Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 2,427 $296K 0.05% 13F-HR Timeline W1M Investment Management Ltd More: the full row for W1M Investment Management Ltd 2,428 $296K <0.01% 0 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 2,419 $295K 0.22% -159 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 2,414 $294K 0.1% -160 13F-HR Timeline George Kaiser Family Foundation More: the full row for George Kaiser Family Foundation 2,411 $294K 0.04% new 13F-HR Timeline Leith Wheeler Investment Counsel Ltd. More: the full row for Leith Wheeler Investment Counsel Ltd. 2,409 $293K 0.02% new 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 2,406 $293K 0.03% +157 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 2,405 $293K 0.13% new 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 2,404 $293K 0.09% 0 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 2,402 $293K 0.12% 0 13F-HR Timeline Intrinsic Value Partners, LLC More: the full row for Intrinsic Value Partners, LLC 2,396 $292K 0.29% -127 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 2,393 $291K 0.06% +4 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 2,388 $291K 0.17% +31 13F-HR Timeline Group WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 2,387 $291K 0.12% -450 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 2,380 $290K 0.14% 0 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 2,378 $290K 0.3% 0 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 2,374 $289K 0.1% -177 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 2,374 $289K 0.04% +202 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 2,376 $289K 0.07% +636 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 2,370 $289K 0.14% -30 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 2,359 $287K 0.01% 0 13F-HR Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 2,359 $287K 0.84% 0 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 2,355 $287K 0.26% 0 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 2,351 $286K 0.02% -95 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 2,346 $286K 0.07% 0 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 2,344 $285K 0.07% 0 13F-HR Timeline Edgestream Partners, L.P. 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More: the full row for Francis Financial, Inc. 2,080 $253K 0.06% -276 13F-HR Timeline 1858 WEALTH MANAGEMENT, LLC More: the full row for 1858 WEALTH MANAGEMENT, LLC 2,077 $253K 0.21% -153 13F-HR Timeline BROWN CAPITAL MANAGEMENT LLC More: the full row for BROWN CAPITAL MANAGEMENT LLC 2,072 $252K 0.01% -236 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 2,068 $252K 0.03% 0 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 2,130 $252K 0.27% +220 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 2,062 $251K 0.11% 0 13F-HR Timeline Antonelli Financial Advisors, LLC More: the full row for Antonelli Financial Advisors, LLC 2,059 $251K 0.2% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 2,058 $251K 0.02% -503 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 2,058 $251K 0.21% 0 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 2,058 $251K 0.14% +2 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 2,049 $250K 0.02% -77 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 2,042 $249K 0.34% +20 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 2,035 $248K 0.07% new 13F-HR Timeline GRAHAM CAPITAL WEALTH MANAGEMENT, LLC More: the full row for GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 2,035 $248K 0.27% -103 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 2,030 $247K 0.09% new 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 2,029 $247K 0.06% 0 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 2,028 $247K 0.15% new 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 2,022 $246K 0.16% new 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 2,014 $245K 0.04% -35 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 2,010 $245K 0.06% 0 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 2,008 $245K 0.08% -267 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 2,005 $244K 0.12% 0 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 2,005 $244K 0.19% 0 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 2,005 $244K 0.06% -11,483 13F-HR Timeline Physician Wealth Advisors, Inc. 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More: the full row for VeraBank, N.A. 1,837 $224K 0.06% +4 13F-HR Timeline Obsidian Personal Planning Solutions LLC More: the full row for Obsidian Personal Planning Solutions LLC 1,738 $224K 0.1% -44 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 1,832 $223K 0.21% 0 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 1,830 $223K 0.05% 0 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 1,842 $222K 0.07% 0 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 1,815 $221K 0.01% 0 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 1,809 $220K 0.02% +54 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 1,808 $220K 0.01% new 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 1,740 $220K 0.04% new 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 1,805 $220K 0.07% -3,925 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 1,805 $220K 0.07% 0 13F-HR Timeline Momentous Wealth Management, Inc. More: the full row for Momentous Wealth Management, Inc. 1,795 $219K 0.15% +14 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 1,793 $218K 0.1% -458 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 1,793 $218K 0.04% +67 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 1,701 $217K 0.09% +31 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 1,780 $217K 0.03% -21 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 1,773 $216K 0.06% -30 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 1,773 $216K 0.17% -704 13F-HR Timeline KLEIN PAVLIS & PEASLEY FINANCIAL, INC. More: the full row for KLEIN PAVLIS & PEASLEY FINANCIAL, INC. 1,752 $215K 0.15% new 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 1,764 $215K 0.12% -264 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 1,761 $215K 0.05% 0 13F-HR Timeline Wellington Shields Capital Management, … in group Wellington Shields Capital Ma… More: the full row for Wellington Shields Capital Management, LLC 1,755 $214K 0.04% 0 13F-HR Timeline Group Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 1,753 $214K 0.04% +1 13F-HR Timeline Constitution Capital LLC More: the full row for Constitution Capital LLC 1,753 $214K 0.12% -100 13F-HR Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 1,751 $213K 0.09% -111 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 1,750 $213K 0.02% 0 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 1,744 $212K 0.08% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 1,742 $212K 0.04% new 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 1,740 $212K 0.06% new 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 1,728 $210K 0.05% new 13F-HR Timeline OAK RIDGE INVESTMENTS LLC More: the full row for OAK RIDGE INVESTMENTS LLC 1,725 $210K 0.02% 0 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 1,725 $210K 0.12% 0 13F-HR Timeline Foster Group, Inc. 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