Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 3,766 $302K 0.15% 0 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 3,791 $301K 0.27% -54 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 3,759 $301K 0.08% +19 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 3,743 $300K 0.14% +417 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 3,742 $300K 0.21% new 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 3,734 $299K 0.05% -74 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 3,734 $299K 0.02% new 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 3,723 $298K 0.13% -505 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 3,717 $298K 0.11% -149 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 3,710 $297K 0.03% -11,037 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 3,706 $297K 0.03% -835 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 3,682 $295K 0.01% -400 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 3,676 $295K 0.06% new 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 3,670 $294K 0.08% +230 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 3,662 $293K 0.02% +530 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 3,660 $293K 0.02% -1,258 13F-HR Timeline Carbahal Olsen Financial Services Group… More: the full row for Carbahal Olsen Financial Services Group, LLC 3,660 $293K 0.25% 0 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 3,658 $293K 0.02% -569 13F-HR/A Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 3,652 $293K 0.03% -2,745 13F-HR/A Timeline Group SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 4,081 $293K 0.14% 0 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 3,655 $293K 0.13% +129 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 3,650 $292K 0.1% 0 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 3,649 $292K 0.11% -108 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 3,643 $292K 0.22% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 3,639 $292K 0.03% +19 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 3,638 $291K 0.15% -22 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 3,636 $291K 0.05% +268 13F-HR Timeline Lifelong Wealth Advisors, Inc. 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More: the full row for Heritage Wealth Management, Inc. 3,580 $287K 0.09% -375 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 3,579 $287K 0.07% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 3,572 $286K 0.01% +166 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 3,570 $286K 0.02% -1,996 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 3,549 $284K 0.27% +45 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 3,545 $284K 0.34% +269 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 3,543 $284K 0.33% -141 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 3,504 $281K 0.1% -531 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 3,500 $280K 0.13% 0 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 3,497 $280K 0.02% -1,542 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 3,496 $280K 0.09% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. 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LLC More: the full row for Capital Advisors, Ltd. LLC 3,402 $273K 0.03% +70 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 3,396 $272K 0.06% +155 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 3,400 $272K <0.01% 0 13F-HR Timeline Group Strategic Financial Services, Inc. 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More: the full row for D'Orazio & Associates, Inc. 3,318 $266K 0.04% -2 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 3,316 $266K 0.13% +41 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 3,314 $266K 0.1% +481 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 3,311 $265K 0.07% +20 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 3,303 $265K 0.03% -3,520 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 3,301 $264K 0.21% -140 13F-HR Timeline WASHINGTON CAPITAL MANAGEMENT, INC More: the full row for WASHINGTON CAPITAL MANAGEMENT, INC 3,300 $264K 0.2% 0 13F-HR Timeline United Bank More: the full row for United Bank 3,294 $264K 0.1% -64 13F-HR Timeline Hurlow Wealth Management Group, Inc. 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More: the full row for Finer Wealth Management, Inc. 3,264 $262K 0.14% -62 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 3,254 $261K 0.08% +6 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 3,256 $261K 0.05% 0 13F-HR Timeline BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 3,250 $260K 0.06% 0 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 3,244 $260K 0.03% new 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 3,151 $259K 0.04% new 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 3,238 $259K 0.09% +9 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 3,236 $259K 0.02% new 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 3,233 $259K 0.03% new 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 3,229 $259K 0.04% +165 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 3,228 $259K 0.01% +1 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 3,225 $258K 0.22% new 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 3,109 $258K 0.05% new 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 3,224 $257K <0.01% -559 13F-HR Timeline Group Embree Financial Group More: the full row for Embree Financial Group 3,204 $257K 0.04% +79 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 3,201 $256K 0.15% new 13F-HR Timeline Caledonia (Private) Investments Pty Ltd in group Caledonia (Private) Investmen… More: the full row for Caledonia (Private) Investments Pty Ltd 3,198 $256K <0.01% 0 13F-HR Timeline Group CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 3,083 $256K 0.13% 0 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 3,189 $256K <0.01% -10,000 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 3,187 $255K 0.07% 0 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 3,203 $255K 0.02% -1,659 13F-HR Timeline Group City State Bank More: the full row for City State Bank 3,179 $255K 0.08% 0 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 3,179 $255K 0.09% +132 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 3,173 $254K 0.01% +1,067 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 3,164 $254K 0.1% 0 13F-HR Timeline KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 3,162 $253K 0.2% +54 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 3,162 $253K 0.05% -88 13F-HR Timeline PATTON FUND MANAGEMENT, INC. 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More: the full row for SOA Wealth Advisors, LLC. 2,978 $239K 0.04% -100 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 2,966 $238K 0.06% -11 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 2,966 $238K 0.07% 0 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 2,966 $238K 0.06% +7 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 2,964 $237K 0.03% -194 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 2,960 $237K 0.05% +51 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 2,949 $237K 0.1% 0 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 2,947 $236K 0.06% +62 13F-HR Timeline Kera Capital Partners, Inc. 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