AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 14,815 $1.21M 0.39% -34,862 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 14,808 $1.21M 0.21% -2,192 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 14,609 $1.19M 0.54% -36 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 14,521 $1.19M 0.25% +3,056 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 14,436 $1.18M 0.01% -5,393 13F-HR/A Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 14,400 $1.18M 0.06% new 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 14,374 $1.17M 0.18% +416 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 14,380 $1.17M 0.03% -219 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 14,289 $1.17M 0.09% -1,214 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 14,214 $1.16M 0.01% -6,178 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 14,200 $1.16M 0.01% +5,000 13F-HR Timeline Group Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 14,200 $1.16M 0.17% +6,000 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 14,084 $1.15M 0.02% +802 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 14,003 $1.14M 0.13% -719 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 13,900 $1.14M 0.07% -166 13F-HR Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 13,885 $1.14M 0.49% -348 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 13,860 $1.13M 0.04% +1,193 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 13,732 $1.12M 0.15% +278 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 13,718 $1.12M 0.12% +2,070 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 13,654 $1.12M 0.07% -864 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 13,637 $1.11M 0.07% -4,100 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 13,589 $1.11M 0.02% -1,887 13F-HR Timeline Axos Invest Inc. More: the full row for Axos Invest Inc. 13,438 $1.1M 0.85% -841 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 13,255 $1.08M 0.31% -187 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 13,205 $1.08M 0.3% -3,368 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 13,185 $1.08M 0.04% -462 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 13,121 $1.07M 0.47% +1,063 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 13,099 $1.07M 0.7% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 13,010 $1.06M 0.03% +2,932 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 13,252 $1.06M 0.24% +2,654 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 12,803 $1.05M 0.01% +220 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 12,773 $1.04M 0.24% +188 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 12,717 $1.04M 0.11% -1,223 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 12,709 $1.04M 0.39% +2,207 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 12,658 $1.03M 0.02% -881 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 12,632 $1.03M 0.15% new 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 12,619 $1.03M 0.41% +910 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 12,540 $1.03M 0.1% +501 13F-HR Timeline Group Estate Counselors, LLC More: the full row for Estate Counselors, LLC 12,486 $1.02M 0.11% -2,571 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 12,377 $1.01M 0.76% +2,501 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 12,376 $1.01M 0.07% -1,356 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 12,374 $1.01M 0.26% +282 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 12,264 $1M 0.14% -116 13F-HR/A Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 12,245 $1M 0.16% -6,300 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 12,040 $984K 0.02% +24 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 12,033 $984K 0.65% +767 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 12,025 $983K 0.26% +275 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 11,988 $980K 0.03% +15 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 11,971 $979K 0.01% +1,248 13F-HR Timeline Group Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 11,939 $976K 0.68% -456 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 11,790 $964K 0.57% -100 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 11,722 $958K 0.84% -5,880 13F-HR Timeline Palouse Capital Management, Inc. More: the full row for Palouse Capital Management, Inc. 11,708 $957K 0.65% -535 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 11,705 $957K 0.33% -135 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 11,656 $953K 0.51% +127 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 11,605 $949K 0.16% +1,765 13F-HR Timeline Group NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 11,594 $948K 0.08% +526 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 11,586 $947K 0.04% -1,030 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 11,504 $941K 0.08% +117 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 11,412 $933K <0.01% -3,950,975 13F-HR Timeline Group Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 11,400 $932K 0.42% -99 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 11,367 $929K 0.05% -3,265 13F-HR/A Timeline Group MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 11,348 $928K <0.01% +1,288 13F-HR Timeline Group Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 11,284 $923K 0.04% +236 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 11,094 $907K 0.05% new 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 11,011 $900K 0.9% new 13F-HR Timeline Shelter Mutual Insurance Co in group Shelter Mutual Insurance Co More: the full row for Shelter Mutual Insurance Co 10,917 $893K 0.22% 0 13F-HR Timeline Group Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 11,000 $891K 0.31% +1,698 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 10,703 $875K 0.05% +305 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 10,692 $874K 1.09% +581 13F-HR/A Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 10,638 $870K 0.58% -3,775 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 10,627 $869K 0.17% +545 13F-HR/A Timeline CAPSTONE CAPITAL LLC More: the full row for CAPSTONE CAPITAL LLC 10,620 $868K 0.7% -124 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 10,575 $865K 0.28% -284 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 10,560 $863K 0.38% +475 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 10,517 $860K 0.1% -827 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 10,315 $843K 0.04% -7,409 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 10,305 $843K 0.01% -17,096 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 10,299 $842K 0.48% -251 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 10,294 $842K 0.01% -676 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 10,519 $841K <0.01% -210 13F-HR Timeline Group Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 10,262 $839K 0.53% new 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 10,261 $839K 0.16% -1,062 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 10,267 $830K 0.04% -1,858 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 10,119 $827K 0.03% -1,984 13F-HR Timeline Group TFB Advisors LLC More: the full row for TFB Advisors LLC 10,107 $826K 0.24% -830 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 10,075 $824K 0.01% new 13F-HR Timeline INTERACTIVE FINANCIAL ADVISORS, INC. More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 9,962 $815K 0.43% +20 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 9,922 $811K 0.03% +4,387 13F-HR Timeline Group Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 9,912 $810K 0.1% +6,050 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 9,885 $808K 0.27% -348 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 9,818 $803K 0.04% -2,085 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 9,757 $798K 0.01% 0 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 9,717 $794K 0.03% -1,220 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 9,700 $793K 0.02% new 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 9,690 $792K 0.11% -603 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 9,643 $788K 0.14% +3,891 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 9,632 $788K 0.03% +6,137 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 9,621 $787K 0.31% -854 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 9,610 $786K 0.68% +346 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 9,536 $779K 0.27% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 9,530 $779K 0.03% +910 13F-HR Timeline Act Two Investors LLC More: the full row for Act Two Investors LLC 9,444 $772K 0.16% -1,329 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 9,403 $769K 0.09% -2,872 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 9,396 $768K 0.07% +820 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 9,236 $755K 0.05% -3,579 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 9,216 $754K 0.03% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 9,080 $742K 0.01% +3,755 13F-HR Timeline My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 9,003 $736K 0.28% +434 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 8,967 $733K 0.02% +69 13F-HR Timeline Group ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 8,901 $728K 0.4% +7,146 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 8,838 $723K 0.05% -332 13F-HR Timeline Timonier Family Office, LTD. More: the full row for Timonier Family Office, LTD. 8,749 $715K 0.32% -284 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 8,669 $709K 0.16% +969 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 8,642 $707K 0.09% +3,978 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 8,545 $699K 0.04% -9,934 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 8,503 $695K 0.14% -277 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 8,483 $694K 0.06% -788 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 8,466 $692K <0.01% new 13F-HR Timeline Moser Wealth Advisors, LLC More: the full row for Moser Wealth Advisors, LLC 8,440 $690K 0.36% +18 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 8,428 $689K 0.06% -680 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 8,426 $689K -3,197 Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 8,291 $678K 0.04% 0 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 8,473 $677K 0.31% +643 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 8,268 $676K 0.02% -688 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 8,238 $674K 0.01% -1,291 13F-HR Timeline Group Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 8,222 $672K -802 Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 8,194 $670K 0.54% 0 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 8,190 $670K 0.26% +2,036 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 8,187 $669K 0.06% -15,351 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 8,058 $659K 0.06% -175 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 8,185 $654K 0.29% 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 7,975 $652K 0.03% -514 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 7,945 $650K 0.03% -53 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 7,925 $648K 0.07% +4,672 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 7,855 $642K 0.09% new 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 7,744 $633K 0.02% -5,142 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 7,688 $629K 0.14% -76 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 7,669 $627K 0.06% +1,739 13F-HR Timeline Twele Capital Management, Inc. More: the full row for Twele Capital Management, Inc. 7,607 $622K 0.13% +608 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 7,604 $622K 0.07% +53 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 7,600 $621K 0.15% +126 13F-HR Timeline WOODLEY FARRA MANION PORTFOLIO MANAGEME… More: the full row for WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 7,574 $619K 0.03% new 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 7,573 $619K 0.06% -2,001 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 7,531 $616K 0.07% -565 13F-HR Timeline Verisail Partners, LLC More: the full row for Verisail Partners, LLC 7,510 $614K 0.28% +2,171 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 7,508 $614K 0.34% new 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 7,492 $613K 0.19% +1,076 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 7,395 $605K 0.08% -493 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 7,370 $603K 0.2% +3,116 13F-HR Timeline Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 7,262 $594K 0.21% new 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 7,259 $594K 0.07% +545 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 7,170 $588K 0.27% +376 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 7,169 $586K 0.04% new 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 7,165 $586K 0.01% -57 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 7,148 $584K 0.04% -236 13F-HR Timeline Group Providence First Trust Co More: the full row for Providence First Trust Co 7,092 $580K 0.24% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 7,080 $579K 0.02% -250 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 6,994 $572K 0.24% -63 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 6,985 $571K 0.11% -725 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 6,974 $570K <0.01% -44 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 6,952 $568K 0.05% +486 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 6,884 $563K 0.4% +3,800 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 6,863 $561K 0.26% -45 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 6,860 $561K 0.02% -364 13F-HR Timeline Group ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 6,854 $560K 0.43% +107 13F-HR Timeline NESTEGG ADVISORS, INC. More: the full row for NESTEGG ADVISORS, INC. 6,846 $560K 0.59% new 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 6,809 $557K 0.11% +2,301 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 6,804 $556K 0.09% 0 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 6,766 $553K 0.46% +315 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 6,754 $552K 0.3% +46 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 6,740 $551K 0.09% +27 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 6,654 $544K 0.44% 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 6,617 $541K 0.35% -4,138 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 6,595 $539K 0.4% +136 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 6,546 $535K 0.03% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 6,535 $534K 0.02% +1,224 13F-HR Timeline Group GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 6,513 $533K 0.11% -6,980 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 6,512 $532K 0.19% +4,715 13F-HR Timeline Insight Inv LLC More: the full row for Insight Inv LLC 6,511 $532K 0.37% -100 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 6,506 $532K 0.02% +3,945 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 6,505 $532K 0.16% 0 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 6,499 $531K 0.18% 0 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 6,482 $530K 0.31% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. 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