Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 2,127 $341K 0.02% +45 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 2,124 $339K 0.06% +39 13F-HR Timeline Busey Bank More: the full row for Busey Bank 2,116 $338K 0.01% +20 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 2,114 $338K 0.02% -1,420 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 2,110 $337K 0.21% 0 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 2,108 $337K 0.17% -120 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 2,107 $337K 0.11% +758 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 2,105 $336K 0.04% 0 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 2,102 $336K 0.08% 0 13F-HR Timeline AMG Asset Management Group, Inc. More: the full row for AMG Asset Management Group, Inc. 2,097 $335K 0.26% new 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 2,096 $335K 0.07% -88 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 2,071 $333K 0.1% +22 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 2,077 $332K 0.08% +533 13F-HR Timeline BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 2,070 $331K 0.08% +1,844 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 2,068 $330K 0.24% 0 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 2,065 $330K 0.12% +75 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 2,062 $329K 0.12% +351 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 2,062 $329K 0.16% +1 13F-HR Timeline Antonelli Financial Advisors, LLC More: the full row for Antonelli Financial Advisors, LLC 2,059 $329K 0.23% 0 13F-HR Timeline Nolet Wealth Management, LLC More: the full row for Nolet Wealth Management, LLC 2,060 $329K 0.19% 0 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 2,061 $328K 0.04% new 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 2,055 $328K +300 Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 2,051 $328K 0.1% +1 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 2,048 $327K 0.02% +303 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 2,043 $326K 0.03% new 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 2,042 $326K 0.04% +708 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 2,042 $326K 0.06% +265 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 2,043 $326K 0.03% 0 13F-HR Timeline MIRAMONTES CAPITAL, LLC More: the full row for MIRAMONTES CAPITAL, LLC 2,040 $326K 0.11% -19 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 2,038 $325K 0.05% +189 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 2,036 $325K 0.1% +420 13F-HR Timeline Ballast Financial Advisors LLC More: the full row for Ballast Financial Advisors LLC 2,035 $325K 0.33% +5 13F-HR Timeline Integrated Wealth Management More: the full row for Integrated Wealth Management 2,034 $325K 0.37% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 2,030 $324K 0.1% 0 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 2,028 $324K 0.16% -114 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 2,024 $323K 0.21% -298 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 2,011 $321K 0.03% -1,336 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 2,009 $321K 0.03% -353 13F-HR Timeline Connecticut Capital Management Group, L… More: the full row for Connecticut Capital Management Group, LLC 2,009 $321K 0.3% +3 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 2,007 $321K 0.11% +3 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 2,006 $320K 0.08% -980 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 2,000 $319K 0.03% -380 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 2,000 $319K <0.01% 0 13F-HR Timeline Group M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 1,997 $319K 0.2% +215 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 1,997 $319K 0.03% -272 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 1,997 $319K 0.02% +18 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 1,994 $318K 0.03% 0 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 1,993 $318K 0.12% -14 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 1,991 $318K 0.08% +2 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 1,990 $318K 0.07% -221 13F-HR Timeline OV Management LLC More: the full row for OV Management LLC 1,987 $317K 0.65% -6,034 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 1,973 $315K 0.04% 0 13F-HR Timeline Stronghold Wealth Management L.L.C. More: the full row for Stronghold Wealth Management L.L.C. 1,973 $315K 0.48% +72 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 1,972 $315K 0.05% new 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 1,968 $314K 0.03% new 13F-HR Timeline Group DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 1,967 $314K 0.2% -58 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 1,960 $313K 0.03% 0 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 1,960 $313K 0.04% new 13F-HR Timeline Stillwater Private Wealth, LLC More: the full row for Stillwater Private Wealth, LLC 1,962 $313K 0.26% 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 1,955 $312K 0.21% -646 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 1,953 $312K 0.09% -519 13F-HR/A Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 1,952 $312K 0.08% +106 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 1,951 $312K 0.1% new 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 1,947 $311K 0.06% -738 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 1,946 $311K 0.06% +177 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 1,940 $310K 0.23% 0 13F-HR Timeline Constitution Capital LLC More: the full row for Constitution Capital LLC 1,935 $309K 0.15% -255 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 1,926 $308K 0.08% +141 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 1,925 $307K 0.14% +473 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 1,922 $307K 0.03% -40 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 1,919 $306K 0.02% +356 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 1,918 $306K 0.02% +23 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 1,917 $306K 0.21% +74 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 1,915 $306K 0.05% -94 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 1,912 $305K 0.03% -150 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 1,908 $305K 0.14% new 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 1,907 $305K 0.06% +35 13F-HR Timeline JACOBS LEVY EQUITY MANAGEMENT, INC More: the full row for JACOBS LEVY EQUITY MANAGEMENT, INC 1,901 $304K <0.01% -14,070 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 1,895 $303K 0.08% -1,465 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 1,893 $302K 0.11% -542 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 1,892 $302K 0.06% -417 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 1,892 $302K 0.2% new 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 1,890 $302K 0.04% +560 13F-HR Timeline WAYSTONE ADVISORS LLC More: the full row for WAYSTONE ADVISORS LLC 1,885 $301K 0.27% +537 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 1,872 $299K 0.01% -7 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 1,868 $298K 0.09% +2 13F-HR Timeline Powerhouse Assets LLC More: the full row for Powerhouse Assets LLC 1,867 $298K 0.26% 0 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 1,860 $297K 0.05% -266 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 1,859 $297K 0.02% +106 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 1,859 $297K 0.01% -510 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 1,858 $297K 0.03% -76 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 1,852 $296K 0.02% 0 13F-HR Timeline Group Asset Planning,Inc More: the full row for Asset Planning,Inc 1,852 $296K 0.21% +154 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 1,848 $295K 0.15% +140 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 1,847 $295K 0.03% new 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 1,837 $293K 0.04% new 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 1,834 $293K 0.05% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,833 $293K 0.04% +91 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 1,833 $293K 0.05% 0 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 1,831 $293K 0.02% +135 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 1,832 $293K 0.21% 0 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 1,823 $291K 0.15% -27 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 1,818 $290K 0.06% -7 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 1,808 $289K 0.04% +3 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 1,807 $289K 0.25% +314 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 1,782 $288K 0.02% new 13F-HR Timeline Momentous Wealth Management, Inc. More: the full row for Momentous Wealth Management, Inc. 1,802 $288K 0.16% +2 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 1,802 $288K 0.21% +169 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 1,801 $288K 0.05% +60 13F-HR Timeline Rayburn West Financial Services LLC More: the full row for Rayburn West Financial Services LLC 1,800 $287K 0.17% 0 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 1,800 $287K 0.03% +378 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 1,797 $287K 0.01% -18 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 1,794 $287K 0.12% +17 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 1,787 $285K 0.04% +186 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 1,785 $285K 0.11% -141 13F-HR Timeline ADVISORTRUST PARTNERS, LLC More: the full row for ADVISORTRUST PARTNERS, LLC 1,782 $285K 0.12% -187 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 1,781 $284K 0.02% +316 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 1,781 $284K 0.13% -82 13F-HR Timeline BNB Wealth Management, LLC More: the full row for BNB Wealth Management, LLC 1,776 $284K 0.18% +3 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 1,776 $284K 0.02% +311 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 1,770 $283K 0.12% 0 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 2,116 $283K 0.09% -874 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 1,768 $282K 0.05% -156 13F-HR Timeline OFS Enterprise LLC More: the full row for OFS Enterprise LLC 1,764 $282K 0.08% 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 1,763 $281K 0.05% +1 13F-HR Timeline WOODLEY FARRA MANION PORTFOLIO MANAGEME… More: the full row for WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 1,756 $280K 0.01% -153 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 1,756 $280K 0.06% -27 13F-HR Timeline Gilbert Capital Group, Inc. More: the full row for Gilbert Capital Group, Inc. 1,754 $280K 0.22% 0 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 1,754 $280K 0.06% +20 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 1,750 $279K 0.02% -844 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 1,750 $279K 0.12% 0 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 1,746 $279K 0.08% -159 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 1,719 $279K 0.16% new 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 1,744 $279K 0.08% 0 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 1,740 $278K 0.07% 0 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 1,735 $277K 0.07% 0 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 1,733 $277K 0.06% +36 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 1,729 $276K 0.22% +105 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 1,721 $275K 0.02% new 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,718 $274K 0.01% +3 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 1,714 $274K 0.16% +210 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 1,712 $273K 0.13% -98 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 1,706 $272K 0.01% new 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 1,705 $272K 0.06% +209 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 1,705 $272K 0.14% 0 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 1,703 $272K 0.18% +89 13F-HR Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 1,693 $270K 0.27% new 13F-HR Timeline KLEIN PAVLIS & PEASLEY FINANCIAL, INC. More: the full row for KLEIN PAVLIS & PEASLEY FINANCIAL, INC. 1,692 $270K 0.15% -12 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 1,689 $270K 0.04% +25 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 1,688 $270K 0.02% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 1,686 $269K 0.11% +179 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 1,684 $269K 0.02% new 13F-HR Timeline Blom & Howell Financial Planning, Inc. More: the full row for Blom & Howell Financial Planning, Inc. 1,682 $269K 0.26% -289 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 1,682 $269K 0.03% +71 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 1,682 $269K 0.03% -381 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 1,681 $268K 0.09% -66 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 1,680 $268K 0.14% 0 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 1,674 $268K 0.07% -7 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 1,675 $268K 0.08% new 13F-HR Timeline Lighthouse Financial LLC More: the full row for Lighthouse Financial LLC 1,674 $267K 0.16% +14 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 1,664 $266K 0.09% -38 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 1,660 $265K 0.01% 0 13F-HR Timeline Purewater Capital LLC More: the full row for Purewater Capital LLC 1,659 $265K 0.25% 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 1,659 $265K 0.08% 0 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 1,650 $264K 0.06% -18 13F-HR Timeline Piedmont Capital Management, LLC/NC More: the full row for Piedmont Capital Management, LLC/NC 1,649 $263K 0.18% 0 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 1,636 $263K 0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,646 $263K 0.05% +1,579 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 1,644 $263K 0.1% -126 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 1,641 $262K 0.07% +236 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 1,640 $262K 0.04% -90 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 1,638 $262K 0.09% +27 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 1,635 $261K 0.02% new 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 1,635 $261K 0.14% -55 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 1,626 $260K 0.18% 0 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 1,625 $260K 0.12% +10 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 1,625 $259K 0.06% +3 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 1,624 $259K 0.05% -201 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 1,623 $259K 0.08% -54 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 1,621 $259K 0.04% +232 13F-HR Timeline Group Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 1,619 $259K <0.01% new 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 1,618 $258K 0.15% -24 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 1,613 $258K 0.07% +37 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 1,613 $258K 0.02% +134 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 1,607 $257K 0.01% -23 13F-HR Timeline OAK RIDGE INVESTMENTS LLC More: the full row for OAK RIDGE INVESTMENTS LLC 1,606 $256K 0.02% -145 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 1,603 $256K 0.03% +24 13F-HR Timeline Financial Solutions Advisory Group, Inc. More: the full row for Financial Solutions Advisory Group, Inc. 1,600 $256K 0.04% 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 1,598 $255K 0.03% 0 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 1,597 $255K 0.03% new 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 1,596 $255K 0.02% +996 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 1,593 $254K 0.09% -4 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 1,592 $254K 0.11% +7 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 1,587 $253K 0.05% +7 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 1,587 $253K 0.06% +21 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 1,584 $253K 0.04% +236 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 1,583 $253K 0.06% +32 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 1,582 $253K 0.02% +140 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 1,582 $253K 0.02% +330 13F-HR Timeline Group Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 1,577 $252K 0.02% new 13F-HR Timeline