Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 7,214 $288K 0.11% -1,516 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 7,197 $288K 0.08% -632 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 7,173 $287K 0.09% -1,815 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 7,160 $286K 0.03% +27 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 7,146 $286K 0.1% +139 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 7,025 $285K 0.14% -22,990 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 7,116 $285K 0.01% -160 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 7,113 $284K 0.02% +272 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 7,111 $284K 0.33% 13F-HR Timeline Merriman Wealth Management, LLC More: the full row for Merriman Wealth Management, LLC 7,111 $284K 0.01% +262 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 7,107 $284K 0.11% -383 13F-HR Timeline Freedom Together Foundation More: the full row for Freedom Together Foundation 7,087 $283K 0.03% -27,000 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 7,087 $283K 0.12% new 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 7,063 $282K 0.04% +117 13F-HR Timeline PRENTISS SMITH & CO INC More: the full row for PRENTISS SMITH & CO INC 7,061 $282K 0.18% +182 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 7,055 $282K 0.17% -741 13F-HR Timeline First International Bank & Trust More: the full row for First International Bank & Trust 7,046 $282K 0.09% +1,109 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 7,040 $282K 0.16% +35 13F-HR Timeline SHARPEPOINT LLC More: the full row for SHARPEPOINT LLC 7,037 $281K 0.25% 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 7,021 $281K 0.37% 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 7,007 $280K 0.24% -6,843 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 6,999 $280K 0.14% 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 6,996 $280K 0.06% -240 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 6,993 $280K 0.21% 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 6,990 $280K 0.02% -1,145 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 6,975 $279K 0.05% -100 13F-HR Timeline BOSTON FINANCIAL MANGEMENT LLC More: the full row for BOSTON FINANCIAL MANGEMENT LLC 6,975 $279K 0.01% +530 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 6,970 $279K 0.15% 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 6,947 $278K 0.19% 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 6,945 $278K 0.07% -1 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 6,912 $277K 0.04% -211 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 6,921 $277K 0.09% +937 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 6,920 $277K 0.16% -1 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 6,903 $276K 0.11% +70 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 6,895 $276K 0.03% -3,150 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 6,867 $275K 0.04% 0 13F-HR Timeline Group Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 6,862 $274K 0.03% -586 13F-HR Timeline JAG CAPITAL MANAGEMENT, LLC More: the full row for JAG CAPITAL MANAGEMENT, LLC 6,859 $274K 0.04% -841 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 6,855 $274K 0.07% +67 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 6,830 $273K 0.11% +43 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 6,816 $273K 0.04% -822 13F-HR/A Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 6,814 $272K 0.04% -1,874 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 6,800 $272K 0.17% -1,568 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 12,511 $272K 0.18% +586 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 6,764 $270K 0.19% -170 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 6,756 $270K 0.03% 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 6,722 $269K 0.16% +707 13F-HR Timeline Westchester Capital Management, Inc. More: the full row for Westchester Capital Management, Inc. 6,715 $269K 0.07% -284 13F-HR Timeline Norris Financial Group, LLC More: the full row for Norris Financial Group, LLC 6,713 $268K 0.13% new 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 6,706 $268K 0.01% 13F-HR Timeline Group Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 6,705 $268K 0.02% -4,700 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 6,705 $268K 0.18% 13F-HR Timeline Kondo Wealth Advisors, Inc. More: the full row for Kondo Wealth Advisors, Inc. 6,703 $268K 0.14% 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 6,696 $268K 0.12% +588 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 6,686 $267K 0.02% -435 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 6,684 $267K 0.12% -391 13F-HR Timeline Kidder Stephen W More: the full row for Kidder Stephen W 6,682 $267K 0.08% +282 13F-HR Timeline Grant/GrossMendelsohn, LLC More: the full row for Grant/GrossMendelsohn, LLC 6,677 $267K 0.14% -1,629 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 6,668 $267K 0.1% -4,361 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 6,667 $267K 0.05% -1,402 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 6,664 $266K 0.14% -791 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 6,662 $266K 0.02% new 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 6,653 $266K 0.03% new 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 6,641 $266K 0.06% +107 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 6,634 $265K 0.09% 13F-HR Timeline United Bank More: the full row for United Bank 6,618 $265K 0.11% new 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 6,615 $265K 0.08% -341 13F-HR Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 6,606 $264K 0.11% +14 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 6,600 $264K 0.1% -19,700 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 6,592 $264K 0.09% +525 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 6,586 $263K 0.18% -126 13F-HR/A Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 6,584 $263K 0.1% +59 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 6,579 $263K 0.09% +546 13F-HR/A Timeline Benin Management CORP More: the full row for Benin Management CORP 6,575 $263K 0.07% 0 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 6,895 $263K 0.04% +730 13F-HR Timeline Signet Investment Advisory Group, Inc. More: the full row for Signet Investment Advisory Group, Inc. 6,558 $262K 0.13% new 13F-HR Timeline ALLEN WEALTH MANAGEMENT, LLC More: the full row for ALLEN WEALTH MANAGEMENT, LLC 6,552 $262K 0.19% -400 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 6,547 $262K 0.03% -897 13F-HR Timeline MAS Advisors LLC More: the full row for MAS Advisors LLC 6,533 $261K 0.44% +417 13F-HR Timeline Adero Partners, LLC More: the full row for Adero Partners, LLC 6,527 $261K 0.02% +1,380 13F-HR Timeline Aufman Associates Inc More: the full row for Aufman Associates Inc 6,523 $261K 0.18% -162 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 6,520 $261K 0.08% -3,980 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 5,798 $260K 0.05% 0 13F-HR/A Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 6,504 $260K 0.06% -162 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 6,873 $260K 0.06% -32 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 6,488 $259K 0.14% -276 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 6,487 $259K 0.14% +1,551 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 6,487 $259K 0.02% +636 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 6,486 $259K 0.07% new 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 6,475 $259K 0.13% -1,037 13F-HR Timeline Jentner Corp More: the full row for Jentner Corp 6,475 $259K 0.08% -1,363 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 6,472 $259K 0.07% +328 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 6,464 $258K 0.01% -212 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 6,463 $258K 0.08% -90 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 6,460 $258K 0.08% +50 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 6,459 $258K 0.29% 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 6,457 $258K 0.14% -3,169 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 6,418 $257K 0.01% -5,521 13F-HR Timeline Group Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 6,414 $257K 0.2% 13F-HR Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 6,389 $255K 0.2% +12 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 6,447 $255K 0.25% -27 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 6,382 $255K 0.02% +553 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 6,380 $255K 0.12% 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 6,365 $255K 0.14% 13F-HR Timeline BOURNE LENT ASSET MANAGEMENT INC More: the full row for BOURNE LENT ASSET MANAGEMENT INC 6,357 $254K 0.1% +446 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 6,354 $254K 0.02% 0 13F-HR Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 6,343 $254K 0.06% -750 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 6,331 $253K 0.11% 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 6,323 $253K 0.08% 13F-HR Timeline Group Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 6,303 $252K 0.03% -999 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 6,291 $252K 0.04% +554 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 6,282 $251K 0.02% -1,645 13F-HR Timeline Executive Wealth Management, LLC More: the full row for Executive Wealth Management, LLC 6,272 $251K 0.02% -448 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 6,270 $251K 0.04% +1,655 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 6,269 $251K 0.25% +356 13F-HR Timeline HUDSON EDGE INVESTMENT PARTNERS INC. More: the full row for HUDSON EDGE INVESTMENT PARTNERS INC. 6,255 $250K 0.05% -1,716 13F-HR Timeline PIONEER TRUST BANK N A/OR More: the full row for PIONEER TRUST BANK N A/OR 6,255 $250K 0.06% +1,000 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 6,241 $250K 0.02% -900 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 6,236 $249K 0.04% 0 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 6,235 $249K 0.14% +846 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 6,233 $249K 0.03% -889 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 6,220 $249K 0.07% +1,500 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 6,213 $248K 0.08% 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 6,211 $248K 0.11% +11 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 6,208 $248K 0.01% -346 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 6,203 $248K 0.07% -14 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 6,203 $248K 0.12% 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 6,165 $247K 0.05% 0 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 6,148 $246K 0.03% +428 13F-HR Timeline Priebe Wealth Holdings LLC More: the full row for Priebe Wealth Holdings LLC 6,119 $245K 0.17% +273 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 6,123 $245K 0.11% new 13F-HR Timeline ArrowMark Colorado Holdings LLC More: the full row for ArrowMark Colorado Holdings LLC 6,108 $244K <0.01% 0 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 6,105 $244K 0.27% -2,750 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Fusion Capital, LLC More: the full row for Fusion Capital, LLC 6,087 $243K 0.1% +971 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 6,079 $243K 0.16% -264 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 6,077 $243K 0.05% -942 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 6,072 $243K 0.13% -1,672 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 6,078 $242K 0.27% 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 6,052 $242K 0.01% -1,619 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 6,049 $242K 0.16% 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 6,046 $242K 0.14% -150 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 6,043 $242K 0.02% +876 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 6,031 $241K 0.03% +20 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 6,298 $241K 0.1% -2,405 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 6,023 $241K 0.09% -1,059 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 6,004 $240K 0.06% -79 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 6,000 $240K 0.16% 0 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 5,995 $240K 0.05% new 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 5,988 $239K 0.06% 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 5,973 $239K 0.02% -1,651 13F-HR Timeline Group Weil Company, Inc. More: the full row for Weil Company, Inc. 5,956 $238K 0.08% 0 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 5,953 $238K 0.16% -400 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 5,912 $238K 0.13% +140 13F-HR/A Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 5,929 $237K 0.03% +478 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 5,937 $237K 0.03% -247 13F-HR Timeline WINSLOW ASSET MANAGEMENT INC More: the full row for WINSLOW ASSET MANAGEMENT INC 5,927 $237K 0.05% 0 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 5,799 $237K 0.06% -9,032 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 5,915 $237K 0.02% 0 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 5,910 $236K 0.14% -241 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 5,881 $235K 0.03% new 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 5,879 $235K 0.08% -3,061 13F-HR Timeline Community Bank of Raymore More: the full row for Community Bank of Raymore 5,879 $235K 0.18% -662 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 5,872 $235K 0.01% 0 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 5,874 $235K 0.05% -193 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 5,846 $234K 0.07% -8 13F-HR Timeline Burt Wealth Advisors More: the full row for Burt Wealth Advisors 5,842 $234K 0.06% -1,448 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 5,841 $234K 0.03% +966 13F-HR Timeline Financial Sense Advisors, Inc. More: the full row for Financial Sense Advisors, Inc. 5,840 $234K 0.08% new 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 5,828 $233K <0.01% +1,153 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 5,821 $233K 0.02% 0 13F-HR Timeline NAPATREE CAPITAL LLC More: the full row for NAPATREE CAPITAL LLC 5,819 $233K 0.14% +478 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 5,809 $232K 0.1% -147 13F-HR Timeline Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 5,800 $232K 0.27% 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 5,787 $231K 0.02% -72 13F-HR Timeline CHECK CAPITAL MANAGEMENT INC/CA More: the full row for CHECK CAPITAL MANAGEMENT INC/CA 5,787 $231K 0.02% -683 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 5,839 $231K 0.04% +48 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 5,782 $231K 0.08% 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 5,780 $231K 0.13% -71 13F-HR Timeline KRAFT ASSET MANAGEMENT, LLC More: the full row for KRAFT ASSET MANAGEMENT, LLC 6,017 $230K 0.18% -1,195 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 5,739 $230K 1.09% -595 13F-HR Timeline HUTNER CAPITAL MANAGEMENT INC More: the full row for HUTNER CAPITAL MANAGEMENT INC 5,733 $229K 0.11% -533 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 5,730 $229K 0.13% 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 5,729 $229K 0.19% +20 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 5,727 $229K 0.02% +3,180 13F-HR Timeline Campbell Wealth Management More: the full row for Campbell Wealth Management 5,732 $229K 0.02% +265 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 5,726 $229K 0.17% 0 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 5,686 $229K 0.05% +51 13F-HR Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 5,696 $228K 0.06% new 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 5,690 $228K 0.15% -988 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 5,688 $227K 0.13% +12 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 5,687 $227K 0.05% -287 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 5,685 $227K 0.1% new 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 5,675 $227K 0.01% -226 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 5,508 $226K 0.09% -6,558 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 5,643 $226K 0.09% -19 13F-HR Timeline Obsidian Personal Planning Solutions LLC More: the full row for Obsidian Personal Planning Solutions LLC 5,716 $225K 0.11% -349 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 5,627 $225K 0.08% new 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 5,617 $225K 0.12% +522 13F-HR Timeline GenWealth Group, Inc. More: the full row for GenWealth Group, Inc. 5,613 $224K 0.05% -4,118 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 5,609 $224K 0.06% -1,379 13F-HR Timeline