West Wealth Group, LLC More: the full row for West Wealth Group, LLC 12,143 $276K 0.08% -1,254 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 12,673 $276K 0.07% 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 12,542 $276K 0.07% +1,273 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 12,128 $276K 0.03% -1,082 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 12,122 $276K 0.09% -466 13F-HR Timeline Heritage Wealth Partners, LLC More: the full row for Heritage Wealth Partners, LLC 12,100 $276K 0.35% +54 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 12,095 $275K 0.15% +265 13F-HR Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 12,073 $275K 0.02% new 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 12,048 $274K 0.19% 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 12,039 $274K 0.14% -553 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 12,027 $274K 0.18% -128 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 12,025 $274K 0.01% +989 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 12,018 $274K 0.13% +967 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 12,000 $273K 0.12% 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 11,983 $273K 0.01% +4,653 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 11,971 $273K 0.09% -877 13F-HR/A Timeline Edge Capital Group, LLC More: the full row for Edge Capital Group, LLC 11,967 $272K 0.01% new 13F-HR Timeline VAN DEN BERG MANAGEMENT I, INC More: the full row for VAN DEN BERG MANAGEMENT I, INC 11,945 $272K 0.08% +25 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 11,931 $272K 0.18% 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 11,919 $271K 0.18% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 11,919 $271K 0.13% -927 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 11,907 $271K 0.02% -337 13F-HR Timeline Group Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 11,873 $270K 0.03% +1,469 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 11,863 $270K 0.19% 0 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 11,844 $270K 0.1% +1,536 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 11,840 $270K 0.02% -190 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 11,810 $269K 0.05% -148 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 11,332 $269K 0.23% 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 11,867 $268K 0.27% +3 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 11,782 $268K 0.02% +219 13F-HR Timeline Berkshire Money Management, Inc. More: the full row for Berkshire Money Management, Inc. 11,773 $268K 0.03% -4,123 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 11,746 $267K 0.06% -426 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 11,743 $267K 0.24% 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 11,741 $267K 0.02% +242 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 17,011 $267K 0.15% -1,580 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 11,793 $267K 0.19% -1,316 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 11,705 $267K 0.03% +167 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 11,705 $267K 0.13% +541 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 11,663 $266K 0.09% 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 11,692 $266K 0.02% new 13F-HR Timeline Group Obsidian Personal Planning Solutions LLC More: the full row for Obsidian Personal Planning Solutions LLC 11,217 $266K 0.13% +323 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 11,681 $266K 0.07% -960 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 11,673 $266K 0.02% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 11,667 $266K 0.15% 0 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 11,663 $266K 0.01% -142 13F-HR Timeline Carbahal Olsen Financial Services Group… More: the full row for Carbahal Olsen Financial Services Group, LLC 11,621 $265K 0.24% 13F-HR Timeline Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 11,601 $264K 0.1% -616 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 11,594 $264K 0.15% 0 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 11,580 $264K 0.05% +217 13F-HR Timeline MOTCO More: the full row for MOTCO 11,563 $263K 0.03% -2,336 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 11,542 $263K 0.02% new 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 11,548 $263K 0.05% -1,000 13F-HR Timeline Group MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 11,525 $262K 0.03% +9 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 11,525 $262K 0.06% +1,168 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 11,514 $262K 0.03% new 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 11,513 $262K 0.13% +630 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 11,507 $262K 0.01% +119 13F-HR Timeline Group PURE PORTFOLIOS HOLDINGS LLC More: the full row for PURE PORTFOLIOS HOLDINGS LLC 11,466 $261K 0.1% +6 13F-HR Timeline Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 11,455 $261K 0.07% 0 13F-HR Timeline KELLY FINANCIAL GROUP LLC More: the full row for KELLY FINANCIAL GROUP LLC 11,450 $261K 0.09% 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 11,419 $260K 0.21% 0 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 11,409 $260K 0.02% 0 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 11,356 $259K 0.03% -3,868 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 11,355 $259K 0.08% 13F-HR Timeline Guardian Partners Inc. More: the full row for Guardian Partners Inc. 11,655 $259K 0.03% 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 11,340 $258K 0.08% +18 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 10,256 $258K 0.05% -849 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 11,310 $258K 0.01% new 13F-HR Timeline BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 11,302 $257K 0.07% 0 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 11,290 $257K 0.12% -153 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 11,284 $257K 0.01% +985 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 11,258 $256K 0.03% +112 13F-HR Timeline AFFINITY WEALTH MANAGEMENT LLC More: the full row for AFFINITY WEALTH MANAGEMENT LLC 11,238 $256K 0.05% +79 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 11,222 $256K 0.07% +101 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 11,208 $255K 0.08% -2,298 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 11,206 $255K 0.01% -24 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 11,206 $255K 0.12% +206 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 11,195 $255K 0.09% -160 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 11,184 $255K 0.12% -525 13F-HR Timeline STRATEGIC PLANNING GROUP, LLC More: the full row for STRATEGIC PLANNING GROUP, LLC 11,172 $254K 0.05% +36 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 11,134 $254K 0.05% -100 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 11,129 $253K 0.11% +88 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 11,095 $253K 0.11% 0 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 11,123 $253K 0.03% 13F-HR Timeline Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 11,104 $253K 0.01% +800 13F-HR Timeline Biltmore Wealth Management, LLC More: the full row for Biltmore Wealth Management, LLC 11,097 $253K 0.11% -9 13F-HR Timeline Stillwater Wealth Management Group More: the full row for Stillwater Wealth Management Group 11,083 $252K 0.23% 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 11,078 $252K 0.04% -6,222 13F-HR Timeline Frontier Asset Management, LLC More: the full row for Frontier Asset Management, LLC 11,067 $252K 0.08% new 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 11,059 $252K 0.02% new 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 11,049 $252K 0.26% 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 11,038 $251K 0.15% +43 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 11,029 $251K 0.19% +44 13F-HR Timeline HT Partners LLC More: the full row for HT Partners LLC 11,000 $250K 0.09% 0 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 10,995 $250K 0.02% -1,083 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 10,994 $250K 0.08% +67 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 10,975 $250K 0.12% +155 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 10,973 $250K 0.04% +3,775 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 10,972 $250K 0.1% +14 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 10,971 $250K 0.02% -2,152 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 10,971 $250K 0.14% new 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 10,964 $250K 0.02% -685 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 10,959 $250K 0.03% -4,372 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 10,945 $249K 0.19% 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 10,939 $249K <0.01% +149 13F-HR/A Timeline Group Kooman & Associates More: the full row for Kooman & Associates 10,936 $249K 0.09% -878 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 10,911 $248K 0.17% -1,056 13F-HR/A Timeline WEIK CAPITAL MANAGEMENT More: the full row for WEIK CAPITAL MANAGEMENT 10,900 $248K 0.1% 0 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 10,898 $248K 0.21% 13F-HR/A Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 11,291 $248K 0.23% 0 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 10,840 $247K 0.06% -334 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 10,839 $247K 0.1% 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 10,818 $246K 0.09% -30,267 13F-HR/A Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 10,765 $245K 0.16% -187 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 10,762 $245K 0.12% -135 13F-HR Timeline AFG FIDUCIARY SERVICES LIMITED PARTNERS… More: the full row for AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 11,173 $245K 0.17% +35 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 10,737 $244K 0.09% 13F-HR Timeline WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 10,695 $244K <0.01% -211 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 10,675 $243K 0.02% new 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 10,671 $243K 0.14% +152 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 10,664 $243K 0.06% +280 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 10,645 $242K 0.1% -55 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 10,644 $242K 0.21% 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 10,619 $242K 0.08% +413 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 10,610 $242K 0.13% +754 13F-HR Timeline TrinityPoint Wealth, LLC More: the full row for TrinityPoint Wealth, LLC 10,602 $241K 0.03% +1,250 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 10,571 $241K 0.09% +107 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 10,571 $241K 0.08% -153 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 10,568 $241K 0.06% +76 13F-HR Timeline CULTIVAR CAPITAL, INC. More: the full row for CULTIVAR CAPITAL, INC. 10,557 $240K 0.21% -318 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 9,498 $240K 0.07% +5 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 10,525 $240K 0.02% +1,014 13F-HR Timeline Group Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 10,519 $240K 0.09% -4 13F-HR Timeline Paragon Capital Management LLC More: the full row for Paragon Capital Management LLC 10,500 $239K 0.13% -400 13F-HR Timeline WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 10,492 $239K 0.17% -461 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 10,467 $238K 0.12% new 13F-HR Timeline Sowa Financial Group, Inc. More: the full row for Sowa Financial Group, Inc. 10,442 $238K 0.15% +48 13F-HR Timeline ELLERSON GROUP INC /ADV More: the full row for ELLERSON GROUP INC /ADV 10,440 $238K 0.17% 0 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 11,023 $238K 0.23% 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 10,430 $237K 0.1% 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 10,423 $237K 0.05% -463 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 10,636 $237K 0.1% +270 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 10,400 $237K <0.01% new 13F-HR Timeline BancFirst Trust & Investment Management More: the full row for BancFirst Trust & Investment Management 10,445 $236K 0.11% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 10,344 $236K 0.03% +1,569 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 10,337 $235K 0.16% +173 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 10,335 $235K <0.01% -1,340 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 10,332 $235K 0.09% -2,856 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 10,322 $235K 0.16% -113 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 10,254 $235K 0.1% +1,663 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 10,276 $234K 0.05% +2,266 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 10,272 $234K 0.08% -49 13F-HR Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 10,254 $233K 0.62% 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 10,235 $233K 0.01% new 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 10,223 $233K 0.02% new 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 10,221 $233K 0.07% +374 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 10,203 $232K 0.18% 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 10,201 $232K 0.13% -700 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 10,199 $232K 0.11% 0 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 10,199 $232K 0.05% +9,745 13F-HR Timeline Group IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 10,190 $232K 0.13% -733 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 10,176 $232K 0.02% -849 13F-HR Timeline Prairie Sky Financial Group LLC More: the full row for Prairie Sky Financial Group LLC 10,159 $231K 0.14% -2,114 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 10,157 $231K 0.06% -2,205 13F-HR Timeline Adero Partners, LLC More: the full row for Adero Partners, LLC 10,135 $231K 0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 10,127 $231K 0.03% 0 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 10,120 $230K 0.12% +105 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 10,115 $230K 0.06% new 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 10,095 $230K 0.05% 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 10,087 $230K 0.03% -2,720 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 10,070 $229K 0.02% -400 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 10,057 $229K 0.22% +260 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 10,041 $229K 0.01% new 13F-HR/A Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 10,111 $229K 0.04% -1,238 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 10,038 $229K 0.11% -277 13F-HR Timeline Group Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 10,037 $229K 0.02% +400 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 10,036 $229K 0.01% -14 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 10,034 $228K 0.1% -1,000 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 10,032 $228K 0.01% -203,430 13F-HR Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 10,026 $228K 0.14% 13F-HR Timeline ROANOKE ASSET MANAGEMENT CORP/ NY More: the full row for ROANOKE ASSET MANAGEMENT CORP/ NY 10,000 $228K 0.07% 0 13F-HR Timeline B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 10,011 $228K 0.04% 0 13F-HR Timeline Key Colony Management, LLC More: the full row for Key Colony Management, LLC 10,000 $228K 0.34% new 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 10,491 $228K 0.23% +265 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 9,993 $228K 0.06% new 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 9,962 $227K 0.16% 0 13F-HR Timeline Objectivity Squared, LLC More: the full row for Objectivity Squared, LLC 10,455 $227K 0.16% 0 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 9,949 $227K 0.17% +327 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 9,947 $226K 0.03% -352 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 9,939 $226K 0.02% +1,091 13F-HR Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 9,905 $226K 0.18% +7 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 9,901 $225K 0.13% -107 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 9,870 $225K 0.03% new 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 9,870 $225K 0.06% new 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 9,862 $225K 0.22% new 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 9,842 $224K 0.05% 0 13F-HR Timeline Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 9,806 $223K 0.18% -350 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 9,791 $223K 0.01% -1,875 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 9,788 $223K 0.02% +2,075 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 9,760 $222K 0.04% -22 13F-HR Timeline