Platform Technology Partners More: the full row for Platform Technology Partners 1,698 $376K 0.11% -148 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 1,696 $376K 0.05% +140 13F-HR Timeline SPRENG CAPITAL MANAGEMENT, INC. More: the full row for SPRENG CAPITAL MANAGEMENT, INC. 1,696 $376K 0.17% -165 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 1,695 $376K 0.04% 0 13F-HR Timeline SIMS INVESTMENT MANAGEMENT, LLC More: the full row for SIMS INVESTMENT MANAGEMENT, LLC 1,695 $376K 0.17% +560 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 1,690 $375K 0.34% 0 13F-HR Timeline Per Stirling Capital Management, LLC. 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More: the full row for GWN SECURITIES INC. 1,677 $372K 0.02% new 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 1,675 $371K 0.42% +324 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,664 $369K 0.01% +24 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 1,660 $368K 0.06% -21 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 1,645 $365K 0.2% -85 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 1,578 $364K 0.05% +1,257 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 1,640 $364K 0.07% new 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 1,637 $363K 0.1% 0 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 1,635 $363K 0.07% -224 13F-HR Timeline KITCHING PARTNERS, LLC More: the full row for KITCHING PARTNERS, LLC 1,635 $362K 0.42% +7 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 1,631 $362K 0.08% 0 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,629 $361K 0.1% new 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 1,629 $361K 0.08% 0 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 1,629 $361K 0.27% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,628 $361K 0.04% +28 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 1,624 $360K 0.06% -5,823 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 1,620 $359K 0.09% +335 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 1,618 $359K 0.01% 0 13F-HR Timeline Group Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 1,617 $359K 0.03% -91 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 1,616 $358K 0.14% +5 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 1,615 $358K 0.22% -359 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 1,615 $358K 0.22% -290 13F-HR Timeline Cedar Point Capital Partners, LLC More: the full row for Cedar Point Capital Partners, LLC 1,614 $358K 0.24% +145 13F-HR Timeline Obsidian Personal Planning Solutions LLC More: the full row for Obsidian Personal Planning Solutions LLC 1,647 $356K 0.16% 0 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 1,617 $356K 0.2% -78 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 1,602 $355K 0.3% 0 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 1,600 $355K 0.12% -302 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 1,594 $354K 0.05% -156 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 1,588 $352K 0.02% -7 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 1,585 $351K 0.03% -370 13F-HR Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 1,584 $351K 0.07% -252 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 1,583 $351K 0.02% +142 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 1,580 $350K 0.17% 0 13F-HR Timeline Gallagher Capital Advisors, LLC More: the full row for Gallagher Capital Advisors, LLC 1,578 $350K 0.27% -253 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 1,572 $348K 0.14% 0 13F-HR Timeline Donor Advised Charitable Giving, Inc. More: the full row for Donor Advised Charitable Giving, Inc. 1,571 $348K 0.01% 0 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 1,570 $348K 0.02% -448 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,566 $347K 0.08% +38 13F-HR Timeline Urban Financial Advisory Corp More: the full row for Urban Financial Advisory Corp 1,562 $346K 0.19% +1,482 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 1,560 $346K 0.12% +2 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 1,559 $346K 0.2% +10 13F-HR Timeline JIM SAULNIER & ASSOCIATES, LLC More: the full row for JIM SAULNIER & ASSOCIATES, LLC 1,552 $344K 0.27% +9 13F-HR Timeline Weitzel Financial Services, Inc. More: the full row for Weitzel Financial Services, Inc. 1,632 $344K 0.16% 0 13F-HR Timeline Warther Private Wealth, LLC More: the full row for Warther Private Wealth, LLC 1,551 $344K 0.11% 0 13F-HR Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 1,550 $344K 0.05% 0 13F-HR Timeline Allodium Investment Consultants, LLC More: the full row for Allodium Investment Consultants, LLC 1,543 $342K 0.25% +161 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 1,534 $340K 0.14% new 13F-HR Timeline ZynergyRetirementPlanningLLC More: the full row for ZynergyRetirementPlanningLLC 1,412 $339K 0.24% 0 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 1,520 $337K 0.29% 0 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 1,516 $336K 0.21% -3 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 1,515 $335K 0.22% 0 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 1,510 $335K <0.01% 0 13F-HR Timeline Authentikos Wealth Advisory, LLC More: the full row for Authentikos Wealth Advisory, LLC 1,507 $334K 0.26% new 13F-HR/A Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 1,506 $334K 0.13% -7,494 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 1,503 $333K 0.03% new 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 1,501 $333K 0.24% -385 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 1,500 $333K 0.05% -589 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 1,498 $332K 0.01% -244 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 1,496 $332K 0.05% +280 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 1,490 $331K 0.05% -243 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 1,488 $330K 0.05% -380 13F-HR Timeline David Wealth Management LLC More: the full row for David Wealth Management LLC 1,486 $330K 0.28% +4 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 1,482 $329K 0.02% 0 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 1,482 $329K 0.43% -16,386 13F-HR Timeline Madison Park Capital Advisors, LLC More: the full row for Madison Park Capital Advisors, LLC 1,475 $327K 0.29% -88 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 1,475 $327K 0.1% -115 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 1,469 $326K 0.06% 0 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 1,469 $326K 0.06% +326 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 1,465 $325K 0.15% new 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 1,460 $324K 0.05% -116 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 1,459 $323K 0.07% +616 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 1,456 $323K 0.04% 0 13F-HR Timeline Windward Private Wealth Management Inc. More: the full row for Windward Private Wealth Management Inc. 1,456 $323K 0.13% 0 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 1,455 $323K 0.24% +70 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 1,451 $322K 0.04% -63 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 1,450 $322K 0.03% -486 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,445 $320K 0.13% -40 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,437 $319K 0.01% -12 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 1,430 $317K 0.27% +416 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 1,427 $316K 0.13% -78 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 1,426 $316K 0.02% 0 13F-HR Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 1,426 $316K 0.14% -75 13F-HR Timeline Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 1,423 $316K 0.37% -554 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 1,418 $314K 0.24% -85 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 1,484 $312K 0.11% -563 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 1,408 $312K 0.19% -670 13F-HR Timeline Valley Financial Group, Inc. More: the full row for Valley Financial Group, Inc. 1,408 $312K 0.21% +134 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 1,405 $312K 0.04% +2 13F-HR Timeline Nova R Wealth, Inc. More: the full row for Nova R Wealth, Inc. 1,404 $311K 0.15% +7 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 1,402 $311K 0.16% +40 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 1,402 $311K 0.05% new 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 1,400 $310K 0.03% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,398 $310K 0.05% +159 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 1,396 $310K 0.18% 0 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 1,382 $306K 0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,380 $306K 0.08% 0 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 1,374 $305K 0.28% 0 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 1,267 $304K 0.04% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 1,369 $304K 0.11% -392 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 1,368 $303K 0.03% -31 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 1,367 $303K 0.27% +11 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 1,366 $303K 0.03% -387 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 1,364 $302K 0.08% -5 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 1,364 $302K 0.04% +7 13F-HR Timeline Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 1,363 $302K 0.1% 13F-HR Timeline Base Wealth Management LLC More: the full row for Base Wealth Management LLC 1,362 $302K 0.23% 13F-HR Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 1,360 $302K <0.01% -522 13F-HR Timeline Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 1,356 $301K 0.03% +97 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 1,353 $300K 0.04% -2 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,353 $300K 0.01% -612 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 1,352 $300K 0.04% +296 13F-HR Timeline CLARK ESTATES INC/NY More: the full row for CLARK ESTATES INC/NY 1,350 $299K 0.06% 0 13F-HR Timeline Flower City Capital More: the full row for Flower City Capital 1,346 $299K 0.2% +5 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 1,343 $298K 0.08% +119 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 1,341 $297K 0.09% +53 13F-HR Timeline Total Wealth Planning, LLC More: the full row for Total Wealth Planning, LLC 1,336 $296K 0.05% -24 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 1,334 $296K 0.13% +5 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,333 $296K 0.03% +3 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 1,333 $296K 0.04% +2 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 1,327 $294K 0.08% 0 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 1,327 $294K 0.02% 0 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 1,326 $294K 0.08% new 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 1,326 $294K 0.01% -6,053 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,322 $294K 0.05% +109 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 1,323 $293K 0.06% +5 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 1,322 $293K 0.04% -11 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,317 $292K 0.03% +105 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 1,317 $292K 0.25% +79 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 1,314 $291K 0.01% 0 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 1,308 $290K 0.03% -46 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 1,339 $289K 0.23% 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 1,302 $289K 0.02% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,298 $288K 0.02% 0 13F-HR Timeline Group RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 1,291 $286K 0.04% 0 13F-HR Timeline Traction Financial Partners, LLC More: the full row for Traction Financial Partners, LLC 1,289 $286K 0.22% -7 13F-HR Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 1,285 $285K 0.32% 0 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 1,284 $285K 0.05% 0 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 1,366 $284K 0.13% +233 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 1,278 $283K 0.26% +233 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 1,276 $283K 0.18% 0 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 1,275 $283K 0.22% -18 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 1,270 $282K 0.04% -500 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 1,270 $282K <0.01% +175 13F-HR Timeline Group Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 1,268 $281K 0.02% +376 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 1,264 $280K 0.04% -57 13F-HR Timeline DOHJ, LLC More: the full row for DOHJ, LLC 1,263 $280K 0.06% new 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 1,261 $280K 0.09% -163 13F-HR Timeline Martin Worley Group More: the full row for Martin Worley Group 1,260 $279K 0.16% +32 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 1,260 $279K <0.01% new 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 1,259 $279K 0.2% 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 1,257 $279K 0.02% 0 13F-HR Timeline Group Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 1,354 $278K 0.2% -999 13F-HR Timeline Ground Swell Capital, LLC More: the full row for Ground Swell Capital, LLC 1,251 $277K 0.63% new 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 1,250 $277K 0.04% -250 13F-HR Timeline Group ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 1,250 $277K 0.16% -3,212 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 1,248 $277K 0.06% -22 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 1,247 $277K 0.02% 0 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 1,246 $276K 0.21% new 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 1,245 $276K 0.13% -32 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 1,238 $274K 0.07% +73 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 1,232 $273K 0.23% +2 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,232 $273K <0.01% -1,547 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 1,232 $273K 0.06% +5 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 1,226 $272K 0.16% 0 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 1,225 $272K 0.04% +2 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,223 $271K 0.08% -154 13F-HR Timeline Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 1,219 $270K 0.69% 0 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 1,204 $267K 0.13% 0 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 1,202 $267K 0.11% +110 13F-HR Timeline PINKERTON WEALTH, LLC More: the full row for PINKERTON WEALTH, LLC 1,200 $266K 0.03% new 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 1,198 $266K 0.1% +276 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 1,193 $264K 0.05% -631 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 1,192 $264K 0.04% +89 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 1,187 $263K <0.01% -531 13F-HR Timeline Group Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 1,187 $263K 0.07% -4 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 1,186 $263K 0.03% 0 13F-HR Timeline Group Essex LLC More: the full row for Essex LLC 1,185 $263K 0.06% -78 13F-HR Timeline Sensible Money, LLC More: the full row for Sensible Money, LLC 1,183 $262K 0.11% +122 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 1,183 $262K 0.03% -200 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 1,183 $262K 0.2% +300 13F-HR Timeline Axos Invest Inc. More: the full row for Axos Invest Inc. 1,179 $261K 0.2% -428 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 1,175 $261K 0.26% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 1,173 $260K 0.23% -249 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 1,170 $259K 0.03% +5 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,170 $259K 0.09% 0 13F-HR Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 1,169 $259K 0.03% 0 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 1,168 $259K 0.13% 0 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 1,159 $257K 0.23% +3 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 1,156 $256K 0.09% -14 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 1,155 $256K 0.09% -400 13F-HR Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 1,155 $256K 0.2% -75 13F-HR Timeline