LCM Capital Management Inc More: the full row for LCM Capital Management Inc 5,514 $233K 0.1% +72 13F-HR Timeline Atwater Malick LLC More: the full row for Atwater Malick LLC 5,513 $233K 0.05% new 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 5,513 $233K 0.05% +56 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 5,522 $233K 0.11% -171 13F-HR Timeline Dodge & Cox More: the full row for Dodge & Cox 5,500 $233K <0.01% 0 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 5,495 $233K 0.02% +98 13F-HR Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 5,494 $233K 0.1% +38 13F-HR Timeline Legacy Wealth Advisors, LLC More: the full row for Legacy Wealth Advisors, LLC 5,484 $232K 0.1% new 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 5,483 $232K 0.09% -306 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 5,481 $232K <0.01% +383 13F-HR Timeline Group GSG Advisors LLC More: the full row for GSG Advisors LLC 5,472 $232K 0.05% -186 13F-HR Timeline Paragon Capital Management LLC More: the full row for Paragon Capital Management LLC 5,467 $231K 0.11% +326 13F-HR Timeline Front Street Capital Management, Inc. More: the full row for Front Street Capital Management, Inc. 5,451 $231K 0.03% -1,338 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 5,449 $231K 0.05% new 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 5,445 $231K 0.05% -40 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 5,438 $230K 0.03% +700 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 5,434 $230K 0.13% +1,392 13F-HR Timeline BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 5,442 $230K 0.09% 0 13F-HR Timeline WINSLOW ASSET MANAGEMENT INC More: the full row for WINSLOW ASSET MANAGEMENT INC 5,427 $230K 0.04% 0 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 5,424 $230K 0.08% +915 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 5,568 $230K 0.1% -45 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 5,420 $229K 0.03% +25 13F-HR Timeline Todd Wealth Management, LLC More: the full row for Todd Wealth Management, LLC 5,414 $229K 0.17% 0 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 5,411 $229K 0.05% -310 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 14,414 $229K 0.04% +1,635 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 5,396 $228K 0.07% -7,890 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 5,376 $228K 0.02% -10 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 5,394 $228K 0.03% +624 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 5,384 $228K 0.03% -62 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 5,380 $228K 0.02% -12,000 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 5,379 $228K 0.01% -177 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 5,376 $228K 0.05% -454 13F-HR Timeline Lauer Wealth, LLC More: the full row for Lauer Wealth, LLC 5,354 $227K 0.16% 0 13F-HR Timeline Peak Wealth Management LLC More: the full row for Peak Wealth Management LLC 5,360 $227K 0.16% 0 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 5,354 $227K 0.01% new 13F-HR Timeline STG SECURITIES, LLC More: the full row for STG SECURITIES, LLC 5,354 $227K 0.24% 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 5,351 $227K 0.1% -177 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 5,329 $226K 0.04% new 13F-HR Timeline IKE Capital, LLC More: the full row for IKE Capital, LLC 5,325 $225K 0.12% -280 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 5,315 $225K 0.09% 0 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 5,312 $225K 0.12% -1,991 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 5,306 $225K 0.02% +153 13F-HR Timeline Group Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 5,305 $225K 0.03% 0 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 5,289 $224K 0.06% +1,215 13F-HR Timeline AFFINITY WEALTH MANAGEMENT LLC More: the full row for AFFINITY WEALTH MANAGEMENT LLC 5,278 $223K 0.03% -80 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 5,271 $223K 0.01% +350 13F-HR Timeline DECISION INVESTMENTS, INC More: the full row for DECISION INVESTMENTS, INC 5,269 $223K 0.2% -44 13F-HR Timeline Sherry Group, Inc. More: the full row for Sherry Group, Inc. 5,055 $223K 0.22% new 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 5,262 $223K 0.1% +18 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 5,242 $222K 0.11% 0 13F-HR Timeline Aufman Associates Inc More: the full row for Aufman Associates Inc 5,242 $222K 0.09% 0 13F-HR Timeline Yelin Lapidot Holdings Management Ltd. in group Yelin Lapidot Holdings Manage… More: the full row for Yelin Lapidot Holdings Management Ltd. 5,231 $221K 0.04% -748 13F-HR Timeline Group Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 5,263 $221K 0.03% +78 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 5,219 $221K 0.15% +610 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 5,209 $221K 0.06% 0 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 5,209 $221K 0.04% -845 13F-HR Timeline Rose Capital Advisors LLC More: the full row for Rose Capital Advisors LLC 5,207 $220K 0.12% 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 5,201 $220K 0.04% new 13F-HR Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 5,199 $220K 0.22% +353 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 5,199 $220K 0.03% -2,467 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 5,191 $220K 0.06% +206 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 5,183 $219K 0.02% -5,284 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 5,182 $219K 0.05% -64 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 5,179 $219K 0.01% new 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 5,173 $219K 0.04% +538 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 5,172 $219K 0.05% -71 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 5,172 $219K 0.18% +95 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 5,170 $219K 0.11% +23 13F-HR Timeline NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 5,166 $219K 0.13% -250 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 5,162 $219K 0.05% 0 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 5,158 $218K 0.1% new 13F-HR Timeline Vancity Investment Management Ltd More: the full row for Vancity Investment Management Ltd 5,137 $218K 0.03% -1,333 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 5,114 $217K 0.08% new 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 5,114 $217K 0.08% +737 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 5,112 $216K 0.01% new 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 5,110 $216K 0.04% -56 13F-HR Timeline Henderson Brothers Financial Partners, … More: the full row for Henderson Brothers Financial Partners, LLC 5,103 $216K 0.1% -2,569 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 5,155 $216K 0.02% 0 13F-HR Timeline Signet Investment Advisory Group, Inc. More: the full row for Signet Investment Advisory Group, Inc. 5,100 $216K 0.09% 0 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 5,081 $215K 0.05% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 4,850 $215K 0.03% -616 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 5,071 $215K 0.02% new 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 5,060 $214K 0.02% +10 13F-HR/A Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 5,047 $214K 0.16% +134 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 5,041 $213K 0.03% -662 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 5,036 $213K 0.02% +516 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 5,018 $212K 0.08% +913 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 5,015 $212K 0.06% +201 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 5,014 $212K 0.11% +1 13F-HR Timeline NI ACQUISITIONS COMPANY, LLC More: the full row for NI ACQUISITIONS COMPANY, LLC 5,014 $212K 0.09% 13F-HR Timeline HRC WEALTH MANAGEMENT, LLC More: the full row for HRC WEALTH MANAGEMENT, LLC 5,011 $212K 0.09% 0 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 5,005 $212K 0.07% 0 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 5,001 $212K 0.04% 0 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 5,000 $212K 0.21% 0 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 4,998 $212K 0.16% -510 13F-HR Timeline HFR Wealth Management, LLC More: the full row for HFR Wealth Management, LLC 4,993 $211K 0.05% 0 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 4,990 $211K 0.03% new 13F-HR Timeline Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 4,984 $211K 0.12% new 13F-HR Timeline LANGLEY WEALTH MANAGEMENT, LLC More: the full row for LANGLEY WEALTH MANAGEMENT, LLC 4,983 $211K 0.21% 13F-HR/A Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 4,975 $211K 0.12% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 4,971 $211K 0.09% -44 13F-HR Timeline Community Bank of Raymore More: the full row for Community Bank of Raymore 4,969 $210K 0.12% 0 13F-HR Timeline Mann Financial Group, Inc. More: the full row for Mann Financial Group, Inc. 4,961 $210K 0.18% +250 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 4,956 $210K 0.06% +345 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 4,954 $210K 0.01% -200 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 4,950 $210K 0.16% +654 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 4,941 $209K 0.05% -830 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 4,940 $209K 0.03% +3,391 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 4,938 $209K 0.02% +228 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 4,932 $209K 0.01% -428 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 4,927 $209K 0.04% -354 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 4,452 $208K 0.02% -470 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 4,919 $208K 0.06% new 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 4,906 $208K 0.05% 0 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 4,899 $207K 0.12% +123 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 4,895 $207K 0.09% -1,122 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 4,891 $207K 0.17% -82 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 4,891 $207K 0.05% -234 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 4,410 $206K 0.06% 0 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 4,875 $206K 0.07% new 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 4,874 $206K 0.08% new 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 4,859 $206K 0.01% +470 13F-HR Timeline Group West Wealth Group, LLC More: the full row for West Wealth Group, LLC 4,867 $206K 0.03% +470 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 4,861 $206K 0.01% 0 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 4,860 $206K 0.12% new 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 4,857 $206K 0.11% -2,063 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 4,841 $205K 0.01% -336 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 4,840 $205K 0.02% +395 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 4,836 $205K 0.07% +5 13F-HR Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 4,833 $205K 0.04% new 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 4,830 $205K 0.06% -5,841 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 4,824 $204K 0.01% -138 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 4,821 $204K 0.1% new 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 4,818 $204K 0.07% +125 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 4,813 $204K 0.04% +3 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 4,809 $204K 0.04% -1,380 13F-HR Timeline O'Domhnaill Enterprises, Inc. More: the full row for O'Domhnaill Enterprises, Inc. 4,808 $204K 0.16% +528 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 4,805 $203K 0.07% -541 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 4,799 $203K 0.06% +64 13F-HR Timeline PRING TURNER CAPITAL GROUP INC More: the full row for PRING TURNER CAPITAL GROUP INC 4,317 $203K 0.12% -193 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 4,780 $202K 0.03% new 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 4,754 $201K 0.08% -4,574 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 4,746 $201K 0.13% new 13F-HR Timeline OAK RIDGE INVESTMENTS LLC More: the full row for OAK RIDGE INVESTMENTS LLC 4,741 $201K 0.01% -1,175 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 4,738 $201K 0.03% +67 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 4,736 $201K 0.02% -88 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 4,736 $201K 0.05% -364 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 4,731 $200K 0.09% new 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 4,725 $200K 0.04% -256 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 4,709 $199K 0.05% +989 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 4,686 $198K 0.01% 0 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 4,674 $198K 0.15% +1 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 4,639 $196K 0.05% +14 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 4,558 $193K 0.04% +332 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 4,515 $191K 0.06% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 4,466 $189K 0.11% +2,830 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 4,426 $187K 0.04% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 4,408 $187K 0.02% +2 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 4,401 $186K 0.03% 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 4,383 $186K 0.06% -42 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 4,002 $185K 0.15% -1,398 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 4,354 $184K 0.08% -2,996 13F-HR/A Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 4,304 $182K 0.01% +3,771 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 4,219 $179K 0.03% -268 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 4,182 $177K 0.05% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 4,180 $177K 0.04% +608 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 4,162 $176K 0.02% +300 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 4,160 $176K 0.03% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 4,134 $175K 0.1% +504 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 4,097 $173K 0.01% +676 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 4,059 $172K 0.09% +143 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 4,052 $172K 0.01% +75 13F-HR Timeline Group Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 4,037 $171K 0.04% -63 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 4,027 $171K 0.11% +244 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 3,967 $168K 0.05% -387 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 3,937 $167K 0.04% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 3,920 $166K 0.05% +1,915 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 3,904 $165K 0.06% +10 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 3,867 $163K 0.03% +133 13F-HR Timeline BAYBAN More: the full row for BAYBAN 3,809 $161K 0.12% 0 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 3,807 $161K 0.03% 0 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 3,800 $161K <0.01% 0 13F-HR Timeline Group Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 3,674 $156K 0.01% +167 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 3,662 $155K 0.12% +297 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 3,628 $154K 0.07% -1,490 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 3,626 $154K 0.04% +808 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 3,568 $151K 0.12% +207 13F-HR/A Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 3,537 $150K 0.01% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 3,526 $149K 0.14% new 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 3,520 $149K 0.08% -138 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 3,505 $148K 0.03% -285 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 3,497 $148K 0.03% -318 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 3,468 $147K 0.04% -500 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 3,451 $146K 0.05% 0 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 3,362 $142K 0.09% -256 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 3,347 $142K 0.01% +263 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 3,341 $141K 0.03% new 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 3,278 $139K -88,477 Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 3,261 $138K 0.04% +251 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 3,261 $138K 0.01% +102 13F-HR Timeline