American Trust More: the full row for American Trust 10,189 $295K 0.03% -639 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 10,187 $295K 0.19% +762 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 10,184 $295K 0.04% new 13F-HR Timeline Sage Investment Advisers LLC More: the full row for Sage Investment Advisers LLC 10,412 $295K 0.22% +66 13F-HR Timeline Independence Financial Advisors, LLC More: the full row for Independence Financial Advisors, LLC 10,135 $294K 0.09% +912 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 10,113 $293K 0.19% -400 13F-HR Timeline Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 10,111 $293K 0.04% new 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 10,094 $293K 0.04% -743 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 10,095 $293K 0.05% 0 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 10,091 $293K 0.13% +1,087 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 10,079 $292K 0.02% +641 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 10,056 $292K 0.03% +21 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 10,026 $291K 0.21% 0 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 10,032 $291K 0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 10,007 $290K 0.04% -128 13F-HR Timeline COMPASS CAPITAL MANAGEMENT, INC More: the full row for COMPASS CAPITAL MANAGEMENT, INC 10,000 $290K 0.02% new 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 10,000 $290K 0.09% 0 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 9,990 $290K 0.05% +9,762 13F-HR Timeline Group TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 9,983 $289K 0.09% +6,587 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 9,973 $289K 0.05% -2,462 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 9,962 $289K 0.19% 0 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 9,935 $288K 0.01% new 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 9,960 $288K 0.09% 0 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 10,098 $288K 0.18% +2,578 13F-HR Timeline BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 9,901 $287K 0.12% 0 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 10,133 $287K 0.05% new 13F-HR Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 9,893 $287K 0.15% -260 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 9,878 $286K 0.04% -2,156 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 9,869 $286K 0.26% -447 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 9,863 $286K 0.05% +42 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 9,858 $286K 0.05% new 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 9,840 $285K 0.03% +1 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 9,840 $285K 0.23% +300 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 9,817 $285K 0.14% -192 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 9,808 $284K 0.02% +750 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 9,807 $284K 0.06% -50 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 9,796 $284K 0.01% +210 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 9,781 $284K 0.09% new 13F-HR Timeline Alternative Investment Advisors, LLC. More: the full row for Alternative Investment Advisors, LLC. 9,777 $284K 0.13% -428 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 9,777 $283K 0.08% +64 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 9,774 $283K 0.13% +88 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 9,772 $283K 0.02% +1,548 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 9,771 $283K 0.21% -230 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 9,746 $283K 0.06% +607 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 9,743 $282K 0.01% +134 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 9,742 $282K 0.12% -1,930 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 9,739 $282K 0.03% +41 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 9,732 $282K 0.07% -18,998 13F-HR Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 9,714 $282K 0.06% +10 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 9,708 $281K 0.1% +1,663 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 9,703 $281K 0.09% new 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 9,703 $281K 0.08% +1,638 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 9,698 $281K 0.14% +1,300 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 9,681 $281K 0.01% +50 13F-HR Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 9,672 $280K 0.14% -3,349 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 9,657 $280K 0.07% -2,904 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 9,607 $279K 0.04% 0 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 9,591 $278K 0.06% +354 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 9,553 $277K 0.06% -1,590 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 9,546 $277K 0.08% +73 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 9,542 $277K 0.12% 0 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 9,535 $276K 0.07% +736 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 9,518 $276K 0.08% -967 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 9,830 $276K 0.1% +122 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 9,507 $276K 0.04% -140 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 9,503 $275K 0.19% +697 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 9,500 $275K 0.05% 0 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 9,496 $275K 0.05% -1,607 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 9,487 $275K 0.03% +470 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 9,459 $274K 0.12% +8,760 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 9,458 $274K 0.01% -875 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 9,455 $274K 0.06% +647 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 9,445 $274K 0.09% +6 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 9,438 $274K 0.11% +972 13F-HR Timeline WIREGRASS INVESTMENT MANAGEMENT LLC More: the full row for WIREGRASS INVESTMENT MANAGEMENT LLC 9,436 $274K 0.23% -36,634 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 9,432 $273K 0.01% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 9,644 $273K 0.02% -492 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 9,419 $273K 0.03% +1,700 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 9,417 $273K 0.02% +256 13F-HR Timeline Rockport Wealth LLC More: the full row for Rockport Wealth LLC 9,416 $273K 0.05% +564 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 9,409 $273K 0.01% -417 13F-HR Timeline Bucket List Wealth Management, LLC More: the full row for Bucket List Wealth Management, LLC 9,378 $272K 0.16% -3,912 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 9,362 $271K 0.14% +50 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 9,362 $271K 0.07% new 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 9,357 $271K 0.08% -247 13F-HR Timeline Commerce Advisors, LLC More: the full row for Commerce Advisors, LLC 9,353 $271K 0.23% 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 9,353 $271K 0.35% +3 13F-HR Timeline Lifetime Wealth Management P.C. More: the full row for Lifetime Wealth Management P.C. 9,352 $271K 0.15% +233 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 9,351 $271K 0.02% -6,095 13F-HR Timeline Breachway Investments LLC More: the full row for Breachway Investments LLC 9,555 $271K 0.26% +26 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 10,304 $270K 0.11% +445 13F-HR Timeline Annandale Capital, LLC More: the full row for Annandale Capital, LLC 9,265 $269K 0.04% new 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 9,271 $269K 0.09% new 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 9,267 $269K 0.04% new 13F-HR Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 9,256 $268K 0.25% +176 13F-HR Timeline CULTIVAR CAPITAL, INC. More: the full row for CULTIVAR CAPITAL, INC. 9,242 $268K 0.17% 0 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 9,183 $266K 0.04% new 13F-HR Timeline Elevation Advisory Partners LLC More: the full row for Elevation Advisory Partners LLC 11,547 $266K 0.25% 13F-HR Timeline BancFirst Trust & Investment Management More: the full row for BancFirst Trust & Investment Management 9,223 $265K 0.12% -48 13F-HR Timeline A&I FINANCIAL SERVICES, LLC More: the full row for A&I FINANCIAL SERVICES, LLC 9,156 $265K 0.13% new 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 9,156 $265K 0.09% 0 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 9,155 $265K 0.03% -83 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 9,461 $265K 0.09% -1,200 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 9,149 $265K 0.02% new 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 9,119 $264K 0.08% -2,577 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 9,117 $264K 0.01% 0 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 9,110 $264K 0.05% +98 13F-HR Timeline Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 9,105 $264K 0.08% +392 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 9,101 $264K 0.04% -16 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 9,096 $264K 0.08% +519 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 9,090 $264K <0.01% -464 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 9,076 $263K 0.07% -515 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 9,075 $263K <0.01% +472 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 9,063 $263K 0.01% 0 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 9,063 $263K 0.15% +9 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 9,059 $263K 0.02% -1,283 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 9,058 $263K 0.06% +647 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 9,040 $262K 0.07% 0 13F-HR Timeline Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 9,026 $262K 0.06% -1,419 13F-HR Timeline Golden Reserve Retirement LLC More: the full row for Golden Reserve Retirement LLC 9,025 $262K 0.05% +944 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 9,020 $261K 0.09% +52 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 9,004 $261K 0.02% +647 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 8,993 $261K 0.09% -1,518 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 8,972 $260K 0.11% new 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 8,967 $260K 0.04% -145 13F-HR Timeline Group SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 8,965 $260K 0.04% new 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 8,952 $260K 0.04% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 8,938 $259K 0.03% 0 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 8,923 $259K 0.1% +34 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 8,911 $258K 0.09% -288 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 8,900 $258K 0.02% -3,755 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 8,875 $257K 0.02% -1,800 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 8,858 $257K 0.03% +2,800 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 8,857 $257K 0.05% -591 13F-HR Timeline Pathfinder Wealth Consulting, Inc. More: the full row for Pathfinder Wealth Consulting, Inc. 8,849 $257K 0.17% +223 13F-HR Timeline Vista Cima Wealth Management LLC More: the full row for Vista Cima Wealth Management LLC 8,843 $256K 0.25% new 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 8,804 $255K 0.14% new 13F-HR Timeline CPWA, LLC More: the full row for CPWA, LLC 10,262 $255K 0.3% 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 8,789 $255K 0.01% -417 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 8,777 $254K 0.07% -2,931 13F-HR Timeline ASHFORD CAPITAL MANAGEMENT INC More: the full row for ASHFORD CAPITAL MANAGEMENT INC 8,770 $254K 0.03% 0 13F-HR Timeline Warburton Capital Management, LLC More: the full row for Warburton Capital Management, LLC 9,466 $254K 0.12% +741 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 8,760 $254K 0.02% +1 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 9,687 $254K 0.05% +10 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 8,731 $253K 0.07% -2,065 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 8,719 $253K 0.1% -208 13F-HR Timeline RPG Investment Advisory, LLC More: the full row for RPG Investment Advisory, LLC 8,712 $253K 0.03% -1,000 13F-HR Timeline RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 8,705 $252K 0.19% 0 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 8,700 $252K 0.06% -2,000 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 8,677 $252K 0.04% 0 13F-HR Timeline AFG FIDUCIARY SERVICES LIMITED PARTNERS… More: the full row for AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 8,881 $251K 0.15% +32 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 8,675 $251K 0.02% new 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 8,656 $251K 0.1% new 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 8,641 $251K 0.02% +66 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 8,635 $250K 0.03% 0 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 8,622 $250K 0.14% +432 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 8,588 $249K 0.09% -237 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 8,553 $248K 0.08% -238 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 8,531 $247K 0.14% -10 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 8,529 $247K 0.04% new 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 8,522 $247K 0.05% new 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 8,495 $246K 0.12% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 8,470 $246K 0.17% -3,837 13F-HR Timeline RM Financial Services, LLC More: the full row for RM Financial Services, LLC 8,484 $246K 0.21% -623 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 8,483 $246K 0.11% new 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 8,464 $245K 0.04% new 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 8,434 $244K 0.18% -40 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 8,426 $244K 0.03% -1,017 13F-HR Timeline Townsend & Associates, Inc More: the full row for Townsend & Associates, Inc 9,378 $244K 0.02% new 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 8,389 $243K 0.1% +35 13F-HR/A Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 8,382 $243K 0.05% 0 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 8,364 $242K 0.19% +2,389 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 8,362 $242K 0.06% new 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 8,324 $242K 0.13% new 13F-HR Timeline MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 8,339 $242K 0.05% -275 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 8,320 $241K 0.03% new 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 8,300 $241K <0.01% -6,000 13F-HR Timeline Group Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 8,304 $241K 0.12% +4 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 8,295 $240K 0.06% -91 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 8,272 $240K 0.07% -2,572 13F-HR Timeline Mendel Capital Management LLC More: the full row for Mendel Capital Management LLC 8,261 $239K 0.12% 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 8,259 $239K 0.07% -134,458 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 8,247 $239K 0.02% -310 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 8,225 $238K 0.05% 0 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 8,224 $238K 0.06% -298 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 8,216 $238K 0.16% -65 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 8,211 $238K 0.05% +955 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 8,206 $238K 0.14% +1 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 8,190 $237K 0.02% -682 13F-HR Timeline Spectrum Investment Advisors, Inc. More: the full row for Spectrum Investment Advisors, Inc. 8,185 $237K 0.12% +72 13F-HR Timeline Stronghold Wealth Management L.L.C. More: the full row for Stronghold Wealth Management L.L.C. 8,183 $237K 0.36% new 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 8,174 $237K 0.02% new 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 8,173 $237K 0.03% +1,287 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 8,164 $237K 0.02% -440 13F-HR Timeline Group Riverview Trust Co More: the full row for Riverview Trust Co 8,146 $236K 0.29% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 8,129 $236K 0.07% -55 13F-HR Timeline Wiser Wealth Management, Inc More: the full row for Wiser Wealth Management, Inc 8,139 $236K 0.05% new 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 8,139 $236K 0.16% 0 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 8,136 $236K 0.07% -3,710 13F-HR Timeline Zinnia Wealth Advisory, LLC More: the full row for Zinnia Wealth Advisory, LLC 8,133 $236K 0.26% -1,101 13F-HR Timeline