Old Port Advisors More: the full row for Old Port Advisors 1,257 $291K 0.07% -2 13F-HR Timeline KIRR MARBACH & CO LLC /IN/ More: the full row for KIRR MARBACH & CO LLC /IN/ 1,255 $291K 0.05% 0 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 1,254 $290K 0.03% -1,468 13F-HR Timeline New England Professional Planning Group… More: the full row for New England Professional Planning Group Inc. 1,250 $289K 0.13% 0 13F-HR Timeline Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 1,249 $289K 0.07% 0 13F-HR Timeline Cullen Capital Management, LLC More: the full row for Cullen Capital Management, LLC 1,247 $289K <0.01% 0 13F-HR Timeline Hobbs Wealth Management, LLC More: the full row for Hobbs Wealth Management, LLC 1,247 $289K 0.24% new 13F-HR Timeline Chronos Wealth Management, LLC More: the full row for Chronos Wealth Management, LLC 1,244 $288K 0.14% 0 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 1,242 $288K 0.33% +1 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 1,241 $287K 0.01% +1,191 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 1,237 $286K 0.1% 0 13F-HR Timeline Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 1,237 $286K 0.21% -116 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 1,235 $286K 0.07% 0 13F-HR Timeline RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 1,232 $285K 0.05% +2 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 1,240 $285K 0.15% 0 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 1,230 $285K 0.02% -87 13F-HR Timeline Group Encompass More Asset Management More: the full row for Encompass More Asset Management 1,229 $284K 0.05% -210 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 1,223 $283K 0.03% +20 13F-HR Timeline SOUTHERN CAPITAL ADVISORS, LLC More: the full row for SOUTHERN CAPITAL ADVISORS, LLC 1,222 $283K 0.13% +2 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 1,221 $283K 0.25% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 1,221 $283K 0.08% -14 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 1,156 $283K 0.18% 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 1,219 $282K 0.12% +9 13F-HR Timeline Wernau Asset Management Inc. More: the full row for Wernau Asset Management Inc. 1,212 $281K 0.29% 0 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 1,211 $280K 0.11% new 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 1,208 $280K 0.05% -101 13F-HR Timeline Tribridge Partners Financial LLC More: the full row for Tribridge Partners Financial LLC 1,176 $278K 0.13% 0 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 1,202 $278K 0.03% -3,489 13F-HR/A Timeline Group Warburton Capital Management, LLC More: the full row for Warburton Capital Management, LLC 1,138 $278K 0.17% +39 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 1,200 $278K 0.04% 0 13F-HR Timeline Verisail Partners, LLC More: the full row for Verisail Partners, LLC 1,200 $278K 0.12% 0 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 1,311 $277K 0.01% -2,399 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 1,195 $277K 0.07% +33 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 1,195 $277K 0.05% -2 13F-HR Timeline Willis Investment Counsel More: the full row for Willis Investment Counsel 1,189 $275K 0.02% +48 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 1,189 $275K 0.05% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 1,188 $275K 0.1% +37 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 1,187 $275K 0.07% 0 13F-HR Timeline Financial Harvest, LLC More: the full row for Financial Harvest, LLC 1,185 $274K 0.18% +29 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 1,184 $274K 0.18% new 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 1,183 $274K 0.14% -158 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 1,181 $273K 0.07% -56 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 1,180 $273K 0.02% -5,847 13F-HR/A Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 1,176 $272K 0.03% -6 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 1,176 $272K 0.04% +7 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 1,176 $272K 0.04% new 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 1,175 $272K 0.13% +15 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 1,175 $272K 0.07% +50 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 1,169 $271K 0.27% 0 13F-HR Timeline KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 1,169 $271K 0.1% +19 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 17,678 $270K 0.05% +1 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 1,164 $270K 0.08% +5 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 1,164 $270K 0.12% -500 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 1,164 $269K 0.1% 0 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 1,229 $269K 0.12% +70 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 1,160 $269K 0.09% +8 13F-HR Timeline Independent Family Office, LLC More: the full row for Independent Family Office, LLC 1,157 $268K 0.11% 0 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 1,152 $267K 0.07% +47 13F-HR Timeline Security National Bank More: the full row for Security National Bank 1,149 $266K 0.04% -572 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 1,148 $266K 0.09% +2 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 1,148 $266K 0.15% new 13F-HR Timeline MA Private Wealth More: the full row for MA Private Wealth 1,147 $266K 0.04% new 13F-HR Timeline Long Run Wealth Advisors, LLC More: the full row for Long Run Wealth Advisors, LLC 1,146 $265K 0.05% +8 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 1,144 $265K 0.22% -849 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 1,143 $265K 0.08% new 13F-HR Timeline Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 1,141 $264K 0.06% 0 13F-HR Timeline Boyd Wealth Management, LLC More: the full row for Boyd Wealth Management, LLC 1,140 $264K 0.11% -47 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 1,139 $264K 0.06% -210 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1,139 $264K 0.07% +20 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 1,138 $263K 0.26% +2 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 1,137 $263K 0.17% +21 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 1,136 $263K 0.13% 0 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 1,134 $262K 0.15% +4 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 1,133 $262K 0.1% -8,845 13F-HR Timeline PURE PORTFOLIOS HOLDINGS LLC More: the full row for PURE PORTFOLIOS HOLDINGS LLC 1,132 $262K 0.08% new 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 1,133 $262K 0.07% new 13F-HR/A Timeline AG Asset Advisory, LLC More: the full row for AG Asset Advisory, LLC 1,130 $262K 0.22% 0 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 1,129 $261K 0.06% +1 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 1,127 $261K 0.05% +48 13F-HR Timeline Ascent Capital Management, LLC More: the full row for Ascent Capital Management, LLC 1,127 $261K 0.21% new 13F-HR Timeline Mainsail Financial Group, LLC More: the full row for Mainsail Financial Group, LLC 1,127 $261K 0.11% 0 13F-HR Timeline Drum Hill Capital, LLC More: the full row for Drum Hill Capital, LLC 1,127 $261K 0.28% 0 13F-HR Timeline Seros Financial, LLC More: the full row for Seros Financial, LLC 1,125 $260K 0.16% 0 13F-HR/A Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 1,124 $260K 0.05% -218 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 1,122 $260K 0.07% -146 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 1,121 $260K 0.12% 0 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 1,120 $259K 0.15% new 13F-HR Timeline Rock Point Advisors, LLC More: the full row for Rock Point Advisors, LLC 1,120 $259K 0.07% +20 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT INC More: the full row for NORTHSTAR ASSET MANAGEMENT INC 1,118 $259K 0.07% new 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 7,616 $259K 0.15% +2,140 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 1,109 $257K 0.01% -50 13F-HR Timeline Group Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 1,106 $256K 0.1% -1,250 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 1,105 $256K 0.14% 0 13F-HR Timeline Heritage Wealth Management, Inc./Texas More: the full row for Heritage Wealth Management, Inc./Texas 1,105 $256K 0.11% 0 13F-HR Timeline United Bank More: the full row for United Bank 1,099 $254K 0.09% -300 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 1,041 $254K 0.05% new 13F-HR Timeline First Financial Group Corp More: the full row for First Financial Group Corp 1,089 $252K 0.22% -64 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 1,088 $252K 0.06% -2 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 1,084 $251K 0.15% -78 13F-HR Timeline COMPASS CAPITAL MANAGEMENT, INC More: the full row for COMPASS CAPITAL MANAGEMENT, INC 1,083 $251K 0.01% new 13F-HR Timeline Lakewood Asset Management LLC More: the full row for Lakewood Asset Management LLC 1,080 $250K 0.15% new 13F-HR Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 1,079 $250K 0.1% new 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 1,078 $250K 0.14% -2 13F-HR Timeline EVEXIA WEALTH LLC More: the full row for EVEXIA WEALTH LLC 1,083 $249K 0.07% +8 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 1,075 $249K 0.08% -11 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 1,074 $249K 0.09% new 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 1,073 $248K 0.16% new 13F-HR Timeline Group PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 1,072 $248K 0.14% new 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 1,069 $248K 0.04% new 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 1,069 $247K 0.12% new 13F-HR Timeline LongView Asset Management LLC More: the full row for LongView Asset Management LLC 1,066 $247K 0.17% -39 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 1,064 $247K 0.07% new 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 1,065 $247K 0.07% new 13F-HR Timeline DOCK STREET ASSET MANAGEMENT INC More: the full row for DOCK STREET ASSET MANAGEMENT INC 1,058 $245K 0.02% new 13F-HR Timeline Defined Financial Planning LLC More: the full row for Defined Financial Planning LLC 1,059 $245K 0.2% new 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 1,058 $245K 0.07% 0 13F-HR Timeline Touchstone Capital, Inc. More: the full row for Touchstone Capital, Inc. 1,057 $245K 0.13% 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 1,056 $245K 0.14% new 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 1,055 $244K 0.03% new 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 1,053 $244K 0.04% -2,556 13F-HR Timeline MAS Advisors LLC More: the full row for MAS Advisors LLC 1,052 $244K 0.39% new 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 1,052 $244K 0.08% new 13F-HR Timeline Karpus Management, Inc. More: the full row for Karpus Management, Inc. 1,050 $243K 0.01% new 13F-HR Timeline Nicholson Meyer Capital Management, Inc. More: the full row for Nicholson Meyer Capital Management, Inc. 1,050 $243K 0.19% new 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 1,046 $242K 0.04% new 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 1,046 $242K 0.09% -119 13F-HR Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 1,045 $242K 0.12% new 13F-HR Timeline Mills Wealth Advisors LLC More: the full row for Mills Wealth Advisors LLC 1,044 $242K 0.1% new 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 1,043 $241K 0.41% +537 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 1,034 $239K 0.1% -102 13F-HR Timeline New Perspectives, Inc More: the full row for New Perspectives, Inc 1,033 $239K 0.11% new 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 1,032 $239K 0.05% new 13F-HR Timeline Presidio Capital Management, LLC More: the full row for Presidio Capital Management, LLC 1,030 $238K 0.08% -292 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 1,029 $238K 0.09% new 13F-HR Timeline New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 1,029 $238K 0.42% -1,359 13F-HR Timeline GOLDEN ROAD ADVISORS LLC More: the full row for GOLDEN ROAD ADVISORS LLC 1,029 $238K 0.14% new 13F-HR Timeline EMC Capital Management More: the full row for EMC Capital Management 1,029 $238K 0.11% +9 13F-HR Timeline EUBEL BRADY & SUTTMAN ASSET MANAGEMENT … More: the full row for EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 1,027 $238K 0.03% new 13F-HR Timeline CAPITAL MANAGEMENT CORP /VA More: the full row for CAPITAL MANAGEMENT CORP /VA 1,026 $238K 0.04% new 13F-HR Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 1,025 $237K 0.2% new 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 1,025 $237K 0.03% new 13F-HR Timeline First International Bank & Trust More: the full row for First International Bank & Trust 1,024 $237K 0.08% new 13F-HR Timeline Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 1,022 $237K 0.12% new 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 1,021 $236K 0.05% new 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 1,021 $236K 0.09% new 13F-HR Timeline Sensible Money, LLC More: the full row for Sensible Money, LLC 1,020 $236K 0.08% new 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 1,020 $236K 0.13% 0 13F-HR Timeline Group CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 1,020 $236K 0.01% +94 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 965 $236K 0.08% new 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 1,018 $236K 0.02% +26 13F-HR Timeline Atlas Wealth Partners, LLC More: the full row for Atlas Wealth Partners, LLC 1,018 $236K 0.24% new 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 1,018 $236K 0.31% new 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 1,015 $235K 0.07% +1 13F-HR Timeline Sustainable Insight Capital Management,… More: the full row for Sustainable Insight Capital Management, LLC 1,012 $234K 0.07% new 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 1,012 $234K 0.18% new 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 1,001 $234K 0.04% new 13F-HR Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 1,011 $234K 0.05% new 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 1,011 $234K 0.04% new 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 1,007 $233K 0.06% -90 13F-HR Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 1,006 $233K 0.08% new 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 1,004 $232K 0.08% new 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 1,003 $232K 0.04% new 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 1,000 $232K 0.08% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 1,002 $232K 0.08% +8 13F-HR Timeline Freemont Management S.A. More: the full row for Freemont Management S.A. 1,000 $232K 0.18% -7,600 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 999 $231K 0.09% -38 13F-HR Timeline CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 993 $230K 0.1% -324 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 992 $230K 0.03% new 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 992 $230K 0.06% new 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 990 $229K 0.03% -18 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 989 $229K 0.03% new 13F-HR Timeline FINANCIAL ADVISORY PARTNERS, LLC More: the full row for FINANCIAL ADVISORY PARTNERS, LLC 986 $229K 0.07% new 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 985 $228K 0.06% +733 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 985 $228K 0.05% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 983 $228K 0.07% +118 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 983 $228K 0.07% new 13F-HR Timeline FMA Wealth Management, LLC More: the full row for FMA Wealth Management, LLC 983 $228K 0.16% new 13F-HR Timeline Terril Brothers, Inc. More: the full row for Terril Brothers, Inc. 980 $227K 0.07% new 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 980 $227K 0.08% new 13F-HR Timeline Clarity Wealth Development LLC More: the full row for Clarity Wealth Development LLC 997 $227K 0.2% -115 13F-HR Timeline Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 979 $227K 0.01% -1,284 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 978 $227K 0.06% -438 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 977 $226K 0.1% new 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 976 $226K 0.07% new 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 974 $226K 0.12% new 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 974 $226K 0.08% new 13F-HR Timeline Cairn Investment Group, Inc. More: the full row for Cairn Investment Group, Inc. 973 $225K 0.1% new 13F-HR Timeline Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 969 $224K 0.15% new 13F-HR Timeline Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 969 $224K 0.18% new 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 967 $224K 0.04% new 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 964 $223K 0.06% -8 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 964 $223K <0.01% -520 13F-HR Timeline Group MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 961 $223K 0.08% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 960 $222K 0.03% +384 13F-HR Timeline Whitegate Investment Counselors, Inc. More: the full row for Whitegate Investment Counselors, Inc. 960 $222K 0.07% new 13F-HR Timeline AF Advisors, Inc. More: the full row for AF Advisors, Inc. 960 $222K 0.09% new 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 958 $222K 0.16% new 13F-HR Timeline Pacific Wealth Strategies Group, Inc. More: the full row for Pacific Wealth Strategies Group, Inc. 955 $221K 0.14% new 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 953 $221K 0.09% new 13F-HR Timeline Warner Group LLC More: the full row for Warner Group LLC 952 $220K 0.15% 13F-HR Timeline