RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 12,593 $1.3M 0.46% new 13F-HR Timeline Prosperity Financial Group, Inc. group of 2 filers holding More: the full row for Prosperity Financial Group, Inc. 12,543 $1.29M -346 Timeline Mainsail Financial Group, LLC More: the full row for Mainsail Financial Group, LLC 12,540 $1.29M 0.56% +354 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 12,545 $1.29M 0.2% +202 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 12,535 $1.29M 0.69% +235 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 12,524 $1.29M 0.4% +2,643 13F-HR Timeline CAPITAL & PLANNING, LLC More: the full row for CAPITAL & PLANNING, LLC 12,503 $1.29M 0.8% -400 13F-HR Timeline Gladius Capital Management LP More: the full row for Gladius Capital Management LP 12,503 $1.29M 2.54% +7,057 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 12,481 $1.29M 0.03% +3,235 13F-HR Timeline GRAYBILL WEALTH MANAGEMENT, LTD. More: the full row for GRAYBILL WEALTH MANAGEMENT, LTD. 12,461 $1.28M 0.39% 0 13F-HR Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 12,451 $1.28M 0.02% +79 13F-HR/A Timeline Cassia Capital Partners, LLC More: the full row for Cassia Capital Partners, LLC 12,444 $1.28M 0.7% +1,519 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 12,418 $1.28M 0.54% -55 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 12,398 $1.28M 0.18% 0 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 12,396 $1.28M 0.6% -601 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 12,394 $1.28M 0.2% -26,715 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 12,383 $1.28M 0.68% 0 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 12,376 $1.28M 0.24% -2,820 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 12,368 $1.27M 0.07% +3,681 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 12,365 $1.27M 0.66% -149 13F-HR Timeline LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 12,300 $1.27M <0.01% -4,540 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 12,301 $1.27M 0.19% -381 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 12,270 $1.26M 0.06% -39 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 12,268 $1.26M 0.23% +7 13F-HR Timeline Kidder Stephen W More: the full row for Kidder Stephen W 12,265 $1.26M 0.36% -750 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 12,263 $1.26M 0.88% -167 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 12,256 $1.26M 0.13% -300 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 12,247 $1.26M 0.13% +320 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 12,235 $1.26M 0.5% -46 13F-HR Timeline Group L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 12,225 $1.26M 0.68% 0 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 12,201 $1.26M 0.16% -832 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 12,188 $1.26M 0.08% +282 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 12,177 $1.25M 0.24% 0 13F-HR Timeline Masso Torrence Wealth Management Inc. More: the full row for Masso Torrence Wealth Management Inc. 12,160 $1.25M 0.52% -73 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 12,158 $1.25M 0.63% -2,211 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 12,156 $1.25M 0.02% +419 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 12,154 $1.25M 0.44% -1,725 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 12,152 $1.25M 0.81% +448 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 12,126 $1.25M 0.44% -47 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 12,104 $1.25M 0.09% -13,131 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 12,088 $1.25M 0.41% -30 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 12,071 $1.24M 0.18% +622 13F-HR Timeline Steadtrust LLC More: the full row for Steadtrust LLC 12,050 $1.24M 0.84% +1 13F-HR/A Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 12,048 $1.24M 0.18% +1,211 13F-HR Timeline Tandem Investment Advisors, Inc. More: the full row for Tandem Investment Advisors, Inc. 12,033 $1.24M 0.04% +1,087 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 12,028 $1.24M 0.23% +4,943 13F-HR Timeline Arnhold LLC More: the full row for Arnhold LLC 12,006 $1.24M 0.1% -108 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 12,003 $1.24M 0.35% -481 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 12,053 $1.23M 0.56% 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 11,981 $1.23M 0.71% -49 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 11,923 $1.23M 0.33% +60 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 11,905 $1.23M 0.04% -1,526 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 11,875 $1.22M 0.06% +2,283 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 11,834 $1.22M 0.21% -297 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 11,832 $1.22M 0.58% 0 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 11,824 $1.22M 0.09% +66 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 11,823 $1.22M 0.37% +398 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 11,773 $1.21M 0.73% -166 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 11,788 $1.21M 0.81% -5,692 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 11,737 $1.21M 0.05% -455 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 11,732 $1.21M 0.17% 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 11,723 $1.21M 0.44% +25 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 11,702 $1.21M 0.19% +842 13F-HR Timeline Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 11,700 $1.21M 0.13% 0 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 11,699 $1.21M 0.96% -95 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 11,682 $1.2M 0.07% +3,289 13F-HR Timeline Mirabaud & Cie SA More: the full row for Mirabaud & Cie SA 11,679 $1.2M 0.38% -23,547 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 11,668 $1.2M 0.51% +849 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 11,661 $1.2M 0.66% -342 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 11,655 $1.2M 0.7% +141 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 11,644 $1.2M 1.07% +301 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 11,611 $1.2M 0.08% +1,654 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 11,601 $1.2M 0.15% -302 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 11,600 $1.2M 0.34% 0 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 11,591 $1.19M 0.24% +16 13F-HR Timeline American Trust More: the full row for American Trust 11,568 $1.19M 0.1% -26 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 11,547 $1.19M 0.67% +402 13F-HR Timeline JAG CAPITAL MANAGEMENT, LLC More: the full row for JAG CAPITAL MANAGEMENT, LLC 11,542 $1.19M 0.13% +1,802 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 11,529 $1.19M 0.28% +6,684 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 11,529 $1.19M 0.06% +496 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 11,519 $1.19M 0.14% -211 13F-HR Timeline Group Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 11,497 $1.18M 0.2% 0 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 11,493 $1.18M 0.21% +677 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 11,476 $1.18M 0.38% +236 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 11,471 $1.18M 0.47% +236 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 10,842 $1.18M 0.33% +436 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 11,426 $1.18M 0.52% +289 13F-HR Timeline MONTGOMERY INVESTMENT MANAGEMENT INC More: the full row for MONTGOMERY INVESTMENT MANAGEMENT INC 11,413 $1.18M 0.41% 0 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 11,404 $1.18M 0.2% +2,937 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 11,390 $1.17M 0.31% -121 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 11,373 $1.17M 0.45% -191 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 11,352 $1.17M 0.16% -4 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 11,367 $1.17M 0.17% +49 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 11,343 $1.17M 0.06% +927 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 11,342 $1.17M 0.23% +3,695 13F-HR Timeline Future Fund LLC More: the full row for Future Fund LLC 11,336 $1.17M 0.41% +2,275 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 11,334 $1.17M 0.47% +4,069 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 11,328 $1.17M 0.63% +202 13F-HR Timeline PUZO MICHAEL J More: the full row for PUZO MICHAEL J 11,300 $1.16M 0.32% -100 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 11,280 $1.16M 0.45% +156 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 11,253 $1.16M 0.04% +430 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 11,243 $1.16M 0.4% -525 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 11,240 $1.16M 0.5% -8 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 11,216 $1.16M 0.47% -236 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 11,211 $1.16M 0.47% 0 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 11,197 $1.15M 0.1% -3,851 13F-HR Timeline Kassira Wealth Management LLC More: the full row for Kassira Wealth Management LLC 11,195 $1.15M 1.11% 13F-HR Timeline Avondale Wealth Management More: the full row for Avondale Wealth Management 11,150 $1.15M 0.61% -750 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 11,146 $1.15M 0.17% -4,890 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 11,122 $1.15M 0.55% -62 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 11,090 $1.14M 0.39% +668 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 11,080 $1.14M 0.16% +556 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 11,053 $1.14M 0.18% -28,683 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 11,053 $1.14M 0.18% 13F-HR Timeline JOHO CAPITAL LLC More: the full row for JOHO CAPITAL LLC 11,050 $1.14M 0.2% new 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 11,039 $1.14M 0.21% +3,040 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 11,035 $1.14M 0.18% -305 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 11,030 $1.14M 0.32% -1,129 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 11,018 $1.14M 0.08% -364 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 10,998 $1.13M 0.19% +397 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 10,982 $1.13M 0.88% 13F-HR Timeline Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 10,980 $1.13M 0.93% -85 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 10,976 $1.13M 0.12% +34 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 10,971 $1.13M 0.34% -500 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 10,970 $1.13M 0.11% -706 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 10,932 $1.13M 0.18% new 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 10,925 $1.13M 0.09% -59 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 10,924 $1.13M 0.42% new 13F-HR Timeline Slocum, Gordon & Co LLP More: the full row for Slocum, Gordon & Co LLP 10,894 $1.12M 0.9% 0 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 10,832 $1.12M 0.22% +2,125 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 10,830 $1.12M 0.09% new 13F-HR Timeline Group Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 10,828 $1.12M 0.35% +13 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 10,820 $1.12M 0.72% +71 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 10,811 $1.11M 0.51% +2,953 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 10,803 $1.11M 0.3% -522 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 10,799 $1.11M 0.44% -1,300 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 10,766 $1.11M 0.41% -4,695 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 10,735 $1.11M 0.81% +1,381 13F-HR/A Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 10,734 $1.11M 0.95% 0 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 10,718 $1.1M 0.15% +357 13F-HR Timeline Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 10,718 $1.1M 0.17% -69,488 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 10,712 $1.1M 0.24% +131 13F-HR Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 10,705 $1.1M 0.76% -1,502 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 10,700 $1.1M 0.21% 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 10,685 $1.1M 0.26% -76 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 10,654 $1.1M 0.76% +191 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 10,628 $1.1M 0.49% +11 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 10,614 $1.09M 0.66% -1,212 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 10,561 $1.09M 0.47% +348 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 10,554 $1.09M 0.17% 0 13F-HR Timeline Hofer & Associates. Inc More: the full row for Hofer & Associates. Inc 10,552 $1.09M 0.62% +661 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 10,530 $1.09M 0.52% -55 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 10,523 $1.08M 0.16% -361 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 10,512 $1.08M 0.61% +318 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 10,510 $1.08M 0.08% -16 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 10,507 $1.08M 0.49% 0 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 10,502 $1.08M 0.28% -97 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 10,477 $1.08M 0.35% +432 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 10,474 $1.08M 0.09% +219 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 10,463 $1.08M 0.34% 0 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 10,438 $1.08M 0.05% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 10,405 $1.07M 0.07% -55 13F-HR Timeline Community Bank of Raymore More: the full row for Community Bank of Raymore 10,396 $1.07M 0.74% +6,300 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 10,389 $1.07M 0.73% -22 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 10,386 $1.07M 0.01% +10,041 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 10,339 $1.07M 0.32% +100 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 10,327 $1.06M 0.04% +3,055 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 10,325 $1.06M 0.01% +1,189 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 10,295 $1.06M 0.93% +760 13F-HR Timeline SIH Partners, LLLP in group SIH Partners, LLLP More: the full row for SIH Partners, LLLP 10,291 $1.06M 0.09% new 13F-HR Timeline Group MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 10,276 $1.06M 0.32% -63 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 10,276 $1.06M 0.44% -82 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 10,265 $1.06M 0.23% +200 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 10,263 $1.06M 0.48% +1,273 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 10,252 $1.06M 0.09% +292 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 10,214 $1.05M 1% +1,337 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 10,211 $1.05M 0.34% +3,688 13F-HR Timeline Trust Co More: the full row for Trust Co 10,207 $1.05M 0.11% -135 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 30,438 $1.05M 0.18% +431 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 10,200 $1.05M 0.37% -951 13F-HR Timeline CAPITAL COUNSEL LLC/NY More: the full row for CAPITAL COUNSEL LLC/NY 10,197 $1.05M 0.04% 0 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 10,189 $1.05M 0.67% -224 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 10,209 $1.05M 0.17% +744 13F-HR Timeline GARDNER RUSSO & QUINN LLC More: the full row for GARDNER RUSSO & QUINN LLC 10,165 $1.05M 0.01% 0 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 10,149 $1.05M 0.36% +20 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 10,139 $1.04M 0.5% -60 13F-HR Timeline BANYAN CAPITAL MANAGEMENT, INC. More: the full row for BANYAN CAPITAL MANAGEMENT, INC. 10,135 $1.04M 0.47% +7,300 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 10,130 $1.04M 0.67% +240 13F-HR Timeline Group Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 10,107 $1.04M 0.14% -180 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 10,064 $1.04M 0.33% +299 13F-HR Timeline Roberts Capital Advisors, LLC More: the full row for Roberts Capital Advisors, LLC 10,075 $1.04M 1.16% 0 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 10,074 $1.04M 0.44% +7,397 13F-HR Timeline Burt Wealth Advisors More: the full row for Burt Wealth Advisors 10,053 $1.04M 0.25% +2 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 10,046 $1.04M 0.11% -5 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. 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