LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 1,152 $485K 0.08% +70 13F-HR Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 1,152 $485K 0.27% -50 13F-HR Timeline SWS Partners More: the full row for SWS Partners 1,151 $484K 0.1% 0 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 1,151 $484K 0.3% -276 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 1,151 $484K 0.13% -214 13F-HR Timeline Dash Acquisitions Inc. More: the full row for Dash Acquisitions Inc. 1,478 $484K 0.1% -304 13F-HR Timeline Evergreen Advisors, LLC More: the full row for Evergreen Advisors, LLC 1,150 $484K 0.1% +997 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 1,150 $484K 0.04% +11 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 1,149 $483K 0.04% -3,628 13F-HR Timeline Iyo Bank, Ltd. More: the full row for Iyo Bank, Ltd. 1,147 $482K 0.15% 0 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 1,145 $482K 0.05% +500 13F-HR Timeline Reliant Investment Management, LLC More: the full row for Reliant Investment Management, LLC 1,145 $482K 0.17% +32 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 1,141 $480K 0.29% 0 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 1,531 $479K 0.14% -154 13F-HR Timeline Financial Advisory Corp More: the full row for Financial Advisory Corp 1,138 $479K 0.06% +73 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 1,138 $479K 0.24% 0 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 1,137 $478K 0.07% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 1,135 $477K 0.07% +5 13F-HR Timeline Markin Asset Management, LP in group Markin Asset Management, LP More: the full row for Markin Asset Management, LP 1,135 $477K 0.41% 0 13F-HR Timeline Group NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,134 $477K 0.03% -1,632 13F-HR Timeline Group United Community Bank in group United Community Bank More: the full row for United Community Bank 1,134 $477K 0.15% +45 13F-HR Timeline Group Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 1,134 $477K 0.23% +62 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 1,133 $477K 0.08% -303 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 1,129 $475K 0.06% +121 13F-HR Timeline AllGen Financial Advisors, Inc. More: the full row for AllGen Financial Advisors, Inc. 1,129 $475K 0.1% 0 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 1,128 $474K 0.04% new 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 1,127 $474K 0.11% +66 13F-HR Timeline Arbor Wealth Management LLC\AZ More: the full row for Arbor Wealth Management LLC\AZ 1,126 $474K 0.42% 0 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 1,125 $473K 0.04% -487 13F-HR Timeline Aldebaran Financial Inc. More: the full row for Aldebaran Financial Inc. 1,124 $473K 0.38% 0 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 1,124 $473K 0.06% 0 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 1,122 $472K 0.27% +5 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 1,122 $472K 0.15% +187 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 1,121 $471K 0.05% +56 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 1,121 $471K 0.05% -77 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 1,119 $471K 0.12% 0 13F-HR Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 1,118 $470K 0.16% 0 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 1,115 $469K 0.26% -72 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 1,115 $469K 0.26% +73 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 1,114 $469K 0.05% +10 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 1,114 $469K 0.13% -186 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 1,114 $469K 0.26% +615 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 1,503 $468K 0.06% -103 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 1,112 $468K 0.13% -272 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 1,112 $468K 0.36% 0 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 1,112 $468K 0.14% +314 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 1,112 $468K 0.26% +10 13F-HR Timeline Leslie Global Wealth, LLC More: the full row for Leslie Global Wealth, LLC 1,110 $467K 0.18% +7 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 1,108 $466K 0.17% +339 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 1,108 $466K 0.1% -68 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 1,106 $465K 0.19% 0 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 1,106 $465K 0.18% -101 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 1,181 $465K 0.05% +40 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,104 $464K 0.05% +28 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 1,104 $464K 0.21% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,104 $464K 0.21% +240 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 1,103 $464K 0.02% -3 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 1,103 $464K 0.04% -53 13F-HR/A Timeline Fullerton Advisors, LLC More: the full row for Fullerton Advisors, LLC 1,103 $464K 0.43% +11 13F-HR Timeline Foundry Financial Group, Inc. More: the full row for Foundry Financial Group, Inc. 1,102 $464K 0.2% +431 13F-HR Timeline Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 1,101 $463K 0.2% -119 13F-HR Timeline BETO FINANCIAL GROUP, LLC More: the full row for BETO FINANCIAL GROUP, LLC 1,253 $463K 0.24% +50 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 1,100 $463K 0.41% +16 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 1,099 $462K 0.13% -18 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 1,358 $462K 0.25% +8 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 1,097 $462K 0.05% -33 13F-HR Timeline Altus Wealth Management, LLC More: the full row for Altus Wealth Management, LLC 1,095 $460K 0.18% -20 13F-HR Timeline FWG Investments, LLC. More: the full row for FWG Investments, LLC. 1,094 $460K 0.24% +2 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 1,093 $460K 0.02% +78 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 1,093 $460K 0.3% +107 13F-HR Timeline Capstone Wealth Management, LLC More: the full row for Capstone Wealth Management, LLC 1,093 $460K 0.21% +432 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 1,092 $459K 0.22% -35 13F-HR Timeline Investment Management Trust, LLC More: the full row for Investment Management Trust, LLC 1,092 $459K 0.41% 0 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 1,091 $459K 0.17% new 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 1,090 $458K 0.26% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 1,089 $458K 0.23% -218 13F-HR Timeline Parsonex Advisory Services, Inc. More: the full row for Parsonex Advisory Services, Inc. 1,089 $458K 0.4% -59 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 1,084 $456K 0.12% -328 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 1,083 $456K 0.14% 0 13F-HR Timeline Kingstone Capital Partners Texas, LLC More: the full row for Kingstone Capital Partners Texas, LLC 1,081 $455K 0.24% +35 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 1,080 $454K 0.1% 0 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 1,079 $454K 0.17% +11 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 1,075 $453K 0.04% 0 13F-HR Timeline MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 1,077 $453K 0.19% -63 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 1,075 $452K 0.28% -782 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 1,074 $452K 0.08% +27 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 1,073 $451K 0.21% -320 13F-HR Timeline Zeit Capital LLC More: the full row for Zeit Capital LLC 1,073 $451K 0.27% -30 13F-HR Timeline Highland Financial Advisors, LLC More: the full row for Highland Financial Advisors, LLC 1,073 $451K 0.1% -5 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 1,070 $450K 0.01% +158 13F-HR Timeline Wellment Financial More: the full row for Wellment Financial 1,070 $450K 0.51% +171 13F-HR Timeline DORVAL Corp More: the full row for DORVAL Corp 1,068 $449K 0.13% +103 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 1,067 $449K 0.16% 0 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 1,065 $448K 0.26% +12 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 1,065 $448K 0.21% +103 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 1,064 $448K 0.13% +35 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 1,064 $448K 0.11% +21 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 1,063 $447K 0.1% +5 13F-HR Timeline ProCore Advisors, LLC More: the full row for ProCore Advisors, LLC 1,061 $446K 0.55% +31 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 1,058 $445K 0.08% +13 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 1,058 $445K 0.05% -26 13F-HR/A Timeline EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 1,056 $444K 0.19% -130 13F-HR Timeline S&A Financial Services, Inc. More: the full row for S&A Financial Services, Inc. 1,054 $443K 0.27% -30 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 1,050 $442K 0.07% +114 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 1,050 $442K 0.11% -195 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 1,049 $441K 0.23% +127 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 1,046 $440K 0.19% -1 13F-HR Timeline Mission Financial Group, LLC More: the full row for Mission Financial Group, LLC 1,045 $440K 0.36% 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 1,040 $437K 0.11% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 1,039 $437K 0.26% +15 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 1,038 $437K 0.24% +60 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 1,035 $435K 0.04% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 1,035 $435K 0.14% -137 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 1,034 $435K 0.02% 0 13F-HR Timeline Group ZEVIN ASSET MANAGEMENT LLC More: the full row for ZEVIN ASSET MANAGEMENT LLC 1,033 $434K 0.06% -50 13F-HR Timeline O'Connor Financial Group LLC More: the full row for O'Connor Financial Group LLC 1,029 $433K 0.15% +96 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 1,028 $432K <0.01% +24 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 1,027 $432K 0.04% 13F-HR Timeline Group Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 1,027 $432K 0.06% +254 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 1,027 $432K 0.17% 0 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 1,027 $432K 0.09% +205 13F-HR Timeline Taylor Securities Services, Inc. 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More: the full row for Houlihan Financial Resource Group, Ltd. 1,015 $427K 0.15% 0 13F-HR Timeline Crystal Cove Asset Management, LLC More: the full row for Crystal Cove Asset Management, LLC 1,014 $426K 0.47% 0 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 1,013 $426K 0.14% 0 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 1,010 $425K 0.19% +435 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 1,010 $425K 0.15% -613 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 1,009 $424K 0.05% -19 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 1,009 $424K 0.08% +2 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 1,009 $424K 0.26% -94 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 1,008 $424K 0.01% -720 13F-HR Timeline Group AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 1,006 $423K 0.09% -2 13F-HR Timeline STAGE HARBOR FINANCIAL, LLC More: the full row for STAGE HARBOR FINANCIAL, LLC 1,004 $422K 0.24% -36 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 1,003 $422K 0.13% +87 13F-HR Timeline Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 1,068 $421K 0.27% 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 1,001 $421K 0.11% 0 13F-HR Timeline Shay Capital LLC More: the full row for Shay Capital LLC 1,000 $421K 0.05% -6,500 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 1,000 $421K 0.16% 0 13F-HR Timeline Systrade AG More: the full row for Systrade AG 1,000 $421K 0.26% 0 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 1,000 $421K 0.11% 0 13F-HR Timeline DEFINE FINANCIAL, LLC More: the full row for DEFINE FINANCIAL, LLC 998 $420K 0.19% +262 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 998 $420K 0.13% +115 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 998 $420K 0.16% 0 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 997 $419K 0.29% -20 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 995 $418K 0.06% +20 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 994 $418K 0.12% +24 13F-HR Timeline Avant Financial Advisors LLC More: the full row for Avant Financial Advisors LLC 992 $417K 0.26% +110 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 991 $417K 0.1% 0 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 987 $415K 0.13% +199 13F-HR Timeline Eagle Capital Management, LLC More: the full row for Eagle Capital Management, LLC 986 $415K 0.14% 0 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 986 $415K 0.03% -161 13F-HR Timeline WPWealth LLP More: the full row for WPWealth LLP 984 $414K 0.06% +272 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 980 $412K <0.01% +301 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 978 $411K 0.01% +295 13F-HR Timeline America First Investment Advisors, LLC More: the full row for America First Investment Advisors, LLC 975 $410K 0.08% 0 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 975 $410K 0.01% +335 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 974 $410K 0.04% 0 13F-HR Timeline Base Wealth Management LLC More: the full row for Base Wealth Management LLC 973 $409K 0.19% 0 13F-HR Timeline TRUEFG, LLC More: the full row for TRUEFG, LLC 972 $409K 0.1% -210 13F-HR Timeline Commerce Advisors, LLC More: the full row for Commerce Advisors, LLC 971 $408K 0.22% -38 13F-HR Timeline LANGLEY WEALTH MANAGEMENT, LLC More: the full row for LANGLEY WEALTH MANAGEMENT, LLC 970 $408K 0.4% 13F-HR/A Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 965 $406K 0.07% -2 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 963 $405K 0.15% 0 13F-HR Timeline Baskin Financial Services Inc. More: the full row for Baskin Financial Services Inc. 962 $405K 0.03% 0 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 1,062 $404K 0.05% +174 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 960 $404K 0.22% 0 13F-HR Timeline GREAT OAK CAPITAL PARTNERS, LLC More: the full row for GREAT OAK CAPITAL PARTNERS, LLC 1,022 $404K 0.09% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 960 $404K 0.05% +211 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 959 $403K 0.19% 0 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 959 $403K 0.13% -274 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 958 $403K 0.15% -5 13F-HR Timeline 25 LLC More: the full row for 25 LLC 956 $402K 0.11% -68 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 955 $402K 0.08% -257 13F-HR Timeline Rather & Kittrell, Inc. 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More: the full row for Mengis Capital Management, Inc. 942 $396K 0.06% 0 13F-HR Timeline Vertrix Wealth Management, LLC More: the full row for Vertrix Wealth Management, LLC 941 $396K 0.13% -32 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 940 $395K 0.13% -72 13F-HR Timeline Wagner Wealth Management, Corp More: the full row for Wagner Wealth Management, Corp 940 $395K 0.32% +10 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 939 $395K 0.18% -2,823 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 938 $395K 0.14% +36 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 938 $395K 0.08% 0 13F-HR Timeline Pinpoint Asset Management (Singapore) P… More: the full row for Pinpoint Asset Management (Singapore) Pte. Ltd. 937 $394K 0.08% +262 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 936 $394K 0.07% -17 13F-HR Timeline