PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 9,427 $2.4M 1.35% -713 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 9,404 $2.39M 1.34% +11 13F-HR Timeline Axecap Investments, LLC More: the full row for Axecap Investments, LLC 9,393 $2.39M 1.48% +3,660 13F-HR Timeline Navera Investment Management Ltd. More: the full row for Navera Investment Management Ltd. 9,394 $2.39M 0.05% -700 13F-HR Timeline Brueske Advisory Services, LLC More: the full row for Brueske Advisory Services, LLC 9,391 $2.39M 1.3% +964 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 9,379 $2.39M 0.57% 0 13F-HR Timeline BCM ADVISORS, LLC More: the full row for BCM ADVISORS, LLC 8,863 $2.38M 0.48% +3 13F-HR Timeline Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 9,347 $2.38M 1.86% +312 13F-HR Timeline Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 9,344 $2.38M -11,663 Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 9,339 $2.38M 0.24% -79 13F-HR Timeline ITHAKA GROUP LLC More: the full row for ITHAKA GROUP LLC 9,326 $2.37M 0.41% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 9,325 $2.37M 0.46% +845 13F-HR Timeline AmeriServ Wealth Advisors in group AmeriServ Wealth Advisors More: the full row for AmeriServ Wealth Advisors 9,323 $2.37M 1.2% -1,172 13F-HR Timeline Group Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 9,321 $2.37M 1.34% +595 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 9,318 $2.37M 0.59% +3,292 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 9,300 $2.37M 0.95% -898 13F-HR Timeline SARD WEALTH MANAGEMENT GROUP, LLC More: the full row for SARD WEALTH MANAGEMENT GROUP, LLC 9,278 $2.36M 1.35% -1,972 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 9,268 $2.36M 1.13% -104 13F-HR Timeline DCF Advisers, LLC More: the full row for DCF Advisers, LLC 9,250 $2.36M 0.89% +500 13F-HR Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 9,240 $2.35M 0.99% -175 13F-HR Timeline Presidio Capital Management, LLC More: the full row for Presidio Capital Management, LLC 9,238 $2.35M 0.82% +28 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 9,234 $2.35M 1.72% +966 13F-HR/A Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 9,226 $2.35M 1.48% -266 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 9,178 $2.34M 0.67% -32 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 9,175 $2.34M 0.93% +361 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 9,166 $2.33M 0.37% +1 13F-HR Timeline PRING TURNER CAPITAL GROUP INC More: the full row for PRING TURNER CAPITAL GROUP INC 9,146 $2.33M 1.42% 0 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 9,144 $2.33M 0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. FORTRESS FINANCIAL GROUP, LLC More: the full row for FORTRESS FINANCIAL GROUP, LLC 9,141 $2.33M 1.78% +29 13F-HR Timeline STERLING INVESTMENT MANAGEMENT, LLC More: the full row for STERLING INVESTMENT MANAGEMENT, LLC 9,133 $2.33M 1.4% -3,192 13F-HR Timeline JBGlobal.com LLC More: the full row for JBGlobal.com LLC 9,116 $2.32M 2.36% +1 13F-HR Timeline Phocas Financial Corp. More: the full row for Phocas Financial Corp. 9,100 $2.32M 0.3% -225 13F-HR Timeline Base Wealth Management LLC More: the full row for Base Wealth Management LLC 9,099 $2.32M 1.32% +367 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 9,092 $2.32M 1.61% +987 13F-HR/A Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 9,073 $2.31M 1.15% -88 13F-HR Timeline Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 9,069 $2.31M 0.78% -588 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 9,061 $2.31M 1.8% -12 13F-HR Timeline SFM, LLC d/b/a Sweeney Financial Adviso… More: the full row for SFM, LLC d/b/a Sweeney Financial Advisors 9,051 $2.3M 1.34% +1,014 13F-HR Timeline IFS Group,LLC More: the full row for IFS Group,LLC 9,020 $2.3M 2.03% 13F-HR Timeline BAMCO INC /NY/ in group Baron Capital More: the full row for BAMCO INC /NY/ 9,030 $2.3M 0.01% -3,441 13F-HR Timeline Group AllGen Financial Advisors, Inc. More: the full row for AllGen Financial Advisors, Inc. 9,027 $2.3M 0.56% -2 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 9,024 $2.3M 1.35% -147 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 9,010 $2.29M 1.47% -1,378 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 9,006 $2.29M 1% -1,305 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 11,176 $2.29M 1.25% 0 13F-HR Timeline Authentikos Wealth Advisory, LLC More: the full row for Authentikos Wealth Advisory, LLC 9,003 $2.29M 1.52% -332 13F-HR/A Timeline Financial Sense Advisors, Inc. More: the full row for Financial Sense Advisors, Inc. 9,002 $2.29M 0.42% +1,994 13F-HR Timeline Strid Group, LLC More: the full row for Strid Group, LLC 8,997 $2.29M 0.29% +1,102 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 8,920 $2.29M 2.71% -321 13F-HR Timeline CORSAIR CAPITAL MANAGEMENT, L.P. More: the full row for CORSAIR CAPITAL MANAGEMENT, L.P. 8,986 $2.29M 0.41% 0 13F-HR/A Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 8,983 $2.29M 0.9% -44 13F-HR Timeline David Kennon Inc More: the full row for David Kennon Inc 8,978 $2.29M 0.82% -43 13F-HR Timeline Stanich Group LLC More: the full row for Stanich Group LLC 8,975 $2.29M 1.4% -46 13F-HR Timeline Divergent Planning, LLC More: the full row for Divergent Planning, LLC 8,850 $2.28M 0.61% -330 13F-HR/A Timeline Carbahal Olsen Financial Services Group… More: the full row for Carbahal Olsen Financial Services Group, LLC 8,962 $2.28M 1.83% -36 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 8,954 $2.28M 1.24% 0 13F-HR Timeline Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 8,953 $2.28M 1.15% -59 13F-HR Timeline Campbell Deegan Wealth Management, LLC More: the full row for Campbell Deegan Wealth Management, LLC 8,920 $2.27M 2.03% -61 13F-HR Timeline Tandem Financial, LLC More: the full row for Tandem Financial, LLC 8,912 $2.27M 0.85% +534 13F-HR Timeline Santori & Peters, Inc. More: the full row for Santori & Peters, Inc. 8,904 $2.27M 0.81% +1 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 8,901 $2.27M 1.51% -5 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 8,858 $2.26M 0.69% +32 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 8,848 $2.25M 0.37% -122 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 8,871 $2.25M 1.44% -252 13F-HR Timeline Family Office Research LLC More: the full row for Family Office Research LLC 8,800 $2.24M 0.98% -650 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 8,789 $2.24M 0.24% -95 13F-HR/A Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 8,788 $2.24M 1.6% -80 13F-HR Timeline TRAN CAPITAL MANAGEMENT, L.P. More: the full row for TRAN CAPITAL MANAGEMENT, L.P. 8,770 $2.23M 0.27% -464 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 8,754 $2.23M 0.53% -346 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 8,480 $2.22M 1.65% +223 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 8,705 $2.22M 2.11% +169 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 8,702 $2.22M 0.64% -401 13F-HR Timeline Millington Financial Advisors, LLC More: the full row for Millington Financial Advisors, LLC 8,937 $2.21M 1.07% +2,181 13F-HR Timeline Courage Miller Partners, LLC More: the full row for Courage Miller Partners, LLC 8,669 $2.21M 0.66% +145 13F-HR Timeline Cunning Capital Partners, LP More: the full row for Cunning Capital Partners, LP 8,640 $2.2M 1.02% 0 13F-HR Timeline ROSENBLUM SILVERMAN SUTTON S F INC /CA More: the full row for ROSENBLUM SILVERMAN SUTTON S F INC /CA 8,638 $2.2M 0.5% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 8,608 $2.19M 1.52% -30 13F-HR Timeline Johnson Wealth Management, LLC More: the full row for Johnson Wealth Management, LLC 8,607 $2.19M 1.21% 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 8,605 $2.19M 0.62% -6 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 8,600 $2.19M 1.39% -363 13F-HR Timeline Keeler Thomas Management LLC More: the full row for Keeler Thomas Management LLC 8,596 $2.19M 0.89% -35 13F-HR Timeline Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 8,593 $2.19M 1.94% -290 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 8,077 $2.18M 0.35% -274 13F-HR Timeline MYECFO, LLC More: the full row for MYECFO, LLC 8,544 $2.18M 0.99% -6,471 13F-HR Timeline Capstone Wealth Management, LLC More: the full row for Capstone Wealth Management, LLC 8,537 $2.17M 1.67% +42 13F-HR Timeline RWWM, INC. More: the full row for RWWM, INC. 8,528 $2.17M 0.16% +545 13F-HR Timeline Kooman & Associates More: the full row for Kooman & Associates 8,511 $2.17M 0.67% -21 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 8,474 $2.16M 1.17% +120 13F-HR Timeline Alexis Investment Partners, LLC More: the full row for Alexis Investment Partners, LLC 8,469 $2.16M 0.87% -2,342 13F-HR Timeline Penney Financial, LLC More: the full row for Penney Financial, LLC 8,451 $2.15M 0.96% +493 13F-HR Timeline ARKANSAS FINANCIAL GROUP, INC. More: the full row for ARKANSAS FINANCIAL GROUP, INC. 8,451 $2.15M 0.32% -14 13F-HR/A Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 8,684 $2.15M 1.2% -74 13F-HR Timeline Galilei Investment Office LLP More: the full row for Galilei Investment Office LLP 8,449 $2.15M 1.03% 0 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 8,448 $2.15M 0.45% -288 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 8,446 $2.15M 0.37% -514 13F-HR Timeline Pacific Asset Management, LLC More: the full row for Pacific Asset Management, LLC 8,435 $2.15M 1.46% +2,289 13F-HR Timeline Aufman Associates Inc More: the full row for Aufman Associates Inc 8,424 $2.14M 1.21% -1,381 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 8,413 $2.14M 1.41% +415 13F-HR Timeline DELPHI MANAGEMENT INC /MA/ More: the full row for DELPHI MANAGEMENT INC /MA/ 8,412 $2.14M 1.99% -95 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 8,408 $2.14M 0.94% +64 13F-HR Timeline First Fiduciary Investment Counsel, Inc. More: the full row for First Fiduciary Investment Counsel, Inc. 8,405 $2.14M 0.42% -60 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 8,390 $2.14M 1.59% -614 13F-HR Timeline Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 8,352 $2.13M 0.74% -535 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 8,211 $2.13M 0.64% +1,287 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 8,370 $2.13M 0.21% -10,170 13F-HR Timeline Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 8,358 $2.13M 1.5% +25 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 8,348 $2.13M 0.97% -15 13F-HR Timeline Waterford Advisors, LLC More: the full row for Waterford Advisors, LLC 8,343 $2.12M 0.73% -268,148 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 8,341 $2.12M 1.17% -25 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 8,339 $2.12M 1.2% +2,622 13F-HR Timeline ACT Advisors, LLC. More: the full row for ACT Advisors, LLC. 8,320 $2.12M 0.86% +5 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 8,317 $2.12M 0.94% -278 13F-HR Timeline KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 8,314 $2.12M 0.78% +32 13F-HR Timeline Retirement Solution LLC More: the full row for Retirement Solution LLC 8,304 $2.11M 0.5% -91 13F-HR/A Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 8,304 $2.11M 0.69% +1,150 13F-HR Timeline Copperleaf Capital, LLC More: the full row for Copperleaf Capital, LLC 8,297 $2.11M 1.01% -265 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 8,295 $2.11M 0.16% +146 13F-HR Timeline Lakeside Advisors, INC. More: the full row for Lakeside Advisors, INC. 8,295 $2.11M 1.34% -180 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 8,294 $2.11M 0.7% +1 13F-HR Timeline QUATTRO FINANCIAL ADVISORS LLC More: the full row for QUATTRO FINANCIAL ADVISORS LLC 8,290 $2.11M 0.67% -51 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 8,285 $2.11M 0.49% -173 13F-HR Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 8,280 $2.11M 0.62% -94 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 8,275 $2.11M 0.64% +826 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 8,268 $2.11M 0.69% 0 13F-HR Timeline EASTERLY INVESTMENT PARTNERS LLC More: the full row for EASTERLY INVESTMENT PARTNERS LLC 8,267 $2.11M 0.14% 0 13F-HR Timeline BRASADA CAPITAL MANAGEMENT, LP More: the full row for BRASADA CAPITAL MANAGEMENT, LP 8,166 $2.1M 0.36% -600 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 8,242 $2.1M 1.38% -200 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 8,229 $2.1M 1.45% +2,225 13F-HR Timeline BURR FINANCIAL SERVICES, LLC More: the full row for BURR FINANCIAL SERVICES, LLC 8,228 $2.1M 1.56% -677 13F-HR Timeline Driehaus Capital Management LLC More: the full row for Driehaus Capital Management LLC 8,210 $2.09M 0.01% +4,873 13F-HR Timeline Verde Capital Management More: the full row for Verde Capital Management 8,177 $2.08M 0.46% +1,339 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 8,156 $2.08M 0.99% +2 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 8,147 $2.07M 0.88% +505 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 10,106 $2.07M 1.67% -4,325 13F-HR Timeline Guidance Point Advisors, LLC More: the full row for Guidance Point Advisors, LLC 8,135 $2.07M 0.5% -477 13F-HR Timeline White Wing Wealth Management More: the full row for White Wing Wealth Management 8,063 $2.06M 1.28% +4 13F-HR Timeline KDK Private Wealth Management, LLC More: the full row for KDK Private Wealth Management, LLC 8,087 $2.06M 2.09% -754 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 8,087 $2.06M 1.6% +1,001 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 8,089 $2.06M 0.96% +2,998 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 8,082 $2.06M 0.86% -10 13F-HR Timeline Adalta Capital Management LLC More: the full row for Adalta Capital Management LLC 8,075 $2.06M 0.93% +3,000 13F-HR Timeline Leicht Financial Planning & Wealth Mana… More: the full row for Leicht Financial Planning & Wealth Management, Inc. 8,075 $2.06M 0.93% 0 13F-HR Timeline EUBEL BRADY & SUTTMAN ASSET MANAGEMENT … More: the full row for EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 8,068 $2.05M 0.24% +31 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 50 $2.05M 1.54% -8,220 13F-HR Timeline Wealth Advisors Northwest LLC More: the full row for Wealth Advisors Northwest LLC 8,039 $2.05M 0.99% -401 13F-HR Timeline FinDec Wealth Services, Inc. More: the full row for FinDec Wealth Services, Inc. 8,039 $2.05M 2.12% -133 13F-HR Timeline Grange Capital, LLC More: the full row for Grange Capital, LLC 8,036 $2.05M 1.98% -579 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 8,342 $2.05M 1.2% 0 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 8,010 $2.04M 2.19% +398 13F-HR/A Timeline Woodbridge Co Ltd More: the full row for Woodbridge Co Ltd 8,000 $2.04M <0.01% 0 13F-HR Timeline FMA Wealth Management, LLC More: the full row for FMA Wealth Management, LLC 7,977 $2.03M 1.39% -709 13F-HR Timeline BW Gestao de Investimentos Ltda. More: the full row for BW Gestao de Investimentos Ltda. 7,966 $2.03M 0.15% 0 13F-HR Timeline Capital Investment Services of America,… More: the full row for Capital Investment Services of America, Inc. 7,954 $2.03M 0.18% 0 13F-HR Timeline Cobblestone Asset Management LLC More: the full row for Cobblestone Asset Management LLC 7,915 $2.02M 0.92% +117 13F-HR Timeline Strategic Point Investment Advisors, LLC More: the full row for Strategic Point Investment Advisors, LLC 7,911 $2.01M 0.29% -45 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 7,909 $2.01M 0.63% -70 13F-HR Timeline Williams Financial, LLC More: the full row for Williams Financial, LLC 7,907 $2.01M 2.08% +458 13F-HR Timeline CAPITAL MANAGEMENT ASSOCIATES /NY/ More: the full row for CAPITAL MANAGEMENT ASSOCIATES /NY/ 7,900 $2.01M 3% 0 13F-HR Timeline Nokomis Capital, L.L.C. More: the full row for Nokomis Capital, L.L.C. 7,900 $2.01M 0.71% new 13F-HR Timeline BG Investment Services, LLC More: the full row for BG Investment Services, LLC 7,890 $2.01M 1.98% +593 13F-HR Timeline Warburton Capital Management, LLC More: the full row for Warburton Capital Management, LLC 7,868 $2.01M 1.21% +394 13F-HR Timeline LEE JOHNSON CAPITAL MANAGEMENT, LLC More: the full row for LEE JOHNSON CAPITAL MANAGEMENT, LLC 7,888 $2.01M 0.67% +77 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 7,845 $2M 1.22% -265 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 7,842 $2M 0.79% +1 13F-HR Timeline Financial Advisory Corp More: the full row for Financial Advisory Corp 7,841 $2M 0.29% -903 13F-HR Timeline Quantum Financial Planning Services, In… More: the full row for Quantum Financial Planning Services, Inc. 7,835 $2M 0.81% +972 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 7,842 $1.99M 2.96% +117 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 7,805 $1.99M 0.72% +72 13F-HR Timeline Donor Advised Charitable Giving, Inc. More: the full row for Donor Advised Charitable Giving, Inc. 7,763 $1.98M 0.04% +92 13F-HR Timeline Financial Guidance Group, Inc. More: the full row for Financial Guidance Group, Inc. 7,762 $1.98M 0.89% +16 13F-HR Timeline Holland Advisory Services, Inc. More: the full row for Holland Advisory Services, Inc. 7,748 $1.97M 2.71% -127 13F-HR Timeline JFG Wealth Management, LLC More: the full row for JFG Wealth Management, LLC 7,746 $1.97M 0.39% +860 13F-HR Timeline Bosman Wealth Management, LLC More: the full row for Bosman Wealth Management, LLC 7,736 $1.97M 1.53% 0 13F-HR Timeline LOWERY THOMAS, LLC More: the full row for LOWERY THOMAS, LLC 7,716 $1.96M 1.13% -37 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 7,677 $1.96M 0.37% +119 13F-HR Timeline Stephenson & Company, Inc. More: the full row for Stephenson & Company, Inc. 7,670 $1.95M 1.12% -13 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 7,652 $1.95M 1.12% -292 13F-HR Timeline First International Bank of Israel Ltd. in group First International Bank of I… More: the full row for First International Bank of Israel Ltd. 7,637 $1.94M 1.1% +726 13F-HR Timeline Group Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 7,627 $1.94M 0.38% +168 13F-HR Timeline Tilson Financial Group, Inc. More: the full row for Tilson Financial Group, Inc. 7,618 $1.94M 0.64% -2 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 7,607 $1.94M 0.8% +2,203 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 7,559 $1.93M 0.81% -140 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 7,582 $1.93M 0.76% +326 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 7,540 $1.92M 0.23% +1,227 13F-HR Timeline Group Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 7,531 $1.92M 1.28% +328 13F-HR Timeline Independent Family Office, LLC More: the full row for Independent Family Office, LLC 7,523 $1.92M 0.81% -334 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 7,513 $1.91M 0.62% +190 13F-HR Timeline OAKLAND FINANCIAL CORP More: the full row for OAKLAND FINANCIAL CORP 7,500 $1.91M 32.56% 0 13F-HR Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 7,475 $1.9M 1.32% +642 13F-HR Timeline Ergawealth Advisors, Inc. More: the full row for Ergawealth Advisors, Inc. 7,467 $1.9M 0.89% -24,311 13F-HR Timeline Cannon Financial Strategists, Inc. 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