equity Management, Inc. More: the full row for Disciplined Equity Management, Inc. 382 $285K 0.13% 0 13F-HR Timeline Beck Bode, LLC More: the full row for Beck Bode, LLC 382 $285K 0.04% -6 13F-HR Timeline BetterWealth, LLC More: the full row for BetterWealth, LLC 381 $285K 0.05% 0 13F-HR Timeline RiverTree Advisors, LLC More: the full row for RiverTree Advisors, LLC 380 $284K 0.17% -4 13F-HR Timeline Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 380 $284K 0.07% new 13F-HR Timeline Keystone Financial Services, LLC More: the full row for Keystone Financial Services, LLC 378 $282K 0.17% +1 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 378 $282K 0.2% 0 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 377 $282K 0.07% 0 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 376 $281K 0.09% 0 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 376 $281K 0.15% -3 13F-HR Timeline Benchmark Investment Advisors LLC More: the full row for Benchmark Investment Advisors LLC 376 $281K 0.12% -1 13F-HR Timeline Wealth Advisory Team LLC More: the full row for Wealth Advisory Team LLC 375 $281K 0.23% 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 374 $279K 0.1% 0 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 373 $279K 0.03% -279 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 373 $279K 0.07% -4 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 373 $279K 0.07% -67 13F-HR Timeline Alpha Advisors, LLC/VA More: the full row for Alpha Advisors, LLC/VA 372 $278K 0.21% 0 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 371 $277K 0.18% -1 13F-HR Timeline PENN DAVIS MCFARLAND INC More: the full row for PENN DAVIS MCFARLAND INC 370 $276K 0.02% -213 13F-HR Timeline CAPSTONE CAPITAL LLC More: the full row for CAPSTONE CAPITAL LLC 370 $276K 0.16% 0 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 370 $276K 0.03% 0 13F-HR Timeline COERENTE CAPITAL MANAGEMENT More: the full row for COERENTE CAPITAL MANAGEMENT 370 $276K 0.05% -45 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 368 $275K 0.11% -40 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 368 $275K 0.05% -67 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 370 $274K 0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 367 $274K 0.05% +3 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 367 $274K 0.06% +8 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 366 $273K 0.11% 0 13F-HR Timeline DAVIS-REA LTD. More: the full row for DAVIS-REA LTD. 365 $273K 0.08% new 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 365 $273K 0.06% -17 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 365 $273K 0.08% -44 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 365 $272K 0.18% +11 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 364 $272K 0.04% +1 13F-HR Timeline ProCore Advisors, LLC More: the full row for ProCore Advisors, LLC 364 $272K 0.34% +10 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 364 $272K 0.2% new 13F-HR Timeline Madson Wealth Advisors Inc More: the full row for Madson Wealth Advisors Inc 362 $270K 0.18% -49 13F-HR Timeline Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 362 $270K 0.1% +1 13F-HR Timeline Evergreen Wealth Partners LLC More: the full row for Evergreen Wealth Partners LLC 360 $269K 0.16% -1 13F-HR Timeline January Capital Advisors LLC More: the full row for January Capital Advisors LLC 359 $269K 0.22% 0 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 358 $268K 0.09% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 357 $267K 0.06% 0 13F-HR Timeline COREPATH WEALTH PARTNERS LLC More: the full row for COREPATH WEALTH PARTNERS LLC 358 $267K 0.17% -133 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 355 $265K 0.6% 0 13F-HR Timeline PRING TURNER CAPITAL GROUP INC More: the full row for PRING TURNER CAPITAL GROUP INC 344 $264K 0.15% -100 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 354 $264K 0.17% -20 13F-HR Timeline TrustWell Financial Advisors, LLC More: the full row for TrustWell Financial Advisors, LLC 354 $264K 0.22% 0 13F-HR Timeline Jeter Robert S II More: the full row for Jeter Robert S II 350 $264K 0.25% 0 13F-HR Timeline Hyperion Capital Advisors LP More: the full row for Hyperion Capital Advisors LP 352 $263K 0.12% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 351 $262K 0.13% 0 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 350 $261K 0.06% 0 13F-HR Timeline Boyer Financial Services, Inc. More: the full row for Boyer Financial Services, Inc. 350 $261K 0.22% 0 13F-HR Timeline DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 349 $261K 0.01% -93 13F-HR Timeline Park State Asset Management More: the full row for Park State Asset Management 348 $260K 0.25% 0 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT INC More: the full row for NORTHSTAR ASSET MANAGEMENT INC 347 $259K 0.08% 0 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 476 $259K 0.11% new 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 349 $259K 0.03% +48 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 345 $259K 0.02% +245 13F-HR Timeline Group Northern Lights Advisors, Inc. More: the full row for Northern Lights Advisors, Inc. 345 $258K 0.14% new 13F-HR Timeline Phocas Financial Corp. More: the full row for Phocas Financial Corp. 345 $258K 0.04% 0 13F-HR Timeline MKD WEALTH COACHES, LLC More: the full row for MKD WEALTH COACHES, LLC 345 $258K 0.22% new 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 344 $257K 0.11% -153 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 344 $257K 0.18% +1 13F-HR Timeline OxenFree Capital LLC More: the full row for OxenFree Capital LLC 344 $257K 0.12% +1 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 339 $257K 0.11% 0 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 343 $256K 0.06% +21 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 341 $255K 0.1% 0 13F-HR Timeline Pandowealth. LLC More: the full row for Pandowealth. LLC 341 $255K 0.21% 0 13F-HR/A Timeline Guilbault Capital LLC More: the full row for Guilbault Capital LLC 341 $255K 0.26% 0 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 340 $254K 0.01% +23 13F-HR Timeline Group Roberts Financial Services LLC More: the full row for Roberts Financial Services LLC 340 $254K 0.07% 0 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 340 $254K 0.16% 0 13F-HR Timeline U S WEALTH GROUP, LLC. More: the full row for U S WEALTH GROUP, LLC. 340 $254K 0.15% -12,360 13F-HR Timeline Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 339 $253K 0.16% 0 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 339 $253K 0.08% new 13F-HR Timeline SATOVSKY ASSET MANAGEMENT LLC More: the full row for SATOVSKY ASSET MANAGEMENT LLC 338 $253K 0.04% -20 13F-HR Timeline Flagstone Financial Management More: the full row for Flagstone Financial Management 337 $252K 0.06% 0 13F-HR Timeline Spectrum Financial Alliance Ltd LLC More: the full row for Spectrum Financial Alliance Ltd LLC 337 $252K 0.04% 0 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 337 $252K 0.05% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 336 $251K 0.06% +1 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 336 $251K 0.1% new 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 335 $250K 0.05% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 335 $250K 0.16% +3 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 335 $250K 0.19% -41 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 334 $249K 0.05% 0 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 333 $249K 0.17% -56 13F-HR Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 332 $248K 0.06% 0 13F-HR Timeline GLR Partners, LLC More: the full row for GLR Partners, LLC 332 $248K 0.12% +17 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 331 $248K 0.1% +14 13F-HR Timeline Envision Financial Transparency, LLC More: the full row for Envision Financial Transparency, LLC 453 $247K 0.21% +119 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 329 $246K 0.11% +20 13F-HR Timeline CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 328 $245K 0.06% 0 13F-HR Timeline Purewater Capital LLC More: the full row for Purewater Capital LLC 328 $245K 0.18% 0 13F-HR Timeline BETO FINANCIAL GROUP, LLC More: the full row for BETO FINANCIAL GROUP, LLC 329 $244K 0.13% +4 13F-HR Timeline ANDREWS, LUCIA WEALTH MANAGEMENT LLC More: the full row for ANDREWS, LUCIA WEALTH MANAGEMENT LLC 327 $244K 0.13% new 13F-HR Timeline FMB WEALTH MANAGEMENT More: the full row for FMB WEALTH MANAGEMENT 326 $243K 0.09% -25 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 1,200 $243K 0.1% new 13F-HR Timeline Group Rye Brook Capital LLC More: the full row for Rye Brook Capital LLC 325 $243K 0.17% new 13F-HR Timeline Brookmont Capital Management More: the full row for Brookmont Capital Management 325 $243K 0.13% 0 13F-HR Timeline Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 325 $243K 0.09% new 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 323 $241K 0.04% +82 13F-HR Timeline Sound Portfolio Advisors, LLC More: the full row for Sound Portfolio Advisors, LLC 323 $241K 0.17% 0 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 322 $240K 0.12% 0 13F-HR Timeline Fortune Financial Group, Inc. More: the full row for Fortune Financial Group, Inc. 322 $240K 0.19% new 13F-HR Timeline OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 320 $239K 0.07% 0 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 319 $238K 0.03% -5 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 319 $238K 0.12% new 13F-HR Timeline KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 319 $238K 0.18% 0 13F-HR Timeline MIRAMONTES CAPITAL, LLC More: the full row for MIRAMONTES CAPITAL, LLC 318 $238K 0.07% 0 13F-HR Timeline LANE BROTHERS & CO INC More: the full row for LANE BROTHERS & CO INC 318 $238K 0.16% -115 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 318 $238K 0.04% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Wellment Financial More: the full row for Wellment Financial 318 $237K 0.27% new 13F-HR Timeline Broadview Financial Management, LLC More: the full row for Broadview Financial Management, LLC 318 $237K 0.14% +1 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 317 $237K 0.06% 0 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 317 $237K 0.15% -2 13F-HR Timeline RCW Management, LLC More: the full row for RCW Management, LLC 317 $237K 0.21% 0 13F-HR Timeline