Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 832 $264K 0.11% -62 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 831 $264K 0.08% +22 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 831 $264K 0.19% +28 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 831 $264K 0.25% -45 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 830 $264K 0.04% -267 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 829 $263K 0.05% +225 13F-HR Timeline LITTLEJOHN FINANCIAL SERVICES, INC. More: the full row for LITTLEJOHN FINANCIAL SERVICES, INC. 829 $263K 0.2% -3,391 13F-HR Timeline RPS ADVISORY SOLUTIONS LLC More: the full row for RPS ADVISORY SOLUTIONS LLC 827 $263K 0.14% new 13F-HR Timeline PECAUT & CO. More: the full row for PECAUT & CO. 825 $262K 0.09% 0 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 825 $262K 0.21% new 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 825 $262K 0.09% -11 13F-HR Timeline Group Binnacle Investments Inc More: the full row for Binnacle Investments Inc 825 $262K 0.17% +53 13F-HR Timeline Granite Investment Partners, LLC More: the full row for Granite Investment Partners, LLC 824 $262K 0.01% 0 13F-HR Timeline PYA Waltman Capital, LLC More: the full row for PYA Waltman Capital, LLC 824 $262K 0.08% new 13F-HR Timeline Robbins Farley More: the full row for Robbins Farley 824 $262K 0.12% 0 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 823 $261K 0.21% new 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 822 $261K 0.12% -50 13F-HR Timeline Altus Wealth Management, LLC More: the full row for Altus Wealth Management, LLC 821 $261K 0.12% -104 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 820 $260K 0.18% new 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 820 $260K 0.12% new 13F-HR Timeline Warburton Capital Management, LLC More: the full row for Warburton Capital Management, LLC 807 $259K 0.15% -52 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 813 $258K 0.12% 0 13F-HR Timeline Alternative Investment Advisors, LLC. More: the full row for Alternative Investment Advisors, LLC. 813 $258K 0.13% new 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 812 $258K 0.18% +51 13F-HR Timeline MARSHALL & SULLIVAN INC /WA/ More: the full row for MARSHALL & SULLIVAN INC /WA/ 810 $257K 0.12% new 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 810 $257K 0.01% -901 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 992 $257K 0.06% 0 13F-HR Timeline Baskin Financial Services Inc. More: the full row for Baskin Financial Services Inc. 810 $257K 0.02% new 13F-HR Timeline Suncoast Equity Management More: the full row for Suncoast Equity Management 809 $257K 0.03% -1 13F-HR/A Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 809 $257K 0.01% +35 13F-HR Timeline RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 805 $256K 0.2% 0 13F-HR Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 803 $255K 0.04% -251 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 802 $255K 0.02% new 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 801 $254K 0.24% -100 13F-HR Timeline Parker Investment Management, LLC More: the full row for Parker Investment Management, LLC 800 $254K 0.04% -297 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 800 $254K 0.07% -145 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 800 $254K 0.16% -200 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 801 $254K 0.01% -60 13F-HR Timeline Amica Retiree Medical Trust More: the full row for Amica Retiree Medical Trust 799 $254K 0.37% 0 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 798 $253K 0.04% new 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 795 $253K 0.06% new 13F-HR Timeline WorthPointe, LLC More: the full row for WorthPointe, LLC 795 $253K 0.11% +22 13F-HR Timeline AMERICAN ASSET MANAGEMENT INC. More: the full row for AMERICAN ASSET MANAGEMENT INC. 794 $252K 0.23% new 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 794 $252K 0.02% +167 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 792 $252K 0.12% -54 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 792 $252K 0.12% -212 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 791 $251K 0.23% new 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 791 $251K 0.07% -149 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 790 $251K 0.28% new 13F-HR Timeline HICKORY ASSET MANAGEMENT, INC. More: the full row for HICKORY ASSET MANAGEMENT, INC. 790 $251K 0.21% 0 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 789 $251K 0.11% -165 13F-HR Timeline Enterprise Bank & Trust Co More: the full row for Enterprise Bank & Trust Co 787 $250K 0.09% -119 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 786 $250K 0.03% new 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 786 $250K 0.06% new 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 784 $249K 0.01% 0 13F-HR Timeline Group Fluent Financial, LLC More: the full row for Fluent Financial, LLC 784 $249K 0.1% new 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 836 $249K 0.08% new 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 783 $249K 0.04% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 783 $249K 0.02% +75 13F-HR Timeline GREAT OAK CAPITAL PARTNERS, LLC More: the full row for GREAT OAK CAPITAL PARTNERS, LLC 793 $249K 0.07% 0 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 781 $248K 0.02% new 13F-HR Timeline Highland Financial Advisors, LLC More: the full row for Highland Financial Advisors, LLC 781 $248K 0.08% new 13F-HR Timeline FOGEL CAPITAL MANAGEMENT, INC. More: the full row for FOGEL CAPITAL MANAGEMENT, INC. 780 $248K 0.13% -100 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 779 $247K 0.09% new 13F-HR Timeline Stephenson & Company, Inc. More: the full row for Stephenson & Company, Inc. 779 $247K 0.15% new 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 778 $247K 0.1% new 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 772 $245K 0.05% new 13F-HR Timeline KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 771 $245K 0.19% new 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 769 $244K 0.07% -190 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 769 $244K 0.13% +23 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 767 $244K 1.09% +23 13F-HR Timeline Kanen Wealth Management LLC More: the full row for Kanen Wealth Management LLC 766 $243K 0.09% new 13F-HR Timeline Oldfather Financial Services, LLC More: the full row for Oldfather Financial Services, LLC 764 $243K 0.08% new 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 764 $243K 0.09% new 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 763 $242K 0.08% new 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 763 $242K 0.24% -150 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 760 $241K 0.2% new 13F-HR Timeline Dynamic Financial Group More: the full row for Dynamic Financial Group 760 $241K 0.23% new 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 759 $241K 0.11% new 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 759 $241K 0.04% new 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 758 $241K 0.02% new 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 755 $240K 0.04% -51 13F-HR Timeline Hartmann Taylor Wealth Management, LLC More: the full row for Hartmann Taylor Wealth Management, LLC 755 $240K 0.2% -1,000 13F-HR Timeline Traction Financial Partners, LLC More: the full row for Traction Financial Partners, LLC 754 $240K 0.16% new 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 753 $239K 0.04% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 753 $239K 0.11% +6 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 753 $239K 0.08% -1,722 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 752 $239K 0.08% +5 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 750 $238K 0.01% -35 13F-HR Timeline Group Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 750 $238K 0.15% new 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT INC More: the full row for NORTHSTAR ASSET MANAGEMENT INC 749 $238K 0.07% -155 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 749 $238K 0.03% new 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 749 $238K 0.13% new 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 748 $238K 0.14% -165 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 748 $238K 0.1% 0 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 745 $237K 0.18% new 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 745 $237K 0.04% new 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 744 $236K 0.01% -300 13F-HR Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 742 $236K 0.09% new 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 740 $235K 0.05% +37 13F-HR Timeline Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 739 $235K 0.07% new 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 738 $234K 0.14% -265 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 738 $234K 0.08% new 13F-HR Timeline Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 738 $234K 0.19% new 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 737 $234K 0.03% new 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 736 $234K 0.01% -2,983 13F-HR Timeline TOBAM More: the full row for TOBAM 735 $233K 0.09% -807 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 705 $233K 0.1% new 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 731 $232K 0.02% new 13F-HR Timeline EUBEL BRADY & SUTTMAN ASSET MANAGEMENT … More: the full row for EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 731 $232K 0.03% new 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 729 $232K 0.16% +484 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 728 $231K 0.06% new 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 727 $231K 0.11% new 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 727 $231K 0.03% new 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 726 $231K 0.06% new 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 725 $230K 0.12% +266 13F-HR Timeline Newport Capital Group, LLC More: the full row for Newport Capital Group, LLC 724 $230K 0.16% new 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 723 $230K 0.05% new 13F-HR Timeline Cooper Capital Advisors LLC More: the full row for Cooper Capital Advisors LLC 723 $230K 0.22% new 13F-HR Timeline Waterford Advisors, LLC More: the full row for Waterford Advisors, LLC 2,702 $229K 0.09% new 13F-HR Timeline McCarthy & Cox More: the full row for McCarthy & Cox 720 $229K 0.06% new 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 719 $228K 0.02% new 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 719 $228K 0.33% new 13F-HR Timeline DEFINE FINANCIAL, LLC More: the full row for DEFINE FINANCIAL, LLC 718 $228K 0.15% new 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 717 $228K 0.07% new 13F-HR Timeline HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 716 $227K 0.03% new 13F-HR Timeline U S WEALTH GROUP, LLC. More: the full row for U S WEALTH GROUP, LLC. 872 $227K 0.18% new 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 714 $227K 0.02% new 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 735 $227K 0.1% +101 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 713 $226K 0.07% new 13F-HR Timeline PUFF WEALTH MANAGEMENT, LLC More: the full row for PUFF WEALTH MANAGEMENT, LLC 712 $226K 0.37% new 13F-HR Timeline Mill Capital Management, LLC More: the full row for Mill Capital Management, LLC 710 $226K 0.02% new 13F-HR Timeline KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 710 $226K 0.09% new 13F-HR Timeline PACK Private Wealth, LLC More: the full row for PACK Private Wealth, LLC 709 $225K 0.12% new 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 707 $225K 0.04% new 13F-HR Timeline Level Wealth Management LLC More: the full row for Level Wealth Management LLC 707 $225K 0.13% new 13F-HR Timeline Leverty Financial Group, LLC More: the full row for Leverty Financial Group, LLC 706 $224K 0.07% new 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 745 $224K 0.08% -101 13F-HR Timeline CULTIVAR CAPITAL, INC. More: the full row for CULTIVAR CAPITAL, INC. 705 $224K 0.16% new 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 705 $224K 0.05% new 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 702 $223K 0.05% -339 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 701 $223K 0.13% new 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 700 $222K 0.11% -2,598 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 699 $222K 0.03% new 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 696 $221K 0.12% -46 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 696 $221K 0.03% -324 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 693 $220K 0.01% -99 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 693 $220K 0.1% 0 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 747 $220K 0.11% new 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 689 $219K 0.02% -310 13F-HR Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 689 $219K 0.08% new 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 688 $219K 0.07% new 13F-HR Timeline Elite Financial, Inc. More: the full row for Elite Financial, Inc. 708 $218K 0.11% +364 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 686 $218K 0.18% new 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 686 $218K 0.03% 0 13F-HR Timeline WEYBOSSET RESEARCH & MANAGEMENT LLC More: the full row for WEYBOSSET RESEARCH & MANAGEMENT LLC 685 $218K 0.07% new 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 683 $217K 0.02% new 13F-HR Timeline Goodwin Investment Advisory More: the full row for Goodwin Investment Advisory 683 $217K 0.25% new 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 659 $216K 0.03% 13F-HR Timeline SFM, LLC d/b/a Sweeney Financial Adviso… More: the full row for SFM, LLC d/b/a Sweeney Financial Advisors 680 $216K 0.14% new 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 679 $216K 0.06% new 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 679 $216K <0.01% new 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 678 $215K 0.05% -26 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 678 $215K 0.05% new 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 677 $215K 0.16% new 13F-HR Timeline Adaptive Financial Consulting, LLC More: the full row for Adaptive Financial Consulting, LLC 675 $215K 0.09% new 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 675 $214K 0.01% -609 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 675 $214K 0.06% new 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 674 $214K 0.21% -18 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 674 $214K 0.07% new 13F-HR Timeline Dominguez Wealth Management Solutions, … More: the full row for Dominguez Wealth Management Solutions, Inc. 674 $214K 0.15% new 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 674 $214K 0.04% new 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 674 $214K 0.1% +35 13F-HR Timeline Foundry Financial Group, Inc. More: the full row for Foundry Financial Group, Inc. 671 $213K 0.12% new 13F-HR Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 670 $213K 0.07% new 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 670 $213K 0.15% new 13F-HR Timeline LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 670 $213K 0.2% new 13F-HR Timeline Wills Financial Group LLC More: the full row for Wills Financial Group LLC 670 $213K 0.09% new 13F-HR Timeline Refined Wealth Management More: the full row for Refined Wealth Management 668 $212K 0.15% new 13F-HR Timeline ODonnell Financial Services, LLC More: the full row for ODonnell Financial Services, LLC 668 $212K 0.08% new 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 666 $212K 0.06% new 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 665 $211K <0.01% new 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 665 $211K 0.04% -249 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 662 $210K 0.02% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 661 $210K 0.02% +553 13F-HR Timeline CUMBERLAND ADVISORS INC More: the full row for CUMBERLAND ADVISORS INC 660 $210K 0.09% new 13F-HR Timeline Skylands Capital, LLC More: the full row for Skylands Capital, LLC 660 $210K 0.03% new 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 660 $210K 0.05% new 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 659 $209K 0.13% new 13F-HR Timeline Triune Financial Partners, LLC More: the full row for Triune Financial Partners, LLC 657 $209K 0.06% new 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 657 $209K 0.03% -116 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 657 $209K 0.11% new 13F-HR Timeline Pacific Wealth Strategies Group, Inc. More: the full row for Pacific Wealth Strategies Group, Inc. 675 $208K 0.14% new 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 655 $208K 0.02% new 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 650 $207K 0.04% new 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 650 $206K 0.05% new 13F-HR Timeline PRING TURNER CAPITAL GROUP INC More: the full row for PRING TURNER CAPITAL GROUP INC 650 $206K 0.13% new 13F-HR Timeline Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 650 $206K 0.11% new 13F-HR Timeline Schwallier Wealth Management LLC More: the full row for Schwallier Wealth Management LLC 650 $206K 0.13% new 13F-HR Timeline LongView Asset Management LLC More: the full row for LongView Asset Management LLC 650 $206K 0.16% new 13F-HR Timeline