Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 1,535 $282K 0.04% -600 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 1,534 $282K 0.08% 0 13F-HR Timeline Silver Lake Advisory, LLC More: the full row for Silver Lake Advisory, LLC 1,533 $282K 0.11% +7 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 1,529 $281K 0.02% -48 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 1,528 $281K 0.03% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 1,526 $280K 0.01% +121 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 1,525 $280K 0.02% new 13F-HR Timeline Group Harbor Group, Inc. More: the full row for Harbor Group, Inc. 1,525 $280K 0.04% +11 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 1,524 $280K 0.08% +369 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 1,527 $280K 0.08% -5 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 1,521 $280K 0.19% +47 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 1,633 $279K 0.04% -28 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 1,515 $278K 0.03% +34 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,514 $278K 0.15% 0 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 1,513 $278K 0.21% -732 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 1,511 $278K 0.06% +10 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 1,538 $277K 0.08% +379 13F-HR Timeline Addis & Hill, Inc More: the full row for Addis & Hill, Inc 1,534 $277K 0.17% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 1,504 $276K 0.04% new 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 1,438 $276K 0.4% 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 1,500 $276K 0.02% 0 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 1,500 $276K 0.05% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,499 $275K 0.03% -7 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 1,497 $275K 0.09% 0 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 1,497 $275K 0.05% -2 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 1,490 $274K 0.09% -85 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 1,486 $273K 0.08% +299 13F-HR Timeline TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 1,485 $273K 0.1% +430 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 1,472 $273K 0.06% -1,592 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 1,482 $272K 0.05% -107 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 1,480 $272K 0.08% 0 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 1,473 $271K 0.2% -106 13F-HR Timeline ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 1,470 $270K 0.14% 0 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 1,468 $270K 0.01% -9 13F-HR Timeline LETSON INVESTMENT MANAGEMENT, INC. More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 1,465 $269K 0.1% 0 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 1,462 $269K 0.01% +22 13F-HR Timeline Disciplined Equity Management, Inc. More: the full row for Disciplined Equity Management, Inc. 1,460 $268K 0.15% 0 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 1,457 $268K 0.08% +126 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 1,457 $268K 0.02% 0 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 1,454 $267K 0.03% -984 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 1,454 $267K 0.01% +308 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 1,454 $267K 0.04% new 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 1,454 $267K 0.04% 0 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 1,452 $267K 0.06% 0 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 1,446 $266K 0.01% +217 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 1,444 $265K 0.04% -126 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 1,438 $264K 0.09% 0 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 1,436 $264K 0.01% +316 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 1,436 $264K 0.09% -100 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 1,434 $263K <0.01% -5,208 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 1,428 $262K 0.04% 0 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 1,425 $262K <0.01% +200 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 1,419 $261K 0.04% -27 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 1,415 $260K 0.12% 0 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 1,401 $257K 0.01% +10 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 1,400 $257K 0.18% 0 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 1,400 $257K 0.06% 0 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 1,398 $257K 0.07% -298 13F-HR/A Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 1,397 $257K 0.23% -2 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 1,393 $256K 0.02% -60 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 1,387 $255K 0.14% 0 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 1,387 $255K 0.02% +10 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 1,386 $255K 0.13% -355 13F-HR Timeline Group Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 1,385 $255K 0.03% -38 13F-HR Timeline AMARILLO NATIONAL BANK More: the full row for AMARILLO NATIONAL BANK 1,380 $254K 0.04% 0 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 1,378 $253K 0.19% 0 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 1,377 $253K 0.03% -477 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 1,376 $253K 0.06% +85 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 1,376 $253K 0.14% new 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,375 $253K 0.03% -41 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 1,374 $253K 0.02% -21 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 1,382 $252K 0.3% -35 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 1,371 $252K 0.11% +63 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 1,369 $251K 0.04% 0 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 1,368 $251K 0.04% -100 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 1,365 $251K 0.11% -48 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 1,364 $251K 0.08% -65 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 1,364 $251K 0.05% 0 13F-HR Timeline A4 Wealth Advisors LLC More: the full row for A4 Wealth Advisors LLC 1,360 $250K 0.21% 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 1,359 $249K 0.02% +5 13F-HR Timeline VELA Investment Management, LLC More: the full row for VELA Investment Management, LLC 1,353 $249K 0.07% -259 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 1,352 $248K 0.07% +8 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 1,352 $248K 0.04% 0 13F-HR Timeline PUZO MICHAEL J More: the full row for PUZO MICHAEL J 1,350 $248K 0.07% 0 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 1,348 $248K 0.04% +75 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 1,345 $247K 0.04% new 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 1,447 $247K 0.03% +2 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 1,343 $247K <0.01% -30 13F-HR Timeline Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 1,340 $246K 0.22% 0 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 1,339 $246K 0.03% new 13F-HR Timeline Asset Advisors Investment Management, L… More: the full row for Asset Advisors Investment Management, LLC 1,333 $245K 0.02% 0 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 1,333 $245K 0.02% +9 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 1,332 $245K 0.01% -4 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 1,325 $243K 0.21% -200 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 1,324 $243K <0.01% -1,036 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 1,323 $243K 0.04% new 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 1,323 $243K 0.02% +37 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 1,320 $243K 0.04% -230 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 1,317 $242K 0.02% -16 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 1,316 $242K 0.14% 0 13F-HR Timeline MORTON COMMUNITY BANK More: the full row for MORTON COMMUNITY BANK 1,496 $242K 0.06% -25 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 1,315 $242K 0.03% -7 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 1,311 $241K 0.06% -428 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 1,304 $240K 0.14% 0 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 1,302 $239K 0.02% -48 13F-HR/A Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 1,300 $239K 0.08% +8 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 1,300 $239K 0.08% -1 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 1,300 $239K 0.01% +113 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 1,295 $238K 0.01% new 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 1,295 $238K 0.03% new 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 1,293 $238K 0.1% +5 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 1,292 $237K 0.09% -83 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 1,290 $237K 0.01% +57 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 1,286 $236K 0.07% 0 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 1,285 $236K 0.08% -462 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 1,282 $236K 0.02% +6 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 1,280 $235K 0.04% 0 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 1,276 $234K 0.06% -127 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 1,274 $234K 0.11% +1 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 1,274 $234K 0.05% 0 13F-HR Timeline First Long Island Investors, LLC More: the full row for First Long Island Investors, LLC 1,271 $234K 0.02% 0 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 1,268 $233K 0.09% +18 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 1,268 $233K 0.07% new 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 1,263 $232K 0.08% +16 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 1,262 $232K 0.04% -135 13F-HR Timeline Group LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 1,258 $231K 0.04% 0 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 1,252 $230K 0.13% -137 13F-HR Timeline Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 1,274 $230K 0.18% +158 13F-HR Timeline Boit C F David More: the full row for Boit C F David 1,250 $230K 0.1% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,247 $229K 0.05% -189 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 1,246 $229K 0.17% 0 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 1,246 $229K 0.08% -142 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 1,245 $229K 0.06% -59 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1,244 $229K 0.03% +3 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 1,243 $228K 0.02% +4 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 1,243 $228K 0.08% +7 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 1,241 $228K 0.01% 0 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 1,239 $228K 0.01% 0 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 1,239 $228K 0.06% -119 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 1,235 $227K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,232 $226K 0.03% +9 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 1,230 $226K 0.01% 0 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 1,229 $226K 0.01% +68 13F-HR Timeline Quilter Plc in group Quilter Plc More: the full row for Quilter Plc 1,226 $225K <0.01% -410 13F-HR Timeline Group Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 1,219 $224K 0.03% new 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 1,217 $224K 0.06% +11 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 1,217 $224K 0.02% -49 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 1,214 $223K <0.01% -227 13F-HR Timeline Group MATAURO, LLC More: the full row for MATAURO, LLC 1,213 $223K 0.04% +72 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 1,213 $223K 0.16% 0 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 1,213 $223K 0.07% -58 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 1,211 $222K 0.01% +203 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 1,210 $222K 0.05% -38 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 1,210 $222K 0.01% -237 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 1,207 $222K 0.05% -1,174 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 1,206 $222K 0.05% new 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 1,207 $221K 0.05% 0 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 1,205 $221K 0.08% -110 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 1,203 $221K 0.11% +8 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 1,202 $221K 0.13% -4 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 1,200 $220K 0.05% -116 13F-HR Timeline Drum Hill Capital, LLC More: the full row for Drum Hill Capital, LLC 1,200 $220K 0.24% 0 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 0 $220K 0.08% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Hemington Wealth Management More: the full row for Hemington Wealth Management 1,202 $220K 0.03% -116 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 1,192 $219K 0.02% -90 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 1,192 $219K 0.08% 0 13F-HR Timeline ARMISTICE CAPITAL, LLC More: the full row for ARMISTICE CAPITAL, LLC 1,191 $219K 0.01% new 13F-HR Timeline WPWealth LLP More: the full row for WPWealth LLP 1,191 $219K 0.04% 0 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 1,188 $218K 0.02% new 13F-HR Timeline ClearAlpha Technologies LP More: the full row for ClearAlpha Technologies LP 1,185 $218K 0.6% new 13F-HR Timeline Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 1,344 $217K 0.05% -22,376 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 1,180 $217K 0.11% 0 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 1,179 $217K 0.1% new 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 1,179 $217K 0.05% -173 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 1,175 $216K 0.05% new 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 1,175 $216K 0.12% 0 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 1,175 $216K 0.1% 0 13F-HR/A Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 1,174 $216K 0.04% -76 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 1,172 $215K 0.13% 0 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 1,171 $215K 0.09% +131 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 1,168 $215K 0.02% 0 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 1,170 $215K 0.15% -109 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 1,168 $215K 0.07% 0 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 1,166 $214K 0.08% -20 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 1,164 $214K 0.03% new 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 1,161 $213K 0.12% +71 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 1,158 $213K 0.02% -31 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 1,293 $213K 0.07% +125 13F-HR Timeline TL Private Wealth More: the full row for TL Private Wealth 1,214 $213K 0.09% 0 13F-HR Timeline Insight Inv LLC More: the full row for Insight Inv LLC 1,151 $211K 0.12% 0 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 1,151 $211K 0.02% -4,214 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 1,149 $211K 0.07% -48 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 1,148 $211K 0.04% 0 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 1,145 $210K 0.07% new 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 1,145 $210K -30,381 Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 1,140 $209K 0.05% 0 13F-HR Timeline Winslow Capital Management, LLC More: the full row for Winslow Capital Management, LLC 1,140 $209K <0.01% -1,649,059 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 1,138 $209K 0.06% +39 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 1,136 $209K 0.03% new 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 1,136 $209K 0.02% -114 13F-HR Timeline