Souders Financial Advisors More: the full row for Souders Financial Advisors 1,954 $583K 0.06% -79 13F-HR Timeline VUB Generali dochodkova spravcovska spo… More: the full row for VUB Generali dochodkova spravcovska spolocnost, a.s. 1,950 $581K 0.4% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 1,948 $581K 0.04% +20 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 1,937 $578K 0.02% +92 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 1,937 $577K 0.13% new 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 1,935 $577K 0.05% +144 13F-HR/A Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 1,931 $576K 0.19% -80 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 1,927 $574K 0.2% new 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 1,920 $572K 0.14% +372 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 1,915 $571K 0.03% new 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 1,910 $569K 0.14% 0 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 1,905 $568K 0.17% -21 13F-HR Timeline ABS Investment Management LLC More: the full row for ABS Investment Management LLC 298 $566K 0.36% 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 1,896 $565K 0.06% -20 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,896 $565K 0.23% +45 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 1,887 $562K 0.04% +267 13F-HR Timeline Berry Wealth Group, LP More: the full row for Berry Wealth Group, LP 1,886 $562K 1.81% 0 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 1,885 $562K 0.14% -2,480 13F-HR Timeline Junk Investment Group, LLC More: the full row for Junk Investment Group, LLC 1,885 $562K 0.25% +7 13F-HR Timeline NBH Bank More: the full row for NBH Bank 1,884 $562K 0.24% 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 1,884 $562K 0.29% -190 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 1,877 $559K 0.05% +209 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. McLean Asset Management Corp More: the full row for McLean Asset Management Corp 2,028 $559K 0.07% -75 13F-HR Timeline Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 1,865 $556K <0.01% new 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 1,853 $552K 0.09% +110 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 1,853 $552K 0.13% +247 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 1,852 $552K 0.08% +706 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 1,851 $552K 0.05% +121 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 1,847 $551K 0.1% -509 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 1,844 $550K 0.18% +1,770 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 1,843 $549K 0.04% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 1,829 $545K 0.07% 0 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 1,815 $541K 0.02% +235 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 1,813 $540K 0.07% +62 13F-HR Timeline Latko Wealth Management, Ltd. More: the full row for Latko Wealth Management, Ltd. 1,812 $540K 0.23% 0 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 1,810 $540K 0.12% -270 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 1,878 $537K 0.08% -96 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 1,800 $537K 0.03% 0 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 2,760 $536K 0.02% +1,131 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 1,797 $536K 0.18% +32 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 1,797 $536K 0.03% new 13F-HR Timeline Group Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 1,792 $534K 0.14% -49 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 1,792 $534K 0.01% -296 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,785 $532K 0.05% +80 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 1,781 $531K 0.08% +104 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 1,780 $531K 0.09% +229 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 1,775 $529K 0.02% new 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 1,774 $529K 0.04% +254 13F-HR Timeline OFC FINANCIAL PLANNING, LLC More: the full row for OFC FINANCIAL PLANNING, LLC 1,773 $528K 0.47% -3 13F-HR Timeline ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 1,768 $527K 0.13% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,763 $525K 0.04% +204 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 1,762 $525K 0.08% +20 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 1,753 $522K 0.24% +205 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 1,751 $522K 0.01% +596 13F-HR Timeline Group PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 1,750 $522K 0.08% new 13F-HR Timeline City State Bank More: the full row for City State Bank 1,745 $520K 0.12% -14 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 1,734 $517K 0.08% -22 13F-HR Timeline Cardinal Capital Management, Inc. More: the full row for Cardinal Capital Management, Inc. 1,730 $516K 0.01% -95 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 1,728 $515K 0.12% new 13F-HR Timeline Spartan Planning & Wealth Management More: the full row for Spartan Planning & Wealth Management 1,725 $514K 0.34% +546 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 1,716 $511K 0.24% -148 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 1,715 $511K 0.02% 0 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 1,713 $511K 0.1% -546 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 1,710 $510K 0.13% -99 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 1,709 $509K 0.06% -10,613 13F-HR/A Timeline Elevation Wealth Management LLC More: the full row for Elevation Wealth Management LLC 1,703 $508K 0.38% +89 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 1,701 $507K 0.04% +3 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 1,700 $507K 0.16% 0 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 1,699 $506K 0.11% new 13F-HR Timeline Ducere Wealth Management LLC More: the full row for Ducere Wealth Management LLC 1,696 $505K 0.15% +91 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 1,694 $505K 0.29% 0 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 1,691 $504K 0.02% -139 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 1,690 $504K 0.23% +510 13F-HR Timeline Notis-McConarty Edward More: the full row for Notis-McConarty Edward 1,690 $504K 0.22% 0 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 1,686 $503K 0.04% +625 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 1,685 $502K 0.11% -122 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 1,680 $501K 0.02% +120 13F-HR/A Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 1,679 $500K 0.36% 0 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 1,672 $498K 0.01% new 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 1,668 $497K 0.02% +63 13F-HR Timeline CULTIVAR CAPITAL, INC. More: the full row for CULTIVAR CAPITAL, INC. 1,668 $497K 0.32% 0 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 1,667 $497K 0.02% +348 13F-HR Timeline Group Stonebridge Financial Group, LLC/CA More: the full row for Stonebridge Financial Group, LLC/CA 1,665 $496K 0.07% 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,663 $496K 0.04% +37 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,663 $496K 0.14% -7 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 1,660 $495K 0.05% 0 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 1,654 $494K 0.1% -3 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,656 $493K 0.03% 0 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 1,655 $493K 0.13% 0 13F-HR Timeline New England Professional Planning Group… More: the full row for New England Professional Planning Group Inc. 1,654 $493K 0.18% -272 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 1,649 $492K 0.17% 0 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 1,647 $491K 0.03% +65 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 1,642 $489K 0.03% +747 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 1,640 $489K 0.03% +276 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 1,638 $488K 0.04% +1,506 13F-HR Timeline Group Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 1,632 $486K 0.3% +141 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 1,627 $485K 0.03% +9 13F-HR Timeline Gibson Wealth Advisors LLC More: the full row for Gibson Wealth Advisors LLC 1,626 $485K 0.3% 0 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 1,624 $484K 0.21% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,623 $484K 0.03% -14 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 1,620 $483K 0.12% +206 13F-HR Timeline Soundwatch Capital LLC More: the full row for Soundwatch Capital LLC 1,620 $483K 0.05% 0 13F-HR Timeline Shepherd Street Advisors LLC More: the full row for Shepherd Street Advisors LLC 1,601 $482K 0.42% 0 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 1,588 $482K 0.06% +74 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 1,616 $482K 0.04% 0 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 1,615 $481K 0.11% 0 13F-HR Timeline Dempze Nancy E More: the full row for Dempze Nancy E 1,615 $481K 0.23% 0 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 1,614 $481K 0.02% 0 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 1,614 $481K 0.16% +1 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 1,613 $481K 0.17% +1 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 1,613 $481K 0.25% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,609 $480K 0.06% +31 13F-HR Timeline CMT Capital Markets Trading GmbH in group CMT Capital Markets Trading G… More: the full row for CMT Capital Markets Trading GmbH 1,607 $479K 0.25% new 13F-HR Timeline Group Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 1,604 $478K 0.06% new 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 1,603 $478K 0.05% -141 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 1,600 $477K 0.11% 0 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 1,600 $477K 0.1% 0 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 1,600 $477K 0.07% 0 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 1,600 $477K 0.19% 0 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 1,705 $477K 0.16% 0 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 1,596 $476K 0.12% +4 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 1,595 $476K 0.11% +186 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 1,595 $475K 0.21% -41 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 1,591 $474K 0.09% +18 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 1,590 $474K 0 Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 1,590 $474K 0.11% +481 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 1,586 $473K 0.01% -5,076 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 1,585 $472K 0.31% +3 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 1,580 $471K 0.05% +544 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 1,579 $471K 0.06% -77 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 1,577 $470K 0.23% +72 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 1,575 $470K 0.03% +318 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 1,575 $469K 0.06% new 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 1,571 $468K 0.01% +451 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 1,568 $467K 0.07% -629 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 1,567 $467K 0.16% new 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 1,565 $466K 0.25% -84 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 1,560 $465K 0.12% +860 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 1,559 $465K 0.01% -4 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 1,557 $464K 0.08% -42 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 1,555 $463K 0.05% +137 13F-HR Timeline Silver Lake Advisory, LLC More: the full row for Silver Lake Advisory, LLC 1,554 $463K 0.17% +5 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 1,550 $462K 0.15% +272 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 1,550 $462K 0.16% 0 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 1,549 $462K 0.14% +29 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 1,547 $461K 0.1% 0 13F-HR Timeline Group Addis & Hill, Inc More: the full row for Addis & Hill, Inc 1,534 $457K 0.25% 0 13F-HR Timeline ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 1,530 $456K 0.23% +60 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 1,528 $456K 0.05% -13 13F-HR/A Timeline Financial Solutions Advisory Group, Inc. More: the full row for Financial Solutions Advisory Group, Inc. 1,474 $455K 0.06% 0 13F-HR Timeline Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 1,523 $454K 0.2% -425 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 1,522 $454K 0.22% -85 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 1,519 $453K 0.11% -299 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,515 $452K 0.04% -233 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 1,510 $450K 0.04% +3 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 1,509 $450K 0.33% -76 13F-HR Timeline Winthrop Partners - WNY, LLC More: the full row for Winthrop Partners - WNY, LLC 1,507 $449K 0.22% 0 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 1,505 $449K 0.04% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,506 $449K 0.03% -750 13F-HR Timeline Group 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 1,504 $448K 0.38% 0 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 1,503 $448K 0.17% new 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 1,500 $447K 0.08% 0 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 1,500 $447K 0.03% 0 13F-HR/A Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 1,500 $447K 0.07% 0 13F-HR Timeline Dickmeyer Boyce Financial Management, I… More: the full row for Dickmeyer Boyce Financial Management, Inc. 1,500 $447K 0.23% new 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 1,495 $446K 0.3% -60 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 1,490 $444K 0.2% +73 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 1,490 $444K 0.03% +439 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 1,488 $444K 0.13% +28 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 1,484 $442K 0.07% -71 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 1,482 $442K 0.07% new 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 1,480 $441K 0.15% new 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 1,479 $441K 0.13% +18 13F-HR Timeline OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 1,476 $440K 0.02% -31,406 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 1,472 $439K 0.11% +104 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 1,453 $438K 0.05% +1 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 1,554 $437K 0.13% +151 13F-HR Timeline LETSON INVESTMENT MANAGEMENT, INC. More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 1,465 $437K 0.16% 0 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 1,462 $436K <0.01% new 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 1,462 $436K 0.01% +44 13F-HR Timeline Disciplined Equity Management, Inc. More: the full row for Disciplined Equity Management, Inc. 1,460 $435K 0.19% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,458 $435K 0.02% +508 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 1,454 $433K 0.06% 0 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 1,452 $433K 0.33% +103 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 1,451 $432K 0.26% -217 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,449 $432K 0.05% +21 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 1,449 $432K 0.07% new 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 1,447 $431K 0.07% -7 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 1,442 $430K 0.07% +39 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 1,440 $429K 0.05% -363 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 1,435 $428K 0.06% +107 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 1,434 $427K 0.1% +57 13F-HR/A Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 1,433 $427K 0.1% new 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 1,432 $427K 0.06% new 13F-HR Timeline AMARILLO NATIONAL BANK More: the full row for AMARILLO NATIONAL BANK 1,420 $423K 0.07% 0 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 1,420 $423K 0.05% new 13F-HR Timeline Bannerstone Capital Management, LLC More: the full row for Bannerstone Capital Management, LLC 1,420 $423K 0.36% new 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 1,419 $423K 0.82% new 13F-HR Timeline WEALTHCARE CAPITAL MANAGEMENT LLC More: the full row for WEALTHCARE CAPITAL MANAGEMENT LLC 1,414 $421K 0.04% new 13F-HR Timeline Randall & Associates Wealth Management More: the full row for Randall & Associates Wealth Management 1,414 $421K 0.26% -402 13F-HR Timeline