SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 5,050 $339K 0.02% new 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 5,024 $338K 0.02% new 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 5,024 $338K <0.01% new 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 5,000 $336K 0.02% +300 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 4,974 $334K 0.05% -506 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 4,970 $334K 0.05% -235 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 4,950 $333K 0.01% 0 13F-HR Timeline Group Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 4,942 $332K 0.05% +379 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 4,929 $331K 0.01% +351 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 4,927 $331K 0.01% +13 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 4,926 $331K 0.02% -432 13F-HR Timeline Econ Financial Services Corp More: the full row for Econ Financial Services Corp 4,901 $329K 0.17% new 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 4,897 $329K 0.06% +16 13F-HR Timeline SSA SWISS ADVISORS AG More: the full row for SSA SWISS ADVISORS AG 4,760 $329K 0.16% 0 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 4,882 $328K 0.13% -754 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 4,866 $327K 0.16% 0 13F-HR Timeline SHAYNE & JACOBS, LLC More: the full row for SHAYNE & JACOBS, LLC 4,860 $327K 0.11% 0 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 4,858 $327K 0.13% +36 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 4,855 $326K 0.05% +34 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 4,853 $326K 0.02% -54 13F-HR Timeline TRUEFG, LLC More: the full row for TRUEFG, LLC 4,824 $324K 0.1% +73 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 4,805 $323K 0.08% +830 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 4,804 $323K 0.1% 0 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 4,781 $321K 0.04% -2,551 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 4,781 $321K 0.09% +470 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 4,769 $321K <0.01% +3,262 13F-HR Timeline Group Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 4,755 $320K 0.1% 0 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 4,637 $312K 0.03% +790 13F-HR Timeline NCP Inc. More: the full row for NCP Inc. 4,617 $310K 0.29% +113 13F-HR Timeline Brightwater Advisory LLC More: the full row for Brightwater Advisory LLC 4,612 $310K 0.22% -80 13F-HR/A Timeline Hedges Asset Management LLC More: the full row for Hedges Asset Management LLC 4,600 $309K 0.25% 0 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 4,548 $306K 0.04% -300 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 4,542 $305K 0.02% -2,935 13F-HR Timeline Group AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 4,530 $305K 0.16% +2 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 4,528 $304K 0.08% +886 13F-HR Timeline LWM ADVISORS INC More: the full row for LWM ADVISORS INC 4,523 $304K 0.29% 0 13F-HR Timeline Schiavi & Co LLC More: the full row for Schiavi & Co LLC 4,519 $304K 0.1% 0 13F-HR Timeline RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 4,515 $304K 0.27% +32 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 4,508 $303K 0.23% +20 13F-HR Timeline Stephenson & Company, Inc. More: the full row for Stephenson & Company, Inc. 4,507 $303K 0.18% 0 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 4,492 $302K 0.12% +905 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 4,491 $302K 0.04% +3 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 4,485 $301K 0.02% +21 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 4,538 $301K 0.09% -748 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 4,464 $300K 0.01% -612 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 4,451 $299K 0.02% -1,258 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 4,427 $298K 0.01% +627 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 4,421 $297K 0.02% +975 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 4,416 $297K 0.01% -84 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 4,403 $296K 0.08% new 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 4,403 $296K 0.21% -47 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 4,394 $295K 0.06% +250 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 4,390 $295K <0.01% -868 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 4,371 $294K 0.01% +450 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 4,369 $294K 0.22% +2 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 4,347 $292K <0.01% 0 13F-HR Timeline Group Beacon Harbor Wealth Advisors, Inc. More: the full row for Beacon Harbor Wealth Advisors, Inc. 4,328 $291K 0.07% 0 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 4,344 $290K 0.05% +7 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 4,310 $290K 0.04% +6 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 4,306 $289K 0.02% +14 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 4,306 $289K 0.13% 0 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 4,298 $289K 0.02% -450 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 4,236 $285K 0.02% -545 13F-HR Timeline Sterling Group Wealth Management, LLC More: the full row for Sterling Group Wealth Management, LLC 4,234 $285K 0.16% +82 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 4,216 $283K 0.03% -3,176 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 1,383 $283K 0.08% 0 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 4,190 $282K 0.04% 0 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 4,189 $282K 0.01% +226 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 4,187 $281K 0.06% 0 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 4,179 $281K 0.02% -44 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 4,171 $280K 0.02% +1 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,142 $278K 0.03% +2,190 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 4,133 $278K 0.09% +2 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 4,021 $270K 0.16% 0 13F-HR Timeline Paragon Advisors, LLC More: the full row for Paragon Advisors, LLC 4,015 $270K 0.07% +68 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 4,008 $269K 0.02% +109 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 4,000 $269K 0.02% 0 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 3,971 $268K 0.03% 0 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 3,983 $268K 0.12% -149 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 3,978 $267K 0.03% 0 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 3,975 $267K 0.02% 0 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 3,975 $267K 0.01% 0 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 3,950 $266K 0.05% 0 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 3,946 $265K 0.04% 0 13F-HR Timeline BUTENSKY & COHEN FINANCIAL SECURITY, INC More: the full row for BUTENSKY & COHEN FINANCIAL SECURITY, INC 3,939 $265K 0.08% -530 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 3,890 $261K 0.04% new 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 3,877 $261K 0.04% +301 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 3,849 $259K 0.03% 0 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 3,847 $259K 0.04% -967 13F-HR Timeline TFO Wealth Partners, LLC More: the full row for TFO Wealth Partners, LLC 3,847 $259K 0.05% new 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 3,834 $258K 0.01% 0 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 3,826 $257K 0.07% 0 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 3,810 $256K 0.01% 0 13F-HR Timeline Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 3,801 $256K 0.28% 0 13F-HR Timeline Bridge Creek Capital Management LLC More: the full row for Bridge Creek Capital Management LLC 3,800 $255K 0.08% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 3,761 $253K 0.01% -15,095 13F-HR/A Timeline Towneley Capital Management, Inc / DE More: the full row for Towneley Capital Management, Inc / DE 3,738 $251K 0.06% -124 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 3,733 $251K 0.15% new 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 3,730 $251K 0.02% new 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 3,702 $249K 0.03% -496 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 3,692 $248K 0.01% +394 13F-HR Timeline QUARRY HILL ADVISORS, LLC More: the full row for QUARRY HILL ADVISORS, LLC 3,686 $248K 0.14% -25 13F-HR Timeline THORNBURG INVESTMENT MANAGEMENT INC More: the full row for THORNBURG INVESTMENT MANAGEMENT INC 3,676 $247K <0.01% +268 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,671 $247K 0.01% -86 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,657 $246K 0.02% -23 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 3,638 $245K 0.05% new 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 3,626 $244K 0.05% 0 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 3,611 $243K 0.04% +315 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 3,614 $243K 0.05% +105 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 3,604 $242K 0.01% 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 3,588 $241K 0.18% 0 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 3,560 $239K 0.02% -97 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 3,543 $238K 0.02% +1,976 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 3,535 $238K 0.08% 0 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 3,524 $237K 0.16% 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 3,507 $236K 0.15% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 3,506 $236K 0.01% 0 13F-HR Timeline Group Chokshi & Queen Wealth Advisors, Inc More: the full row for Chokshi & Queen Wealth Advisors, Inc 3,504 $236K 0.13% -2,048 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 3,500 $235K 0.05% -500 13F-HR/A Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 3,499 $235K 0.02% -116 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 3,496 $235K 0.09% -292 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 3,485 $234K 0.02% -200 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 3,472 $233K 0.03% -10,777 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 3,440 $231K 0.03% -1,724 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 3,410 $229K 0.04% 0 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 3,397 $228K 0.07% -29,568 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 3,395 $228K 0.02% -28 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 3,389 $228K 0.14% 0 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 3,372 $227K 0.02% 0 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 3,371 $227K 0.12% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 3,370 $227K 0.11% 0 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 3,369 $226K 0.18% 0 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 3,365 $226K 0.15% 0 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 3,355 $226K <0.01% -148 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 3,358 $226K 0.08% +618 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 3,353 $225K <0.01% +1 13F-HR Timeline Group Dominguez Wealth Management Solutions, … More: the full row for Dominguez Wealth Management Solutions, Inc. 3,351 $225K 0.16% +13 13F-HR Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 3,351 $225K 0.06% new 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 3,351 $225K 0.04% new 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 3,350 $225K 0.17% 0 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 3,350 $225K 0.01% 0 13F-HR Timeline Alpha Financial Advisors, LLC More: the full row for Alpha Financial Advisors, LLC 3,333 $224K 0.09% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,316 $223K 0.02% 0 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 3,300 $222K 0.06% 0 13F-HR Timeline MAS Advisors LLC More: the full row for MAS Advisors LLC 3,294 $221K 0.36% new 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 3,272 $220K 0.01% new 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 3,272 $220K 0.08% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 3,259 $219K 0.03% +3,077 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 3,270 $219K 0.04% new 13F-HR Timeline eCIO, Inc. More: the full row for eCIO, Inc. 3,242 $218K 0.09% -433 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 3,240 $218K 0.04% new 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 3,237 $218K 0.03% 0 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 3,231 $217K 0.2% -379 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 3,220 $216K 0.01% -78 13F-HR Timeline Group Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 3,209 $216K 0.08% -4,757 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 3,200 $215K 0.03% new 13F-HR Timeline Group GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 3,186 $214K 0.01% new 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 3,178 $214K <0.01% -200 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 3,175 $213K 0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 3,172 $213K 0.02% 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 3,168 $213K 0.01% -2,083 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 3,166 $213K 0.04% new 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 3,165 $213K 0.01% new 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 3,149 $212K 0.09% new 13F-HR Timeline Fort Vancouver Investment Management, L… More: the full row for Fort Vancouver Investment Management, LLC 3,118 $210K 0.14% -51 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 3,110 $209K 0.06% 0 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 3,105 $209K 0.03% -42,979 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 3,104 $209K 0.03% new 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 3,100 $208K 0.01% new 13F-HR Timeline Aspiring Ventures, LLC More: the full row for Aspiring Ventures, LLC 3,100 $208K 0.09% new 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 3,091 $208K 0.03% new 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 3,058 $206K 0.02% 0 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 3,055 $205K 0.06% new 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 3,050 $205K 0.03% new 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 3,049 $205K 0.02% new 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 3,045 $205K 0.02% new 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 3,043 $205K 0.04% new 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 3,040 $204K 0.02% new 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 3,036 $204K 0.09% new 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 3,034 $204K 0.02% new 13F-HR Timeline Cornerstone Wealth Advisors, Inc. More: the full row for Cornerstone Wealth Advisors, Inc. 3,033 $204K 0.05% new 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 3,030 $204K 0.21% new 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 3,028 $204K 0.08% new 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 3,025 $203K 0.03% -1,550 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 3,015 $203K 0.09% new 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 3,008 $202K 0.01% -2,184 13F-HR Timeline Group COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 3,000 $202K 0.01% new 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 3,000 $202K 0.1% new 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 3,000 $202K 0.06% new 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 2,987 $201K 0.04% new 13F-HR Timeline Santori & Peters, Inc. More: the full row for Santori & Peters, Inc. 2,985 $201K 0.07% new 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 2,939 $198K 0.03% 0 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 2,711 $182K 0.15% 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 2,633 $177K 0.08% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 2,566 $172K 0.06% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 2,538 $171K 0.07% -50 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,484 $167K 0.01% -2,830 13F-HR Timeline Group North Capital, Inc. More: the full row for North Capital, Inc. 2,418 $163K 0.14% +150 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 2,396 $161K 0.02% new 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 2,303 $155K 0.08% 0 13F-HR Timeline