JDM Financial Group LLC More: the full row for JDM Financial Group LLC 1,607 $332K 0.17% 0 13F-HR Timeline Geneva Partners, LLC More: the full row for Geneva Partners, LLC 1,604 $331K 0.17% -45 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 1,602 $331K 0.26% -40 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 1,595 $329K 0.24% +235 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 1,594 $329K 0.14% 0 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 1,589 $328K 0.07% +298 13F-HR/A Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 1,588 $328K 0.11% -256 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 1,586 $327K 0.01% -23 13F-HR Timeline Vishria Bird Financial Group, LLC More: the full row for Vishria Bird Financial Group, LLC 1,586 $327K 0.11% 0 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 1,584 $327K 0.08% -576 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 1,581 $327K 0.08% -350 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 1,580 $326K 0.09% 0 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 1,579 $326K 0.31% -311 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 1,578 $326K 0.06% +16 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 1,575 $325K 0.24% 0 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 1,575 $325K 0.05% -1 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 1,575 $325K 0.11% +20 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 1,573 $325K 0.15% -146 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 1,569 $324K 0.01% -300 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 1,567 $324K 0.1% new 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 1,561 $322K 0.14% 0 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 1,559 $322K 0.02% -10,352 13F-HR/A Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 1,559 $322K 0.09% new 13F-HR Timeline HMS Capital Management, LLC More: the full row for HMS Capital Management, LLC 1,754 $322K 0.18% 0 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 1,558 $322K <0.01% +1 13F-HR Timeline Group Clarus Group, Inc. More: the full row for Clarus Group, Inc. 1,552 $320K 0.12% +1 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 1,571 $320K 0.01% +1 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 1,551 $320K 0.07% +247 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 1,550 $320K 0.18% 0 13F-HR Timeline ASSET PLANNING SERVICES INC /LA/ /ADV More: the full row for ASSET PLANNING SERVICES INC /LA/ /ADV 1,550 $320K 0.16% 0 13F-HR/A Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 1,544 $319K 0.04% -100 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 1,541 $318K 0.25% 0 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 1,541 $318K 0.18% -39 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 1,539 $318K 0.01% 13F-HR Timeline Group Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 1,590 $315K 0.26% -399 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 1,526 $315K <0.01% 0 13F-HR Timeline Group GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 1,524 $315K 0.04% -1,950 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 1,521 $314K 0.06% +3 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 1,522 $314K 0.25% -175 13F-HR/A Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 1,519 $314K 0.16% -40 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 1,512 $312K 0.11% -234 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,511 $312K 0.04% +28 13F-HR Timeline Paragon Capital Management LLC More: the full row for Paragon Capital Management LLC 1,502 $310K 0.18% +4 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 1,502 $310K 0.06% new 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 1,500 $310K 0.05% 0 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 1,496 $309K 0.11% +375 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 1,490 $308K 0.11% -179 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 1,489 $307K 0.28% +23 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,488 $307K 0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 1,483 $306K 0.04% +8 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 1,466 $305K 0.05% 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 1,478 $305K 0.02% 0 13F-HR Timeline ALM First Financial Advisors, LLC More: the full row for ALM First Financial Advisors, LLC 1,806 $305K 0.07% 0 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 1,472 $304K 0.27% new 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 1,460 $301K 0.12% +1 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 1,456 $301K 0.03% 0 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 1,445 $301K 0.01% new 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 1,450 $299K 0.08% -28 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 1,448 $299K 0.06% -70 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 1,441 $298K 0.02% +540 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 1,440 $297K 0.14% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,440 $297K <0.01% +15 13F-HR Timeline Group TFB Advisors LLC More: the full row for TFB Advisors LLC 1,433 $296K 0.09% +87 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 1,432 $296K 0.16% 0 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 1,430 $295K 0.04% new 13F-HR/A Timeline Aldebaran Financial Inc. More: the full row for Aldebaran Financial Inc. 1,426 $294K 0.36% +31 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 1,425 $294K 0.04% -76 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 1,423 $294K 0.02% 0 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 1,423 $294K 0.16% 0 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 1,419 $293K 0.06% 0 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 1,418 $293K 0.1% -31 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 1,418 $293K 0.21% +2 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 1,415 $292K 0.23% +437 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 1,410 $291K 0.04% -159 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 1,407 $291K 0.04% 0 13F-HR Timeline Quantessence Capital LLC More: the full row for Quantessence Capital LLC 1,408 $291K 0.07% -2,274 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 1,405 $290K 0.08% 0 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 1,400 $289K 0.03% new 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 1,396 $288K 0.03% -394 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 1,395 $288K 0.1% 0 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 1,385 $286K 0.18% 0 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 1,381 $285K 0.05% +37 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 1,378 $285K 0.03% -89 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 1,246 $284K 0.26% -3 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 1,374 $284K 0.09% +101 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 1,373 $283K 0.06% 0 13F-HR Timeline McCarthy & Cox More: the full row for McCarthy & Cox 1,362 $281K 0.12% 0 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 1,360 $281K 0.24% +27 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 1,359 $281K 0.03% 0 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 1,353 $279K 0.22% 0 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 1,352 $279K 0.12% 0 13F-HR Timeline Grant/GrossMendelsohn, LLC More: the full row for Grant/GrossMendelsohn, LLC 1,340 $279K 0.16% new 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 1,350 $279K 0.16% new 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 1,349 $279K 0.17% -22,868 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 1,349 $279K 0.05% 0 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 1,345 $278K 0.01% +210 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 1,345 $278K 0.08% 0 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 1,343 $277K 0.16% -32 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 1,341 $277K 0.07% -87 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 1,337 $276K 0.09% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 1,334 $276K 0.2% +12 13F-HR Timeline Cadence Wealth Management LLC More: the full row for Cadence Wealth Management LLC 1,331 $275K 0.2% +85 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 1,327 $274K 0.09% -33 13F-HR Timeline CONTINUUM WEALTH ADVISORS, LLC More: the full row for CONTINUUM WEALTH ADVISORS, LLC 1,327 $274K 0.14% -230 13F-HR Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 1,176 $273K 0.22% 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 1,323 $273K 0.04% 0 13F-HR Timeline Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 1,320 $273K 0.05% +343 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 1,319 $272K 0.03% -231 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 1,319 $272K 0.11% new 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 1,314 $271K 0.07% 0 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 1,313 $271K 0.03% -6,250 13F-HR Timeline Group Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 1,311 $271K 0.28% new 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 1,305 $269K 0.14% 0 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 1,303 $269K 0.13% 0 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 1,300 $268K 0.21% 0 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 1,300 $268K 0.21% 0 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 1,296 $268K 0.07% -13 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 1,295 $267K 0.14% -48 13F-HR Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 1,294 $267K 0.09% 0 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 1,292 $267K 0.13% 0 13F-HR Timeline Straight Path Wealth Management More: the full row for Straight Path Wealth Management 1,292 $267K 0.11% -83 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 1,282 $267K 0.15% -2,780 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 1,286 $266K 0.1% -151 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 1,279 $264K 0.05% 0 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 1,278 $264K 0.16% +52 13F-HR Timeline Prairie Sky Financial Group LLC More: the full row for Prairie Sky Financial Group LLC 1,278 $264K 0.16% -233 13F-HR Timeline Dynamic Financial Group More: the full row for Dynamic Financial Group 1,276 $263K 0.26% 0 13F-HR Timeline Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 1,275 $263K 0.24% new 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 1,271 $262K 0.11% -84 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 1,270 $262K 0.02% +8 13F-HR Timeline SK Wealth Management, LLC More: the full row for SK Wealth Management, LLC 1,392 $261K 0.14% +3 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 1,261 $260K 0.02% +30 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 1,257 $260K 0.13% +271 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 1,254 $259K 0.01% +75 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 1,254 $259K 0.12% +1 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 1,251 $258K 0.06% +15 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 1,251 $258K 0.09% -87 13F-HR Timeline BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 1,250 $258K 0.22% 0 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 1,243 $257K 0.02% 0 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 1,243 $257K 0.05% -20 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 1,243 $257K 0.1% -1,409 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 1,242 $256K 0.02% 0 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 1,242 $256K 0.03% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,242 $256K 0.02% new 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 1,240 $256K 0.03% +10 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 1,238 $256K 0.01% -240 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 1,236 $255K 0.14% 0 13F-HR Timeline Burt Wealth Advisors More: the full row for Burt Wealth Advisors 1,235 $255K 0.06% 0 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 1,225 $253K 0.08% +2 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,221 $252K 0.08% +51 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 1,221 $252K 0.15% new 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 1,220 $252K 0.13% 0 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 1,220 $252K 0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1,201 $250K 0.06% -270 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 1,210 $250K 0.23% -32 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 1,208 $249K 0.03% -298 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 1,205 $249K 0.09% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,205 $249K 0.04% +1 13F-HR Timeline BAYSHORE ASSET MANAGEMENT, LLC More: the full row for BAYSHORE ASSET MANAGEMENT, LLC 1,200 $248K 0.12% 0 13F-HR Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 1,198 $247K 0.24% -90 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 1,197 $247K 0.02% +211 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 1,190 $246K 0.11% 0 13F-HR/A Timeline MFG WEALTH MANAGEMENT, INC. More: the full row for MFG WEALTH MANAGEMENT, INC. 1,190 $246K 0.23% +303 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 1,186 $245K 0.06% -93 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,184 $244K 0.06% 0 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 1,183 $244K 0.12% -42 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 1,181 $244K 0.2% -404 13F-HR Timeline BRAUN STACEY ASSOCIATES INC More: the full row for BRAUN STACEY ASSOCIATES INC 1,180 $244K 0.01% -32 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 1,180 $244K 0.05% +700 13F-HR Timeline Group Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 1,179 $243K 0.16% +12 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 1,176 $243K 0.08% 0 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 1,175 $243K 0.04% +75 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 1,169 $241K 0.1% 0 13F-HR Timeline Rolek Wealth Management LLC More: the full row for Rolek Wealth Management LLC 1,201 $241K 0.25% +21 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 1,166 $241K 0.05% +74 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 1,165 $241K 0.04% 0 13F-HR/A Timeline Group Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 1,164 $240K 0.08% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1,163 $240K 0.08% 0 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 1,161 $240K 0.09% 0 13F-HR Timeline Dash Acquisitions Inc. More: the full row for Dash Acquisitions Inc. 1,030 $240K 0.05% 0 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 1,157 $239K 0.01% -5 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 1,157 $239K 0.05% +22 13F-HR Timeline Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 1,157 $239K 0.12% 0 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 1,157 $239K 0.13% new 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 1,156 $239K 0.11% 0 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 1,153 $238K 0.02% 0 13F-HR Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 1,150 $237K 0.03% -30 13F-HR Timeline Broadleaf Partners, LLC More: the full row for Broadleaf Partners, LLC 1,150 $237K 0.06% -6 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 1,149 $237K 0.04% +258 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 1,141 $236K 0.06% +24 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 1,144 $236K 0.02% +60 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 1,144 $236K 0.05% +77 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 1,144 $236K 0.05% -8 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,142 $236K 0.01% -124 13F-HR Timeline Group Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 1,142 $236K 0.05% 0 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 1,137 $235K 0.01% -501 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 1,135 $234K 0.04% -13 13F-HR Timeline Bremer Bank National Association More: the full row for Bremer Bank National Association 1,134 $234K 0.04% new 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 1,134 $234K 0.04% -418 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 1,133 $234K 0 Timeline