Altar Rock LLC More: the full row for Altar Rock LLC 2,447 $829K 0.97% +22 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 2,454 $829K 0.15% +91 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 2,451 $828K 0.29% +198 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 2,447 $827K 0.11% +785 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 2,442 $825K 0.04% -16 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 2,438 $824K 0.18% 0 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 2,432 $822K 0.17% +483 13F-HR Timeline Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 2,428 $820K 0.24% +70 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 2,425 $820K 0.17% 0 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 2,422 $819K 0.07% -32 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 2,417 $817K 0.1% 0 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 2,405 $815K 0.1% 0 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 2,407 $813K 0.09% -14 13F-HR Timeline Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 2,401 $811K 0.66% +26 13F-HR Timeline Windle Wealth, LLC More: the full row for Windle Wealth, LLC 2,400 $811K 0.34% +1,500 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,397 $810K 0.05% -39 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 2,393 $809K 0.21% +3 13F-HR Timeline AAF Wealth Management, LLC More: the full row for AAF Wealth Management, LLC 2,389 $807K 0.33% +73 13F-HR Timeline George Kaiser Family Foundation More: the full row for George Kaiser Family Foundation 2,386 $806K 0.09% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 2,383 $805K 0.31% +73 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 2,380 $804K 0.09% +8 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 2,380 $804K 0.49% -18 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 2,373 $804K 0.16% -145 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 2,379 $804K 0.02% +982 13F-HR/A Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 2,370 $801K 0.38% 0 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 2,370 $801K 0.6% +89 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 2,361 $798K 0.06% +186 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 2,331 $796K 0.6% +11 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 2,347 $795K 0.06% -20 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 2,351 $795K 0.1% +1,742 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 2,350 $794K 0.37% +970 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 2,340 $791K 0.37% 0 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 2,339 $790K 0.3% -109 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 2,336 $790K 0.1% +638 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 2,336 $790K 0.02% +550 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 2,336 $789K 0.08% +772 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 2,334 $789K 0.58% -584 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 2,330 $787K 0.2% +841 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 2,326 $786K 0.42% -953 13F-HR Timeline Investment Management Trust, LLC More: the full row for Investment Management Trust, LLC 2,325 $786K 0.77% 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 2,320 $784K 0.26% +117 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 2,318 $783K 0.13% +852 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 2,317 $783K 0.6% -460 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 2,316 $783K 0.32% -1,747 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 2,308 $780K 0.77% -7 13F-HR Timeline Elevation Advisory Partners LLC More: the full row for Elevation Advisory Partners LLC 2,286 $773K 0.72% 13F-HR Timeline Marest Capital, LLC More: the full row for Marest Capital, LLC 2,281 $771K 0.45% -12 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 2,280 $771K 0.51% -1 13F-HR Timeline Capital Advantage, Inc. 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More: the full row for Foresight Global Investors, Inc. 2,168 $733K 0.48% new 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 1,807 $731K 0.55% -695 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 2,160 $730K 0.19% -67 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 2,402 $730K 0.04% -1,124 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 2,154 $730K 0.02% -4 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 2,158 $729K 0.16% -136 13F-HR Timeline FOUNDERS CAPITAL MANAGEMENT, LLC More: the full row for FOUNDERS CAPITAL MANAGEMENT, LLC 2,157 $729K 0.12% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 2,156 $729K 0.6% +68 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 2,154 $728K 0.76% -45 13F-HR Timeline Tower Wealth Partners, Inc. 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More: the full row for CHAPIN DAVIS, INC. 2,129 $719K 0.16% -5 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 2,126 $718K 0.09% -230 13F-HR/A Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 2,126 $718K 0.07% +552 13F-HR Timeline Martin Investment Management, LLC More: the full row for Martin Investment Management, LLC 2,125 $718K 0.21% -15 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 2,124 $718K 0.06% -117 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 2,123 $718K 0.05% +366 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 2,121 $717K 0.24% 0 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 2,119 $716K 0.1% -107 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 2,116 $715K 0.05% -86 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 2,115 $715K 0.05% -62 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 2,110 $713K 0.04% +915 13F-HR Timeline Elevate Capital Advisors, LLC More: the full row for Elevate Capital Advisors, LLC 2,110 $713K 0.46% new 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 2,105 $711K 0.08% -66 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 2,098 $709K 0.1% +61 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 2,092 $707K 0.11% -142 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 2,091 $707K 0.48% +702 13F-HR Timeline Newport Capital Group, LLC More: the full row for Newport Capital Group, LLC 2,089 $706K 0.43% +193 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 2,089 $706K 0.1% +59 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 2,088 $706K 0.02% +347 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 2,082 $704K 0.17% +124 13F-HR Timeline Act Two Investors LLC More: the full row for Act Two Investors LLC 2,078 $702K 0.15% 0 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 2,076 $702K 0.09% +1,036 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 2,075 $701K 0.14% +297 13F-HR Timeline S Harris Financial Group, LLC More: the full row for S Harris Financial Group, LLC 2,075 $701K 0.64% +254 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 1,702 $701K 0.25% 0 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 2,070 $700K 0.09% -43 13F-HR Timeline Legacy Private Trust Co. 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More: the full row for First Heartland Consultants, Inc. 2,038 $689K 0.05% +64 13F-HR Timeline Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 2,037 $688K 0.67% -4 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 2,036 $688K 0.16% -286 13F-HR Timeline CrossGen Wealth, LLC More: the full row for CrossGen Wealth, LLC 2,034 $687K 0.6% 0 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 2,034 $687K 0.42% +115 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 2,025 $686K 0.15% -130 13F-HR Timeline Integrity Investment Advisors, LLC More: the full row for Integrity Investment Advisors, LLC 2,030 $686K 0.37% +790 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 2,027 $685K 0.07% +69 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 2,026 $685K 0.04% +10 13F-HR Timeline Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 2,025 $684K 0.56% -65 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 2,024 $684K 0.06% +748 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 2,019 $682K 0.06% +140 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 2,011 $680K 0.27% new 13F-HR Timeline Capital Investment Management, Inc. 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More: the full row for Eurizon Asset Management Hungary Ltd. 2,000 $676K 0.73% -1,000 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,998 $675K 0.03% +107 13F-HR Timeline Redhawk Wealth Advisors, Inc. 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Derek Lewis & Associates Inc. 1,940 $656K 0.15% +32 13F-HR/A Timeline Rare Wolf Capital LLC More: the full row for Rare Wolf Capital LLC 1,940 $656K 0.42% -1,458 13F-HR Timeline TrueWealth Financial Partners More: the full row for TrueWealth Financial Partners 1,938 $655K 0.26% new 13F-HR Timeline WorthPointe, LLC More: the full row for WorthPointe, LLC 1,928 $652K 0.18% -90 13F-HR Timeline Nikulski Financial, Inc. 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