Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 2,452 $846K 0.36% +88 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 2,415 $846K 0.32% +1,369 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 2,414 $846K 0.22% -490 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 2,413 $846K 0.49% +104 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 2,403 $842K 0.18% 0 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 2,403 $842K 0.07% +281 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 2,399 $841K 0.99% +11 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 2,397 $840K 0.16% -86 13F-HR Timeline Gator Capital Management, LLC More: the full row for Gator Capital Management, LLC 2,391 $838K 0.32% 0 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 2,383 $835K 0.19% +733 13F-HR Timeline Biondo Investment Advisors, LLC More: the full row for Biondo Investment Advisors, LLC 2,378 $833K 0.12% 0 13F-HR Timeline PUFF WEALTH MANAGEMENT, LLC More: the full row for PUFF WEALTH MANAGEMENT, LLC 2,360 $827K 1.46% +84 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 2,963 $827K 0.34% -2 13F-HR Timeline WINSLOW ASSET MANAGEMENT INC More: the full row for WINSLOW ASSET MANAGEMENT INC 2,350 $824K 0.18% 0 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 2,351 $824K 0.63% -77 13F-HR/A Timeline ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 2,350 $824K 0.37% -25 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 2,343 $821K 0.32% +13 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 2,341 $820K 0.68% +31 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 2,337 $819K 0.23% +63 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 2,321 $813K 0.29% -200 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 2,316 $812K 0.61% 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 2,316 $812K 0.43% -1,570 13F-HR Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 2,315 $811K 0.07% -25 13F-HR Timeline Smith Group Asset Management, LLC More: the full row for Smith Group Asset Management, LLC 2,315 $811K 0.06% +247 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 2,313 $810K 0.25% +194 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 2,312 $810K 0.63% 0 13F-HR Timeline Creegan & Nassoura Financial Group, LLC More: the full row for Creegan & Nassoura Financial Group, LLC 2,310 $810K 0.54% -216 13F-HR Timeline Geneva Partners, LLC More: the full row for Geneva Partners, LLC 2,308 $809K 0.42% -3 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 2,307 $809K 0.08% +98 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 2,302 $807K 0.59% -153 13F-HR Timeline Cannon Advisors, Inc. More: the full row for Cannon Advisors, Inc. 2,301 $806K 0.74% new 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 2,300 $806K 0.28% -56 13F-HR Timeline Grant/GrossMendelsohn, LLC More: the full row for Grant/GrossMendelsohn, LLC 2,384 $805K 0.45% +21 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 2,426 $804K 0.58% -258 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 2,291 $803K 0.42% +2,154 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 2,289 $802K 0.16% -45 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 2,282 $800K 0.1% -100 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 2,279 $799K 0.12% -126 13F-HR Timeline AlphaQ Advisors LLC More: the full row for AlphaQ Advisors LLC 2,275 $797K 1.91% -15 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 2,273 $797K 0.05% +130 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 2,271 $796K 0.12% +7 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 2,263 $793K 0.08% new 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 2,255 $790K 0.04% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 2,253 $790K 0.36% -253 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 2,246 $787K 0.51% +13 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 2,245 $787K 0.37% 0 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 2,240 $785K 0.06% -94 13F-HR Timeline PUZO MICHAEL J More: the full row for PUZO MICHAEL J 2,235 $783K 0.22% -75 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 2,234 $783K 0.83% +33 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 2,225 $780K 0.36% +194 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 2,222 $779K 0.15% +7 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 2,210 $775K 0.26% -37 13F-HR Timeline SSI INVESTMENT MANAGEMENT LLC More: the full row for SSI INVESTMENT MANAGEMENT LLC 2,208 $774K 0.06% -1 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 2,204 $773K 0.52% -7,620 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 2,203 $772K 0.3% -9 13F-HR Timeline BIRINYI ASSOCIATES INC More: the full row for BIRINYI ASSOCIATES INC 2,200 $771K 0.25% 0 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 2,322 $770K 0.2% +158 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 2,189 $767K 0.07% +159 13F-HR Timeline Yelin Lapidot Holdings Management Ltd. in group Yelin Lapidot Holdings Manage… More: the full row for Yelin Lapidot Holdings Management Ltd. 2,187 $766K 0.15% 0 13F-HR Timeline Group ORG Partners LLC More: the full row for ORG Partners LLC 2,211 $766K 0.19% -3,096 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 2,181 $764K 0.21% +45 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 2,181 $764K 0.37% +1,067 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 2,168 $760K 0.21% -503 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 2,167 $759K 0.1% +312 13F-HR Timeline LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 2,163 $758K 0.08% -78 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 2,163 $758K 0.18% 0 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 2,153 $755K 0.13% +345 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 2,154 $755K 0.3% new 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 2,149 $753K 0.3% +165 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 2,143 $751K 0.08% 0 13F-HR Timeline PAR CAPITAL MANAGEMENT INC More: the full row for PAR CAPITAL MANAGEMENT INC 2,140 $750K 0.03% +1,500 13F-HR Timeline AmeriServ Wealth Advisors in group AmeriServ Wealth Advisors More: the full row for AmeriServ Wealth Advisors 2,139 $750K 0.43% -821 13F-HR Timeline Group MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 2,133 $748K 0.11% +289 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 2,133 $747K 0.23% -160 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 2,127 $745K 0.47% -50 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 2,121 $743K 0.42% 0 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 2,113 $741K 0.1% -138 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 2,342 $740K 0.06% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 2,112 $740K 0.49% +603 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 2,111 $740K 0.06% +300 13F-HR Timeline ORBA Wealth Advisors, L.L.C. More: the full row for ORBA Wealth Advisors, L.L.C. 2,108 $739K 0.37% -33 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 2,105 $738K 0.07% +212 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 2,096 $735K 0.14% -259 13F-HR Timeline One Wealth Map LLC More: the full row for One Wealth Map LLC 2,289 $733K 0.49% -3 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 2,314 $731K 0.24% -47 13F-HR Timeline Newport Capital Group, LLC More: the full row for Newport Capital Group, LLC 2,082 $730K 0.53% +61 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 2,077 $728K 0.07% -904 13F-HR Timeline AMES NATIONAL CORP in group AMES NATIONAL CORP More: the full row for AMES NATIONAL CORP 2,074 $727K 0.49% +75 13F-HR Timeline Group BANTAMAC CAPITAL, LLC More: the full row for BANTAMAC CAPITAL, LLC 2,070 $725K 0.35% -172 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 2,070 $725K 0.47% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 2,067 $724K 0.24% 0 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 2,057 $721K 0.36% -39 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 2,056 $721K 0.36% +313 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 2,054 $720K 0.1% -72 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 2,054 $720K 0.67% +86 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 2,053 $720K 0.09% +20 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 2,048 $718K 0.11% +66 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 2,048 $718K 0.35% +26 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 2,047 $718K 0.28% +806 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 2,044 $716K 0.08% +64 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 2,040 $715K 0.19% 0 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 2,039 $715K 0.54% +96 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 2,083 $714K 0.75% -63 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 2,037 $714K 0.39% -355 13F-HR Timeline BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 2,035 $713K 0.61% -725 13F-HR Timeline Belmont Capital, LLC More: the full row for Belmont Capital, LLC 2,026 $710K 0.13% +1,526 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 2,025 $710K 0.56% +45 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 2,024 $709K 0.23% +309 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 2,023 $709K 0.38% -463 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 2,022 $709K 0.08% -196 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 2,019 $707K 0.12% +389 13F-HR Timeline O'Neil Global Advisors, Inc. More: the full row for O'Neil Global Advisors, Inc. 2,017 $707K 1.34% -489 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 2,130 $706K 0.15% 0 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 2,014 $706K 0.16% +251 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 2,009 $704K 0.07% +1 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 2,002 $702K 0.4% +98 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 2,001 $701K 0.27% 0 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 2,001 $701K 0.11% -79 13F-HR Timeline Hixon Zuercher, LLC More: the full row for Hixon Zuercher, LLC 1,991 $698K 0.25% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 1,989 $697K 0.55% -104 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 2,535 $697K 0.14% 0 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 1,986 $696K 0.28% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 1,992 $696K 0.5% -12 13F-HR Timeline Elefante Mark B More: the full row for Elefante Mark B 1,985 $696K 0.55% new 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 1,984 $695K 0.17% +3 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 1,981 $694K 0.12% +49 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 1,980 $694K 0.38% -65 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 2,083 $694K 0.22% +1,026 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 1,978 $693K 0.63% -8 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 1,976 $693K 0.02% -4,399 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 1,969 $690K 0.02% -33 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 1,968 $690K 0.24% -2,911 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 1,968 $690K 0.31% -18 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 2,181 $689K 0.12% +26 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 1,961 $687K 0.17% +66 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 1,959 $686K 0.58% -298 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 1,958 $686K 0.19% +963 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,955 $685K 0.15% -15 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 1,949 $683K 0.3% -1 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 1,938 $679K 0.05% +448 13F-HR Timeline Blue Investment Partners LLC More: the full row for Blue Investment Partners LLC 1,935 $678K 0.26% 0 13F-HR Timeline MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 1,934 $678K 0.19% +23 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 1,934 $678K 0.09% +464 13F-HR Timeline Group Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 1,930 $676K 0.06% +39 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 1,929 $676K 0.38% +376 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 1,928 $676K 0.5% 0 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 1,924 $675K 0.48% +67 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 1,923 $674K 0.27% -134 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 1,922 $674K 0.91% new 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 1,918 $672K 0.18% -101 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 1,916 $671K 0.67% -55 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 1,914 $671K 0.04% -1 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 1,912 $670K 0.12% +1 13F-HR/A Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 1,898 $666K 0.18% +909 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 1,895 $664K 0.33% +1 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 1,893 $663K 0.06% +58 13F-HR/A Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 1,889 $662K 0.57% -170 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 1,884 $660K 0.08% -1,784 13F-HR Timeline Cairn Investment Group, Inc. More: the full row for Cairn Investment Group, Inc. 1,882 $660K 0.37% +60 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 1,880 $659K 0.3% +310 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 1,877 $658K 0.12% +43 13F-HR Timeline BluePointe Capital Management, LLC More: the full row for BluePointe Capital Management, LLC 1,875 $657K 0.25% +910 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 1,871 $656K 0.11% 13F-HR Timeline Group STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 1,863 $653K 0.13% -93 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 1,862 $653K 0.51% 0 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 1,861 $652K 0.25% +98 13F-HR Timeline TOBAM More: the full row for TOBAM 1,857 $651K 0.28% -2,110 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 1,854 $650K 0.43% 0 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 1,851 $649K 0.08% -6,094 13F-HR Timeline Group McGuire Investment Group, LLC More: the full row for McGuire Investment Group, LLC 1,850 $648K 0.1% 0 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 1,848 $648K 0.09% -123 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 1,847 $647K 0.62% +74 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 1,845 $647K 0.11% -33 13F-HR Timeline Pullen Investment Management, LLC More: the full row for Pullen Investment Management, LLC 1,845 $647K 0.41% +80 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 1,843 $646K 0.49% +23 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 1,842 $646K 0.44% +67 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 1,841 $645K 0.09% -19 13F-HR Timeline Legacy Advisory Services, LLC More: the full row for Legacy Advisory Services, LLC 1,838 $644K 0.54% -285 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 1,836 $643K 0.36% +292 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 1,835 $643K 0.28% 0 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 1,831 $642K 0.29% +119 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 1,827 $640K 0.51% 0 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 1,823 $639K 0.09% +16 13F-HR Timeline Polymer Capital Management (HK) LTD More: the full row for Polymer Capital Management (HK) LTD 1,823 $639K 0.11% +823 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 1,823 $639K 0.66% -11 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 1,821 $638K 0.17% -6,142 13F-HR Timeline Group Riverview Trust Co More: the full row for Riverview Trust Co 1,819 $637K 0.63% -266 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 1,819 $637K 0.14% +252 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 1,818 $637K 0.23% -29 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 1,818 $637K 0.32% +62 13F-HR Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 1,814 $636K 0.54% +20 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 1,822 $635K 0.02% +137 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 1,812 $635K 0.31% +16 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 1,804 $632K 0.02% 13F-HR Timeline Burt Wealth Advisors More: the full row for Burt Wealth Advisors 1,803 $632K 0.16% 0 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 2,263 $632K 0.33% +161 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 1,801 $631K 0.45% -17 13F-HR Timeline Freemont Management S.A. More: the full row for Freemont Management S.A. 1,800 $631K 0.25% -200 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 1,799 $630K 0.12% -343 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 5,874 $630K 0.31% +59 13F-HR Timeline