KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 1,654 $596K 0.42% -167 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 1,650 $594K 0.48% 0 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 1,648 $593K 0.02% +3 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,644 $592K 0.07% +256 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 1,643 $592K 0.62% 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 1,642 $591K 0.17% -1 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 1,634 $588K 0.1% 0 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 1,631 $587K 0.5% 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,630 $587K 0.08% +56 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 1,630 $587K 0.14% 0 13F-HR Timeline Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 1,630 $587K 0.26% 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 1,496 $584K 0.11% +143 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 1,621 $584K 0.1% +86 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 1,615 $581K 0.12% -12 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 1,610 $580K 0.01% +683 13F-HR Timeline Group Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 1,607 $579K 0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Unigestion Holding SA More: the full row for Unigestion Holding SA 1,605 $578K 0.03% 0 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 1,601 $578K 0.1% 0 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 1,595 $576K 0.07% +1 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 1,593 $575K 0.16% 0 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 1,588 $572K 0.07% +378 13F-HR Timeline Monument Group Wealth Advisors, LLC More: the full row for Monument Group Wealth Advisors, LLC 1,586 $571K 0.4% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 1,575 $571K 0.05% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,573 $566K 0.02% +493 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 1,568 $566K 0.05% -25 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 1,567 $564K 0.33% +3 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 1,565 $563K 0.17% 0 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 1,564 $563K 0.05% -57 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,562 $562K 0.05% +140 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 1,559 $561K 0.07% +315 13F-HR Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 1,553 $559K 0.03% -1,161 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 1,553 $559K 0.25% 0 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 1,552 $559K 0.17% -29 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 1,538 $558K 0.01% +101 13F-HR Timeline Group GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 1,548 $557K 0.12% 0 13F-HR Timeline Campion Asset Management More: the full row for Campion Asset Management 1,545 $556K 0.42% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,542 $555K 0.08% -415 13F-HR/A Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 1,542 $555K 0.38% -41 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,542 $555K 0.38% 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 1,537 $554K 0.14% +6 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 1,525 $549K 0 Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 1,521 $548K 0.22% 0 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 1,520 $547K 0.29% new 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 1,509 $543K 0.19% -91 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 1,508 $543K 0.08% -467 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 1,506 $542K 0.05% -1,064 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 1,505 $542K 0.17% -13 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 1,503 $541K 0.1% 0 13F-HR Timeline Atlas Wealth Partners, LLC More: the full row for Atlas Wealth Partners, LLC 1,500 $541K 0.68% 0 13F-HR Timeline NJ State Employees Deferred Compensatio… More: the full row for NJ State Employees Deferred Compensation Plan 1,500 $540K 0.07% 0 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 1,491 $537K 0.08% +112 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 1,489 $536K 0.03% -110 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 1,478 $532K 0.11% -50 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,477 $532K 0.01% +18 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,469 $529K 0.03% +243 13F-HR Timeline Group Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 1,465 $527K 0.03% +39 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 1,454 $524K 0.14% +201 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 1,454 $524K 0.45% 0 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 1,452 $523K 0.24% +357 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,450 $522K 0.1% +77 13F-HR Timeline OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 1,446 $521K 0.2% 0 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 1,435 $517K 0.08% 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 1,434 $516K 0.03% -108 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 1,431 $515K 0.08% +76 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,426 $513K 0.22% -84 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 1,421 $512K 0.05% +52 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 1,418 $511K 0.18% +2 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 1,415 $509K 0.11% -65 13F-HR Timeline Phraction Management LLC More: the full row for Phraction Management LLC 1,413 $509K 0.18% -700 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 1,411 $508K 0.02% 0 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 1,410 $508K 0.12% 0 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 1,407 $507K 0.05% +28 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 1,400 $505K 0.18% 0 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 1,401 $504K 0.02% +672 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 1,400 $504K 0.21% 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 1,396 $503K 0.08% +30 13F-HR Timeline Group DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 1,390 $500K 0.02% +30 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,390 $500K 0.08% +60 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 1,389 $500K 0.37% new 13F-HR Timeline Group Washington Trust Bank More: the full row for Washington Trust Bank 1,384 $498K 0.05% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WISCONSIN CAPITAL MANAGEMENT LLC More: the full row for WISCONSIN CAPITAL MANAGEMENT LLC 1,383 $498K 0.27% +3 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,380 $497K 0.24% -225 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 1,376 $495K 0.21% -6 13F-HR Timeline W1M Investment Management Ltd More: the full row for W1M Investment Management Ltd 1,369 $493K 0.01% +127 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 1,360 $490K 0.01% 0 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 1,350 $486K 0.05% +93 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 1,347 $485K 0.05% +2 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 1,347 $485K 0.14% -1 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 1,343 $483K 0.18% 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 1,339 $482K 0.22% +9 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,334 $480K 0.1% -82 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 1,331 $479K 0.36% 0 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 1,328 $478K 0.23% 0 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 1,326 $477K 0.04% -125 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 1,325 $477K 0.07% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,324 $477K 0.02% -20 13F-HR Timeline Group Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 1,324 $477K 0.04% +175 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,320 $475K 0.17% -26 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 1,320 $475K 0.04% new 13F-HR Timeline Group Cable Hill Partners, LLC More: the full row for Cable Hill Partners, LLC 1,314 $474K 0.05% 0 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,316 $474K 0.01% +56 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 1,306 $471K 0.17% -60 13F-HR Timeline CAMPBELL CAPITAL MANAGEMENT INC More: the full row for CAMPBELL CAPITAL MANAGEMENT INC 1,300 $468K 0.18% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,298 $467K <0.01% +285 13F-HR Timeline Group BXM Wealth LLC More: the full row for BXM Wealth LLC 1,298 $467K 0.65% 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 1,295 $466K 0.01% -483 13F-HR/A Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 1,275 $459K 0.05% -1 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 1,272 $458K 0.16% +1 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 1,271 $458K 0.01% +8 13F-HR Timeline Group NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 1,257 $454K 0.07% +80 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 1,258 $453K 0.21% +141 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 1,257 $453K 0.14% -198 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 1,255 $452K 0.25% -463 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 1,252 $451K 0.03% +11 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 1,250 $450K 0.1% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,246 $449K 0.03% +179 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 1,246 $449K 0.02% +50 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,235 $445K 0.15% +25 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 1,224 $441K 0.03% -1,710 13F-HR Timeline Dechtman Wealth Management, LLC More: the full row for Dechtman Wealth Management, LLC 1,220 $439K 0.08% +3 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 1,217 $438K 0.06% +150 13F-HR Timeline BRIGHTON SECURITIES CORP. More: the full row for BRIGHTON SECURITIES CORP. 1,217 $438K 0.21% 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 1,214 $437K 0.01% 0 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 1,212 $436K 0.06% -20 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 1,210 $436K 0.1% +1,200 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 1,207 $435K 0.12% +98 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 1,206 $434K 0.07% +106 13F-HR Timeline Simplify Asset Management Inc. More: the full row for Simplify Asset Management Inc. 1,206 $434K 0.03% -606 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 1,203 $434K 0.12% +45 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 1,187 $434K 0.08% -80 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 1,204 $433K 0.03% +119 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 1,201 $432K 0.2% 13F-HR Timeline RIVERBRIDGE PARTNERS LLC More: the full row for RIVERBRIDGE PARTNERS LLC 1,200 $432K 0.01% 0 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 1,200 $432K 0.24% new 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 1,193 $431K 0.02% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 1,184 $426K 0.04% +2 13F-HR/A Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 1,181 $425K 0.31% 0 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,177 $424K 0.12% +17 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,173 $422K 0.04% +71 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 1,167 $420K 0.01% -998 13F-HR Timeline Group GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 1,164 $419K 0.03% +258 13F-HR Timeline 111 Capital More: the full row for 111 Capital 1,154 $415K 0.09% 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 1,150 $415K 0.33% 0 13F-HR Timeline Geller Advisors LLC More: the full row for Geller Advisors LLC 1,145 $413K 0.03% -38 13F-HR Timeline Edge Capital Group, LLC More: the full row for Edge Capital Group, LLC 1,144 $412K 0.02% +76 13F-HR Timeline Renaissance Investment Group LLC More: the full row for Renaissance Investment Group LLC 1,137 $409K 0.09% -20 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 1,137 $409K 0.05% +1 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 1,132 $408K <0.01% -116 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,131 $407K 0.26% +231 13F-HR Timeline Group AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 1,130 $407K 0.08% 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 1,130 $407K 0.22% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,128 $407K 0.03% -1 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 1,121 $404K 0.02% -3 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,121 $404K 0.09% +159 13F-HR Timeline Private Portfolio Partners LLC More: the full row for Private Portfolio Partners LLC 1,120 $403K 0.07% +145 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 1,119 $403K 0.03% +116 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 1,111 $401K 0.02% 0 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 1,111 $400K 0.4% 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 1,109 $399K 0.19% +3 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 1,105 $398K 0.23% -163 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 1,104 $398K 0.04% new 13F-HR Timeline Verde Capital Management More: the full row for Verde Capital Management 1,102 $397K 0.11% +2 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,099 $396K 0.07% +187 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 1,092 $393K 0.05% 0 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 1,092 $393K 0.45% 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 1,086 $391K 0.23% 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 1,081 $389K 0.1% +128 13F-HR Timeline Bremer Bank National Association More: the full row for Bremer Bank National Association 1,081 $389K 0.08% -25 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 1,080 $389K 0.09% +139 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 1,080 $389K 0.15% +158 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 1,079 $388K 0.03% -53 13F-HR Timeline Group M. Kulyk & Associates, LLC More: the full row for M. Kulyk & Associates, LLC 1,078 $388K 0.08% +5 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 1,076 $387K 0.07% 0 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 1,074 $387K 0.03% +20 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 1,069 $385K 0.05% new 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 1,068 $385K 0.22% -56 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 1,066 $384K 0.03% 0 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 1,058 $381K 0.08% -9 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 1,055 $381K 0.06% +70 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 1,056 $380K 0.04% +193 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 1,055 $380K 0.01% +426 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 1,055 $380K 0.04% 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 1,055 $380K 0.15% -309 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 1,054 $380K 0.06% 0 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 1,042 $375K 0.32% 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 1,041 $375K 0.09% 0 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 1,040 $374K 0.15% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,040 $374K 0.05% -87 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 1,039 $374K 0.09% -20 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 1,034 $372K 0.12% -109 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 1,033 $372K 0.06% -75 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 1,030 $371K 0.12% 0 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 1,029 $371K 0.18% +19 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 1,029 $370K 0.22% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,028 $370K 0.06% -74 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 1,028 $370K 0.05% -320 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 1,027 $370K 0.13% +85 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 1,017 $366K 0.02% -14 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,014 $366K 0.21% 0 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 1,015 $365K 0.15% +8 13F-HR/A Timeline