Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 1,612 $290K 0.09% -572 13F-HR Timeline First Dallas Securities Inc. 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KOHN & COMPANY 1,532 $275K 0.07% -69 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 1,528 $275K 0.04% -41 13F-HR Timeline GR FINANCIAL GROUP, LLC More: the full row for GR FINANCIAL GROUP, LLC 1,528 $274K 0.04% +12 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 1,525 $274K 0.3% 0 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 1,521 $273K 0.23% +108 13F-HR Timeline Cardinal Capital Management, Inc. 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More: the full row for Taylor Financial Group, Inc. 1,304 $234K 0.16% +67 13F-HR Timeline LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 1,300 $234K <0.01% 0 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 1,300 $234K 0.09% 0 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 1,301 $234K 0.13% -1,588 13F-HR Timeline Capital Market Strategies LLC More: the full row for Capital Market Strategies LLC 1,298 $233K 0.16% -493 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 1,296 $233K 0.15% new 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 1,285 $231K 0.02% -39 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 1,324 $231K 0.09% +12 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 1,280 $230K 0.13% +10 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 1,280 $230K 0.04% 0 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 1,278 $230K 0.11% +150 13F-HR Timeline Trust Investment Advisors More: the full row for Trust Investment Advisors 1,278 $230K 0.15% new 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 1,277 $230K 0.07% -9 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 1,277 $229K 0.15% 0 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 1,274 $229K 0.05% +20 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 1,272 $229K 0.01% -58 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 1,272 $229K 0.13% +1 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 1,271 $228K 0.1% -54 13F-HR Timeline First Long Island Investors, LLC More: the full row for First Long Island Investors, LLC 1,271 $228K 0.02% -222 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 1,271 $228K 0.08% 0 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 1,266 $228K 0.03% -1 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 1,266 $227K 0.01% -149 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 1,265 $227K 0.03% 0 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 1,258 $226K 0.05% 0 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 1,257 $226K 0.45% +120 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 1,256 $226K 0.03% +54 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 1,255 $226K 0.09% +90 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 1,253 $225K 0.04% 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 1,253 $225K 0.05% 0 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 1,253 $225K 0.09% +27 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 1,252 $225K 0.16% -40 13F-HR Timeline Boit C F David More: the full row for Boit C F David 1,250 $225K 0.11% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1,250 $225K 0.03% 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 1,250 $225K 0.09% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 1,249 $224K 0.09% -5 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 1,249 $224K 0.1% -2,254 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 1,246 $224K 0.03% +3 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 1,242 $223K 0.03% new 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 1,241 $223K 0.02% 0 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 1,240 $223K 0.02% -5 13F-HR/A Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 1,239 $223K 0.01% 0 13F-HR Timeline Insight Inv LLC More: the full row for Insight Inv LLC 16,497 $222K 0.15% +15,346 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 1,235 $222K 0.03% -8 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 1,244 $222K 0.01% -147 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 1,233 $222K 0.06% +28 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 1,232 $221K 0.02% +48 13F-HR/A Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 1,232 $221K 0.02% -22 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 1,232 $221K 0.19% 0 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 1,232 $221K 0.06% 0 13F-HR Timeline JFG Wealth Management, LLC More: the full row for JFG Wealth Management, LLC 1,228 $221K 0.05% -462 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 1,221 $219K 0.06% +17 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 1,217 $219K 0.08% 0 13F-HR Timeline WPWealth LLP More: the full row for WPWealth LLP 1,216 $219K 0.04% -28 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 1,214 $218K 0.3% +57 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 1,209 $217K 0.01% +49 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 1,207 $217K 0.06% 0 13F-HR Timeline Monterey Private Wealth, Inc. 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