CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 1,498 $354K 0.23% +63 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 1,479 $350K 0.1% +55 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 1,478 $349K 0.19% -20 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 1,478 $349K 0.07% +4 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,499 $349K 0.23% -359 13F-HR Timeline Counterpoint Mutual Funds LLC More: the full row for Counterpoint Mutual Funds LLC 1,474 $348K 0.03% new 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 1,470 $348K 0.1% -65 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 1,469 $347K 0.07% -188 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 1,467 $347K 0.22% -308 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 1,456 $344K 0.09% +1 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 1,452 $343K 0.09% +12 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 1,451 $343K 0.05% +2 13F-HR Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 1,447 $342K 0.02% -2,160 13F-HR Timeline CONSOLIDATED CAPITAL MANAGEMENT, LLC More: the full row for CONSOLIDATED CAPITAL MANAGEMENT, LLC 1,447 $342K 0.12% +8 13F-HR Timeline BARR E S & CO More: the full row for BARR E S & CO 1,446 $342K 0.02% 0 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 1,443 $341K 0.03% +31 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 1,437 $340K 0.08% -230 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 1,437 $340K 0.1% +72 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 1,434 $339K 0.18% new 13F-HR Timeline ABNER HERRMAN & BROCK LLC More: the full row for ABNER HERRMAN & BROCK LLC 1,430 $338K 0.03% new 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 1,426 $337K 0.07% +366 13F-HR Timeline Wilkins Miller Wealth Management, LLC More: the full row for Wilkins Miller Wealth Management, LLC 1,422 $336K 0.21% +1 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 1,416 $335K 0.04% +81 13F-HR Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 1,408 $333K 0.29% 0 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 1,406 $332K 0.11% -87 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 1,400 $331K 0.11% 0 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 1,399 $331K 0.31% -136 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1,396 $330K 0.04% -3 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 1,393 $329K 0.02% +116 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 1,393 $329K 0.11% +1 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 1,385 $327K 0.05% 0 13F-HR Timeline Corundum Trust Company, INC More: the full row for Corundum Trust Company, INC 1,382 $327K 0.71% 0 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 1,381 $326K 0.04% -137 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 1,380 $326K 0.01% +103 13F-HR Timeline Group Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 1,379 $326K 0.25% -47 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 1,376 $325K 0.12% 0 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 1,373 $325K 0.24% -2 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 1,370 $324K 0.08% +322 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,370 $324K 0.01% -181 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1,367 $323K 0.03% +5 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,367 $323K 0.07% -54 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 1,366 $323K 0.05% new 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 1,361 $322K 0.05% +100 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 1,361 $322K 0.06% -29 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,382 $322K 0.03% -904 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 1,356 $321K 0.04% 0 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 1,356 $321K 0.23% 0 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 1,356 $320K 0.18% +72 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 1,355 $320K 0.04% +4 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 1,353 $320K 0.03% -3,362 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 1,352 $320K 0.05% -30 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 1,352 $320K 0.05% +40 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 1,347 $318K 0.05% -103 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 1,360 $318K 0.07% +1 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,345 $318K 0.01% -19 13F-HR Timeline Group Providence Wealth Advisors, LLC More: the full row for Providence Wealth Advisors, LLC 1,461 $318K 0.2% +31 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 1,341 $317K 0.34% +122 13F-HR/A Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 1,339 $317K 0.15% -144 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 1,339 $317K 0.21% -3 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 1,336 $316K 0.02% new 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 1,332 $315K 0.29% new 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 1,327 $314K 0.04% +3 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 1,318 $312K 0.15% +25 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 1,318 $312K 0.35% 0 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 1,316 $311K 0.1% -14 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 9,645 $311K 0.05% +56 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 1,314 $311K 0.11% +13 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 1,320 $310K 0.06% +1 13F-HR Timeline Keeler Thomas Management LLC More: the full row for Keeler Thomas Management LLC 1,311 $310K 0.13% -72 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 1,307 $309K 0.21% +161 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 1,305 $308K 0.23% -181 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 1,303 $308K 0.01% -57 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 1,300 $307K 0.04% -78 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 1,300 $307K 0.09% 0 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 1,300 $307K 0.18% 0 13F-HR Timeline Talbot Financial, LLC More: the full row for Talbot Financial, LLC 1,300 $307K 0.03% 0 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 1,300 $307K 0.12% 0 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 1,300 $307K 0.1% +110 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 1,299 $307K 0.06% -1 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,298 $307K 0.23% 0 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 1,297 $307K 0.21% 0 13F-HR Timeline Pegasus Asset Management, Inc. More: the full row for Pegasus Asset Management, Inc. 1,292 $305K 0.1% +2 13F-HR/A Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 1,289 $305K 0.06% -80 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 1,288 $304K 0.09% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,287 $304K 0.02% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 1,287 $304K 0.07% -730 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 1,283 $303K 0.17% +74 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 1,283 $303K 0.07% +73 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 1,278 $302K 0.09% 0 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 1,277 $302K 0.04% -42 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 1,275 $301K 0.09% +300 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 1,276 $301K 0.11% 0 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 1,268 $300K 0.06% -38 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 1,266 $299K 0.02% 0 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 1,266 $299K 0.05% 0 13F-HR Timeline CONNORS INVESTOR SERVICES INC More: the full row for CONNORS INVESTOR SERVICES INC 1,265 $299K 0.03% 0 13F-HR Timeline JRM Investment Counsel, LLC More: the full row for JRM Investment Counsel, LLC 1,265 $299K 0.09% 0 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 1,265 $299K 0.02% -489 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 1,264 $299K 0.16% +58 13F-HR Timeline New Perspectives, Inc More: the full row for New Perspectives, Inc 1,264 $299K 0.13% 0 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 1,260 $298K 0.04% 0 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 1,257 $298K 0.09% -264 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 1,258 $297K 0.19% -42 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 1,253 $296K 0.26% new 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 1,253 $296K 0.05% +9 13F-HR Timeline Osprey Private Wealth LLC More: the full row for Osprey Private Wealth LLC 1,250 $295K 0.11% new 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 1,247 $295K 0.01% +138 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 1,244 $294K 0.05% 0 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 1,243 $294K 0.08% -55 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 1,238 $293K 0.07% -1 13F-HR Timeline SATURNA CAPITAL CORP More: the full row for SATURNA CAPITAL CORP 1,234 $292K <0.01% -136,360 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 1,232 $291K 0.08% -4 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 1,223 $289K 0.16% -67 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 1,223 $289K 0.03% -35 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 1,220 $288K 0.09% +1 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 1,277 $288K 0.22% +22 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 1,218 $288K 0.05% +40 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 1,217 $288K 0.07% -12 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 1,216 $288K 0.07% -293 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 1,213 $287K 0.07% 0 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 1,213 $287K 0.03% +308 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 1,212 $286K 0.08% +2 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 1,206 $286K 0.05% -34 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,211 $286K 0.02% -239 13F-HR Timeline Group Broadleaf Partners, LLC More: the full row for Broadleaf Partners, LLC 1,200 $284K 0.06% 0 13F-HR Timeline Campion Asset Management More: the full row for Campion Asset Management 1,200 $284K 0.2% 0 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 1,200 $284K 0.05% 0 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 1,198 $283K 0.02% +213 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,196 $283K 0.03% new 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 1,193 $282K 0.14% 0 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 1,190 $281K 0.1% +143 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 1,189 $281K 0.19% +125 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 1,188 $281K 0.03% -30 13F-HR Timeline Parker Financial LLC More: the full row for Parker Financial LLC 1,186 $280K 0.11% 0 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 1,186 $280K 0.13% -200 13F-HR Timeline Entruity Wealth, LLC More: the full row for Entruity Wealth, LLC 1,181 $279K 0.22% 0 13F-HR Timeline ROSENBLUM SILVERMAN SUTTON S F INC /CA More: the full row for ROSENBLUM SILVERMAN SUTTON S F INC /CA 1,178 $278K 0.06% 0 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 1,270 $278K 0.02% +172 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Claro Advisors Inc. More: the full row for Claro Advisors Inc. 1,176 $278K 0.04% -29 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 1,176 $278K 0.06% -12 13F-HR Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 1,175 $278K 0.27% 0 13F-HR Timeline Sippican Capital Advisors More: the full row for Sippican Capital Advisors 1,175 $278K 0.18% 0 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 1,174 $277K 0.09% 0 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 1,172 $277K 0.16% -7 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 1,171 $277K 0.08% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,171 $277K 0.01% -74 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 1,166 $276K 0.11% -16 13F-HR Timeline Orion Investment Co More: the full row for Orion Investment Co 1,165 $275K 0.09% 0 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 1,164 $275K 0.06% 0 13F-HR Timeline WOODLEY FARRA MANION PORTFOLIO MANAGEME… More: the full row for WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 1,164 $275K 0.01% 0 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 1,160 $274K 0.02% -710 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 1,151 $272K 0.08% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1,145 $271K 0.04% -9 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 1,144 $270K 0.11% new 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 1,143 $270K 0.06% +70 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 1,142 $270K 0.03% new 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 1,141 $270K 0.04% -298 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 1,140 $269K 0.15% +224 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 1,140 $269K 0.03% -334 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 1,139 $269K 0.07% 0 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 1,137 $269K 0.02% new 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 1,136 $269K 0.07% 0 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 1,136 $269K 0.02% -25 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 1,237 $268K 0.02% -48 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 1,133 $268K 0.04% new 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 1,133 $268K 0.19% 0 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 1,130 $267K 0.02% -274 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 1,127 $266K 0.23% -75 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 1,123 $266K 0.08% new 13F-HR Timeline LAWSON KROEKER INVESTMENT MANAGEMENT IN… More: the full row for LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE 1,119 $264K 0.05% new 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 1,118 $264K 0.15% 0 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 1,117 $264K 0.02% -314 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 1,114 $263K 0.03% 0 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 1,113 $263K 0.03% +225 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 1,111 $263K 0.11% -347 13F-HR Timeline Cairn Investment Group, Inc. More: the full row for Cairn Investment Group, Inc. 1,110 $262K 0.12% 0 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 1,106 $261K 0.08% -5 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 1,106 $261K 0.1% -77 13F-HR Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 1,106 $261K 0.06% 0 13F-HR Timeline CORTLAND ASSOCIATES INC/MO More: the full row for CORTLAND ASSOCIATES INC/MO 1,103 $261K 0.03% 0 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 1,103 $261K 0.02% -230 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 1,101 $260K 0.09% 0 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 1,101 $260K 0.02% new 13F-HR Timeline SSI INVESTMENT MANAGEMENT LLC More: the full row for SSI INVESTMENT MANAGEMENT LLC 1,100 $260K 0.02% 0 13F-HR Timeline Pachira Investments Inc. More: the full row for Pachira Investments Inc. 1,100 $260K 0.15% +1 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 1,098 $260K 0.04% 0 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 1,096 $259K 0.11% 0 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 1,096 $259K 0.1% new 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 1,096 $259K 0.01% -86 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 1,096 $259K 0.16% +2 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 1,094 $259K 0.15% -28 13F-HR/A Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 1,094 $259K 0.16% -8 13F-HR Timeline Flagstone Financial Management More: the full row for Flagstone Financial Management 1,093 $258K 0.07% 0 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 1,092 $258K 0.04% +22 13F-HR Timeline Guardian Partners Inc. More: the full row for Guardian Partners Inc. 1,099 $258K 0.02% -9 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 1,091 $258K 0.01% +1 13F-HR Timeline ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 1,091 $258K 0.09% 0 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 1,090 $258K 0.07% -25 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 1,089 $257K 0.06% 0 13F-HR Timeline Berry Wealth Group, LP More: the full row for Berry Wealth Group, LP 1,084 $256K 0.84% -5,821 13F-HR Timeline