Tortuga Wealth Management, Inc More: the full row for Tortuga Wealth Management, Inc 2,723 $330K 0.31% -567 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 2,720 $330K 0.1% 0 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 2,716 $329K 0.02% -332 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 2,715 $329K 0.04% +215 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,704 $328K <0.01% new 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 2,695 $327K 0.04% -169 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 2,676 $326K <0.01% 0 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 2,687 $326K 0.17% +569 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 2,686 $326K 0.27% new 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 2,665 $323K 0.02% +184 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 2,653 $322K 0.03% new 13F-HR Timeline American Trust More: the full row for American Trust 2,641 $320K 0.03% new 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 2,638 $320K 0.02% -88 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 2,635 $319K 0.02% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,625 $318K 0.01% +936 13F-HR Timeline Group Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 2,626 $317K 0.09% -193 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 2,625 $316K 0.07% +29 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 2,608 $316K 0.03% new 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 2,603 $315K 0.03% new 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 2,601 $315K 0.02% -86,129 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 2,599 $315K 0.02% +434 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 2,592 $314K 0.02% new 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 2,584 $313K 0.02% +233 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 2,568 $311K 0.08% -285 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 2,567 $311K 0.05% +21 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 2,558 $310K 0.02% -18 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 2,551 $309K 0.02% -432 13F-HR Timeline Group Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 2,550 $309K 0.15% 0 13F-HR Timeline Group Pingora Partners LLC More: the full row for Pingora Partners LLC 2,541 $308K 0.18% 0 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 2,533 $307K 0.08% new 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 2,530 $307K 0.11% -590 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 2,529 $307K <0.01% -363 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 2,529 $307K 0.16% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 2,521 $306K 0.1% -158 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 2,516 $305K 0.01% 0 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 2,522 $304K 0.02% +80 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 2,505 $304K 0.08% -65 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 2,505 $304K 0.15% +194 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 2,499 $303K 0.07% -185 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 2,496 $302K 0.01% +159 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 2,495 $302K <0.01% -237 13F-HR Timeline Monte Financial Group, LLC More: the full row for Monte Financial Group, LLC 2,491 $302K 0.11% -3,512 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 2,482 $301K 0.07% +86 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 2,480 $301K 0.03% +2 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 2,474 $300K 0.01% +81 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 2,472 $300K 0.03% 0 13F-HR Timeline Wolfstich Capital, LLC More: the full row for Wolfstich Capital, LLC 2,521 $299K 0.26% new 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 2,460 $298K 0.01% 0 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 2,460 $298K 0.05% 0 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 2,454 $297K 0.02% 0 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 2,452 $297K 0.14% new 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 2,449 $297K 0.03% 0 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 2,442 $296K 0.03% +157 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 2,437 $295K 0.25% new 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 2,436 $295K 0.02% -118 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 2,430 $295K 0.04% +249 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 2,430 $295K 0.02% -15 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 2,420 $293K 0.01% -300 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 2,420 $293K 0.03% -94 13F-HR Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 2,412 $292K 0.3% 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 2,411 $292K 0.07% +275 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 2,400 $291K 0.01% new 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,396 $290K 0.03% +466 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 2,395 $290K 0.27% new 13F-HR Timeline Somerset Group LLC More: the full row for Somerset Group LLC 2,270 $290K 0.22% -2,270 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 2,387 $289K 0.02% +130 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 2,415 $289K 0.1% -11 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 2,365 $287K 0.04% -4 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 2,345 $284K 0.01% -703 13F-HR Timeline Accuvest Global Advisors More: the full row for Accuvest Global Advisors 2,345 $284K 0.26% +127 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 2,342 $284K 0.26% +1 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 2,341 $284K 0.04% new 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 2,333 $283K 0.02% -265 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 2,326 $282K 0.01% -99 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 2,324 $282K 0.02% +17 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 2,302 $281K 0.01% new 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 2,314 $280K 0.03% new 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 2,305 $279K 0.08% -1,202 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 2,303 $279K 0.16% 0 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 2,300 $279K 0.07% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 2,285 $277K 0.02% -149 13F-HR Timeline Altar Rock LLC More: the full row for Altar Rock LLC 2,283 $277K 0.32% -192 13F-HR Timeline A4 Wealth Advisors LLC More: the full row for A4 Wealth Advisors LLC 2,282 $277K 0.23% -1,564 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 2,278 $276K 0.02% 0 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 2,276 $276K 0.17% +17 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 2,275 $276K 0.02% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 2,271 $275K 0.01% 0 13F-HR/A Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 2,268 $275K 0.03% +6 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 2,261 $274K 0.03% -162 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 2,274 $274K <0.01% -38,081 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 2,256 $273K 0.07% new 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 2,256 $273K 0.08% +15 13F-HR Timeline Rare Wolf Capital LLC More: the full row for Rare Wolf Capital LLC 2,247 $272K 0.18% -536 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 2,244 $272K 0.01% +100 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 2,238 $271K 0.15% new 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 2,235 $271K 0.01% -765 13F-HR Timeline ArrowMark Colorado Holdings LLC More: the full row for ArrowMark Colorado Holdings LLC 2,234 $271K 0.01% -25,800 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 2,232 $271K 0.06% 0 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 2,231 $270K 0.03% +93 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 2,228 $270K 0.01% new 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 2,221 $269K 0.06% -35 13F-HR Timeline Corecam AG More: the full row for Corecam AG 2,262 $269K 0.24% new 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 2,210 $268K 0.08% 0 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 2,207 $267K 0.02% -35 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 2,204 $267K 0.04% -2,204 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 2,201 $267K 0.2% +319 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 2,201 $267K 0.06% +23 13F-HR Timeline Womack Financial LLC More: the full row for Womack Financial LLC 2,201 $267K 0.2% +124 13F-HR Timeline Beaumont Asset Management, L.L.C. More: the full row for Beaumont Asset Management, L.L.C. 2,194 $266K 0.12% -534 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 2,192 $266K 0.17% +55 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 2,192 $266K 0.01% new 13F-HR Timeline Group Mendel Money Management More: the full row for Mendel Money Management 2,184 $265K 0.11% -420 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 2,181 $264K 0.05% new 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 2,198 $264K 0.02% new 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 2,523 $263K 0.17% -62 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 2,168 $263K 0.05% -464 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 2,166 $263K <0.01% new 13F-HR Timeline J. R. Prunier Capital Management LLC More: the full row for J. R. Prunier Capital Management LLC 2,160 $262K 0.11% 0 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 2,157 $261K 0.01% new 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 2,147 $260K 0.02% -677 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 2,145 $260K 0.01% -1,163 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 2,139 $259K 0.01% -84 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 2,132 $258K 0.04% new 13F-HR Timeline Ramsay, Stattman, Vela & Price, Inc. More: the full row for Ramsay, Stattman, Vela & Price, Inc. 2,125 $258K 0.05% 0 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 2,109 $256K 0.01% new 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 2,106 $255K 0.05% -49 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 2,101 $255K 0.02% -135 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 2,100 $255K 0.05% new 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 2,100 $255K 0.02% 0 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 2,100 $255K 0.18% 0 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 2,093 $254K 0.1% 0 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 2,088 $253K 0.08% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Wealth Group Ltd More: the full row for Wealth Group Ltd 2,088 $253K 0.06% 0 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 1,950 $253K 0.05% -80 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 2,077 $252K 0.01% new 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 2,076 $252K 0.08% 0 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 2,076 $252K 0.01% -325 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 2,075 $251K 0.2% new 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 2,062 $251K 0.03% -467 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 2,073 $251K 0.04% -84 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 2,073 $251K 0.06% new 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 2,070 $251K 0.09% 0 13F-HR Timeline Salus Financial Advisors, LLC More: the full row for Salus Financial Advisors, LLC 2,054 $249K 0.15% 0 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 2,054 $249K 0.04% new 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 2,049 $248K 0.03% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,034 $247K 0.01% +31 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 2,035 $247K 0.02% 0 13F-HR Timeline Group Well Done, LLC More: the full row for Well Done, LLC 2,034 $247K 0.04% -16 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 2,027 $246K 0.01% -39 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 2,020 $245K 0.03% new 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 2,005 $243K <0.01% -106 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 2,004 $243K 0.14% -61 13F-HR Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 2,001 $243K 0.16% new 13F-HR Timeline STONEBRIDGE CAPITAL MANAGEMENT INC More: the full row for STONEBRIDGE CAPITAL MANAGEMENT INC 2,000 $242K 0.11% 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 2,000 $242K 0.07% 0 13F-HR Timeline Alpine Fox Capital LLC in group Alpine Fox Capital LLC More: the full row for Alpine Fox Capital LLC 2,000 $242K 0.23% -23,000 13F-HR Timeline Group CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,996 $242K 0.01% new 13F-HR Timeline Group Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 1,986 $241K 0.05% -218 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 1,986 $241K 0.03% new 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 1,978 $240K 0.02% +53 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,974 $239K 0.02% +184 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 1,843 $239K 0.08% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,973 $239K 0.01% -56 13F-HR Timeline Group Keel Point, LLC More: the full row for Keel Point, LLC 1,968 $239K 0.02% -474 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 1,953 $237K 0.11% new 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,950 $236K 0.02% new 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 2,062 $236K 0.01% -361 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 1,948 $236K 0.01% new 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 1,946 $236K 0.1% new 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 1,945 $236K 0.12% new 13F-HR Timeline Group Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 1,943 $236K 0.08% new 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 1,933 $234K 0.01% new 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 1,932 $234K 0.01% new 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 1,931 $234K 0.02% new 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 1,930 $234K 0.07% new 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 1,930 $234K 0.17% new 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 1,924 $233K 0.07% -207 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 1,923 $233K 0.79% +947 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 1,913 $232K 0.01% -727 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 1,913 $232K 0.02% 13F-HR Timeline Strong Tower Advisory Services More: the full row for Strong Tower Advisory Services 1,912 $232K 0.04% new 13F-HR Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 1,909 $231K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,906 $231K 0.01% +36 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 1,898 $230K 0.04% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,892 $229K 0.07% 0 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 1,883 $228K 0.05% new 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 1,882 $228K 0.03% -217 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 1,879 $228K 0.02% new 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 1,878 $228K 0.02% new 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 1,869 $227K 0.05% new 13F-HR Timeline Phillip James Consulting Co. More: the full row for Phillip James Consulting Co. 1,868 $226K 0.17% new 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 1,863 $226K 0.03% new 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 1,899 $226K 0.19% -3,311 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 1,815 $225K 0.06% new 13F-HR Timeline Cane Capital Partners, LLC More: the full row for Cane Capital Partners, LLC 1,853 $225K 0.1% -2,790 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 1,851 $224K 0.08% +9 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 1,850 $224K 0.08% new 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 1,845 $224K 0.01% new 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 1,844 $223K 0.09% new 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 1,841 $223K 0.01% new 13F-HR Timeline