Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 9,182 $570K 0.12% +4,400 13F-HR Timeline FORTE CAPITAL LLC /ADV More: the full row for FORTE CAPITAL LLC /ADV 9,171 $570K 0.07% -49 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 9,165 $569K 0.1% +429 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 9,162 $569K 0.01% -101 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 9,139 $568K <0.01% -8 13F-HR Timeline Group Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 9,107 $566K 0.1% +27 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 9,018 $560K 0.03% +67 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 8,968 $557K 0.06% 0 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 8,960 $556K 0.05% +4,396 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 8,954 $556K 0.02% -2,390 13F-HR/A Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 8,947 $556K 0.02% +4,773 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 8,938 $555K <0.01% +8,173 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 8,916 $554K 0.16% +195 13F-HR Timeline Flower City Capital More: the full row for Flower City Capital 8,899 $553K 0.36% 0 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 8,843 $549K 0.29% +3,012 13F-HR Timeline MARQUETTE ASSOCIATES, INC. More: the full row for MARQUETTE ASSOCIATES, INC. 8,807 $547K 0.55% 0 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 8,728 $542K 0.2% +26 13F-HR Timeline Main Line Retirement Advisors, LLC More: the full row for Main Line Retirement Advisors, LLC 8,690 $540K 0.35% +26 13F-HR Timeline Long Run Wealth Advisors, LLC More: the full row for Long Run Wealth Advisors, LLC 8,654 $537K 0.12% +1,063 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 8,654 $537K 0.08% +5,127 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 8,604 $534K 0.14% 0 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 8,602 $534K 0.07% -1,895 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 8,587 $533K 0.1% 0 13F-HR Timeline Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 8,580 $533K 0.17% -467 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 8,547 $531K 0.02% new 13F-HR/A Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 8,538 $530K 0.01% +3,930 13F-HR Timeline Group Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 8,531 $530K 0.53% -87 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 8,511 $529K 0.07% new 13F-HR Timeline Boyd Wealth Management, LLC More: the full row for Boyd Wealth Management, LLC 8,476 $526K 0.26% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 8,455 $525K 0.15% -280 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 8,454 $525K 0.01% +1,828 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 8,449 $525K 0.03% -335 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 8,436 $524K 0.39% +25 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 8,419 $523K 0.05% +537 13F-HR Timeline SimpliFi, Inc. More: the full row for SimpliFi, Inc. 8,387 $521K 0.24% +905 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 8,382 $521K 0.13% +25 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 8,318 $517K 0.05% -199 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 8,986 $516K 0.22% -214 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 8,299 $515K 0.05% +1,050 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 8,276 $514K 0.41% +4,560 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 8,245 $512K 0.22% -2,970 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 8,239 $512K 0.08% -135 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 8,233 $511K 0.06% -1,561 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 8,222 $511K 0.35% +1,313 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 8,197 $509K 0.02% 0 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 8,197 $509K 0.05% -1,252 13F-HR Timeline Advus Financial Partners, LLC More: the full row for Advus Financial Partners, LLC 8,170 $507K 0.22% 0 13F-HR/A Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 8,105 $503K 0.21% -51 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 8,104 $503K 0.42% +376 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 8,050 $500K 0.03% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 8,022 $498K 0.02% new 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 8,001 $497K +2 Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 7,978 $495K 0.17% -631 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 7,903 $491K 0.1% +103 13F-HR Timeline JDH Wealth Management, LLC More: the full row for JDH Wealth Management, LLC 7,880 $489K 0.42% 0 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 7,806 $485K 0.02% +3,157 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 7,762 $482K 0.16% +439 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 7,741 $481K 0.27% +32 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 7,728 $480K 0.1% -803 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 7,720 $479K 0.19% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 7,690 $478K <0.01% -247 13F-HR Timeline Group BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 7,668 $476K 0.01% -1,226 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 7,637 $474K 0.04% -275 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 7,636 $474K 0.07% +7,201 13F-HR/A Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 7,635 $474K 0.19% -2,350 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 7,636 $474K 0.04% +80 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 7,531 $468K 0.17% +21 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 15,857 $465K 0.25% new 13F-HR Timeline Whitcomb & Hess, Inc. More: the full row for Whitcomb & Hess, Inc. 7,473 $464K 0.14% 0 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 7,452 $463K 0.06% 0 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 7,450 $463K 0.42% 0 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 8,731 $460K 0.04% new 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 7,409 $460K 0.02% -863 13F-HR Timeline Group Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 7,400 $460K 0.13% +666 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 7,385 $459K 0.08% 0 13F-HR Timeline BluePointe Capital Management, LLC More: the full row for BluePointe Capital Management, LLC 7,365 $457K 0.17% 0 13F-HR Timeline Oak Wealth Advisors LLC More: the full row for Oak Wealth Advisors LLC 7,302 $453K 0.34% +200 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 7,284 $452K 0.03% -901 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 7,275 $452K 0.02% +1,125 13F-HR Timeline Group Pine Ridge Advisers LLC More: the full row for Pine Ridge Advisers LLC 7,271 $452K 0.04% +2,555 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 7,255 $451K 0.04% -85,421 13F-HR Timeline Level Wealth Management LLC More: the full row for Level Wealth Management LLC 7,226 $449K 0.29% +5 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 7,221 $448K 0.02% -1,632 13F-HR Timeline Group BIP Alliance, LLC More: the full row for BIP Alliance, LLC 7,213 $448K 0.19% -5,146 13F-HR Timeline Solidarity Wealth, LLC More: the full row for Solidarity Wealth, LLC 7,191 $447K 0.11% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 7,187 $446K 0.04% 0 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 7,160 $445K 0.23% 0 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 7,156 $444K 0.56% -2,096 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 7,147 $444K 0.08% +1,161 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 7,104 $441K 0.39% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 7,100 $441K 0.36% +253 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 7,098 $441K 0.01% +11 13F-HR Timeline Group 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 7,042 $439K 0.07% +317 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 7,050 $438K <0.01% -29,663 13F-HR Timeline Group Financial Partners Group, LLC More: the full row for Financial Partners Group, LLC 7,017 $436K 0.19% -443 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 7,004 $435K 0.03% -785 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 6,991 $434K 0.06% +7 13F-HR Timeline Bowman & Co S.C. More: the full row for Bowman & Co S.C. 6,982 $434K 0.21% +21 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 6,968 $433K 0.14% +20 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 6,932 $430K 0.02% new 13F-HR/A Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 6,930 $430K 0.04% 0 13F-HR Timeline QUARRY HILL ADVISORS, LLC More: the full row for QUARRY HILL ADVISORS, LLC 6,928 $430K 0.28% +1,444 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 6,916 $429K 0.38% -2,092 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 6,908 $429K 0.03% -7,229 13F-HR Timeline REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 6,899 $428K 0.14% +1,566 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 6,899 $428K 0.13% +63 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 6,884 $427K 0.25% +229 13F-HR Timeline Gutierrez Wealth Advisory, LLC More: the full row for Gutierrez Wealth Advisory, LLC 6,857 $426K 0.35% -287 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 6,845 $425K 0.16% +98 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 6,843 $425K 0.06% +1,580 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 6,843 $425K 0.02% +2,040 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 6,839 $425K 0.56% +6,086 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 6,837 $425K 0.03% -2,088 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 6,744 $419K 0.02% new 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 6,725 $418K 0.06% 0 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 6,720 $417K 0.02% -127 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 7,056 $417K 0.08% new 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 6,698 $416K 0.03% new 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 6,683 $415K 0.01% -342 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 6,652 $413K 0.34% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 6,620 $411K 0.02% +583 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 6,608 $410K 0.01% +1,077 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 6,428 $407K 0.18% -11,991 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 6,553 $407K 0.08% +437 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 6,234 $406K 0.14% +1,483 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 6,537 $406K 0.08% -792 13F-HR Timeline LBJ Family Wealth Advisors, Ltd. More: the full row for LBJ Family Wealth Advisors, Ltd. 6,502 $404K 0.26% +3,768 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 6,501 $404K 0.06% -15 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 6,500 $404K 0.01% -80 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 6,466 $402K 0.1% +1 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 6,465 $402K 0.04% +326 13F-HR/A Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 6,641 $399K 0.03% new 13F-HR Timeline HT Partners LLC More: the full row for HT Partners LLC 6,412 $398K 0.14% +116 13F-HR Timeline Prairiewood Capital, LLC More: the full row for Prairiewood Capital, LLC 6,412 $398K 0.16% 0 13F-HR Timeline Lakewood Asset Management LLC More: the full row for Lakewood Asset Management LLC 6,411 $398K 0.27% -7,705 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 6,380 $396K 0.09% -55 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 6,370 $396K <0.01% new 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 6,330 $393K 0.04% +40 13F-HR Timeline OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 6,325 $393K 0.16% 0 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 6,323 $393K <0.01% +371 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 6,279 $390K 0.14% +450 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 6,269 $389K 0.16% -179 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 6,240 $388K 0.01% -3,417 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 6,235 $387K 0.01% -2,794 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 6,232 $387K 0.07% -973 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 6,215 $386K 0.38% +3,476 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 6,150 $382K 0.03% +1,986 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 6,457 $381K 0.21% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 6,119 $380K 0.16% +3,725 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 6,105 $379K <0.01% -9 13F-HR Timeline Group Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 6,102 $379K 0.01% -1,217 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 6,068 $377K 0.14% -235 13F-HR Timeline Group BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 6,055 $376K 0.15% +167 13F-HR Timeline Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 6,052 $376K 0.03% -319 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 6,044 $375K 0.29% -373 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 6,038 $375K 0.04% +45 13F-HR Timeline Charles Schwab Trust Co in group Charles Schwab Trust Co More: the full row for Charles Schwab Trust Co 6,008 $373K 0.03% new 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 6,000 $373K 0.06% 0 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 5,998 $372K 0.11% -966 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 5,985 $372K 0.12% -63 13F-HR Timeline Estate Counselors, LLC More: the full row for Estate Counselors, LLC 5,975 $371K 0.04% -520,317 13F-HR Timeline Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 5,935 $369K 0.13% -589 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 5,925 $368K 0.02% 0 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 5,902 $367K 0.33% -3,159 13F-HR Timeline BLKBRD Asset Management, LP More: the full row for BLKBRD Asset Management, LP 5,885 $365K 0.44% new 13F-HR Timeline Bridge Creek Capital Management LLC More: the full row for Bridge Creek Capital Management LLC 5,883 $365K 0.12% 0 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 5,854 $364K 0.04% -1,533 13F-HR Timeline Sabal Trust CO More: the full row for Sabal Trust CO 5,853 $363K 0.02% 0 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 5,836 $362K 0.03% -2,880 13F-HR Timeline New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 5,781 $359K 0.42% -1,644 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 5,745 $357K 0.12% new 13F-HR Timeline Annandale Capital, LLC More: the full row for Annandale Capital, LLC 5,700 $354K 0.07% 0 13F-HR Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 5,689 $353K 0.29% -11 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 5,663 $352K 0.01% -7,440 13F-HR Timeline Group Anson Capital, Inc. More: the full row for Anson Capital, Inc. 5,641 $350K 0.3% +17 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 5,615 $349K 0.21% -3,299 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 5,612 $349K 0.06% +2 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 5,560 $345K 0.13% +2 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 5,558 $345K 0.01% -93 13F-HR Timeline Unison Advisors LLC More: the full row for Unison Advisors LLC 5,557 $345K 0.04% +117 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 5,538 $344K 0.03% -377 13F-HR Timeline NAPATREE CAPITAL LLC More: the full row for NAPATREE CAPITAL LLC 5,525 $343K 0.19% -80 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 5,195 $342K 0.18% +150 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 5,479 $340K 0.06% new 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 5,455 $339K 0.04% +595 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 5,425 $337K 0.08% -24 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 5,416 $337K 0.1% +6 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 5,410 $336K 0.47% +612 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 5,363 $333K 0.01% +298 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 5,329 $331K 0.3% 13F-HR Timeline Rappaport Reiches Capital Management, L… More: the full row for Rappaport Reiches Capital Management, LLC 5,319 $330K 0.08% +101 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 5,273 $327K 0.12% +116 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 5,230 $325K 0.11% new 13F-HR Timeline Capstone Wealth Management, LLC More: the full row for Capstone Wealth Management, LLC 5,227 $325K 0.32% +1,830 13F-HR Timeline Monument Group Wealth Advisors, LLC More: the full row for Monument Group Wealth Advisors, LLC 5,216 $324K 0.22% +22 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 5,215 $324K 0.03% -354 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 5,204 $323K 0.03% +9 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 5,202 $323K 0.06% 0 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 5,183 $322K 0.01% 0 13F-HR Timeline Group Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 5,175 $321K 0.21% -3,457 13F-HR Timeline