Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 1,880 $429K 0.03% new 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 1,871 $427K 0.09% -236 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 1,870 $427K 0.1% 0 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 1,870 $427K 0.19% +133 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 1,868 $427K 0.05% -273 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 1,867 $427K 0.04% +189 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 1,865 $426K 0.08% 0 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 1,913 $426K 0.26% new 13F-HR Timeline Flavin Financial Services, Inc. More: the full row for Flavin Financial Services, Inc. 1,860 $425K 0.29% -100 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 1,857 $424K 0.23% -55 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 1,857 $424K 0.6% +40 13F-HR Timeline Oldfather Financial Services, LLC More: the full row for Oldfather Financial Services, LLC 1,856 $424K 0.13% +328 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 1,856 $424K 0.21% +81 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 1,852 $423K 0.13% +800 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 1,852 $423K 0.02% +62 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 1,850 $423K 0.01% -3,059 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,849 $422K 0.13% +545 13F-HR Timeline Evergreen Wealth Partners LLC More: the full row for Evergreen Wealth Partners LLC 1,849 $422K 0.36% 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 1,868 $422K 0.16% +85 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 1,845 $422K 0.06% -20 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 1,844 $421K 0.18% +305 13F-HR Timeline KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 1,844 $421K 0.34% +2 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 1,844 $421K 0.05% -185 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 1,840 $420K 0.16% -33 13F-HR Timeline Whitcomb & Hess, Inc. More: the full row for Whitcomb & Hess, Inc. 1,904 $420K 0.1% +162 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 1,838 $420K 0.08% -462 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 1,832 $419K 0.27% +2 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 1,820 $417K 0.16% -120 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 1,825 $417K 0.05% -470 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 1,817 $415K 0.08% +796 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 1,912 $415K 0.18% -10 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 1,815 $415K 0.08% +124 13F-HR Timeline Bestgate Wealth Advisors, LLC More: the full row for Bestgate Wealth Advisors, LLC 1,810 $414K 0.73% 0 13F-HR Timeline FOREFRONT WEALTH MANAGEMENT INC. More: the full row for FOREFRONT WEALTH MANAGEMENT INC. 1,809 $413K 0.3% 0 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 1,809 $413K 0.12% +4 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 1,800 $411K 0.27% +206 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 1,798 $411K 0.36% +237 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 1,798 $411K 0.25% +7 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 1,797 $410K 0.25% +1 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 1,795 $410K 0.04% +3 13F-HR Timeline Expressive Wealth LLC More: the full row for Expressive Wealth LLC 1,792 $409K 0.44% 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 1,792 $409K 0.16% +85 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 1,792 $409K 0.01% -703 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 1,790 $409K 0.08% +58 13F-HR Timeline Wallace Capital Management Inc. More: the full row for Wallace Capital Management Inc. 1,789 $409K 0.05% 0 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 1,789 $409K 0.02% 0 13F-HR Timeline Omnitrust Wealth Management, Inc More: the full row for Omnitrust Wealth Management, Inc 1,789 $409K 0.52% 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 1,788 $409K 0.08% +60 13F-HR Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 1,788 $409K 0.29% +14 13F-HR Timeline GUARDSMAN PRIVATE CAPITAL MANAGEMENT, I… More: the full row for GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. 1,785 $408K 0.33% 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 1,785 $408K 0.07% 0 13F-HR Timeline ARGENT CAPITAL MANAGEMENT LLC More: the full row for ARGENT CAPITAL MANAGEMENT LLC 1,784 $408K 0.01% 0 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 1,782 $407K 0.3% 13F-HR Timeline Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 1,778 $406K 0.11% +78 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 1,776 $406K 0.22% -39 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 1,774 $405K 0.13% -88 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 1,775 $405K 0.12% -4 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 1,771 $405K 0.3% -25 13F-HR Timeline KEATING INVESTMENT COUNSELORS INC More: the full row for KEATING INVESTMENT COUNSELORS INC 1,770 $404K 0.11% -140 13F-HR Timeline LAWSON KROEKER INVESTMENT MANAGEMENT IN… More: the full row for LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE 1,768 $404K 0.12% -2,982 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 1,767 $404K 0.26% -5 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,765 $403K 0.03% +329 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 1,763 $403K 0.06% +261 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 1,875 $402K 0.21% +15 13F-HR Timeline CHRISTINE MESSMER PC More: the full row for CHRISTINE MESSMER PC 1,757 $401K 0.26% 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 1,756 $401K 0.16% -33 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 1,754 $401K 0.06% new 13F-HR Timeline Piedmont Capital Management, LLC/NC More: the full row for Piedmont Capital Management, LLC/NC 1,754 $401K 0.26% 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 1,753 $401K 0.08% +332 13F-HR Timeline Arta Finance Wealth Management LLC More: the full row for Arta Finance Wealth Management LLC 1,747 $399K 0.2% 13F-HR Timeline BREAKTHRU ADVISORY SERVICES, LLC More: the full row for BREAKTHRU ADVISORY SERVICES, LLC 1,746 $399K 0.25% +40 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 1,745 $399K 0.12% 13F-HR Timeline Trace Wealth Advisors, LLC More: the full row for Trace Wealth Advisors, LLC 1,744 $398K 0.29% -38 13F-HR Timeline Lynch Investment Planning, LLC More: the full row for Lynch Investment Planning, LLC 1,741 $398K 0.38% 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 1,776 $398K 0.04% +297 13F-HR Timeline RESTON WEALTH MANAGEMENT LLC More: the full row for RESTON WEALTH MANAGEMENT LLC 1,737 $397K 0.12% +266 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 1,734 $396K 0.07% +13 13F-HR Timeline ARKANSAS FINANCIAL GROUP, INC. More: the full row for ARKANSAS FINANCIAL GROUP, INC. 1,733 $396K 0.06% +1 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 1,731 $396K 0.18% 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 1,730 $396K 0.17% -46 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 1,727 $395K <0.01% +290 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 1,728 $395K 0.11% 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 1,726 $394K 0.35% 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 1,725 $394K 0.11% +440 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 1,721 $393K 0.28% -95 13F-HR Timeline Thayer Partners, LLC / MA More: the full row for Thayer Partners, LLC / MA 1,720 $393K 0.19% 13F-HR Timeline StoryOne LLC More: the full row for StoryOne LLC 0 $393K 0.24% 13F-HR Timeline Amount filed as zero, left out of ratios. Integrated Wealth Management More: the full row for Integrated Wealth Management 1,717 $392K 0.44% 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 1,715 $392K 0.12% 0 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 1,715 $392K 0.12% -434 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 1,714 $392K 0.08% new 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 1,714 $392K 0.1% +203 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 1,714 $392K 0.23% +630 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 1,706 $390K 0.04% +241 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 1,705 $390K 0.24% -50 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 1,705 $390K 0.13% 13F-HR/A Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 1,702 $389K 0.26% -20 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 1,702 $389K 0.08% +367 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 1,702 $389K 0.15% +11 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 1,700 $388K 0.44% 0 13F-HR Timeline KIECKHEFER GROUP LLC More: the full row for KIECKHEFER GROUP LLC 1,700 $388K 0.18% -100 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 1,700 $388K 0.19% 0 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 1,700 $388K <0.01% 0 13F-HR Timeline Group GFS Advisors, LLC More: the full row for GFS Advisors, LLC 1,698 $388K 0.05% new 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 1,695 $387K 0.13% +154 13F-HR Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 1,692 $387K 0.1% +9 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 1,691 $386K 0.07% -250 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 1,749 $386K 0.22% +48 13F-HR Timeline PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 1,689 $386K 0.06% 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 1,685 $385K 0.22% +62 13F-HR Timeline Donalies Financial Planning, LLC More: the full row for Donalies Financial Planning, LLC 1,683 $384K 0.33% 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 1,682 $384K 0.11% +108 13F-HR Timeline WILSEY ASSET MANAGEMENT INC More: the full row for WILSEY ASSET MANAGEMENT INC 1,682 $384K 0.06% 0 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 1,680 $384K 0.11% +36 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 1,680 $384K 0.03% +77 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 1,679 $384K 0.12% +24 13F-HR Timeline Prota Financial, LLC More: the full row for Prota Financial, LLC 1,679 $384K 0.28% 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 1,710 $383K 0.06% +799 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 1,675 $383K 0.27% -71 13F-HR Timeline Northern Capital Management, Inc. More: the full row for Northern Capital Management, Inc. 1,673 $382K 0.2% +301 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 1,672 $382K 0.16% +60 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 1,668 $381K 0.15% +225 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 1,667 $381K 0.05% +14 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 1,664 $380K 0.32% -57 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 1,661 $380K 0.14% -84 13F-HR Timeline Riverstone Advisors, LLC More: the full row for Riverstone Advisors, LLC 1,661 $380K 0.18% +305 13F-HR Timeline GreatBanc Trust CO More: the full row for GreatBanc Trust CO 1,660 $379K 0.27% +30 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $379K 0.16% -1,660 13F-HR Timeline Amount filed as zero, left out of ratios. Parsonex Advisory Services, Inc. More: the full row for Parsonex Advisory Services, Inc. 1,659 $379K 0.24% +117 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 1,659 $379K 0.06% -97 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 1,660 $379K 0.16% 0 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 1,658 $379K 0.08% +1 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 1,658 $379K 0.13% -6,870 13F-HR Timeline Wallington Asset Management, LLC More: the full row for Wallington Asset Management, LLC 1,655 $378K 0.05% +230 13F-HR Timeline James Hambro & Partners LLP More: the full row for James Hambro & Partners LLP 1,655 $378K 0.01% 0 13F-HR Timeline Capital Investment Management, Inc. More: the full row for Capital Investment Management, Inc. 1,652 $378K 0.13% 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 1,651 $377K 0.15% 0 13F-HR Timeline Group Goldenstone Wealth Management LLC More: the full row for Goldenstone Wealth Management LLC 1,649 $377K 0.28% 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 1,648 $377K 0.05% +11 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 1,647 $376K 0.16% -223 13F-HR/A Timeline Illumine Investment Management, LLC More: the full row for Illumine Investment Management, LLC 1,644 $376K 0.27% 0 13F-HR Timeline DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 1,638 $374K 0.07% 0 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 1,635 $374K 0.12% -125 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 1,634 $373K 0.38% 0 13F-HR Timeline Smith Partners Wealth Management, LLC More: the full row for Smith Partners Wealth Management, LLC 1,632 $373K 0.34% 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 1,627 $372K 0.03% -51 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 1,625 $371K 0.04% 0 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 1,622 $371K 0.16% -136 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 1,619 $370K 0.18% 0 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 1,618 $370K 0.09% -276 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 1,614 $369K 0.07% +487 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 1,613 $369K 0.11% 0 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 1,669 $369K 0.24% 0 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 1,609 $368K 0.04% +13 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 1,603 $368K 0.33% +19 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 1,608 $367K 0.19% +10 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 1,607 $367K 0.11% 0 13F-HR Timeline LANE BROTHERS & CO INC More: the full row for LANE BROTHERS & CO INC 1,607 $367K 0.27% 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 1,606 $367K 0.02% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 1,605 $367K 0.11% -2 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 1,605 $367K 0.03% -514 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 1,604 $366K 0.2% -502 13F-HR Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 1,603 $366K 0.28% 0 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 1,598 $365K 0.03% -20 13F-HR Timeline Group SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 1,599 $365K 0.06% +83 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 1,599 $365K 0.05% +546 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 1,598 $365K 0.24% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 1,594 $364K 0.2% 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 1,593 $364K 0.03% -333 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 1,592 $364K 0.2% +23 13F-HR Timeline Delta Wealth Advisors LLC More: the full row for Delta Wealth Advisors LLC 1,587 $363K 0.3% 0 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 1,587 $363K 0.13% -13 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 1,585 $362K 0.1% 0 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 1,581 $361K 0.24% 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 1,578 $361K 0.27% new 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 1,573 $359K 0.13% +231 13F-HR Timeline QP WEALTH MANAGEMENT, LLC More: the full row for QP WEALTH MANAGEMENT, LLC 1,567 $358K 0.32% 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,637 $358K 0.06% +387 13F-HR Timeline Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 1,566 $358K 0.28% 0 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 1,563 $357K 0.16% +2 13F-HR Timeline Everest Financial Group LLC More: the full row for Everest Financial Group LLC 1,561 $357K 0.08% 13F-HR Timeline Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 1,560 $356K 0.31% 0 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 1,558 $356K 0.19% 0 13F-HR Timeline Guardian Capital, LLC More: the full row for Guardian Capital, LLC 1,556 $355K 0.32% 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 1,555 $355K 0.12% +2 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 1,553 $355K 0.22% +25 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 1,552 $355K 0.11% +66 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 1,565 $355K 0.08% +6 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 1,551 $354K 0.21% 0 13F-HR Timeline Elite Financial, Inc. More: the full row for Elite Financial, Inc. 1,553 $354K 0.16% 0 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 1,549 $354K 0.22% 0 13F-HR Timeline Private Wealth Group, LLC More: the full row for Private Wealth Group, LLC 1,548 $354K 0.17% +50 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 1,545 $353K 0.08% +7 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 1,623 $352K 0.2% -70 13F-HR Timeline LongView Asset Management LLC More: the full row for LongView Asset Management LLC 1,541 $352K 0.25% +475 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 1,540 $352K <0.01% -3,309 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 1,536 $351K 0.09% -25 13F-HR Timeline Luminvest Wealth Management LLC More: the full row for Luminvest Wealth Management LLC 1,531 $350K 0.1% 0 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 1,530 $350K 0.1% +67 13F-HR Timeline ALTA CAPITAL MANAGEMENT LLC/ More: the full row for ALTA CAPITAL MANAGEMENT LLC/ 1,528 $349K 0.02% -1,723 13F-HR Timeline