Bensler, LLC More: the full row for Bensler, LLC 1,012 $306K 0.03% -17,537 13F-HR Timeline Tiller Private Wealth, Inc. More: the full row for Tiller Private Wealth, Inc. 1,010 $305K 0.11% +31 13F-HR Timeline CTC Alternative Strategies, Ltd. More: the full row for CTC Alternative Strategies, Ltd. 1,008 $305K 0.69% new 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 1,008 $305K 0.11% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 1,007 $304K 0.17% +15 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 1,006 $304K 0.07% +69 13F-HR Timeline Cadia Private Client LLC More: the full row for Cadia Private Client LLC 1,005 $304K 0.25% +1 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 1,004 $303K 0.07% +397 13F-HR Timeline GOLDEN ROAD ADVISORS LLC More: the full row for GOLDEN ROAD ADVISORS LLC 1,004 $303K 0.17% +106 13F-HR Timeline Northern Capital Management, Inc. More: the full row for Northern Capital Management, Inc. 1,003 $303K 0.15% 0 13F-HR Timeline ADVISORTRUST PARTNERS, LLC More: the full row for ADVISORTRUST PARTNERS, LLC 1,003 $303K 0.13% +123 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 1,002 $303K 0.06% -86 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 1,000 $302K 0.16% 0 13F-HR Timeline ArchPoint Investors More: the full row for ArchPoint Investors 1,000 $302K 0.07% 0 13F-HR Timeline 21 West Wealth Management LLC More: the full row for 21 West Wealth Management LLC 999 $302K 0.28% 0 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 997 $301K 0.02% +38 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 995 $301K 0.04% new 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 995 $301K 0.1% +8 13F-HR Timeline BLUE SQUARE ASSET MANAGEMENT, LLC More: the full row for BLUE SQUARE ASSET MANAGEMENT, LLC 993 $300K 0.14% 0 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 992 $300K 0.07% -43 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 991 $300K 0.2% +33 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 990 $299K 0.15% -307 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 989 $299K 0.03% 0 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 989 $299K 0.21% +121 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 988 $299K 0.19% -89 13F-HR Timeline Portfolio Strategies, Inc. More: the full row for Portfolio Strategies, Inc. 988 $298K 0.04% new 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 987 $298K 0.18% -48 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 986 $298K 0.06% 0 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 984 $297K 0.13% +76 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 984 $297K 0.14% 0 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 984 $297K 0.14% 0 13F-HR Timeline Prodigy Asset Management LLC More: the full row for Prodigy Asset Management LLC 984 $297K 0.1% +26 13F-HR Timeline Avid Wealth Partners LLC More: the full row for Avid Wealth Partners LLC 983 $297K 0.14% +137 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 981 $296K 0.04% +1 13F-HR Timeline FOUNDERS CAPITAL MANAGEMENT, LLC More: the full row for FOUNDERS CAPITAL MANAGEMENT, LLC 980 $296K 0.05% 0 13F-HR Timeline HILLTOP WEALTH ADVISORS, LLC More: the full row for HILLTOP WEALTH ADVISORS, LLC 980 $296K 0.18% +16 13F-HR Timeline Alaska Wealth Advisors, LLC in group Alaska Permanent Capital Mana⦠More: the full row for Alaska Wealth Advisors, LLC 974 $294K 0.04% -30 13F-HR Timeline Group MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 973 $294K 0.07% +211 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 971 $293K 0.17% -7 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 970 $293K 0.05% -114 13F-HR Timeline Bell & Brown Wealth Advisors, LLC More: the full row for Bell & Brown Wealth Advisors, LLC 970 $293K 0.1% +1 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 969 $293K 0.07% -36 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 969 $293K 0.14% 0 13F-HR Timeline Ehrenkranz Partners L.P. More: the full row for Ehrenkranz Partners L.P. 967 $292K 0.23% +25 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 966 $292K 0.17% +3 13F-HR Timeline PALLADIEM, LLC More: the full row for PALLADIEM, LLC 947 $292K 0.28% 0 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 966 $292K 0.07% +8 13F-HR Timeline Grange Capital, LLC More: the full row for Grange Capital, LLC 964 $291K 0.29% +64 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 963 $291K 0.12% 0 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 962 $291K 0.2% new 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 960 $291K 0.1% +3 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 960 $290K 0.14% +95 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 960 $290K 0.16% +205 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 956 $289K 0.13% +24 13F-HR Timeline Headland Capital, LLC More: the full row for Headland Capital, LLC 955 $288K 0.08% -9 13F-HR Timeline Harrington Investments, INC More: the full row for Harrington Investments, INC 954 $288K 0.15% -90 13F-HR Timeline Thoma Capital Management LLC More: the full row for Thoma Capital Management LLC 954 $288K 0.17% -180 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 877 $288K 0.2% 0 13F-HR Timeline Independent Family Office, LLC More: the full row for Independent Family Office, LLC 952 $288K 0.12% new 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 952 $288K 0.19% -44 13F-HR Timeline Legend Capital Advisors LLC More: the full row for Legend Capital Advisors LLC 951 $287K 0.18% -59 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 949 $287K 0.11% -130 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 949 $287K 0.02% -12 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 949 $287K 0.12% 0 13F-HR Timeline Asset Advisory Group, Inc. More: the full row for Asset Advisory Group, Inc. 949 $287K 0.14% +1 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 946 $286K 0.11% +117 13F-HR Timeline Apex Wealth Management, LLC More: the full row for Apex Wealth Management, LLC 943 $285K 0.2% +11 13F-HR Timeline Sanchez Gaunt Capital Management, LLC More: the full row for Sanchez Gaunt Capital Management, LLC 942 $285K 0.18% 13F-HR Timeline AdviceOne Advisory Services, LLC More: the full row for AdviceOne Advisory Services, LLC 939 $284K 0.17% +18 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 939 $284K 0.19% -18 13F-HR Timeline TrueWealth Financial Partners More: the full row for TrueWealth Financial Partners 938 $283K 0.11% new 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 937 $283K 0.02% -336 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 936 $283K 0.24% -5 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 936 $283K 0.14% +65 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 935 $283K 0.17% 0 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 933 $282K 0.2% -425 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 932 $282K 0.14% +30 13F-HR Timeline Courage Miller Partners, LLC More: the full row for Courage Miller Partners, LLC 932 $282K 0.08% 0 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 931 $281K 0.07% -37 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 930 $281K 0.06% +225 13F-HR Timeline ATALANTA SOSNOFF CAPITAL, LLC in group ATALANTA SOSNOFF CAPITAL, LLC More: the full row for ATALANTA SOSNOFF CAPITAL, LLC 930 $281K 0.01% -59 13F-HR Timeline Group Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 929 $281K 0.26% -22 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SWS Partners More: the full row for SWS Partners 927 $280K 0.07% +2 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 924 $279K 0.03% 0 13F-HR Timeline Foresight Global Investors, Inc. More: the full row for Foresight Global Investors, Inc. 924 $279K 0.18% 0 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 923 $279K 0.14% -100 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 922 $279K 0.07% -107 13F-HR Timeline StoneCrest Wealth Management, Inc. More: the full row for StoneCrest Wealth Management, Inc. 922 $279K 0.12% -376 13F-HR Timeline Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 922 $279K 0.23% +100 13F-HR Timeline Capital Squared Financial LLC More: the full row for Capital Squared Financial LLC 922 $279K 0.21% -352 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 897 $278K 0.04% -176 13F-HR Timeline Presper Financial Architects, LLC More: the full row for Presper Financial Architects, LLC 918 $278K 0.16% +10 13F-HR Timeline BURR FINANCIAL SERVICES, LLC More: the full row for BURR FINANCIAL SERVICES, LLC 918 $277K 0.22% -277 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 917 $277K 0.21% +76 13F-HR Timeline Ardent Capital Management, Inc. More: the full row for Ardent Capital Management, Inc. 917 $277K 0.12% 0 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 915 $276K 0.15% +17 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 915 $276K 0.07% -298 13F-HR Timeline Storgate, LLC More: the full row for Storgate, LLC 914 $276K 0.22% +29 13F-HR Timeline STAGE HARBOR FINANCIAL, LLC More: the full row for STAGE HARBOR FINANCIAL, LLC 913 $276K 0.18% -62 13F-HR Timeline Momentous Wealth Management, Inc. More: the full row for Momentous Wealth Management, Inc. 913 $276K 0.16% -255 13F-HR Timeline IFS Group,LLC More: the full row for IFS Group,LLC 911 $275K 0.25% 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 909 $275K 0.1% new 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 907 $274K 0.04% +105 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 905 $274K 0.14% +23 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 905 $274K 0.16% +17 13F-HR Timeline Forbes Financial Planning, Inc. More: the full row for Forbes Financial Planning, Inc. 904 $273K 0.16% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 915 $273K 0.21% +475 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 902 $273K 0.04% +74 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 901 $272K 0.09% new 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 900 $272K 0.11% 0 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 900 $272K 0.09% 0 13F-HR Timeline WMS Group LLC More: the full row for WMS Group LLC 900 $272K 0.4% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 897 $271K 0.02% -1,750 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 897 $271K 0.1% +8 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 897 $271K 0.03% +6 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 897 $271K 0.07% 0 13F-HR Timeline Sara-Bay Financial More: the full row for Sara-Bay Financial 896 $271K 0.08% +35 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 894 $270K 0.21% 13F-HR Timeline Purewater Capital LLC More: the full row for Purewater Capital LLC 892 $270K 0.26% 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 892 $270K 0.03% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 891 $269K 0.28% +18 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 891 $269K 0.22% +69 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 890 $269K 0.02% -22 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 889 $269K 0.03% +10 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 886 $268K 0.11% 0 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 886 $268K 0.11% +122 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 883 $267K 0.2% -2,453 13F-HR Timeline A4 Wealth Advisors LLC More: the full row for A4 Wealth Advisors LLC 882 $267K 0.22% -234 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /⦠More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 876 $265K 0.04% -135 13F-HR Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 876 $265K <0.01% 0 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 856 $264K 0.15% +1 13F-HR Timeline Winter & Associates, Inc. More: the full row for Winter & Associates, Inc. 870 $264K 0.23% 0 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 872 $264K 0.1% -79 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 871 $263K 0.14% -528 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 871 $263K 0.03% -21 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 870 $263K 0.08% 0 13F-HR Timeline Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 868 $262K 0.18% +18 13F-HR Timeline Nolet Wealth Management, LLC More: the full row for Nolet Wealth Management, LLC 867 $262K 0.15% -68 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 866 $262K 0.15% -50 13F-HR Timeline BENDER ROBERT & ASSOCIATES More: the full row for BENDER ROBERT & ASSOCIATES 864 $261K 0.06% -4 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 864 $261K 0.14% -25 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 862 $261K 0.07% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 862 $261K 0.03% +22 13F-HR Timeline ODonnell Financial Services, LLC More: the full row for ODonnell Financial Services, LLC 862 $261K 0.09% 0 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 862 $261K 0.11% +162 13F-HR Timeline High Probability Advisors, LLC More: the full row for High Probability Advisors, LLC 861 $260K 0.03% +134 13F-HR Timeline Dodge & Cox More: the full row for Dodge & Cox 859 $260K <0.01% 0 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 859 $260K 0.14% +79 13F-HR Timeline Southern Financial Group, LLC More: the full row for Southern Financial Group, LLC 859 $260K 0.07% +26 13F-HR Timeline Tenzing Financial LLC More: the full row for Tenzing Financial LLC 837 $259K 0.19% -131 13F-HR Timeline Reliant Investment Management, LLC More: the full row for Reliant Investment Management, LLC 857 $259K 0.12% +189 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 857 $259K 0.12% -243 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 856 $259K 0.15% -11 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 855 $258K 0.13% 0 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 855 $258K 0.15% +40 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 853 $258K 0.02% -159 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I⦠More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 852 $258K 0.08% -174 13F-HR Timeline Elevation Advisory Partners LLC More: the full row for Elevation Advisory Partners LLC 791 $257K 0.24% 13F-HR Timeline NIA IMPACT ADVISORS, LLC More: the full row for NIA IMPACT ADVISORS, LLC 850 $257K 0.11% -16 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 848 $256K 0.18% +1 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 846 $256K 0.25% -648 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 782 $255K 0.03% +5 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 844 $255K 0.11% 0 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 840 $254K 0.23% -52 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 838 $253K 0.03% +83 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 837 $253K 0.04% 0 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 837 $253K 0.04% +27 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 837 $253K 0.07% -387 13F-HR Timeline AMJ Financial Wealth Management More: the full row for AMJ Financial Wealth Management 836 $253K 0.06% -5,273 13F-HR Timeline Sensible Money, LLC More: the full row for Sensible Money, LLC 834 $252K 0.08% -6 13F-HR Timeline International Private Wealth Advisors L⦠More: the full row for International Private Wealth Advisors LLC 833 $252K 0.15% -2,276 13F-HR Timeline Collar Capital Management, LLC More: the full row for Collar Capital Management, LLC 833 $252K 0.16% 0 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 833 $252K 0.03% -18 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 831 $251K 0.07% +211 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 828 $250K 0.05% -239 13F-HR Timeline Warburton Capital Management, LLC More: the full row for Warburton Capital Management, LLC 812 $250K 0.12% -64 13F-HR Timeline Holland Advisory Services, Inc. More: the full row for Holland Advisory Services, Inc. 825 $249K 0.33% 0 13F-HR Timeline Christensen, King & Associates Investme⦠More: the full row for Christensen, King & Associates Investment Services, Inc. 824 $249K 0.11% 0 13F-HR Timeline Resolute Advisors LLC More: the full row for Resolute Advisors LLC 824 $249K 0.1% new 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 824 $249K 0.04% -164 13F-HR Timeline ACT Advisors, LLC. More: the full row for ACT Advisors, LLC. 824 $249K 0.11% -4 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 822 $248K 0.11% 0 13F-HR Timeline LOUNTZIS ASSET MANAGEMENT, LLC More: the full row for LOUNTZIS ASSET MANAGEMENT, LLC 820 $248K 0.09% 0 13F-HR Timeline Financial Symmetry Inc More: the full row for Financial Symmetry Inc 751 $248K 0.09% -20 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 819 $248K 0.05% +128 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 818 $247K 0.12% +30 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 818 $247K 0.1% -40 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 818 $247K 0.14% 0 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 817 $247K 0.17% 0 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 813 $246K 0.13% 0 13F-HR Timeline DURANTE & WATERS, LLC More: the full row for DURANTE & WATERS, LLC 813 $246K 0.18% 0 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 812 $245K 0.06% -115 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 811 $245K 0.01% -364 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 810 $245K 0.09% -114 13F-HR Timeline REDSTONE WEALTH MANAGEMENT, LLC More: the full row for REDSTONE WEALTH MANAGEMENT, LLC 809 $245K 0.19% 0 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 808 $244K 0.13% 0 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 808 $244K 0.11% new 13F-HR Timeline Financial Planning Navigators CORP More: the full row for Financial Planning Navigators CORP 806 $244K 0.11% new 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 804 $243K 0.09% -199 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 801 $242K 0.04% -3 13F-HR Timeline