RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 3,196 $382K 0.05% +2,794 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 3,194 $382K 0.19% +2,824 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 4,715 $376K 0.04% new 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 3,136 $375K <0.01% +2,737 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 3,132 $374K 0.03% +3,082 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 3,128 $374K 0.16% +2,737 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 3,120 $373K 0.09% +2,720 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 3,116 $372K 0.11% +2,727 13F-HR Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 3,115 $372K 0.12% +2,726 13F-HR Timeline Gaddis Premier Wealth Advisors LLC More: the full row for Gaddis Premier Wealth Advisors LLC 3,112 $372K 0.23% new 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 3,107 $371K 0.01% new 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 3,107 $371K 0.08% +2,719 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 3,106 $371K 0.04% +2,684 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 3,099 $370K 0.06% +2,654 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 3,027 $369K 0.12% +3 13F-HR Timeline IMPACTfolio, LLC More: the full row for IMPACTfolio, LLC 3,087 $369K 0.14% +2,686 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 3,079 $368K 0.04% +2,691 13F-HR Timeline Gerald Baker Financial Group LLC More: the full row for Gerald Baker Financial Group LLC 3,061 $366K 0.1% +2,679 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 3,049 $364K 0.04% +2,705 13F-HR Timeline Collaborative Capital Advisors LLC More: the full row for Collaborative Capital Advisors LLC 3,048 $364K 0.23% 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 3,040 $363K 0.01% +2,660 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 3,038 $363K 0.05% +2,658 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 3,026 $362K 0.03% +2,659 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 3,022 $361K 0.02% +2,644 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 3,022 $361K 0.09% +2,677 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 3,017 $361K 0.01% new 13F-HR Timeline Group Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 3,016 $360K 0.18% +2,639 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 3,015 $360K <0.01% new 13F-HR Timeline Group Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 3,013 $360K 0.15% +2,583 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 3,016 $360K 0.09% +2,639 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 3,008 $360K 0.21% +2,867 13F-HR Timeline CMH Wealth Management LLC More: the full row for CMH Wealth Management LLC 3,000 $359K 0.05% +2,615 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 2,997 $358K 0.03% +2,633 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 2,992 $358K 0.14% +2,618 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 2,988 $357K 0.03% +2,612 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 2,986 $357K <0.01% new 13F-HR Timeline Group Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 2,984 $357K 0.05% +2,611 13F-HR Timeline Beacon Wealthcare LLC More: the full row for Beacon Wealthcare LLC 2,984 $357K 0.11% +2,611 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 2,968 $355K 0.18% +2,597 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 2,953 $353K 0.24% +2,584 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 2,951 $353K 0.11% +2,582 13F-HR Timeline Pioneer Wealth Management Group More: the full row for Pioneer Wealth Management Group 2,934 $351K 0.08% +2,567 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 2,928 $350K 0.16% +2,562 13F-HR/A Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 2,928 $350K <0.01% +2,562 13F-HR Timeline Group Washington Trust Bank More: the full row for Washington Trust Bank 2,927 $350K 0.02% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 2,917 $349K 0.02% +2,556 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 2,910 $348K <0.01% new 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 2,907 $347K 0.1% +2,560 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 2,904 $347K 0.12% +2,541 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 2,904 $347K 0.09% +2,541 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 2,904 $347K 0.03% +2,541 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 2,901 $347K 0.09% +2,538 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 2,900 $347K 0.02% new 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 2,896 $346K 0.07% +2,361 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 2,939 $345K 0.07% +2,573 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 2,881 $344K 0.06% +2,521 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 2,880 $344K 0.14% +2,520 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 2,882 $344K 0.12% +2,507 13F-HR Timeline AF Advisors, Inc. More: the full row for AF Advisors, Inc. 2,876 $344K 0.17% +2,534 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 2,872 $343K 0.03% +2,483 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 2,872 $343K 0.17% +2,513 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 2,867 $343K 0.02% +2,509 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 2,856 $341K 0.02% +2,565 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 2,848 $340K 0.02% +2,492 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 2,845 $340K 0.06% +2,490 13F-HR Timeline Emissary Wealth LLC More: the full row for Emissary Wealth LLC 2,840 $339K 0.26% +2,471 13F-HR Timeline SPRENG CAPITAL MANAGEMENT, INC. More: the full row for SPRENG CAPITAL MANAGEMENT, INC. 2,827 $338K 0.12% +2,486 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 2,827 $338K 0.01% +2,451 13F-HR Timeline Cresta Advisors, Ltd. More: the full row for Cresta Advisors, Ltd. 2,827 $338K 0.12% +2,473 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 2,811 $336K 0.08% +2,470 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 2,808 $336K 0.07% +2,457 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 2,807 $336K 0.04% new 13F-HR Timeline Oceanside Advisors LLC More: the full row for Oceanside Advisors LLC 2,807 $335K 0.17% new 13F-HR Timeline JERICHO FINANCIAL, LLP More: the full row for JERICHO FINANCIAL, LLP 2,805 $335K 0.17% +2,445 13F-HR Timeline KRM WEALTH MANAGEMENT L.L.C. More: the full row for KRM WEALTH MANAGEMENT L.L.C. 2,800 $335K 0.15% +2,450 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 2,800 $335K 0.15% +2,425 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 2,797 $334K 0.04% +2,462 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 2,792 $334K 0.1% +2,443 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 2,884 $333K 0.13% +2,524 13F-HR Timeline JHP Wealth Management, LLC More: the full row for JHP Wealth Management, LLC 2,786 $333K 0.27% new 13F-HR Timeline DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 2,786 $333K 0.1% +2,390 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 2,778 $332K 0.09% new 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 2,770 $331K 0.03% +2,424 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 2,759 $330K 0.03% +2,415 13F-HR Timeline TKG Advisors, LLC More: the full row for TKG Advisors, LLC 2,736 $327K 0.11% +2,372 13F-HR Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 2,736 $327K 0.24% +2,394 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 2,734 $327K 0.14% +2,393 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 2,729 $326K 0.01% new 13F-HR Timeline Group Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 2,728 $326K 0.14% +2,387 13F-HR Timeline Trevian Wealth Management LLC More: the full row for Trevian Wealth Management LLC 2,728 $326K 0.14% +2,387 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 2,722 $325K 0.06% +1,965 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 2,720 $325K 0.12% +2,273 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 2,715 $325K 0.07% +2,363 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 2,704 $323K 0.04% new 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 2,696 $322K 0.08% +2,359 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 2,696 $322K 0.04% +2,359 13F-HR Timeline OFS Enterprise LLC More: the full row for OFS Enterprise LLC 2,695 $322K 0.08% new 13F-HR Timeline LBJ Family Wealth Advisors, Ltd. More: the full row for LBJ Family Wealth Advisors, Ltd. 2,761 $322K 0.16% +2,416 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 2,690 $321K <0.01% +2,356 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 2,686 $321K 0.03% +2,309 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 2,672 $319K 0.21% +2,338 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 2,672 $319K 0.12% +2,338 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 2,667 $319K 0.03% new 13F-HR Timeline Axos Invest Inc. More: the full row for Axos Invest Inc. 2,666 $319K 0.23% +2,324 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 2,665 $319K 0.13% +2,303 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 2,664 $318K 0.08% +2,331 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 2,658 $318K 0.04% +2,326 13F-HR Timeline Core Wealth Advisors, Inc. More: the full row for Core Wealth Advisors, Inc. 2,648 $316K 0.06% +2,317 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 2,647 $316K 0.02% -5,698 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 2,646 $316K 0.04% +2,315 13F-HR Timeline Madison Park Capital Advisors, LLC More: the full row for Madison Park Capital Advisors, LLC 20,000 $315K 0.22% +19,588 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 2,638 $315K 0.12% +2,308 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 2,632 $315K 0.07% +2,303 13F-HR Timeline Pacific Park Financial, Inc. More: the full row for Pacific Park Financial, Inc. 2,632 $315K 0.18% +2,303 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 2,624 $314K 0.01% +2,215 13F-HR Timeline Harborfront Financial Group LLC More: the full row for Harborfront Financial Group LLC 2,620 $313K 1.18% 13F-HR Timeline Hopwood Nicholas Hunter More: the full row for Hopwood Nicholas Hunter 2,617 $313K 0.09% +2,293 13F-HR Timeline Essex LLC More: the full row for Essex LLC 2,616 $313K 0.05% +2,311 13F-HR Timeline Marin Bay Wealth Advisors, LLC More: the full row for Marin Bay Wealth Advisors, LLC 2,606 $311K 0.17% +2,268 13F-HR/A Timeline Commerce Advisors, LLC More: the full row for Commerce Advisors, LLC 2,602 $311K 0.17% +2,277 13F-HR Timeline Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 2,596 $310K 0.23% +2,272 13F-HR Timeline PICTET BANK & TRUST Ltd More: the full row for PICTET BANK & TRUST Ltd 2,592 $310K 0.33% +2,268 13F-HR Timeline BCM ADVISORS, LLC More: the full row for BCM ADVISORS, LLC 2,728 $309K 0.06% 0 13F-HR Timeline GreatBanc Trust CO More: the full row for GreatBanc Trust CO 2,584 $309K 0.19% new 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 2,584 $309K 0.07% +2,261 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 2,560 $306K 0.01% +2,240 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 2,560 $306K 0.27% new 13F-HR Timeline Stanich Group LLC More: the full row for Stanich Group LLC 2,547 $304K 0.19% +2,229 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 2,544 $304K 0.14% +2,226 13F-HR Timeline GenWealth Group, Inc. More: the full row for GenWealth Group, Inc. 2,539 $303K 0.05% +2,209 13F-HR Timeline IMZ Advisory Inc More: the full row for IMZ Advisory Inc 2,537 $303K 0.1% +2,220 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 2,525 $302K 0.1% +2,020 13F-HR Timeline Mills Wealth Advisors LLC More: the full row for Mills Wealth Advisors LLC 2,517 $301K 0.09% +2,173 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 2,512 $300K 0.02% +2,191 13F-HR Timeline Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 2,512 $300K 0.02% +2,198 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 2,504 $299K <0.01% +2,191 13F-HR Timeline CORBYN INVESTMENT MANAGEMENT INC/MD More: the full row for CORBYN INVESTMENT MANAGEMENT INC/MD 2,504 $299K 0.09% +2,183 13F-HR Timeline Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 2,497 $298K 0.02% +2,169 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 2,496 $298K 0.04% +2,184 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 2,496 $298K 0.02% +2,184 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 2,488 $297K 0.04% +2,126 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 2,479 $296K 0.03% +2,165 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 2,475 $296K 0.05% new 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 2,475 $296K 0.08% new 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 2,471 $295K 0.02% +2,151 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 2,469 $295K 0.03% +2,185 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 2,514 $294K 0.02% +2,135 13F-HR Timeline PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 2,461 $294K 0.04% +2,130 13F-HR Timeline Cedarwood Wealth LLC More: the full row for Cedarwood Wealth LLC 2,454 $293K 0.22% +2,155 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 2,447 $293K 0.13% 0 13F-HR Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 2,446 $292K 0.12% +2,140 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 2,446 $292K 0.15% +2,143 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 2,449 $292K 0.13% +2,143 13F-HR/A Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 2,440 $292K 0.04% +111 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 2,434 $291K 0.15% +2,145 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 2,432 $291K 0.02% +2,128 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 2,432 $291K 0.01% +2,128 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 2,432 $291K 0.18% +2,128 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 2,432 $291K 0.05% new 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 2,427 $290K 0.09% +2,124 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 2,421 $289K 0.07% +2,117 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 2,400 $287K 0.12% +2,100 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 2,400 $287K 0.03% +2,072 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 2,400 $287K 0.06% +2,100 13F-HR Timeline STAGE HARBOR FINANCIAL, LLC More: the full row for STAGE HARBOR FINANCIAL, LLC 2,400 $287K 0.17% +2,100 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 2,400 $287K 0.22% +2,100 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 2,400 $287K 0.08% new 13F-HR Timeline PINCUS CAPITAL MANAGEMENT, LP More: the full row for PINCUS CAPITAL MANAGEMENT, LP 2,400 $287K 0.17% +2,100 13F-HR Timeline MOTCO More: the full row for MOTCO 2,392 $286K 0.02% +2,093 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 2,392 $286K 0.05% +2,093 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 2,387 $285K 0.04% +2,046 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 2,378 $284K 0.03% +2,081 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 2,378 $284K 0.05% +2,081 13F-HR Timeline SACHEM HILL LLC More: the full row for SACHEM HILL LLC 2,376 $284K 0.05% +2,079 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 2,368 $283K 0.05% +2,072 13F-HR Timeline Cornerstone Capital, Inc. More: the full row for Cornerstone Capital, Inc. 2,360 $282K 0.03% new 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 2,360 $282K 0.03% +2,065 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 2,357 $282K 0.03% new 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 2,336 $279K 0.14% +2,044 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 2,333 $279K 0.03% +2,041 13F-HR Timeline Koenig Investment Advisory, LLC More: the full row for Koenig Investment Advisory, LLC 2,330 $279K 0.22% new 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 2,328 $278K 0.03% +2,037 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 2,328 $278K 0.03% +2,037 13F-HR Timeline Juno Financial Group LLC More: the full row for Juno Financial Group LLC 2,320 $277K 0.1% +2,030 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 2,320 $277K 0.01% +2,030 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 2,320 $277K 0.03% +2,023 13F-HR Timeline Private Wealth Group, LLC More: the full row for Private Wealth Group, LLC 2,312 $276K 0.11% +2,023 13F-HR Timeline 5th Street Advisors, LLC More: the full row for 5th Street Advisors, LLC 2,308 $276K 0.11% +2,007 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 2,304 $275K 0.02% +2,016 13F-HR Timeline Group VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 2,298 $275K 0.01% new 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 2,288 $273K 0.03% +1,998 13F-HR Timeline EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 2,288 $273K 0.12% new 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 2,288 $273K 0.04% +2,002 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 2,284 $273K 0.22% new 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 2,281 $273K 0.02% new 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 2,280 $273K 0.04% new 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 2,278 $272K 0.04% +1,883 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 2,275 $272K 0.04% new 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 2,273 $272K 0.06% 0 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 2,264 $271K <0.01% new 13F-HR Timeline