ZENITH SOLUTIONS, INC. More: the full row for ZENITH SOLUTIONS, INC. 11,771 $839K 0.76% 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 11,763 $838K 0.42% +207 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 11,757 $838K 0.67% 0 13F-HR Timeline CAMBIAR INVESTORS LLC More: the full row for CAMBIAR INVESTORS LLC 11,727 $836K 0.04% +7,884 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 11,722 $835K 0.12% +23 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 11,716 $835K 0.64% +32 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 11,660 $831K 0.12% -360 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 11,658 $831K 0.14% -927 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 11,646 $830K 0.16% -237 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 11,640 $829K 0.11% -163 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 11,633 $829K 0.1% +379 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 11,591 $826K 0.05% -40 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 11,590 $826K 0.65% -50 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 11,519 $821K 0.02% -1,017 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 11,511 $820K 0.23% +5,730 13F-HR Timeline Collaborative Capital Advisors LLC More: the full row for Collaborative Capital Advisors LLC 11,454 $816K 0.52% 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 11,446 $815K 0.01% new 13F-HR Timeline TENET WEALTH PARTNERS, LLC More: the full row for TENET WEALTH PARTNERS, LLC 11,641 $815K 0.61% 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 11,395 $812K <0.01% -66,483 13F-HR/A Timeline Group Citrine Capital LLC More: the full row for Citrine Capital LLC 11,388 $811K 0.3% +1,206 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 11,357 $809K 0.05% -2,764 13F-HR Timeline Nolet Wealth Management, LLC More: the full row for Nolet Wealth Management, LLC 11,344 $808K 0.45% -80,203 13F-HR Timeline Forthright Family Wealth Advisory LLC More: the full row for Forthright Family Wealth Advisory LLC 11,325 $807K 0.46% -17,919 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 11,323 $807K 0.28% +748 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 11,260 $802K 0.1% 0 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 11,254 $802K 0.08% -49 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 11,228 $800K 0.32% 0 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 11,211 $799K 0.22% -376 13F-HR Timeline SwitchPoint Financial Planning, LLC More: the full row for SwitchPoint Financial Planning, LLC 11,208 $799K 0.46% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 11,207 $798K 0.25% -651 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 11,178 $796K 0.15% -157 13F-HR Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 11,162 $795K 0.1% +1,638 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 11,148 $794K 0.2% +29 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 11,148 $794K 0.17% -787 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 11,134 $793K 0.34% -7,377 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 11,198 $792K 0.02% +1,406 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 11,167 $792K 0.07% -1,482 13F-HR Timeline Oak Wealth Advisors LLC More: the full row for Oak Wealth Advisors LLC 11,108 $791K 0.38% 0 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 11,067 $789K 0.08% -104 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 11,035 $786K 0.25% -44,076 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 11,029 $786K 0.07% +741 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 11,000 $784K 0.04% +2,754 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 11,000 $784K 0.35% -193 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 10,995 $783K 0.15% -356 13F-HR/A Timeline Columbia Bank More: the full row for Columbia Bank 10,952 $780K 0.17% +6,385 13F-HR Timeline Sun Group Wealth Partners More: the full row for Sun Group Wealth Partners 10,951 $780K 0.53% +5,036 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 10,937 $779K 0.08% +1,600 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 10,930 $779K 0.28% new 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 10,908 $777K 0.24% -91 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 10,902 $777K 0.02% -427 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 10,888 $776K 0.06% -1,827 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 10,873 $775K 0.07% +51 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 10,826 $771K 0.17% -47 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 10,812 $770K 0.07% +588 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 10,807 $770K 0.04% +588 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 10,770 $767K 0.13% +1,127 13F-HR Timeline VILLERE ST DENIS J & CO LLC More: the full row for VILLERE ST DENIS J & CO LLC 10,765 $767K 0.09% 0 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 10,675 $761K 0.05% +675 13F-HR Timeline Rare Wolf Capital LLC More: the full row for Rare Wolf Capital LLC 10,658 $759K 0.49% +2,940 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 10,865 $757K 0.2% +62 13F-HR Timeline North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 10,587 $754K 0.3% +873 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 10,554 $752K 0.41% +3,342 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 10,518 $749K 0.17% -1,500 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 10,508 $749K 0.5% 0 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 10,505 $749K 0.17% -3,981 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 10,464 $746K 0.58% -1 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 10,443 $744K 0.34% +101 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 10,412 $742K 0.03% 0 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 10,408 $742K 0.13% +661 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 10,400 $741K 0.12% -4,243 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 10,393 $741K 0.14% 0 13F-HR/A Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 10,343 $737K 0.2% 0 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 10,337 $737K 0.21% +888 13F-HR Timeline Serenity Investment Advisors More: the full row for Serenity Investment Advisors 10,109 $736K 0.31% +172 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 10,263 $731K 0.51% 0 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 10,262 $731K 0.02% +4,457 13F-HR Timeline Colter Lewis Investment Partners LLC More: the full row for Colter Lewis Investment Partners LLC 10,241 $730K 0.32% +3,436 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 10,194 $726K 0.04% -43 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 9,862 $726K 0.24% 0 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 10,173 $725K 0.05% +139 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 10,170 $725K 0.01% +1,724 13F-HR Timeline Group VAN DEN BERG MANAGEMENT I, INC More: the full row for VAN DEN BERG MANAGEMENT I, INC 10,157 $724K 0.15% -489 13F-HR Timeline Guardian Financial Partners, LLC More: the full row for Guardian Financial Partners, LLC 10,133 $722K 0.28% -433 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 10,110 $720K 0.16% +622 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 10,104 $720K 0.04% 0 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 10,072 $718K 0.21% +2,817 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 10,067 $717K 0.17% +1,200 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 10,044 $716K 0.19% -190 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 10,000 $712K 0.13% 0 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 9,990 $712K 0.28% -441 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 9,979 $711K 0.07% new 13F-HR Timeline Group IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 9,965 $710K 0.1% 0 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 9,927 $707K 0.35% -1,060 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 9,925 $707K 0.27% +950 13F-HR Timeline Sheridan Capital Management, LLC More: the full row for Sheridan Capital Management, LLC 9,899 $705K 0.34% -834 13F-HR Timeline Tepp RIA, LLC More: the full row for Tepp RIA, LLC 9,898 $705K 0.48% -3,834 13F-HR Timeline Bienville Capital Management, LLC More: the full row for Bienville Capital Management, LLC 9,830 $700K 0.1% new 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 9,828 $700K 0.12% +530 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 9,783 $697K 0.2% +1,868 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 9,873 $697K 0.17% +2,837 13F-HR Timeline Dodds Wealth, LLC More: the full row for Dodds Wealth, LLC 9,776 $697K 0.16% -1,801 13F-HR Timeline QUANTUM FINANCIAL PARTNERS LLC More: the full row for QUANTUM FINANCIAL PARTNERS LLC 9,705 $691K 0.35% 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 9,701 $691K 0.01% -200 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 9,701 $691K 0.25% +2,766 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 9,687 $690K 0.19% +281 13F-HR Timeline RIVER'S EDGE WEALTH MANAGEMENT, LLC More: the full row for RIVER'S EDGE WEALTH MANAGEMENT, LLC 9,739 $690K 0.61% -146 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 9,988 $689K 0.05% -3,315 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 9,656 $688K 0.08% +1,507 13F-HR/A Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 9,622 $686K 0.01% +54 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 9,602 $684K 0.21% -620 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 9,600 $684K 0.06% +3 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 9,586 $683K 0.05% -562 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 9,563 $681K 0.08% +2,387 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 9,556 $681K 0.05% +3,012 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 9,517 $678K 0.07% 0 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 9,489 $676K 0.09% 0 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 9,478 $675K 0.21% 0 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 9,467 $675K 0.06% -407 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 9,456 $674K 0.31% +292 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 11,085 $672K 0.1% +5,449 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 9,419 $671K 0.06% +276 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 9,414 $671K 0.04% +6,015 13F-HR Timeline OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 9,409 $670K 0.19% +990 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 9,400 $670K 0.11% 0 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 9,399 $670K 0.16% +22 13F-HR Timeline TL Private Wealth More: the full row for TL Private Wealth 9,461 $670K 0.25% +49 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 9,390 $669K 0.3% 0 13F-HR Timeline STAGE HARBOR FINANCIAL, LLC More: the full row for STAGE HARBOR FINANCIAL, LLC 9,328 $665K 0.38% 0 13F-HR Timeline High Probability Advisors, LLC More: the full row for High Probability Advisors, LLC 9,286 $662K 0.07% 0 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 9,250 $659K 0.08% -77 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 9,235 $658K 0.09% -66 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 9,233 $658K 0.34% -51 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 9,212 $656K 0.1% -480 13F-HR Timeline Altar Rock LLC More: the full row for Altar Rock LLC 9,212 $656K 0.96% +2 13F-HR Timeline Vantus Wealth LLC More: the full row for Vantus Wealth LLC 9,207 $656K 0.35% 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 9,131 $651K 0.26% -705 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 9,122 $650K 0.17% -2,008 13F-HR Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 9,111 $649K 0.39% new 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 9,094 $648K 0.1% 0 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 9,081 $647K 0.41% +8 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 9,068 $646K 0.11% -23 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 9,065 $646K 0.02% +130 13F-HR Timeline Group Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 9,065 $646K 0.04% +546 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 9,063 $646K 0.09% +104 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 9,057 $645K 0.14% 0 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 9,012 $642K 0.08% +822 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 9,006 $642K 0.06% -140 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 8,990 $641K 0.06% +2,678 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 8,990 $641K 0.1% -26,407 13F-HR Timeline NORTHLAND SECURITIES, INC. More: the full row for NORTHLAND SECURITIES, INC. 8,966 $639K 0.37% +136 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 8,942 $637K 0.1% 0 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 8,911 $635K 0.12% +238 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 8,893 $634K 0.13% -2,235 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 8,892 $634K 0.05% +187 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 8,883 $633K 0.12% +574 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 8,869 $632K 0.31% +445 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 8,842 $630K 0.07% +925 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 8,726 $622K 0.02% +2 13F-HR Timeline PRUDENT INVESTORS NETWORK, INC. More: the full row for PRUDENT INVESTORS NETWORK, INC. 8,724 $622K 0.12% +2,947 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 8,715 $621K 0.1% +218 13F-HR Timeline Trellis Wealth Advisors LLC More: the full row for Trellis Wealth Advisors LLC 8,715 $621K 0.21% 0 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 8,708 $620K 0.14% +4,270 13F-HR Timeline Sentinel Advisory Group, LLC More: the full row for Sentinel Advisory Group, LLC 8,707 $620K 0.25% +857 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 8,674 $618K 0.1% -2,273 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 8,677 $618K 0.01% +3,675 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. 5th Street Advisors, LLC More: the full row for 5th Street Advisors, LLC 8,651 $616K 0.24% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 8,635 $615K 0.44% +95 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 8,544 $609K 0.31% 0 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 8,537 $608K 0.08% +2 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 8,513 $607K 0.02% 0 13F-HR Timeline SVRN Asset Management, LLC More: the full row for SVRN Asset Management, LLC 8,500 $606K 0.31% 0 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 8,632 $605K 0.09% +4,324 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 8,479 $604K 0.08% new 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 8,453 $602K 0.03% -152 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 8,438 $601K 0.21% +7,705 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 8,672 $600K 0.07% -1,891 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 8,357 $595K 0.09% 0 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 8,329 $593K 0.03% -581 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 8,308 $592K 0.1% +218 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 8,290 $591K 0.32% +2,268 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 8,290 $591K 0.04% +249 13F-HR Timeline TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 8,244 $587K +4,963 Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 8,242 $587K 0.07% +43 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 8,226 $586K 0.04% +4,346 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 8,210 $585K 0.08% -2,038 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 8,198 $584K 0.03% +191 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 8,177 $583K 0.03% +235 13F-HR Timeline Breachway Investments LLC More: the full row for Breachway Investments LLC 8,142 $580K 0.87% 0 13F-HR Timeline Liberty Atlantic Advisors LLC More: the full row for Liberty Atlantic Advisors LLC 8,132 $579K 0.42% +1,849 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 8,119 $578K 0.14% -72 13F-HR Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 8,117 $578K 0.4% 13F-HR Timeline Calamos Advisors LLC group of 2 filers holding More: the full row for Calamos Advisors LLC 8,109 $578K -8,109 Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 8,071 $575K 0.1% 0 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 8,065 $575K 0.26% +1,710 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 7,909 $574K 0.09% 0 13F-HR/A Timeline Community Bank of Raymore More: the full row for Community Bank of Raymore 8,030 $572K 0.34% 0 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 8,026 $572K 0.22% -2,450 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 8,014 $571K 0.05% -344 13F-HR Timeline Group TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 8,006 $570K 0.1% +10 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 8,000 $569K <0.01% 0 13F-HR Timeline Group