CUMBERLAND ADVISORS INC More: the full row for CUMBERLAND ADVISORS INC 19,228 $3.95M 1.66% -178 13F-HR Timeline Wealth Management Strategies, Inc. More: the full row for Wealth Management Strategies, Inc. 19,224 $3.94M 2.12% -77 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 19,220 $3.94M 2.06% +1,840 13F-HR Timeline Group Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 19,184 $3.94M 0.71% -1,039 13F-HR Timeline Sanchez Wealth Management Group More: the full row for Sanchez Wealth Management Group 19,167 $3.93M 0.95% -351 13F-HR Timeline Gallagher Capital Advisors, LLC More: the full row for Gallagher Capital Advisors, LLC 18,494 $3.93M 3.17% -12,670 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 19,124 $3.92M 1.01% -1,205 13F-HR Timeline KilterHowling LLC More: the full row for KilterHowling LLC 19,113 $3.92M 2.34% -6 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 19,109 $3.92M 1.46% -124 13F-HR Timeline BRIGHT FINANCIAL ADVISORS, INC. More: the full row for BRIGHT FINANCIAL ADVISORS, INC. 19,107 $3.92M 2.18% +82 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 19,096 $3.92M 1.11% -22 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 19,258 $3.92M 1.84% +497 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 19,082 $3.92M 0.48% +705 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 19,070 $3.91M 1.1% +579 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 19,022 $3.9M 0.95% -587 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 19,012 $3.9M 1.15% -828 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 18,943 $3.89M 2.06% -1,075 13F-HR Timeline Collar Capital Management, LLC More: the full row for Collar Capital Management, LLC 18,928 $3.88M 3.27% -68 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 18,841 $3.87M 3.05% -671 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 18,836 $3.86M 1.71% +44 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 18,827 $3.86M 0.76% +787 13F-HR Timeline Dupree Financial Group, LLC More: the full row for Dupree Financial Group, LLC 18,818 $3.86M 1.52% -570 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 18,810 $3.86M 3.32% -388 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 18,797 $3.86M 1.14% -490 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 18,786 $3.85M 1.48% +6,538 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 18,785 $3.85M 6.22% -979 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 18,759 $3.85M 2.94% -24 13F-HR Timeline Channing Global Advisors, LLC More: the full row for Channing Global Advisors, LLC 18,753 $3.85M 2.48% -2,242 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 18,746 $3.85M 1.39% +720 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 18,739 $3.84M 2.89% -38 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 18,703 $3.84M 2.27% +216 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 18,697 $3.84M 1.71% +1,378 13F-HR Timeline Aquatic Capital Management LLC More: the full row for Aquatic Capital Management LLC 18,696 $3.84M 0.08% -74,288 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 18,691 $3.83M 1% +3,610 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 18,645 $3.83M 0.87% +2,211 13F-HR/A Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 18,638 $3.82M 5.34% -45,672 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 18,627 $3.82M 1.81% +299 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 18,599 $3.82M 1.19% +923 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 18,552 $3.81M 0.9% +1,300 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 18,545 $3.8M 0.63% +441 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 18,540 $3.8M 0.19% +9,392 13F-HR Timeline GR FINANCIAL GROUP, LLC More: the full row for GR FINANCIAL GROUP, LLC 18,536 $3.8M 0.93% +2,708 13F-HR Timeline GLYNN CAPITAL MANAGEMENT LLC More: the full row for GLYNN CAPITAL MANAGEMENT LLC 18,490 $3.79M 0.85% -649 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 18,485 $3.79M 2.27% 0 13F-HR Timeline Cascade Investment Advisors, Inc. More: the full row for Cascade Investment Advisors, Inc. 18,463 $3.79M 2.43% -612 13F-HR Timeline NEEDHAM INVESTMENT MANAGEMENT LLC in group NEEDHAM INVESTMENT MANAGEMENT… More: the full row for NEEDHAM INVESTMENT MANAGEMENT LLC 18,450 $3.79M 0.3% -600 13F-HR Timeline Group SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. More: the full row for SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. 17,196 $3.78M 2.51% -395 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 18,435 $3.78M 1.5% -5,414 13F-HR Timeline Sylvest Advisors, LLC More: the full row for Sylvest Advisors, LLC 18,432 $3.78M 2.18% +642 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 18,412 $3.78M 2.33% -617 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 7,174 $3.78M 0.99% -9,640 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 18,389 $3.77M 1.18% +7,635 13F-HR Timeline Turn8 Private Wealth Inc. More: the full row for Turn8 Private Wealth Inc. 18,052 $3.77M 2.72% +1,406 13F-HR Timeline Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 18,366 $3.77M 2.37% -600 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 18,353 $3.77M 0.27% -4,260 13F-HR Timeline Trust Co More: the full row for Trust Co 18,344 $3.76M 0.42% -1,740 13F-HR Timeline OUTFITTERS FINANCIAL LLC More: the full row for OUTFITTERS FINANCIAL LLC 18,335 $3.76M 3.21% -125 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 18,327 $3.76M 0.95% -6,186 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 18,318 $3.76M 3.92% -5,385 13F-HR Timeline Friday Financial More: the full row for Friday Financial 18,303 $3.76M 1.91% +1,401 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 18,294 $3.75M 1.73% +85 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 18,273 $3.75M 0.15% +1,118 13F-HR Timeline Group SPROTT INC. More: the full row for SPROTT INC. 18,270 $3.75M 0.19% +500 13F-HR Timeline Jacksonville Wealth Management, LLC More: the full row for Jacksonville Wealth Management, LLC 18,265 $3.75M 3.01% -51 13F-HR Timeline Infusive Asset Management Inc. More: the full row for Infusive Asset Management Inc. 18,248 $3.74M 1.67% +12,048 13F-HR Timeline AMES NATIONAL CORP in group AMES NATIONAL CORP More: the full row for AMES NATIONAL CORP 18,234 $3.74M 2.42% -625 13F-HR Timeline Group KWB Wealth More: the full row for KWB Wealth 16,833 $3.74M 0.45% -601 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 18,205 $3.74M 1.57% +2,640 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 18,202 $3.73M 1.2% -738 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 18,194 $3.73M 1.38% -898 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 18,194 $3.73M 0.65% +1 13F-HR Timeline LAWSON KROEKER INVESTMENT MANAGEMENT IN… More: the full row for LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE 18,172 $3.73M 0.69% 0 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 18,130 $3.72M 2.08% +1,975 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 18,097 $3.71M 2.34% -228 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 18,083 $3.71M 1.56% -95 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 18,076 $3.71M 1.82% -780 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 18,058 $3.7M 0.37% +429 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 18,057 $3.7M 0.8% -1,740 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 18,033 $3.7M 1.15% -360 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 18,030 $3.7M 1.66% -446 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 18,011 $3.7M 1.27% +47 13F-HR Timeline KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 17,941 $3.68M 3.47% -1,829 13F-HR Timeline Private Harbour Investment Management &… More: the full row for Private Harbour Investment Management & Counsel, LLC 17,919 $3.68M 3.81% -148 13F-HR Timeline Parsonex Advisory Services, Inc. More: the full row for Parsonex Advisory Services, Inc. 17,891 $3.67M 3.06% 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 17,870 $3.67M 1% -55 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 17,869 $3.67M 0.9% -4,374 13F-HR Timeline REIK & CO., LLC More: the full row for REIK & CO., LLC 17,849 $3.66M 0.91% 0 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 17,833 $3.66M 0.69% -958 13F-HR Timeline MERIDIAN MANAGEMENT CO More: the full row for MERIDIAN MANAGEMENT CO 17,606 $3.65M 1% +13 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 17,811 $3.65M 2.2% -829 13F-HR Timeline OV Management LLC More: the full row for OV Management LLC 17,809 $3.65M 3.06% -28,043 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 17,780 $3.65M 0.54% +58 13F-HR Timeline MOORE CAPITAL MANAGEMENT, LP More: the full row for MOORE CAPITAL MANAGEMENT, LP 17,774 $3.65M 0.07% +4,558 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 17,772 $3.65M 0.16% +13 13F-HR Timeline Obsidian Personal Planning Solutions LLC More: the full row for Obsidian Personal Planning Solutions LLC 17,753 $3.64M 1.47% +506 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 17,727 $3.64M 1.54% -1,636 13F-HR Timeline Saiph Capital, LLC More: the full row for Saiph Capital, LLC 104,942 $3.64M 1.42% +5,769 13F-HR Timeline Fortress Financial Solutions, LLC More: the full row for Fortress Financial Solutions, LLC 17,737 $3.64M 4.57% +315 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 17,736 $3.64M 0.84% +183 13F-HR Timeline SORA INVESTORS LLC More: the full row for SORA INVESTORS LLC 17,717 $3.63M 0.33% new 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 16,520 $3.63M 3.67% +696 13F-HR Timeline Paradigm, Strategies in Wealth Manageme… More: the full row for Paradigm, Strategies in Wealth Management, LLC 17,716 $3.63M 2.38% +8 13F-HR Timeline NCP Inc. More: the full row for NCP Inc. 17,684 $3.63M 3.42% -700 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 17,674 $3.63M 1.49% -556 13F-HR Timeline SHAKER INVESTMENTS LLC/OH More: the full row for SHAKER INVESTMENTS LLC/OH 17,673 $3.63M 1.48% -9,708 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 17,659 $3.62M 1.14% +2,410 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 17,656 $3.62M 2.73% -157 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 16,292 $3.62M 1.24% 0 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 17,600 $3.61M 0.81% -21 13F-HR Timeline Trace Wealth Advisors, LLC More: the full row for Trace Wealth Advisors, LLC 17,580 $3.61M 2.95% 0 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 17,577 $3.61M 1% -1,207 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 17,530 $3.6M 1.43% +1,492 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 17,529 $3.6M 0.97% -172 13F-HR Timeline Elios Financial Group Inc. More: the full row for Elios Financial Group Inc. 17,528 $3.6M 1.63% -322 13F-HR Timeline Campion Asset Management More: the full row for Campion Asset Management 17,526 $3.6M 2.7% -758 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 17,516 $3.59M 1.59% -239 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 17,481 $3.59M 1.66% -797 13F-HR Timeline OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 17,462 $3.58M 1.3% -300 13F-HR Timeline IMZ Advisory Inc More: the full row for IMZ Advisory Inc 16,938 $3.58M 1.43% -353 13F-HR Timeline SWP Investment Management LLC More: the full row for SWP Investment Management LLC 17,425 $3.58M 4.23% +4,399 13F-HR Timeline MA Private Wealth More: the full row for MA Private Wealth 17,381 $3.57M 0.64% +78 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 14,190 $3.55M 1.97% 0 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 17,320 $3.55M 5.71% -20,817 13F-HR Timeline Integrated Quantitative Investments LLC More: the full row for Integrated Quantitative Investments LLC 17,314 $3.55M 1.04% new 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 17,299 $3.55M 1.47% +159 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 17,290 $3.55M 1.15% +268 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 17,276 $3.54M 2.46% +1,373 13F-HR Timeline Sterling Group Wealth Management, LLC More: the full row for Sterling Group Wealth Management, LLC 17,266 $3.54M 1.96% -19,644 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 17,233 $3.54M 0.04% -5,444 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Kaye Capital Management More: the full row for Kaye Capital Management 17,223 $3.53M 1.36% -706 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 17,215 $3.53M 0.94% -942 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 17,195 $3.53M 4.23% +1,649 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 17,183 $3.53M 0.52% +600 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 17,179 $3.52M 0.84% -645 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 17,170 $3.52M 3.18% +12,233 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 17,159 $3.52M 1.56% -2,705 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 17,157 $3.52M 1.17% -2,684 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 17,157 $3.52M 3.3% 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 17,147 $3.52M 0.81% -156 13F-HR Timeline PING CAPITAL MANAGEMENT, INC. More: the full row for PING CAPITAL MANAGEMENT, INC. 17,100 $3.51M 1.99% new 13F-HR Timeline Vienna Asset Management LLC More: the full row for Vienna Asset Management LLC 17,070 $3.5M 2.41% +1,958 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 17,067 $3.5M 1.64% -477 13F-HR Timeline TODD ASSET MANAGEMENT LLC More: the full row for TODD ASSET MANAGEMENT LLC 17,066 $3.5M 0.08% -200 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 15,760 $3.5M 1.37% 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 17,055 $3.5M 1.19% +11,757 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 17,052 $3.5M 1.37% -662 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 17,043 $3.5M 1.9% -440 13F-HR Timeline BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 17,027 $3.49M 1.54% -5,215 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 17,021 $3.49M 1.61% -2,500 13F-HR Timeline LongView Asset Management LLC More: the full row for LongView Asset Management LLC 17,006 $3.49M 2.64% -585 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 16,976 $3.48M 1.55% -238 13F-HR Timeline Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 16,976 $3.48M 1.93% -290 13F-HR Timeline Giverny Capital Inc. More: the full row for Giverny Capital Inc. 16,976 $3.48M 0.12% +7,609 13F-HR Timeline Custos Family Office, LLC More: the full row for Custos Family Office, LLC 16,972 $3.48M 1.11% +1,306 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 16,964 $3.48M 1.56% 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 16,949 $3.48M 0.35% -1,036 13F-HR Timeline Amica Retiree Medical Trust More: the full row for Amica Retiree Medical Trust 16,931 $3.47M 5.01% -1,404 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 16,918 $3.47M 2.62% +6,869 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 17,256 $3.47M 1.24% -247 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 16,890 $3.47M 1.12% -320 13F-HR Timeline Legal Advantage Investments, Inc. More: the full row for Legal Advantage Investments, Inc. 16,865 $3.46M 1.62% +4,600 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 16,861 $3.46M 1.71% -697 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 16,835 $3.45M 1.3% new 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 16,830 $3.45M 1.18% -1,297 13F-HR Timeline Group Everest Private Wealth More: the full row for Everest Private Wealth 16,819 $3.45M 2.48% +5,447 13F-HR Timeline 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 16,745 $3.44M 2.32% -93 13F-HR Timeline Flower City Capital More: the full row for Flower City Capital 16,739 $3.43M 2.03% -364 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 16,722 $3.43M 0.86% +1,077 13F-HR Timeline Community Bank of Raymore More: the full row for Community Bank of Raymore 16,701 $3.43M 2.54% +770 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 16,678 $3.42M 0.41% +3 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 16,672 $3.42M 1.48% +1,585 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 16,652 $3.42M 1.78% +6,372 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 16,648 $3.42M 2.36% +844 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 16,604 $3.41M 1.58% +275 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 16,600 $3.41M 2.51% -13 13F-HR Timeline RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 16,597 $3.41M 0.62% +13 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 16,573 $3.4M 1.12% +2,745 13F-HR Timeline Murphy Pohlad Asset Management LLC More: the full row for Murphy Pohlad Asset Management LLC 16,569 $3.4M 1.44% -70 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 16,335 $3.4M 0.39% +3 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 16,536 $3.39M 1.16% +1,925 13F-HR Timeline Guardian Financial Partners, LLC More: the full row for Guardian Financial Partners, LLC 16,526 $3.39M 1.52% -620 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 16,525 $3.39M 1% +276 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 16,522 $3.39M 0.27% -1,373 13F-HR Timeline Group Syverson Strege & Co More: the full row for Syverson Strege & Co 16,512 $3.39M 0.8% +7,983 13F-HR Timeline DIXON FNANCIAL SERVICES, INC. More: the full row for DIXON FNANCIAL SERVICES, INC. 16,501 $3.39M 1.71% -340 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 16,443 $3.37M 1.2% +2,316 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 16,436 $3.37M 0.85% -727 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 16,431 $3.37M 1.85% -2,550 13F-HR Timeline Lakewood Asset Management LLC More: the full row for Lakewood Asset Management LLC 16,397 $3.36M 2.25% -2,359 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 16,378 $3.36M 1.99% -1,333 13F-HR Timeline Sicart Associates LLC More: the full row for Sicart Associates LLC 16,364 $3.36M 1.17% -3,621 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 16,356 $3.36M 1.51% -990 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 16,353 $3.36M 0.73% +1,265 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 16,345 $3.35M 0.46% +140 13F-HR Timeline Group Heritage Investment Group, Inc. 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